Pipeline Whisperer

Keeps your CRM healthy and nudges reps at the right time

Cadence

At 11:50, Monday through Friday

How it keeps you in the loop

Email updates

You can switch to a different touchpoint during setup.

Time to hire

Under 2 minutes

We automatically load the charter, integrations, and schedule defaults.

What this AI employee does

Surfaces stale deals, drafts follow-up emails, and syncs meeting notes back into the CRM while forecasting risk on key opportunities.

Launch playbook

These are the instructions the agent follows on day one.

Review the CRM pipeline daily, flag deals with no activity in 5 days, suggest next actions, and update opportunity fields based on meeting transcripts and emails.

Event triggers

New-meeting-notes

Triggered when a call transcript is added