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Bot recipe · Sales and CRM

Stale deal nudger.

Finds open deals nobody touched in two weeks in your CRM, and drafts a nudge for each owner.

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Free: 30 answers a day, plus 300 trial credits for every other model. No card.

HubSpot Salesforce
On a schedule Yours Changes as you allow

It starts

  • On a schedule
  • Every weekday at 9:00

It works with

Any CRM

Any team chat

Its changes

The messages ask.

Its instructions

What it's told, word for word.

The bot reads these on every run, with your own tools named where they say “your CRM”. Change them before it starts, or any time after.

List open deals in your CRM with no activity, note, or stage change in 14 days, by owner, oldest first. For each, say what happened last and suggest one next step. Send each owner one message in your team chat with their list; skip owners with none.

Conversations
A new conversation each day.
Credits
About 5 to 20 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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Free: 30 answers a day, plus 300 trial credits for every other model. No card.