Sales Assistant
Sales Assistant keeps your pipeline from going cold. It scans your HubSpot deals, contacts, and Gmail threads on a regular cadence, flags the ones that have gone quiet, and writes a ready-to-send re-engagement email for each one. The draft lands directly in your Gmail Drafts folder. You review it, adjust if you like, and click Send when you are ready.
When a draft is ready, Sales Assistant surfaces it in two places: as an approval card in Slack, and in the Sales page and the Work Queue in the app. If your team runs without Slack, the app is the home for every draft. Acting in one place clears it from the other.
Nothing goes out without you. Sales Assistant researches, drafts, and queues: you decide what gets sent.
What It Does
Sales Assistant watches three sources for signs of stalled momentum. In HubSpot, it tracks late-stage deals that have seen no activity past a configurable window, and engaged contacts whose last recorded note or activity has grown stale. It also checks your Gmail threads for conversations where you sent the last message and received no reply.
When it finds a prospect worth reviving, it writes a short, specific email in your voice: one opening, a concrete reference to the prior conversation, and a single forward-looking question or option. The email avoids marketing language and gives the recipient an easy out. It then posts an approval card to your Slack channel and lists the same draft on the Sales page in the app, so you can act wherever you work.
Approval cards arrive a few at a time. Sales Assistant paces itself so your inbox, channel, and queue stay manageable.
The Sales Page in the App
The Sales page is where the daily action happens. It shows:
- A Run a Scan Now button that starts a fresh scan on the spot and pulls any new drafts into the list below.
- A feed of the re-engagement drafts the scanner has written. Each row names the recipient, the subject line, the reason it surfaced (which signal flagged the silence and how long ago), and any brand-check flags from Brand Guard.
- On each draft: Open in Gmail to read the full email in your inbox and send it, or Dismiss to skip that prospect. A draft you have already sent shows as Sent.
The same drafts also appear in your Work Queue, the single list of everything waiting on a decision. If a draft is not pressing, you can Snooze it from the Work Queue to set it aside and bring it back later instead of leaving it on your list. Acting in any one place clears the item from the others.
Limiting Which Prospects It Scans
By default, Sales Assistant scans every dormant prospect it can see. If you want it to watch only part of the book, your agency administrator can turn on an optional audience filter that limits the scan to chosen contact owners, to one or more business units, or both. The filter is off until someone enables it, so out of the box nothing is held back.
Leading Into a Proposal
A re-engagement that lands well often becomes a live opportunity. When a revived deal moves forward, you can carry it straight into the Proposals page: pick the deal, and the agent drafts a client-ready scope, estimate, and price from it for your review. Sales Assistant reopens the conversation; Proposals helps you turn a won re-engagement into a proposal.
Key Capabilities
| Capability | What it gives you |
|---|---|
| Dormancy scanning | Identifies deals, contacts, and email threads that have gone quiet, based on configurable silence thresholds |
| Re-engagement drafts | Writes a short, prospect-specific email grounded in actual deal history, not generic copy |
| Gmail Drafts delivery | Places the finished draft in your Drafts folder; you click Send when ready |
| Slack and app review | Posts a card with a draft preview and a one-sentence rationale to Slack, and lists the same draft on the Sales page and in the Work Queue, so you can review wherever you work |
| Run a Scan Now | A button on the Sales page that starts a scan on demand and pulls any new drafts into the list |
| Audience filter | An optional, off-by-default limit so the scan watches only chosen contact owners or business units |
| Brand review | Each draft passes through Brand Guard before reaching you; any flag surfaces on the card and the draft row |
The Approval Rule
Sales Assistant is fully autonomous through drafting: it scans, identifies dormant prospects, writes the email, checks it against your brand, and drops it in Gmail Drafts. It then posts an approval card in your Slack channel and lists the same draft on the Sales page and in the Work Queue.
Sending is always yours. The card and the draft row show the draft subject and opening lines, the signal that triggered the re-engagement (which source flagged the silence and how long ago), and the brand review verdict. Your options are Open in Gmail to read the full draft and send it from there, or Dismiss to skip this prospect. From the Work Queue you can also Snooze a draft to bring it back later.
If Brand Guard flags a concern, the card and the row note it so you can decide whether to edit before sending.
If your agency has turned Slack off, the Slack card is not posted; every draft waits for you on the Sales page and in the Work Queue instead, where you do exactly the same review.
Who It's For
- Agency owners and principals: stay on top of late-stage deals without manually auditing CRM activity every week.
- Account managers: catch quiet client relationships before they drift completely, and re-open conversations with a single click.
- Business development leads: maintain contact with warm prospects even when attention shifts to active projects.
Related
- Commands: how to trigger a scan or dismiss a draft from Slack.
- Notifications: what the approval card contains and when it arrives.
- Schedule: when Sales Assistant runs on its own.
- Examples: walk-throughs of a dormancy scan and a re-engagement approval.
- Troubleshooting: common questions and what to check when something looks off.