AI-Agents for Account Executives in Request Intake working with Airtable
Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
Draft buyer proposals from call recaps and approved pricing.
Your business proposal starts with your call recap and lands in your proposal workspace as a draft with the pricing you approved.
10 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 toolsCombine deal PDFs into one proposal packet for the account team.
Get your proposal and supporting PDFs together in the shared account folder, with a link on the deal for your team.
5 toolsSend approved sales agreements to customer signers.
Your agreement reaches the named signers with their own fields, and you get a link showing who received it and in what order.
8 toolsDraft buyer proposals from deal notes and approved prices.
Your client proposal starts as a draft in your chosen template, with the buyer's needs and approved prices ready for your review.
14 tools
