1
Look at every deal stuck in Negotiation or Proposal Sent for 30+ days — pull the latest call notes and email threads for each, identify the blocker, and draft a tailored follow-up for each in my voice.
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2
Run a pipeline hygiene sweep — find every open opportunity with no activity logged in the last 21 days, check whether the close date has been pushed more than twice, and draft a loss-or-advance decision recommendation for each.
3
Do a win/loss analysis for last quarter — pull every Closed Won and Closed Lost deal, group them by lead source, deal size, and stage where we lost, and draft a one-page summary with three actionable takeaways.
4
Identify every account due for renewal in the next 90 days — score each by health signals from support tickets and product usage, flag the at-risk ones, and draft personalized renewal outreach in my voice.
5
Find every rep with more than 10 overdue tasks right now — review their open opportunities for patterns, identify which deals are most at risk, and draft a coaching note for each rep highlighting the highest-priority action.
6
Build next quarter's revenue forecast — pull current pipeline by stage, apply our historical win rates by deal size and lead source, model best/likely/worst scenarios, and draft the forecast slide for the board deck.
7
Spot account expansion opportunities — find every customer account where the contact count or usage has grown more than 30% since the last upsell attempt, calculate potential expansion ACV, and draft upgrade pitches for the top 10.
8
Audit our lead routing rules — pull every lead created in the last 60 days, check whether they were assigned within our SLA window, find the ones that fell through the cracks, and draft a re-engagement for each.
9
Run a rep performance review — pull each rep's pipeline value, activity volume, win rate, and average deal velocity for this quarter, compare against targets, and draft a one-pager per rep for the QBR.
10
Find every account tagged as a key account with no Opportunity open and no activity in the last 60 days — cross-reference with their Salesforce health score, and draft a re-engagement plan for the top 15 by ARR.
Take action
Create a new lead
Update an opportunity's close date
Change an opportunity stage
Log a call activity
Add a note to an account
Assign a lead to a rep
Update a contact's email address
Delete a duplicate lead asks before doing
Create a follow-up task
Mark an opportunity as closed-lost asks before doing
Workflows that use Salesforce
Pairs well with