Automation
Quote follow-up
Unanswered quotes followed up after 5 business days, with a polite, personal message.
€9 per monthWeekdays at 9 am
Prospecting and salesAutomation
Engagement meeting minutes
After every workshop or steering committee, the agent turns the transcript or your notes into minutes (attendees, decisions, actions, risks), updates the engagement's progress tracker and prepares the email to the client.
Use this template
€9 per month, estimatedPrice confirmed before launch
What the agent does
After every engagement meeting
- 1Read. Transcript.
- 2Write. Decisions, actions, risks.
- 3Update. Engagement progress.
- 4Prepare. Email to the client.
Sample deliverable
Steering committee no. 3, Groupe Valmy
- Decision: pilot on line 2 from November 4.
- Risk: the workshop manager's availability in November.
- Progress: phase 2 at 60%, on schedule.
- Word: Minutes
- Excel: Engagement progress
Connectors
tl;dv: read the meeting transcript
Google Sheets: update progress
Gmail: prepare the email to the client
Already set up for you
- Sending
- Draft for review
What you'll be asked
- Which spreadsheet tracks your engagements?
Who it's for
About 12 runs a month, standard business logic and 6 actions per run (generated files, emails sent): Essential tier.
Learn more
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