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.
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 assigned Slack channel so you can act without leaving Slack.
Approval cards arrive a few at a time. Sales Assistant paces itself so your inbox and channel stay manageable.
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 approval cards | Posts a card with a draft preview and a one-sentence rationale so you can review at a glance |
| Brand review | Each draft passes through Brand Guard before reaching you; any flag surfaces on the card |
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.
Sending is always yours. The card shows 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.
If Brand Guard flags a concern, the card notes it so you can decide whether to edit before sending.
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.