By job
Automations for Sales Reps
Sell goods for wholesalers or manufacturers to businesses or groups of individuals. Work requires substantial knowledge of items sold.
O*NET occupation: Sales Representatives, Wholesale and Manufacturing, Except Technical and Scientific Products (41-4012.00). The software list and tasks below come from that record, not from guesswork.
Built for sales reps
- GAIPSMade to order
Gmail enquiry → AI-extracted Pipedrive person + lead, Slack alert to the owner
Enquiry emails turn into Pipedrive leads with the details already filled in.
Lead capture & routing$199 - CaSFSMade to order
Calendly booking → Salesforce status update, logged task + Slack alert
Booked meetings land on the Salesforce record within a minute, with a task and an alert.
Sales & CRM hygiene$99 - HQBCUSMade to order
HubSpot Closed Won → QuickBooks customer, ClickUp onboarding + Slack #wins
Won deals hand themselves to finance and onboarding within a minute of the stage change.
Sales & CRM hygiene$199 - PSMade to order
Pipedrive stale deals → Slack nudge to the owner + follow-up activity
Idle deals get a follow-up activity and a Slack nudge every weekday morning.
Sales & CRM hygiene$99 - GHCUMade to order
Gmail label → HubSpot contact note + ClickUp task for the owner
Label an email and it becomes a ClickUp task and a HubSpot note.
Email triage & inbox$99 - CaHGDSMade to order
Calendly booking → HubSpot meeting + Google Docs prep sheet + Slack alert
Booked calls land in HubSpot with a prep sheet and a Slack alert within a minute.
Scheduling & meetings$199 - ZAIHSMade to order
Zoom transcript → AI call summary on the HubSpot contact + Slack post
Zoom call summaries reach the HubSpot contact minutes after the transcript is ready.
Scheduling & meetings$199 - HSMade to order
HubSpot deal moves to Closed Won → announcement in Slack #wins
Every closed deal announced in Slack with the amount, the rep and the company.
Notifications & alerts$49
Runs on software sales reps already use
Matched through the tools this occupation is documented as using.
- QBXTMade to order
QuickBooks weekly finance KPIs → Excel table + Microsoft Teams post
Reporting & dashboards$99 - DSSPTMade to order
DocuSign envelope completed → signed PDF filed in SharePoint + Teams post
Documents & e-signature$99 - fAISMade to order
Facebook Page comment or mention → AI-sorted Slack alert
Social media & community$99 - DrCGDSMade to order
Google Drive PDF → Claude one-page brief → Google Doc + Slack post
AI drafting, summaries & agents$199 - HQBMade to order
HubSpot deal Closed Won → QuickBooks Online invoice + number back on the deal
Invoicing, payments & bookkeeping$99 - HGSSMade to order
HubSpot pipeline snapshot → Google Sheets trend + Monday Slack summary
Reporting & dashboards$99 - OAITMade to order
Outlook inbox → AI triage into categories + urgent alert in Teams
Email triage & inbox$99 - ONCTMade to order
Outlook shared inbox → Claude draft reply saved in the thread + Teams ping
Email triage & inbox$199 - TfHSMade to order
Typeform response → HubSpot contact, owner assigned, Slack alert
Lead capture & routing$99 - WfSFTMade to order
Webflow form → Salesforce lead, assignment rules, campaign member, Teams alert
Lead capture & routing$199 - AtSGMade to order
Airtable contract register → renewal reminders in Slack + Gmail
Documents & e-signature$99 - AtCSMade to order
Airtable new record → Claude tags + summary → Slack flag for review
AI drafting, summaries & agents$99
Software sales reps use that we connect
What we can build for sales reps
The job’s documented tasks, most important first. Each is a request away.
- Negotiate with retail merchants to improve product exposure, such as shelf positioning and advertising.Quote it
- Check stock levels and reorder merchandise as necessary.Quote it
- Plan, assemble, and stock product displays in retail stores, or make recommendations to retailers regarding product displays, promotional programs, and advertising.Quote it
- Answer customers' questions about products, prices, availability, product uses, and credit terms.Quote it
- Recommend products to customers, based on customers' needs and interests.Quote it
- Estimate or quote prices, credit or contract terms, warranties, and delivery dates.Quote it
Something specific to how you work?
Describe the apps and the outcome. A fixed quote and a delivery date come back within one business day, and the build is yours to keep.
Request a build for sales reps