Automation · Coming soon
Flight Plan
Every morning, each rep gets a short, ranked list in Slack: the deals to work today, and why. The ranking follows rules you set at setup. For example: stalled deals first, then deals with no next step, then the highest-value deals.
What it looks like
Morning, Dana. Five deals to work today, in order.
Halvorsen Labs · $48,000 · Proposal
No activity since the proposal went out 9 days ago. A call beats another email.
Northgate Logistics · $31,500 · Negotiation
Closes Friday, and there’s no next step on the deal.
Brightline Health · $26,000 · Discovery
One contact on the deal. Get a second name before the demo.
Cobalt Freight · $19,200 · Demo scheduled
Demo tomorrow at 10. Confirm who’s joining from their side.
Meridian Analytics · $12,800 · Qualified
In Qualified for 47 days. Move it forward or close it out.
What it will need
Read-only access to your CRM, and a Slack app that posts to reps directly.
What “installed” will mean
Every rep with open deals gets a card, at the agreed time, three business days running.
Availability
Pricing on request. No launch date yet.
Email us and we’ll let you know the day it ships: jack@updraftgtm.com.