AI AGENTS
Deal-call brief when a Salesforce meeting is booked
When a meeting is logged on a Salesforce opportunity, assembles a deal-aware prep brief combining CRM history and fresh web intel, then emails it to the account owner.
How it runs
The automated pipeline, trigger to output.
- TriggerMeeting booked on Salesforce opportunitySalesforce
- ActionRead opportunity, contacts & activitySalesforce
- ActionGather company news & signalsExa
- ActionSynthesize deal-aware brief
- OutputEmail brief to opportunity ownerGmail
What it does
The moment a meeting is scheduled against an open opportunity in Salesforce, the agent builds a sales-specific prep brief: deal stage and amount, last activity, open next steps, key contacts, and recent news about the prospect's company. It emails the assembled brief to the opportunity owner so reps prep from one place instead of digging through the CRM.
When to use it
Your reps book calls on live deals but show up under-prepared because the context is scattered across Salesforce tabs. Use this to turn every booked deal call into a ready-made briefing.
How it works
- 1A Salesforce event on an opportunity triggers the run.
- 2The agent reads the opportunity record, contacts, and recent activity history.
- 3Exa gathers current news and signals about the account's company.
- 4The agent synthesizes CRM facts and web intel into a deal-aware brief with suggested next steps.
- 5The finished brief is emailed to the opportunity owner ahead of the call.
Set it up
What you configure once, before turning it on.
- 1Connect SalesforceAccounts, opportunities, cases.
- 2Connect ExaNeural search across the web.
- 3Connect GmailRead, draft, send, label.
- 4Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 5Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 6Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
More AI Agents workflows
Custom Metrics Cardinality Spike Pager
A webhook from a Datadog monitor fires when custom-metric cardinality jumps; an agent pinpoints the offending metric and tag, estimates the added cost.
Sentry-to-Confluence Runbook Updater
When a Sentry issue is resolved, the agent finds the matching Confluence runbook page and proposes an inline update with the verified fix.
Stale Doc-PR Chaser for Runbook Gaps
On a daily schedule the agent finds runbook doc PRs that were opened from resolved incidents but never reviewed, summarizes what each one fixes.
Resolved Incident to Public Troubleshooting Doc
For customer-facing errors resolved in Sentry, the agent drafts a sanitized troubleshooting entry and opens a PR to your ReadMe documentation.
On-Call Runbook Gap Closer: Resolved Sentry Issues to Doc PRs
An agent reads each newly resolved Sentry issue, compares the actual fix against your existing runbook, and opens a GitHub PR adding the missing remediation steps.
Weekly On-Call Doc-Gap Digest
Each week the agent reviews every Sentry issue resolved in the last 7 days, ranks the ones whose runbook coverage is missing or thin.
Run it inside a business
This workflow drops into a full company template. Import the org, and this is one of the playbooks its agents run.
Run this workflow in your colony.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.