Discovery & Demo Tasks

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.

Generate a tailored discovery call agenda from CRM data and prospect context, create it in Google Docs, and attach to the calendar meeting.

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.

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.

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.