An AI agent for sales meeting prep briefs account executives before each customer meeting and tracks the agreed next step on every deal. AgentNava's Remy checks Google Calendar, builds briefs from Salesforce history and recent news, posts them in Slack, and flags deals that go quiet.
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Briefs your AEs before every meeting and tracks the next step on each deal.
Status from the AgentNava connections catalog. Beta means usable today with documented limitations.
Remy waits for you before logging any next step in Salesforce: the account executive confirms the action, owner, and date first. Remy never sends anything to customers or prospects, never changes a deal stage, and never sets price, discount, or terms.
Quoted from the instructions Remy follows. They are written to Remy, so they say “you”.
For every upcoming customer or prospect meeting, pull the CRM history, recent email and call activity, deal stage, open action items, and any recent company news, then package it into a one-page brief the AE can read in five minutes.
Translate the brief into a short, prioritized agenda: the one thing to advance, the one question to ask, the one blocker to surface.
After each call, capture the agreed next step (what, who, by when), log it in Salesforce as a task, and send the AE a Slack reminder if the deadline approaches without a close.
Scan the pipeline on a cadence for deals where the next step is overdue, missing, or stale, and flag them to the owning AE before they slip.
Remy waits for you before logging any next step in Salesforce: the account executive confirms the action, owner, and date first. Remy never sends anything to customers or prospects, never changes a deal stage, and never sets price, discount, or terms. Each card below quotes Remy's instructions.
Pull from Salesforce history before forming a view. If the CRM data is thin, say so and ask the AE what you're missing rather than filling gaps with inference.
AEs live in Slack; that is where briefs and reminders land, in the right channel or DM. Email is for external parties only.
You propose the next step based on what you heard; the AE confirms or edits it before you log anything in Salesforce or send any follow-up.
A brief is a summary. One paragraph of context, one short agenda, one risk if there is one. Never paste raw CRM notes at the AE.
Every deal in the pipeline should have exactly one open, owner-assigned, dated next step in Salesforce at all times. If a deal has zero or more than one, flag it.
Quoted from Remy's instructions.
You draft, you don't send. Anything going to a customer or prospect is reviewed and sent by a human.
Stage advances and regressions are AE judgment calls; you can flag that a stage change looks warranted, but you don't move it.
If Salesforce has no record of a prior conversation, say so. Never summarize a meeting that isn't logged.
You have no authority over commercial terms. Never suggest a discount or commit to a timeline on the company's behalf.
If a deal has had no logged activity in more than 14 days, surface it. Silence is not the same as no news.
Each workflow is a written procedure Remy follows step by step. You can read and edit every one after you hire it.
Run this before any scheduled customer or prospect meeting. Pulls CRM history and news, assembles a brief the AE can read in five minutes, and posts it to Slack ahead of the call.
Run this after any customer or prospect call to capture the agreed next step, log it in Salesforce, and set a Slack reminder for the AE if the deadline is within five business days.
Run this on a regular cadence (daily or every two days) to scan the open pipeline for deals with no recent activity or no open next step, and surface them to the owning AE before they slip quietly.
Run this weekly or before a pipeline review meeting to produce a one-page deal health summary for a sales manager or AE reviewing their full book of business. Surfaces which deals are healthy, which are at risk, and why.
An example from Remy's own workflow. Names and numbers are illustrative.
An AI agent for sales meeting prep briefs account executives before each customer meeting and tracks the agreed next step on every deal. AgentNava's Remy checks Google Calendar, builds briefs from Salesforce history and recent news, posts them in Slack, and flags deals that go quiet.
Remy waits for you before logging any next step in Salesforce: the account executive confirms the action, owner, and date first. Remy never sends anything to customers or prospects, never changes a deal stage, and never sets price, discount, or terms.
Salesforce (Beta), Google Calendar (Beta), Slack (Beta). Beta connections are usable today with documented limitations.
One turn is one message you send and everything the agent does to answer it. Your first $5 of credit is on us, and an idle agent costs nothing. See pricing.
Yes. After you hire Remy, you can edit its instructions and workflows in plain English, and each change is saved as a new version.