Each agent owns one ritual. Together they cover the AE week from Monday morning through Sunday evening.
Scans news, SEC filings, LinkedIn job postings, saved-contact social, and earnings transcripts for buying signals tied to your priority accounts. Scores each signal, dedupes against the last 7 days, and drafts personalized outreach for high-scoring hits.
trigger · Mon–Fri 07:00 local
Salesforce
SEC EDGAR
LinkedIn
Gmail
Web
Pulls every open opportunity, scans Gmail and Slack for the week's activity per account, drafts a Next Step proposal for each, and — after you approve — writes the updates back to Salesforce plus a weekly markdown summary.
trigger · Friday 15:00 local
Salesforce
Gmail
Slack
Assembles a one-page 1:1 prep doc for your manager — open opportunities, week's email and Slack activity per account, account sections drafted in your voice. Pinned to the top of your shared 1:1 doc by Monday morning.
trigger · Sunday 19:00 local
Salesforce
Gmail
Slack
Google Docs
On meeting end: takes the call transcript, finds the matching Account, runs LeadConvert + Opp creation in Salesforce, drafts the recap email + pricing follow-up, and posts a notes summary to your discovery Slack channel.
trigger · meeting webhook
Salesforce
Gmail
Slack
On signal trigger: enriches the lead, maps the pain to a public signal, drafts a high-context outbound email with PDF attachment and your signature, and logs the activity as a Salesforce task. Sits in your Gmail Drafts folder until you press send.
trigger · signal score > 40
Salesforce
Gmail
Web
On signal trigger: searches LinkedIn for the lead, opens the profile in Chrome, drafts a connection request with a 195/300-char invite note grounded in the signal, and logs a pending_acceptance task in Salesforce. Sales Navigator only — no scraping.
trigger · signal score > 40
LinkedIn
Chrome
Salesforce
On demand or weekly: deep research on a prospect — multi-query web search, LinkedIn profile and tenure, latest 10-K turnaround read. Attaches a one-page brief to the Account in Salesforce and appends to your research_briefs Google Doc.
trigger · manual or weekly
Web
LinkedIn
Salesforce
Google Docs