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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.

Step-by-step workflows for analyzing pipeline, tracking deals, and improving sales performance.

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Pipeline Health Check

Goal: Quick overview of pipeline status 
What's our pipeline by stage and expected close date?
Requires: HubSpot (HUBSPOT_ACCESS_TOKEN)

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Stuck Deals

Goal: Identify deals that need attention 
Which deals have been in the same stage for more than 2 weeks?
Requires: HubSpot (HUBSPOT_ACCESS_TOKEN)

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Prospect Research

Goal: Prepare for sales calls 
Research [company] and summarize what I need to know for my call
Requires: Web search (built-in), optionally Gmail for email history

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Win/Loss Analysis

Goal: Understand what’s working 
What's our win rate by lead source this quarter?
Requires: HubSpot (HUBSPOT_ACCESS_TOKEN)

HubSpot Integration

Connect your CRM

Sales Use Cases

More sales workflows