Use cases · Owners
Get a morning brief of what needs you first
Every weekday, the deals due and the customers waiting on you.
- Best for
- Owners and managers.
- You give it
- Nothing: start the ready Mini "Morning brief".
- Where it runs
- Mini
- Needs
- Any plan with the module on.
How it runs.
- Weekdays at 08:00 the Mini reads your deals and messages.
You get
Deals due or overdue, and customers waiting on your reply.
You decide
A report only.
Make it a Mini
Every weekday at 8, tell me which deals are due or overdue and who is waiting on my reply.
Say the job in your own words when you create a Mini, or start from a ready one. About Minis
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Give the Agent this job.
Start free, and see the result wait for your yes.