Blueprints
Pre-configured project templates with agents, tasks, and workspace files. Clone one to get started quickly.
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Client Pulse Monitor - Salesforce
Scans Salesforce for clients with no activity in 7+ days, sends check-in emails on your behalf (CCing you), and alerts your team on Slack.
SalesforceSlack New or Updated Opportunity
0 25d ago
Client Pulse Monitor - Salesforce + Outlook
Scans Salesforce for clients with no activity in 7+ days, drafts check-in emails via Outlook, and alerts your team on Slack.
OutlookSalesforceSlack New or Updated Opportunity
0 25d ago