Use cases

See the work your Airbot takes off your plate.

Pipeline audit

Walk into every forecast call knowing what to fix.

  • Audits every open deal in your CRM
  • Flags stalled deals, missing buyers and stale close dates
  • Gives you one clear action and link for each
  • Clears the busywork when you say the word

Your Airbot checks Salesforce or HubSpot before the call, so you spend the hour on deals, not data entry.

Contract lookup

Answer pricing questions without digging through Drive.

  • Finds the signed contract in Google Drive
  • Pulls out seat pricing, tiers and terms
  • Drafts the reply to your teammate in Slack
  • Sends it only when you say yes

When a teammate asks what a customer pays, your Airbot reads the contract and answers for you, so you never break focus to go and find it.

Post-sale actions

Every post-sale action, automated.

  • Drafts the follow-up email as soon as the call ends
  • Adapts the demo for the next stakeholder, in their brand
  • Recommends forecast changes and shows the impact
  • Leaves you to review, not to write

Your Airbot picks up where the call left off, so the follow-up, the CFO demo and the forecast are ready before you are.

Champion monitoring

Know the moment your champion leaves.

  • Watches the champions on every open deal
  • Sends a high alert as soon as one moves on
  • Finds who replaced them and what they care about
  • Drafts your intro email and leaves it in your drafts

Champions change jobs mid-deal all the time. Your Airbot spots it first, so you meet the new decision maker before the deal goes quiet.

Forecast review

Trust every number in your team's forecast.

  • Reviews every big deal your direct reports own
  • Checks each forecast category against the latest calls
  • Flags deals to pull from Commit, and deals ready for it
  • Updates HubSpot and tells your reps why

Your Airbot checks every category against what buyers actually said, so you call a number you can stand behind.

Lost deal win-back

Win back lost deals when the product catches up.

  • Remembers why every lost deal was lost
  • Watches release notes for the fix that changes the answer
  • Tells you which deals are worth reopening
  • Drafts the email that restarts the conversation

Deals lost on a missing feature rarely get a second look. Your Airbot connects the loss to the release that fixes it, so you go back with a reason to talk.

We’re still building this out