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Documentation Index

Fetch the complete documentation index at: https://adapt.com/docs/llms.txt

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Adapt helps sales teams research prospects, manage pipelines, and close deals faster—all without leaving their workflow.

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Key Use Cases

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Prospect Research

Walk into every call fully prepared with context from your CRM, email history, and the web. 
Prepare me for my call with Acme Corp in 30 minutes
Adapt gathers:
  • Recent activity from HubSpot
  • Email history from Gmail
  • Company news from the web
  • Any open deals or past interactions

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Pipeline Management

Identify bottlenecks and at-risk deals across your pipeline. 
Which deals have been stuck for more than 2 weeks?

What's the health of our Q4 pipeline?

Which deals are most likely to close this month?

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Follow-Up Automation

Draft context-aware messages based on deal history. 
Find deals with no activity in 14 days and draft personalized re-engagement emails
Adapt drafts context-aware messages based on the deal history and where the conversation left off.

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Example Questions

What's our total pipeline value by stage?

Show me deals closing this quarter

Which deals need attention?

Research Acme Corp and summarize what I need to know

Find recent news about TechStart Inc

What's this company's recent funding history?

How is the team tracking against quota?

Who closed the most deals this month?

What's our win rate by lead source?

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Key Integrations

IntegrationSecret NameWhat it enables
HubSpotHUBSPOT_ACCESS_TOKENPipeline, contacts, deals
GmailOAuth (personal)Email history, drafts
SlackOAuth (org)Team discussions
StripeSTRIPE_API_KEYCustomer revenue data

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Getting Started

1

Connect HubSpot

Add your HUBSPOT_ACCESS_TOKEN in Settings > Integrations
2

Connect Gmail

Go to Settings > My Integrations > Gmail
3

Try pipeline analysis

Ask about your deals and pipeline health

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Next Steps

HubSpot Integration

Connect your CRM

Scheduled Tasks

Automate pipeline reports