Bot recipe · Sales and CRM
Proposal deck from a deal.
Builds a first proposal deck on the organization's PowerPoint template from the deal's notes.
Free: 30 answers a day, plus 300 trial credits for every other model. No card.
It starts
- On a schedule
- Every day at 8:00
It works with
-
HubSpot
- Code
Its changes
None to make the file; sending is yours.
Its instructions
What it's told, word for word.
The bot reads these on every run. Change them before it starts, or any time after.
- Conversations
- One per deal.
- Credits
- About 15 to 50 credits a run, at the model's own rate.
- Who sees it
- Only you: it works as you, and its runs are your chats.
Sales and CRM
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Start from this recipe.
Sign up, open Bots, and pick Proposal deck from a deal. Every part of it stays yours to change.
Free: 30 answers a day, plus 300 trial credits for every other model. No card.