Drafts wait for your OK
Give Toni the tools to draft but not to send, or have it ask for approval before an email goes out. Internal posts like the pipeline summary can run on their own.
Use case · Sales
Your pipeline keeps moving. Toni does the follow-up work.
Toni logs calls and emails in HubSpot, drafts follow-ups for deals that have gone quiet and prepares a brief before each customer meeting. Your team spends its time with customers, and the CRM stays up to date.
Toni the Toucan
Sales agent
Works in
- HubSpot
- Outlook
- Microsoft Teams
What Toni takes over. The work between customer calls.
Keeps your pipeline moving while your team is out with customers.
- Logs calls and emails to the right deal in HubSpot
- Drafts follow-ups for deals that have gone quiet
- Prepares a one-page brief before customer meetings
- Posts the weekly pipeline summary in Teams
- Answers questions about deals and customers in a Teams chat
A week with Toni. Routines that run without a reminder.
Describe a routine once, the way you would explain it to a new colleague. Toni runs it on schedule, and every run is logged in the dashboard.
- Mon · 08:00 →
Weekly pipeline summary
Reads the open deals in HubSpot, totals them by stage and owner, and posts the summary in your sales channel.
Summary and workbook in the Sales channel - Daily · 08:30
Deals that went quiet
Finds deals in negotiation with no contact for a week and drafts a follow-up for each, based on the last emails and notes.
One draft per deal, for its owner - Weekdays · 16:00 →
Meeting briefs
Checks tomorrow’s customer meetings in Outlook, pulls the deal and the latest emails from HubSpot and writes a one-page brief for each.
Brief in the owner’s Teams chat - Daily · 18:00 →
Activity log
Matches the day’s emails in the sales@ mailbox to the right contact and deal, and logs them in HubSpot.
Every email on its deal
Toni in your tools. Ask in Teams, get the brief in Teams.
Toni has its own Teams user. Message it like a colleague: ask about a deal, ask for a brief before a meeting, hand over your notes after it.
Toni Chat
You stay in control. Toni drafts. Your team decides.
Toni prepares the emails, notes and summaries. What goes out to customers is up to your team.
Only the access you give
Toni works with its own accounts and sees only what they may see: the deals in HubSpot, one shared mailbox, the sales chats.
Every run is logged
Each run shows step by step what Toni read, wrote and sent. You can open any of them in the dashboard later.
Start with one task. Add the next one when it works.
- 01
Pick the task
Choose one job that costs your sales team time every week, like the Monday pipeline summary.
- 02
Connect the tools
Connect your sales tools in the dashboard, each with Toni’s own account.
- 03
Describe it in plain words
Write the routine the way you would explain it to a new colleague, and choose when it runs.
- 04
Check the first runs
Review Toni’s drafts and the run log for the first weeks. Then hand over the next task.
One flock, one job each. Meet the others.
Tell us what lands on your desk every week. We’ll show you an agent doing it.
A demo with our team, in English or German. Bring one recurring task and the tools it touches.