Sales Operations
Every email filed, followed up, and in the CRM
For teams whose shared inbox is the pipeline, the agent sweeps it hourly — organizing mail, creating CRM records, and booking the follow-up before a competitor replies.
This is a guided demo, not a live agent.
The interface is the real product and the workflows are real, but the replies are pre-built so you can explore without an account. The live product runs an actual agent on your own systems and data. Please don't paste anything confidential.
How this agent works for sales operations
- 1
An hourly cron sweeps the shared Outlook inbox for every message received since the last run.
- 2
Each message is categorized and filed — new inquiry, active client, supplier, or noise — leaving a zero-clutter inbox.
- 3
Sender details, company, and request context are extracted and upserted into HubSpot as contacts and deals, with attachments filed to the record.
- 4
A Microsoft Teams follow-up meeting is created on the account owner's calendar, the invitation sent, and a digest of everything actioned posted to Slack.
Cadence
Hourly cron · 24/7
Works across
Outcome
Every inquiry in the CRM within the hour, and the first follow-up meeting booked before competitors reply.
Want to see this run on your real HubSpot?
We'll set up a live agent against your own systems so you can watch it do the actual work, not a simulation of it.