Who this is for: Sales leads and founders selling.

The Bot team

One Bot per theme, not per task. Each has its own accounts (see own accounts).

Pipeline Bot — Owns CRM hygiene, stale-deal follow-up drafts, and the Monday scoreboard. HubSpot/Pipedrive/Salesforce seat, no send rights.

Research Bot — Owns account research: org charts, intent signals from public sources, contact lists into a review sheet. No outreach.

Call Notes Bot — Owns call transcripts: summaries, next steps into the deal, task creation. Triggered when a recording lands.

Routines

07:30 daily — deals with no activity in 7 days: draft follow-ups in the rep's voice, leave as drafts
On recording — transcript to CRM notes and tasks
Monday 06:00 — scoreboard to Slack: stage movement, commit risk, stalls
Weekly — target-account contact refresh into a sheet

What's behind approval

Anything that emails a prospect. Drafts unattended; sends need a rep's tap. Sequences stay human-triggered.

What the win looks like

Reps open Monday to an inbox of drafted follow-ups and a scoreboard, instead of a CRM they'll clean up 'later'.

What we won't build here

Automated outbound at volume. The prospects' inboxes are already full of it and your domain reputation is the collateral.

Setup and cost

Use the free workflow check to choose one task from this playbook. For lead, inbox or quote preparation, the free starter kit provides role templates and test instructions. Plan and usage costs remain separate: see which plan you need.