Prepare the people, company context, and open questions before a sales meeting.
Starting request
“Before each sales meeting on my Google Calendar, research the company and attendees in Apollo and send me a private Slack brief with sources and open questions.”
Use this as a starting point, then replace the example details with the sources, scope, and destination your team uses.
The example gives you a useful structure. The connections, scope, and schedule should match the way your team actually works.
Connect Google Calendar and Apollo. OpenTag can only use the accounts and records those connections allow.
Name the exact accounts, projects, owners, date range, and time zone that matter. Replace the example details with your team’s own.
Run it once, review the source links and Slack destination, then keep or adjust the before sales meetings timing.
Keep the same team context and find another recurring job to hand off.
List open Attio deals, flag records with no next step, and link the ones that need attention.
Attio
Slack“Every Monday at 09:00 [timezone], review open deals in Attio, flag any without a next step, and post a sourced summary with links in #sales.”
Find deals expected to close this month that have no recent activity or next step.
HubSpotSlack“Every weekday at 08:30 [timezone], find HubSpot deals due to close this month with no recent activity or next step. Post the owner, amount, and deal link in #sales.”
Name what to read, the period to cover, the result you need, when it should run, and where it should go. Run it once and check the result before relying on the schedule.