Examples

These walk-throughs show Sales Assistant in action across common scenarios. Details are illustrative; the steps reflect actual behavior.

Example 1: A Stalled Deal Gets a Nudge

Scenario: A SaaS client has been in late-stage negotiation for six weeks. Activity on the deal dropped off a month ago and you have been too busy to follow up.

Step 1: The scan runs. Sales Assistant checks HubSpot and finds the deal has had no recorded activity in 32 days. It qualifies as dormant.

Step 2: The draft is written. Sales Assistant pulls the deal name, stage, primary contact, and the last recorded activity. It writes a short email referencing the specific project and asking a direct question about next steps. The email is 120 words; no marketing language, no filler.

Step 3: Brand Guard reviews it. The draft passes cleanly.

Step 4: The card appears 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.

Brand review: Clean

[Open in Gmail]  [Dismiss]

Step 5: You click Open in Gmail. The full draft is there. You add one line about the upcoming quarter and click Send.

Example 2: A Warm Contact Goes Quiet

Scenario: A contact at a mid-size e-commerce company had several calls with you earlier in the quarter. They went cold six weeks ago, no deal on record.

Step 1: The scan runs. Sales Assistant checks HubSpot contacts and finds this contact's last recorded note is 61 days old. Their lifecycle stage is "Marketing Qualified Lead." They qualify for re-engagement.

Step 2: The draft is written. Because there is no active deal, the email is anchored to the earlier conversations and keeps the ask light: "Happy to reconnect if the timing is better now."

Step 3: Brand Guard flags a phrase. One sentence uses language close to a broadcast marketing tone. The draft is still written to Gmail Drafts, but the card flags it.

Step 4: The card appears in Slack.

Re-engagement: Jordan Reyes, Overton Commerce

Source: HubSpot contact (61 days since last note)
Subject: Checking back in

Hi Jordan, it's been a while since we last connected.
Wanted to reach out in case the timing is better now...

Why now: Last contact over 60 days ago; no active deal.

Brand review: Flagged -- one sentence reads as broadcast;
consider softening before sending.

[Open in Gmail]  [Dismiss]

Step 5: You click Open in Gmail. You rewrite the flagged sentence, then send.

Example 3: An Unanswered Email Thread

Scenario: You emailed a prospect three weeks ago after a referral introduction. No reply came.

Step 1: The scan runs. Sales Assistant checks Gmail and finds a thread where you sent the last message 21 days ago with no response. The threshold is 14 days, so it qualifies.

Step 2: The draft is written. Sales Assistant uses the subject line and content of your original email to ground the follow-up. The new email is brief: one reference to the original message, one question, and an easy out.

Step 3: Brand Guard clears it.

Step 4: The card appears in Slack.

Re-engagement: Chris Danvers, Lanefield Group

Source: Gmail thread (21 days, no reply)
Subject: Re: Introduction from Mark

Hi Chris, just wanted to make sure my previous note
didn't get buried. If now isn't the right moment, no
problem at all -- happy to reconnect when timing works.

Why now: Your email has had no reply in three weeks.

Brand review: Clean

[Open in Gmail]  [Dismiss]

Step 5: You click Dismiss. You spoke with Chris at an event and already know they are not moving forward. The card is resolved, no email sent.

Example 4: Requesting a Redraft

Scenario: Sales Assistant surfaced a re-engagement card for a long-dormant client. The draft angle focuses on timing, but you know a different hook would land better.

Step 1: The card arrives. You read the draft and decide the angle is off.

Step 2: You ask for a redraft from Slack.

@Agenteous redraft the email for Whitmore & Co, focus on
the new campaign services we offer rather than the timing

Step 3: Sales Assistant generates a new version. It writes a fresh email that opens with the new capability angle, still grounded in what it knows about the prior relationship. Brand Guard reviews it again.

Step 4: An updated card replaces the original. The new draft appears with the same format. You open it in Gmail, make a small adjustment, and send.