WorkerKitJoin the waitlistAI workers for Sales
AI workers for sales teams that summarize new deals, chase stalled opportunities, and log call notes to your CRM while reps keep selling. Connect HubSpot or Salesforce, set the firewall rules, and every update stays inside the access you approved.
- Meeting Prep Assistant Language model Builds a prep sheet for each meeting on your calendar: who, history, open items, and talking points.
- CRM Scribe Language model Logs your meetings and email threads into the CRM so records stay current without manual data entry.
- Deal Follow-up Assistant Language model Finds stalling deals you own and drafts a follow-up for each.
- Renewal Radar Language model Watches upcoming renewals, spots quiet accounts, and drafts timely check-in emails before it is too late.
- Email Category Classifier Decision model Sorts a window of inbox mail into your own categories and returns one typed row per message, so an agent can read the shape of an inbox in one call.
- Target Account Hiring Signals Language model Checks every week which of your target accounts are hiring and logs what the new roles mean on the account's CRM record.
- Inbound Lead Qualifier Language model Qualifies new inbound leads, files them in the CRM, and drafts the first reply within minutes.
- Local Lead List Builder Language model Finds local businesses of one type in one area every week and appends the new ones to a lead spreadsheet.
- Sheets Lead Qualification Decision model Returns lead-fit classifications from spreadsheet rows against your ideal customer profile.
- Meeting Entity Relevance Finder Decision model Finds matching meeting that was actually about a customer, project, vendor, person or topic you name, including the internal ones the target was never invited to.
- Email Jev Classifier Decision model Sorts a window of inbox mail into your own categories and returns one typed row per message, so an agent can read the shape of an inbox in one call.
- Intro Debt Language model Finds warm-intro requests you still owe and leaves double-opt-in or connection email drafts — never sends.
- Email Entity Relevance Finder Decision model Finds matching message that is actually about a customer, project, vendor, person or topic you name, internal and external, and names the false positives a keyword search returns silently.
- Funding and Deal Radar Language model Scans overnight funding, M&A, and strategic partnership news for your sector watchlist and ranks what Grok Bot should surface.
- SDR Account Qualification Brief Language model Builds a sourced account brief for a sales development handoff.
- Buyer Commitment Review Language model Separates buyer commitments from seller proposals in a sales conversation.
- Sales Handoff Workflow Language model Turns account evidence and buyer correspondence into an SDR-to-AE handoff and discovery agenda.
What is a Sales AI worker?
A Sales AI worker is an AI agent set up to run one sales job unattended, such as summarizing fresh deals, following up on quiet opportunities, or writing call notes back to your CRM. It typically touches HubSpot or Salesforce records, Gmail or Outlook threads, Google Calendar meetings, and Gong call recordings, and only within the fields, stages, and contacts you approve.
What these workers do
Send a daily pipeline digest
Pull open deals from HubSpot each morning, rank them by close date, and post a short summary to Slack that flags anything with no activity this week.
Log Gong call notes to Salesforce
Turn each Gong call into a three-line summary and write it to the matching opportunity, while amount and stage fields stay read-only for the worker.
Chase stalled opportunities
Draft follow-up emails in Gmail for deals stuck past their close date so a rep only reviews and sends. The worker never sends on its own.
Alert owners on quiet deals
Scan Salesforce for opportunities with no email or meeting in ten days and message the deal owner directly in Microsoft Teams.
How a Sales AI worker runs
What a sales worker connects to
A sales worker links to the tools reps already live in. Point it at HubSpot or Salesforce for deals and contacts, Gmail or Outlook for follow-ups, Google Calendar for meetings, and Gong for call recordings. During setup you approve exactly which pipelines, stages, and fields it can see, so amounts and forecast categories can stay read-only.
When it runs
- On a schedule for a morning pipeline digest or an end-of-week deal review.
- On a trigger when a deal changes stage or a Gong call finishes.
- On demand when a rep asks for a summary before a call.
What stays under your control
The firewall gates every read and write. You can block specific customer contacts, redact sensitive deal notes, and keep write access limited to the CRM fields you choose. Every action lands in a full audit trail, and you can narrow or revoke the worker's access to HubSpot or Salesforce at any time without touching your reps' own logins.
Sales questions, answered.
Can a sales AI worker update my CRM?
Yes, a sales worker can write to HubSpot or Salesforce, but only to the objects and fields you approve. You might let it log call notes and next steps while keeping deal amount and stage read-only. Every write passes the firewall and is recorded in the audit trail, and you can revoke its CRM access at any time.
Will it email prospects without me reviewing?
No, a sales worker drafts follow-ups in Gmail or Outlook and leaves them for a rep to review and send unless you explicitly grant send access. You can block specific contacts, cap how many drafts it creates, and keep it read-only on your inbox so it summarizes threads without ever hitting send.
How does it handle Gong call recordings?
A sales worker reads the Gong calls you scope to it and turns them into short written summaries for your CRM. Sensitive fields can be redacted before anything is stored, and the firewall limits which calls it can open. Recordings it is not scoped to remain invisible, and the whole process is logged.
Can I limit it to one pipeline or region?
Yes, per-entity scope lets you point a sales worker at a single pipeline, team, or set of accounts in HubSpot or Salesforce. Deals outside that scope are never returned. You can tighten the scope or add contact blocks whenever your territories change, and the worker keeps running under the new limits.