It does the work across your apps.
Ask for the outcome in plain words. It does the steps, then brings back the result and anything it needs you to decide.
What needs me today?
Read the overnight mail
Checked the deals closing this week
Looked through today's meetings
Three things need you. A proposal to approve, a client who has gone quiet, and the payment run.
Build Monday's pipeline report. One row per rep.
Pulled this week's deals
Matched them to each rep's target
Posted the report in #sales
18 deals won this month. Three have gone quiet, and the follow-ups are drafted for your OK.
Check the client portal for every open order.
- Opened the portal after you signed in
Updated the order tracker
Told the team on WhatsApp
12 orders checked, 2 running late. A draft update for each customer is waiting for you.
Reconcile October's vendor invoices.
Collected 35 invoices
Matched them to POs and goods received
- Downloaded 3 from a supplier's portal
31 of 35 match, 4 flagged. The payment run is waiting for your approval.
