Examples

These walk-throughs show Sales Assistant in typical situations. The clients and numbers are illustrative.

Example 1: A Stalled Deal Gets a Nudge

Scenario: A SaaS client has a late-funnel deal that has had no activity for five weeks.

Step 1: The weekday run finds it. At 10 am the deal check sees 32 days without activity and no contact from you in the last 14 days in any channel.

Step 2: The draft is written. Sales Assistant pulls the deal stage, the contact, and the last recorded activity, and writes a short email asking a direct question about next steps.

Step 3: A card arrives in Slack.

Re-engagement: Priya Mehta, Thornfield SaaS

Source: HubSpot deal (32 days dormant)
Subject: Next steps on the brand refresh engagement

Hi Priya, I wanted to follow up on the brand refresh
scope we discussed. We left it with your team reviewing
the timeline...

Why now: No deal activity in over a month; deal is still
open at Proposal stage.

[Approve]  [Redraft]  [...]

Step 4: A colleague clicks Approve. Your agency has separation of duties on, and the draft is written from your mailbox, so a colleague approves it. The draft is written to your Gmail Drafts folder and the card changes to Open Draft.

Step 5: You send it from Gmail. You add a line about next quarter and click Send. Sales Assistant never sends it for you.

Example 2: Redrafting Before You Approve

Scenario: A card for a long-quiet client leads with timing, but you know a different angle will land better.

Step 1: You click Redraft. A box opens.

Step 2: You describe the change.

Focus on the new campaign services we offer rather than
the timing of our last conversation.

Step 3: The draft is rewritten in place. The card shows the new version. Nothing is in Gmail yet.

Step 4: The draft is approved and sent from Gmail. Once a colleague approves it, the new draft is in the Drafts folder of the mailbox Sales Assistant writes from, ready to edit and send.

Example 3: Dismissing a Prospect

Scenario: A card appears for an unanswered email thread from three weeks ago. You met the person at an event last week and know they are not moving forward.

Step 1: The thread qualifies. You sent the last message 21 days ago and there is no reply.

Step 2: You open the overflow menu and click Dismiss. The card changes to a note that the prospect will not resurface until the quiet period resets. No email is written to Gmail and none is sent.

Example 4: Running a Scan Before a Review

Scenario: Before a Monday pipeline review you want fresh drafts without waiting for the morning run.

Step 1: Open the Sales page. In the app, open Sales.

Step 2: Click Scan Now. The scan checks all four sources and writes drafts for up to three new signals. The page reports how many drafts are ready and how many new signals it found.

Step 3: Approve in Slack. The new cards appear in the Sales Assistant channel. Approve the ones you want. Each approved row on the Sales page then shows Open in Gmail.

Step 4: Anything beyond three waits. If more than three prospects qualified, the rest are handled by the next 10 am run.