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Let’s walk through a real example to see how Adapt handles a typical business question.

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The Question

Imagine you’re a sales leader preparing for a Monday morning team meeting. You want to understand last week’s performance. You ask Adapt: 
How did we perform against our sales targets last week?
Which reps exceeded quota and who needs support?

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What Happens Behind the Scenes

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Step 1: Planning

Adapt’s agent analyzes your question and plans the steps needed:
  1. Retrieve last week’s date range
  2. Query sales data from connected CRM (HubSpot)
  3. Pull target/quota data from the data warehouse (Snowflake)
  4. Calculate performance by rep
  5. Identify over/under performers
  6. Generate summary with recommendations

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Step 2: Data Gathering

The agent queries your connected tools: From HubSpot:
  • Deals closed last week
  • Deal values and close dates
  • Associated sales reps
From Snowflake:
  • Quota targets by rep
  • Historical performance data
  • Team composition

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Step 3: Analysis

Adapt processes the data: 
# Calculate quota attainment per rep
for rep in sales_reps:
    closed_revenue = sum(deals[rep].amount)
    quota = quotas[rep].target
    attainment = closed_revenue / quota * 100

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Step 4: Response

Adapt delivers a comprehensive answer:
Last Week’s Sales Performance (Jan 6-12)
RepClosed RevenueQuotaAttainment
Sarah Chen$127,500$100,000127.5%
Mike Johnson$98,200$100,00098.2%
Alex Rivera$112,000$100,000112.0%
Jordan Lee$67,500$100,00067.5%
Team Total: 405,200/405,200 / 400,000 (101.3%) Key Insights:
  • Sarah and Alex exceeded quota significantly—worth understanding what’s working
  • Jordan is at 67.5% attainment—may need pipeline support
  • Mike is close at 98.2%—one more deal would have hit target
Recommendations:
  1. Review Jordan’s pipeline for stuck deals
  2. Have Sarah share her approach with the team
  3. Mike has 3 deals in final stages—follow up on timeline

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Follow-Up Questions

Because Adapt maintains context, you can drill deeper: You: “What’s in Jordan’s pipeline right now?” Adapt: Shows Jordan’s open opportunities with stages, values, and next steps You: “Draft a check-in message for Jordan about the Acme deal” Adapt: Drafts a supportive, specific message you can send or edit

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Try It Yourself

Here are some starter questions to try with your own data:
  • “What’s our current pipeline value by stage?”
  • “Which deals have been stuck for more than 30 days?”
  • “Compare this quarter’s bookings to last quarter”
  • “Which customers haven’t logged in recently?”
  • “What are the top support issues this month?”
  • “List customers coming up for renewal in Q1”
  • “Which campaigns drove the most signups last month?”
  • “What’s our cost per acquisition by channel?”
  • “How is our blog traffic trending?”
  • “What’s our average deal cycle length?”
  • “How many active users do we have by plan tier?”
  • “Show me team capacity for next sprint”

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Next Steps

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