Discovery & Demo Tasks
AI agents that automate discovery & demo workflows — pre-built and ready to run with your existing tools.
Auto Discovery Call Notes
Extract discovery fields from call transcripts and log structured notes + update deals in CRM.
Call Prep on Autopilot
Prepare sales call briefs by pulling CRM data, enriching contacts, and delivering dossier before meetings.
CRM Self-Update After Sales Calls
Update CRM after sales calls with next steps, contacts, and send welcome email + CSM briefing on deal close.
Demo Preparation Brief
Generate a tailored demo preparation brief for a sales rep before a product demo — including prospect context, key pain points, recommended demo flow, and talking points.
Discovery Call Agenda
Generate a tailored discovery call agenda from CRM data and prospect context, create it in Google Docs, and attach to the calendar meeting.
Post-Meeting Action Items
After a sales meeting, automatically extract action items, decisions, and next steps from the call transcript, assign owners, set deadlines, and log everything to CRM and notify the rep via Slack.
Sales Call Logger
Transcribe and analyse a sales call recording, extract key insights and deal signals, log a structured summary to CRM, create a call report in Google Docs, and post a recap to the team Slack channel.
Sales Pitch Quality Analyzer
Analyse a recorded sales call or pitch, evaluate quality across key dimensions (structure, objection handling, talk ratio, next steps), and deliver a scored report with actionable coaching recommendations.