Tasklet desktop
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Sales - New thread
Sales - New thread Pipeline command center
📈📣⚙️🧾🗂️
📈SalesShare agent
Pinned
Pipeline command center Account research board Sales forecast dashboard Inbound lead routing Q3 pipeline review Renewal risk monitor Meeting prep briefs
Threads
Draft support email replies Enrich new sales inquiries Draft follow-up to Northstar Prepare the Cedar account brief Identify stalled opportunities Summarize customer calls
1,406,634
👋 Hi, I’m📈 _Sales._What can I do for you this morning?
Threads are private to you
Ask anything or describe a task— hold space to dictate
BAPI +29****5.6 Sol Medium
Enrich new leads and update HubSpot Draft replies to unread sales emails Prepare me for today’s customer calls Summarize pipeline changes from Slack
Draft support email replies
Draft replies to the unread emails in my Gmail support inbox
9:02 AM
Working Worked for 1s
I’ll review the unread messages in the support inbox and save a draft reply for each in Gmail — nothing will be sent.
Create a new connection to Gmail Create Connected
Working Worked for 46s
Done — 6 drafts are ready in Gmail. I flagged 2 urgent tickets for your review.
Do this automatically every weekday at 7am
9:04 AM
Working Worked for 8s
Created automation Draft support email replies At 07:00 AM, Monday through Friday
Scheduled — I’ll draft replies every weekday at 7:00 AM.
1 automation
Reply to Sales— hold space to dictate
5.6 Sol Medium
🎧Share “Support”
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Add people
JLJordan Leejordan@acme.comAdd MCMaya Chenmaya@acme.comAdd
People with access
AYouyou@acme.com Can edit
JLJordan Leejordan@acme.com Can edit
MCMaya Chenmaya@acme.com Can edit
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Per Agent Approval Data accessed from Gmail may be used to complete your task. You are in control of which agents can use it.
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Pipeline command center
Total pipeline $1,406,634 Weighted forecast $612,400 Needs attention 4 Pipeline coverage 3.2×
Pipeline by stage
- Discovery Open $318k 23% of pipeline
- Qualified Open $425k 30% of pipeline
- Proposal Open $394k 28% of pipeline
- Closing Open $269k 19% of pipeline
Needs attention
- Northstar Labs No reply · 12 days $68,000
- Cedar & Co. Close date slipped $42,500
- Bluebird Finance No next step $124,000
Recent movement
Juniper Health moved to Proposal! Northstar Labs has been quiet for 12 days! Bluebird Finance value increased to $124,000!
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Step 1
Open
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Step 2
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Step 3
Launch
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