Send daily sales call briefings to Slack before every meeting

Researches each day's sales prospects and posts a briefing to Slack before your calls start, so reps arrive prepared.

How the work actually flows

A straight line. Runs once per each prospect's scheduled call.

Pattern: Sequence (1) ยท Multiple Instances without Synchronization (12)

flowchart TD trig(["daily before scheduled calls"]):::trigtime s0["check calendar for calls"]:::svc s1[["research each prospect"]]:::mi s2["post briefing to Slack"]:::task trig --> s0 s0 -->|"one per each prospect's scheduled call"| s1 s1 --> s2 out[/"prospect briefings posted before calls"/]:::out pay{{"reps walk in prepared and sharp"}}:::pay s2 --> out out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
Starts itA stepAn outside serviceRuns once per itemResultPayoff
Build size
Starter

A small build with a couple of connected tools.

Business functions
Research & Market IntelligenceGeneral Automation
Connects
Slack

The problem it solves

Every sales call means digging up who you're talking to, what they sell, what they've budgeted, and who else they're considering, usually in the ten minutes before the call starts. That rushed prep means you walk in less sharp than you should be.

Who it fits

Sales reps or account executives with a full calendar of prospect calls.

How it works

  1. Checks the day's calendar for upcoming sales calls
  2. Researches each prospect's business, goals, and budget
  3. Pulls relevant details like current products, competitors, and online presence
  4. Posts a briefing to a Slack channel ahead of each call
What you get

Briefings that prep every sales call

Every rep gets a Slack briefing on each prospect's business, goals, and budget before their calls start, so they walk in prepared.

What you get

A Slack message summarizing each prospect's business background ahead of scheduled calls.

What you need

A Slack workspace and a calendar or CRM connected to a research tool.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

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