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AE Agent

Sales · Worker · Claude Sonnet

Heartbeat: Every 30 minutes

Call prep, notes, proposals, follow-ups — everything between demo and close.

WHAT IT DOES

Your AI account executive assistant. Preps you for every call with prospect research and talking points, takes structured notes during meetings, drafts proposals and follow-up emails, and tracks deal progression through your pipeline. Works with your SDR agent — receives hot leads, handles the middle of the funnel.

WORKFLOW

  1. Prep call (research + talking points)
  2. Take notes
  3. Draft proposal
  4. Follow up
  5. Track deal
  6. Close

SKILLS

call-prepnote-takerproposal-writerdeal-trackerbattle-card-surfacermutual-action-plannerfollow-up-drafterstall-detector

INTEGRATIONS

HubSpot
Salesforce
Pipedrive
Gmail
Outlook
Google Calendar
Outlook Calendar
Zoom
Google Meet
Microsoft Teams
Google Docs
Notion
LinkedIn
Slack
PandaDoc
DocuSign
Role
Worker
Model
Claude Sonnet
Heartbeat
Every 30 minutes