Schedule
Sales Assistant runs once each weekday at 10 am. It does not run on weekends, and it does not run every few hours. You can also run it yourself at any time with Scan Now on the Sales page.
The Weekday Run
At 10 am Monday through Friday, it runs all four checks:
- Late-funnel HubSpot deals with no activity for 30 days.
- Engaged HubSpot contacts with no activity for 60 days.
- Gmail threads where your message went unanswered for 14 days, looking back up to 90 days, for people already in HubSpot.
- External meetings in the last 60 days where nobody has emailed the attendee for 7 days or more.
Anyone you touched in the last 14 days in any channel is skipped. Signals for the same email are merged.
How Many Cards You Get
The run writes drafts for at most three new signals and posts one card for each. If more than three prospects qualify, the rest wait for the next run. Scan Now follows the same limit: it drafts up to three right away and leaves the rest for the next 10 am run.
Some on-screen text on the Sales page and in the Operator Console says the scan runs every six hours. The scan runs once each weekday morning.
What Happens Overnight and on Weekends
Nothing. A prospect that goes quiet on Friday afternoon is picked up on Monday at 10 am at the earliest, subject to the quiet period for each check.
If Slack Delivery Is Off
Drafts are still created and listed on the Sales page, but the app has no Approve button. Without a card in Slack there is no way to produce a Gmail draft from the app, so keep Slack delivery on for this agent.