Match a Salesforce opportunity with an appropriate customer reference
At a glance
The agent reads a deal's context and searches a reference-customer sheet for a suitable match to help the sales team prepare a reference request. This workflow is listed under life, sales, customer-references.
An AI assistant applies explicit stage probabilities to Salesforce deals, compares a prior snapshot, and prepares Sheets detail and Slack highlights for review.
The flow checks imminent calendar meetings and has an agent gather email, CRM, Slack, and attendee research, sending a Slack brief when useful context exists.