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Deal prep: Acme Corp
Pipeline review Q1
Contact lookup batch
Email draft: Sarah C.
Weekly team recap
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Deal prep: Acme Corp 3 tools used
YB
Prepare me for my call with Sarah Chen at 2pm — pull everything you have on her and the Acme deal.
AI
Here is your briefing for the 2pm call with Sarah Chen:

Contact: Sarah Chen, VP Sales at Acme Corp
Deal: Enterprise Plan — $65,000 (Qualified stage, 12 days)
Last email: Sent pricing proposal on Feb 24
Open tasks: Follow up on security questionnaire (due tomorrow)
Slack: #sales-acme — David mentioned budget approval is pending
get_contact + get_deal + search_slack
YB
Great. Draft a follow-up email thanking her for the call and confirming next steps.
AI
I have drafted the email. Please review before I send it:

Subject: Great speaking today, Sarah — next steps
Hi Sarah, thank you for taking the time to walk through the Enterprise plan details...
draft_email — awaiting approval
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