Manual6.1
MissionOvernight pipeline generation and daily meeting readiness: research-ready outreach queued by morning, nothing sent.
SegmentThe insider roster, roughly 10 Bots under a chief
Bots
- Chief · Routing and the single conversation you use
- Sales Outbound · Research, prioritisation, drafting
- Meeting Prep · A daily brief assembled across CRM, mail, chat, notetaker and call-recording tools
- Account Health · Churn and expansion signals
- Call Notes · Transcript to CRM fields plus follow-ups
- Slides · Deck assembly in your design tool
Connect
- CRM
- Chat
- Meeting notetaker
- Call recorder
- Design tool
- Intent and enrichment sources
- Data warehouse
- Prefer connectors; browse only what has none
Routines
- Nightly research run that stops at the review list
- Pre-meeting brief the evening before
- Weekly pipeline scoreboard
- Friday account-health watch list
First taskResearch the 25 accounts in this CRM view. Score them against our ICP and recent intent, identify up to three contacts per account, draft email and outreach in the style examples attached. Skip anyone already in an active sequence. Return a review list; do not send or enrol anyone.
Red lines
- No sending
- No sequence enrolment
- No CRM writes without approval
- The target shape is 36 drafts queued, 0 sent