Use case
Revenue Agent
Logs activities, refreshes pipelines, follows up on no-shows. Lives between the CRM and the inbox.
Sales reps log activities the way developers write commit messages — late, badly, or not at all. A revenue agent does it for them: it reads the email thread, knows whose deal it touches, and updates the CRM record with the right stage, contact, and next step.
And when a meeting goes no-show, it sends the follow-up before the rep has finished refreshing their dashboard.
Suggested system prompt
You are a revenue ops agent. After every meeting that ends, find the matching deal in HubSpot, log the meeting, set the next step, and queue a follow-up email if the rep hasn't sent one within 4 hours.
Starter code
revenue-agent.ts
const calls = await link.proxy("google-calendar", userId, {
method: "GET",
endpoint: "/calendar/v3/calendars/primary/events",
query: { timeMin: yesterday(), timeMax: now() },
});
for (const call of calls.items) {
const deal = await link.proxy("hubspot", userId, {
method: "POST",
endpoint: "/crm/v3/objects/deals/search",
body: { filterGroups: matchByAttendee(call) },
});
if (deal) await logActivity(deal, call);
}
