Revolutionize your sales workflow with an intelligent system that bridges the gap between spreadsheets and dynamic CRM functionality. This powerful automation transforms your static 'Deals' spreadsheet into an interactive sales assistant that actively manages your daily tasks and follow-ups. Instead of manually tracking leads and updating status fields, let your automated assistant do the heavy lifting. The system intelligently processes your spreadsheet data to: - Monitor pending tasks and upcoming deadlines - Send timely reminders through Slack - Present one task at a time to maintain focus - Update spreadsheet entries based on your natural language responses What sets this apart is its conversational interface. Simply reply with casual updates like 'I've done it yesterday' and the assistant automatically updates your spreadsheet. No more context switching between different apps or manual data entry. This solution is perfect for sales professionals who: - Prefer the flexibility of spreadsheets but need CRM functionality - Want to maintain organized lead tracking without the complexity of traditional CRMs - Need automated task reminders and progress tracking - Seek to eliminate manual data entry and status updates Effectively, you're getting a personal sales assistant that keeps your data organized, ensures no follow-ups slip through the cracks, and maintains your records with minimal effort on your part.
This is just one of the many repetitive tasks we automate.
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Getting started
Step 1
Prepare Your Spreadsheet
Create or use your existing Google spreadsheet containing leads, tasks, and deadlines.
Step 2
Connect Your Tools
Link your spreadsheet and Slack workspace to enable automated communications.
Step 3
Start Receiving Updates
The assistant will begin monitoring your tasks and sending reminders through Slack.
Step 4
Respond Naturally
Reply to task reminders in natural language, and your spreadsheet will update automatically.