You: Brief me on the six accounts renewing in December: usage, open issues and who to talk to.
AI for sales
Prepare for calls. Keep the pipeline current.
Build agents that gather account context, flag stalled deals, and draft follow-ups from your CRM, call notes, and product docs.
December renewal briefs
Prospect intelligence
Bring account context to every call. CRM, notes, and research together.
Before each meeting, an agent assembles a brief with account history, open questions, and product details.
sales
Brief me on Sarah C. from TechFlow before our 4pm call.
Here’s your pre-call briefing on Sarah C. at TechFlow.
Nice — can you also draft a personalized agenda for this call based on her recent activity?
Done. I’ve drafted a 30-minute agenda that opens with her API integration question from the webinar, covers the security review timeline, and closes with next steps on the $120K opportunity.
TechFlow Call Agenda.pdfPipeline action
Find deals that need attention. Review changes across your pipeline.
An agent compares deal activity with CRM next steps, then drafts follow-ups on stalled deals for the owner.
sales
Which deals are at risk of slipping this quarter?
I found 4 at-risk deals worth $315K total. Here’s the breakdown by value.
Draft re-engagement emails for the two high-risk deals.
Done. Drafted personalized re-engagement emails for TechFlow and Prism.
TechFlow Re-engagement.emlPrism Re-engagement.eml“Instead of the team asking me first, they ask Adapt, which saves me a lot of Slack madness.”
Steven BellDirector of Revenue, KnoCommerceAutomated followups
Automate important follow-ups. Give recurring work a schedule.
A recurring check finds stale deals or missing next steps and sends the owner links to each record.
sales
Set up weekly check-ins for all deals in negotiation stage.
Done. I’ve scheduled recurring follow-ups for 4 accounts in negotiation.
Great, also flag me in Slack if any of these go silent for more than 5 days.
Got it. I’ll monitor all 4 accounts and send you a Slack DM if any go 5+ days without activity. I’ll include the last touchpoint and a suggested re-engagement message.
Morning briefing
Start every day with a briefing. A shared brief in Slack.
An agent gathers the pipeline metrics and account changes you track, so everyone starts from the same facts.
sales
What's on my plate today?
Here’s your morning briefing for today.
Push my 3pm internal sync to tomorrow and use that slot for TechFlow prep.
Done. Moved your 3pm sync to tomorrow at the same time and blocked 3–3:30pm today for TechFlow call prep. I’ve also added the prospect briefing to that calendar block.
Questions
Your CRM and call notes, then product docs or support history as the workflow needs them. Your team sets the connections and access.
Yes, with the right integration and permissions. Start with drafts, test the workflow, then decide which actions to enable.
Yes. Set the sources, metrics, schedule, and destination, then check the first runs with your team.
Your CRM stays the system of record. Adapt connects it to your other tools and gives agents shared context and compute to work across them.