AI-Agents for Account Executives in Approvals working with Asana
Check requests, surface missing proof, chase decisions. Every one is ready to run, and you can adjust it in plain language.
Turn prospect briefs into priced proposal drafts for review.
You get a business proposal draft with costs tied to your service rates and open questions ready for your review.
29 toolsAdd the approved scope version to your client's draft quote.
Your draft quote carries the scope version your team signed off, so approvers can review the right file.
15 toolsAdd rejected client proposals to your task list with the reviewer's reason.
Your proposal owners get a revision task in their task list. They can open the proposal and see the reviewer's reason when provided.
13 toolsSend the final approved agreement to the deal's named signer.
Your client gets the agreement to sign, and you get the request link and send confirmation on the project.
5 toolsDraft prospect proposals for review from deal notes and approved terms.
Get a proposal draft tailored to your prospect and based on your business proposal template. Review the terms before sharing it.
Show which prospect messages matched the approved copy.
Your outreach email tracking shows what your team actually sent, with approval mismatches assigned to your sales lead for review.
5 toolsAnswer buyer texts with deal context and flag unresolved questions.
Prospects get a relevant text reply while you're busy, and you see any question that still needs a personal answer.
