AI-Agents for Scheduling in Wholesale Distribution

Book appointments, reschedule clients, send meeting links. Every one is ready to run, and you can adjust it in plain language.

Draft and Send Outreach

Find retail buyers and send approved first emails from the sales mailbox.

Your automated outreach starts with buyers who fit your profile. Review tailored emails before sending, then see every message and result in your sheet.

Works with25 tools
Send Outreach Emails

Send prepared emails to buyers and track their responses by contact.

Your prepared outreach emails go out on your chosen day, and replies appear beside contacts in your sheet so you can see who needs follow-up.

Works with12 tools
Send Spreadsheet CSV

Send requested stock data tabs as CSV files for other systems.

Your coworkers get the Google Sheets tab they asked for as a CSV attachment, or a reply explaining what needs fixing.

Works with13 tools
Follow Up With Leads

Follow up with buyers about the supply need they shared.

Your follow-ups to sales leads go into the original email thread, and replies reach your chat so you can take over.

Works with16 tools
Send First Outreach Emails

Contact approved retail buyers from their assigned rep's mailbox.

Keep first sales outreach moving from the assigned rep's mailbox, with the exact email and send result visible on the lead.

Works with8 tools
Send Sales Follow-Ups

Follow up on buyer opportunities with the last email exchange in view.

Keep your sales follow-up process moving with relevant emails at key deal stages and a clear record of every send or hold.

Works with31 tools
Reply to Sales Prospects

Answer prospective buyers and ask to discuss their supply needs.

Get a relevant reply when the next step is open, plus a task that tells your rep what the prospect said and what comes next.

Works with23 tools
Send Sales Meeting Follow-Up

Send buyers promised product information and the agreed next step.

Your prospect gets a sales meeting follow-up email with the promised material and agreed next step, and you stay copied.

Works with9 tools
Find Local Sales Leads

Find local retailers and email them about available products.

Get a local lead list showing which first emails went out, who was skipped, and when messages were sent, right in your request thread.

Works with6 tools
Send Sales Follow-Ups

Revisit quiet wholesale accounts with a relevant buyer follow-up.

Your quiet deals get personal follow-ups based on recent conversations, with a clear report on what was sent and what needs your review.

Works with23 tools
Export Airtable Views

Export selected product records for retail partner handoffs.

Your partner handoff uses the columns and rows you prepared in your saved view. The CSV arrives by email with a row count and field notes.

Works with13 tools
Send First Outreach Emails

Email approved trade buyers with a first pitch tied to their interest.

Your personalized email outreach reaches buyers while their interest is fresh, and your sales lead sees the sends and skips.

Works with8 tools
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