MAKE · SALESWaits for your yes
“A case study from a closed deal’s call notes”
Pick a won deal. It turns the call notes into a case study, then asks you before it sends the draft to the customer for approval.
It readsThe deal and its call notes in HubSpot
It makesA case study draft and a note to the customer
IT WAITS FOR YOUBefore sending anything
Watch it run
A case study from a closed deal’s call notes.
- Found the before and afterThinking…Reading the deal and 7 calls
- Wrote 600 words, 2 quotesWorking…Writing the case study
- Both quotes match word for wordChecking…Checking quotes against call notes
CASE STUDY · GOOGLE DOCS
How Northwind cut close time by half
“We used to spend the first week of every month chasing numbers. Now it is a morning.” — Priya, Finance Lead
Quotes match call notes from 12 Aug.
Waiting for you
Approved by you
Send the draft to Priya for her approval?
Sent from your Gmail. Her reply comes to you.
Change something
Then make it an agent.
Keep it and every deal marked won gets a case-study draft.
Case-study writer · When a deal is wonEvery Friday at 16:00Only when I ask · asks before sending
What it costs
In our own test runs, most tasks use a few cents of model usage. Your spend cap always applies.
What it needs
HubSpot, Google Docs and Gmail connected with their own sign-ins.
Who sees it
Only you, until you share the agent with your team.