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Example workflow: messages and files go to an agent, which creates a checklist, prepares an appointment for review, and saves notes.
Explore skills and setup guides for Sales & CRM

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2 listings found.

Sort sales enquiries into a clear task list

Recipe

Prepare customer enquiries and suggested replies from Gmail, then check them before you reply.

You provide
Customer messages in Gmail
You get
An enquiry list, missing details and suggested reply text
Build with:Grok BotMuse
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Review a sales discovery call

Recipe

Find covered topics and gaps in a transcript, with evidence for a coaching discussion.

You provide
One permitted call transcript, Optional company context, A discovery-call rubric
You get
Topic-by-topic review with evidence, Unclear or missing information, Two or three follow-up priorities
Build with:Claude Code
View recipe

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