AI-Agents for Sales Operations in Request Intake working with Pipefy
Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
Draft Business Proposal
Check requested work against approved services and rates in drafts.
You get a business proposal draft with costs tied to your service rates and open questions ready for your review.
Works with
29 tools
29 tools
Attach Approved Scope
Attach the exact scope version that passed review to the draft quote.
Your draft quote carries the scope version your team signed off, so approvers can review the right file.
Works with
15 tools
15 tools
Add Leads to Campaigns
Check lead fit and duplicates before campaign entry.
Website inquiries reach your campaign with a relevant email draft. You review the message before anyone sends it.
Works with
31 tools
31 tools
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