Prepare for accounts, build sales presentations and hear what customers are saying, without digging through tools.
A day in the life
8:30A morning automation lists today's meetings. You ask for one child session per account, and the briefs are ready together.
10:00Before a renewal call, you ask for the account's recent feedback and support history in one summary.
13:00You turn the discovery notes into a tailored PowerPoint deck and review it with the agent.
15:30You review the pipeline for the quarter and get a list of deals with no next step.
17:00You draft follow-up emails from your call notes and send them yourself.
Use cases
Query account information and opportunities
Ask plain-language questions about an account and its open opportunities in your CRM.
ChatsConnectors: Availability varies
Connectors: Connectors may not be on for your account yet. If they are not in the Customize view, add the service as an MCP server where your admin allows it, or attach an export.
Prerequisite: an admin-approved Salesforce connector or MCP server, authorized with your own account and read-only scope.
Without a connector, export the account or opportunity report to CSV and attach it.
Using the connected CRM, give me a one-page brief on <account>: open opportunities with stage, amount and close date, the last three activities, key contacts by role and any risks noted in the record. Flag fields that look out of date. Do not change any records.
Outcome: A meeting-ready account brief pulled from the system of record.
Connectors: Connectors may not be on for your account yet. If they are not in the Customize view, add the service as an MCP server where your admin allows it, or attach an export.
Prerequisite: an admin-approved CRM connector or MCP server with read-only scope, or one CSV export per account.
Check each brief against the record before the meeting.
I have meetings tomorrow with <account A>, <account B>, <account C> and <account D>. Start one child session per account and run them at the same time. Each one writes a one-page brief: open opportunities, recent activity, key contacts by role and risks, from the attached exports or the connected CRM. Do not change any records. When all four are done, give me a table with each account, its biggest risk and a link to its brief.
Outcome: A stack of meeting-ready briefs in the time one used to take.
Office canvases: The Word, Excel and PowerPoint canvases may not be on for your account yet. If they are not in the Canvas view in Customize, ask the agent to write the .docx, .xlsx or .pptx file with a script and open it in Office.
Connectors: Connectors may not be on for your account yet. If they are not in the Customize view, add the service as an MCP server where your admin allows it, or attach an export.
From the attached opportunity export (or the connected CRM), open an Excel canvas with my open opportunities this quarter. Add columns for days in stage and days since last activity. Highlight deals with no next step, a close date in the past or no activity in 14 days, and chart pipeline by stage.
Outcome: A pipeline sheet with the deals that need you highlighted.
Tailor a deck to one account from your notes and approved product material.
Plan modeOffice canvases: Availability varies
Office canvases: The Word, Excel and PowerPoint canvases may not be on for your account yet. If they are not in the Canvas view in Customize, ask the agent to write the .docx, .xlsx or .pptx file with a script and open it in Office.
Plan mode asks you to approve, redirect or exit before it changes anything. Real app component rendered with test data.
Start from your team's template file so the deck matches brand guidelines.
Create a PowerPoint deck for <account type, for example a mid-size retailer> from the discovery notes and approved product material below. Use 8 slides or fewer: their goals in their words, current challenges, how we help, proof points, rollout plan and next steps. Add speaker notes. Use only claims from the approved material and list any you could not support.
<paste notes and material>
Outcome: A tailored deck with speaker notes and no unsupported claims.
Summarize what an account has said across cases, notes and activities.
ChatsConnectors: Availability varies
Connectors: Connectors may not be on for your account yet. If they are not in the Customize view, add the service as an MCP server where your admin allows it, or attach an export.
Share product gaps with your PM through the feedback triage workflow, with the account name removed if it leaves the sales team.
Using the connected CRM, collect feedback for <account> from the last 6 months: cases, call notes and activity comments. Group it into themes with dates and one short quote each. Separate product gaps from service issues, and list any feedback that already has a linked product issue.
Outcome: A clear picture of the account's feedback before a renewal or QBR.
Turn the call notes below into a short recap email: what we heard, what we agreed and next steps with owners and dates. Keep it under 150 words and match a friendly, direct tone. Then list the CRM fields I should update.
<paste notes>
Outcome: A recap email and a CRM update list, ready for you to send and enter.
