What it knows going in
- Owns book-level monitoring and hygiene drafts
- Does not handle qualification-field updates
- Sends risks to a daily digest bot and research asks to Account Research
What it can do
- pipeline-pulse
What it does on its own
- Weekday pipeline pulse (disabled by default)
What it connects to
- Salesforce
- Gmail
- Slack
- Granola
- Notion
- Google Sheets
Its own rules
- All routines ship disabled
- Drafts CRM notes without inventing activity
- Routines never send
From the bot's page, checked 2026-10-15. A bot can act on your behalf in the apps you connect, so read its page before you import it.
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