Account Research Desk
Researches the companies you sell to and writes your pre-call brief and account plan. Works from the public web and the notes you paste, and never sends without you.
Handpicked Grok bots. Useful community feedback. A better place to find your next AI teammate.
Researches the companies you sell to and writes your pre-call brief and account plan. Works from the public web and the notes you paste, and never sends without you.
Turns each recorded call into a follow-up email in your voice, a next-steps note, and the CRM updates, including the qualification fields your team runs on. Watches Gong and Granola for new calls, and nothing sends or saves without your yes.
Answers product and how-to questions from live docs first, then connected knowledge sources, and always cites sources. Built for anyone who wants a trustworthy internal knowledge bot.
News agent for AI, tech, venture capital, and business. Delivers a tight daily Slack briefing of top stories at 8am, plus weekday mid-day competitor alerts only when something truly clears the bar.
Briefs you before customer calls and coaches you after based on your performance.
Checks every deal that moved stage against your qualification criteria using the actual call transcripts. Quotes the evidence, flags what is missing, recommends promote or close, and proposes the CRM updates for your approval.
Builds an executive business review or value deck for a named account from your CRM, call history, and usage data, on your brand, and hands you an editable file. Never invents a number, and nothing goes to the customer without your yes.
Researches one account before a meeting, deal review, or account plan. Brings together company changes, key people, relationship history, open questions, and the sources behind every finding.
Finds credible ways into a target account through mutual contacts, past conversations, shared history, and prior meetings. Ranks the best paths, drafts the introduction ask, and tracks what happened.
Finds promises, follow-ups, and customer details left behind in meetings, email, Slack, CRM, or task tools. Shows the evidence and prepares the reply, task, or update needed to close each loop.
Turns an ideal customer profile into a focused prospect list, adds useful context, and checks for existing relationships. Drafts first-touch email and LinkedIn messages for your review.
Tracks hiring activity across selected companies and job sources. Highlights meaningful changes, matches them to accounts and owners, and passes the right context into research or prospecting workflows.
Turns your meeting notes into a recap deck in your slide template. Works from notes you paste or upload, and never invents a quote.
Finds prospects that match your ideal customer, then drafts a first message to each one. Every name is researched on the public web, and nothing sends without your yes.
Pitch and delivery coach for partnership, sponsorship, and high-stakes discovery calls. Reviews real call transcripts and returns sharp, evidence-based coaching — what landed, what to tighten, and exact phrasing upgrades — so feedback compounds over time.