> ## Documentation Index
> Fetch the complete documentation index at: https://adapt.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# AI sales workflows

> Learn how sales teams use Adapt to research accounts, manage pipeline, prepare follow-ups and automate workflows that help reps close more deals.

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

## Key Use Cases

### 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

### 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?
```

### 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.

## Example Questions

<AccordionGroup>
  <Accordion title="Pipeline Analysis">
    ```
    What's our total pipeline value by stage?
    ```

    ```
    Show me deals closing this quarter
    ```

    ```
    Which deals need attention?
    ```
  </Accordion>

  <Accordion title="Prospect Research">
    ```
    Research Acme Corp and summarize what I need to know
    ```

    ```
    Find recent news about TechStart Inc
    ```

    ```
    What's this company's recent funding history?
    ```
  </Accordion>

  <Accordion title="Team Performance">
    ```
    How is the team tracking against quota?
    ```

    ```
    Who closed the most deals this month?
    ```

    ```
    What's our win rate by lead source?
    ```
  </Accordion>
</AccordionGroup>

## Key Integrations

| Integration | Secret Name            | What it enables           |
| ----------- | ---------------------- | ------------------------- |
| **HubSpot** | `HUBSPOT_ACCESS_TOKEN` | Pipeline, contacts, deals |
| **Gmail**   | OAuth (personal)       | Email history, drafts     |
| **Slack**   | OAuth (org)            | Team discussions          |
| **Stripe**  | `STRIPE_API_KEY`       | Customer revenue data     |

## Getting Started

<Steps>
  <Step title="Connect HubSpot">
    Add your `HUBSPOT_ACCESS_TOKEN` in Settings > Integrations
  </Step>

  <Step title="Connect Gmail">
    Go to Settings > My Integrations > Gmail
  </Step>

  <Step title="Try pipeline analysis">
    Ask about your deals and pipeline health
  </Step>
</Steps>

## Next Steps

<CardGroup cols={2}>
  <Card title="HubSpot Integration" icon="hubspot" href="/integrations/hubspot">
    Connect your CRM
  </Card>

  <Card title="Automations" icon="clock" href="/features/automations">
    Automate pipeline reports
  </Card>
</CardGroup>
