RevOps · use cases

Everything your RevOps team does, in one sentence.

A one-off assistant does a task and forgets it. Hexa learns how your RevOps team works, turns it into a workflow, and runs it the same way every time, for everyone. Each of these pulls from the tools where your data lives and does the whole chain.

RevOps "Build this quarter's pipeline coverage report by segment and flag where coverage falls below 3x."

Pulls open opportunities and closed-won history from Salesforce, computes coverage ratios per segment in Google Sheets, and posts a summary with flagged gaps to Slack.

pulls fromSalesforceGoogle SheetsSlack
RevOps "Reconcile our Salesforce closed-won deals against booked revenue in NetSuite for last month and list the mismatches."

Compares closed-won opportunity amounts in Salesforce with recognized bookings in NetSuite, then writes a variance table to Google Sheets naming each mismatched account.

pulls fromSalesforceNetSuiteGoogle Sheets
RevOps "Audit our lead routing rules and find every inbound lead from the last 30 days that got assigned to the wrong territory."

Reads recent leads and owner assignments from Salesforce, checks them against the territory map in Google Sheets, and posts the misrouted leads with correct owners to Slack.

pulls fromSalesforceGoogle SheetsSlack
RevOps "Refresh the quarterly forecast roll-up from rep commit calls and highlight deals that slipped from last week."

Reads opportunity stages and close dates from Salesforce, compares against last week's snapshot in Snowflake, and drafts a forecast summary in Google Docs with the slipped deals.

pulls fromSalesforceSnowflakeGoogle Docs
RevOps "Flag the deals stuck in one stage too long."

Reads open opportunities from Salesforce, finds the ones past the average time-in-stage for their stage, and posts the list with owners to the RevOps Slack channel.

pulls fromSalesforceSlack
RevOps "Set up the new AE with their book of business and a first-week ramp checklist."

Reassigns accounts to the new rep in Salesforce, provisions their app access in Okta, and posts a personalized ramp checklist to their Slack channel.

pulls fromSalesforceOktaSlack
RevOps "Analyze win rates by lead source over the last two quarters and tell me which channels to double down on."

Queries opportunity and campaign data from Snowflake, breaks down win rates by source in Google Sheets, and writes a recommendation memo in Google Docs.

pulls fromSnowflakeGoogle SheetsGoogle Docs
RevOps "Sync marketing-qualified leads from Marketo into Salesforce and flag any that failed to create."

Pulls recent MQLs from Marketo, checks for matching lead records in Salesforce, and posts a list of sync failures with reasons to Slack.

pulls fromMarketoSalesforceSlack
RevOps "Prep the deal desk review for Friday with every deal over 50k that needs approval."

Gathers large open opportunities and their discount fields from Salesforce, summarizes approval status in Google Docs, and posts the agenda to the deal desk Slack channel.

pulls fromSalesforceGoogle DocsSlack
RevOps "Audit whether our Stripe subscriptions match the contract terms recorded in Salesforce."

Compares active Stripe subscription amounts and intervals against opportunity contract fields in Salesforce, then writes discrepancies to a Google Sheet for finance.

pulls fromStripeSalesforceGoogle Sheets
RevOps "Draft the monthly RevOps digest covering pipeline created, velocity, and stage conversion."

Pulls pipeline and stage-movement metrics from Snowflake, builds trend tables in Google Sheets, and drafts the digest in Google Docs for the leadership newsletter.

pulls fromSnowflakeGoogle SheetsGoogle Docs
RevOps "Find stale opportunities with no activity in 21 days and nudge the owners to update them."

Queries Salesforce for opportunities lacking recent activity, groups them by owner, and sends each rep a Slack DM listing their stale deals.

pulls fromSalesforceSlack
RevOps "Compare our reported ARR in the board deck against the numbers in the data warehouse and reconcile any gap."

Reads the ARR figures from the board deck in Google Drive, pulls the source ARR from Snowflake, and posts the reconciliation with explanations to Slack.

pulls fromGoogle DriveSnowflakeSlack
RevOps "Research the top 20 target accounts and build a tiered outbound priority list."

Enriches the account list from Salesforce with firmographic and technographic signals from Bowtie, then scores and tiers them in Google Sheets.

pulls fromSalesforceBowtieGoogle Sheets
BizOps "Build the weekly company KPI scorecard from product, revenue, and support data."

Pulls product usage from Amplitude, revenue from Stripe, and support volume from Zendesk, then assembles the scorecard in Google Sheets and posts highlights to Slack.

pulls fromAmplitudeStripeZendeskGoogle Sheets
BizOps "Reconcile corporate card spend in Ramp against the vendor budgets in our finance tracker."

Pulls last month's transactions from Ramp, matches them to budget categories in Google Sheets, and drafts an over-budget summary in Google Docs for finance.

pulls fromRampGoogle SheetsGoogle Docs
BizOps "Analyze headcount plan versus actuals and flag departments that are over or under plan."

Pulls current headcount from Workday, compares against the plan in Google Sheets, and posts variances by department to the finance Slack channel.

pulls fromWorkdayGoogle SheetsSlack
BizOps "Prep the monthly business review deck with the metrics narrative for each function."

Queries cross-functional metrics from Looker, drafts the narrative in Google Docs, and drops the finished summary into the leadership Notion space.

pulls fromLookerGoogle DocsNotion
BizOps "Track quarterly OKR progress by pulling the underlying metrics and updating each key result."

Reads current metric values from BigQuery, updates the corresponding key results in Notion, and posts an at-risk OKR summary to Slack.

pulls fromBigQueryNotionSlack
BizOps "Investigate why gross margin dropped last month by tracing costs across our systems."

Pulls revenue from NetSuite and infrastructure and vendor costs from Ramp, breaks down the margin change in Google Sheets, and writes the findings in Google Docs.

pulls fromNetSuiteRampGoogle SheetsGoogle Docs
BizOps "Audit SaaS tool spend against actual seat usage and flag licenses we can cut."

Pulls active users per app from Okta, matches them to subscription costs in Brex, and lists underused licenses with savings in Google Sheets.

pulls fromOktaBrexGoogle Sheets
BizOps "Model next year's revenue plan under three growth scenarios and summarize the assumptions."

Pulls historical revenue from Snowflake, builds scenario projections in Google Sheets, and documents the assumptions in a Google Doc for the planning review.

pulls fromSnowflakeGoogle SheetsGoogle Docs
BizOps "Reconcile invoices in QuickBooks against the deals we closed in HubSpot last quarter."

Matches closed-won deals in HubSpot to issued invoices in QuickBooks, then posts unbilled and mismatched deals to a shared Slack channel.

pulls fromHubSpotQuickBooksSlack
BizOps "Compile the board reporting package with the standard financial and operating metrics."

Pulls financials from NetSuite and operating metrics from Looker, assembles the tables in Google Sheets, and drafts the board narrative in Google Docs.

pulls fromNetSuiteLookerGoogle SheetsGoogle Docs
BizOps "Analyze our marketing spend efficiency by channel and compute blended CAC."

Pulls campaign spend from Mailchimp and web acquisition data from GA4, joins new-customer counts from Stripe, and computes CAC by channel in Google Sheets.

pulls fromMailchimpGA4StripeGoogle Sheets
BizOps "Build a hiring plan tracker that shows open reqs, time to fill, and budget impact."

Pulls open requisitions and stage timing from Greenhouse, joins salary bands from Workday, and builds the tracker with budget impact in Google Sheets.

pulls fromGreenhouseWorkdayGoogle Sheets
Sales ops "Prep each AE for tomorrow's calls with a one-page brief on the account and open deals."

Reads tomorrow's meetings from Google Calendar, pulls account and opportunity context from Salesforce, and posts a per-rep brief to Slack.

pulls fromGoogle CalendarSalesforceSlack
Sales ops "Turn last week's Gong calls into updated next-step fields on the matching opportunities."

Pulls call summaries and action items from Gong, matches them to opportunities in Salesforce, and updates the next-step and close-date fields.

pulls fromGongSalesforce
Sales ops "Calculate this month's commissions from closed deals and send each rep their statement."

Reads closed-won deals from Salesforce, applies the commission plan in Google Sheets, and emails each rep an individualized statement via Gmail.

pulls fromSalesforceGoogle SheetsGmail
Sales ops "Audit deal hygiene across the team and flag opportunities missing required fields for their stage."

Scans open opportunities in Salesforce for stage-required fields, lists the gaps by rep in Google Sheets, and DMs each owner their cleanup list in Slack.

pulls fromSalesforceGoogle SheetsSlack
Sales ops "Assign this week's inbound demo requests to reps based on round-robin and territory."

Reads new demo-request leads from HubSpot, applies the round-robin and territory rules in Google Sheets, and writes the owner back to each lead in HubSpot.

pulls fromHubSpotGoogle Sheets
Sales ops "Build the QBR deck for the enterprise segment with attainment, pipeline, and top deals."

Pulls attainment and pipeline from Salesforce, adds usage trends from Amplitude, and assembles the QBR narrative in Google Slides via Google Docs.

pulls fromSalesforceAmplitudeGoogle Docs
Sales ops "Follow up on every proposal sent more than five days ago with no response and draft the nudge emails."

Finds opportunities with sent proposals and no reply in Salesforce, checks the email thread in Gmail, and drafts personalized follow-up emails for each rep.

pulls fromSalesforceGmail
Sales ops "Sync the latest product-qualified accounts into the sales queue and notify their owners."

Reads product-qualified accounts from Mixpanel, creates or updates the tasks on matching accounts in Salesforce, and notifies owners in Slack.

pulls fromMixpanelSalesforceSlack
Sales ops "Compare rep quota attainment this quarter against last and surface who is trending off track."

Pulls booked deals from Salesforce, computes attainment versus quota in Google Sheets, and posts the trending-off-track reps to the sales leadership Slack.

pulls fromSalesforceGoogle SheetsSlack
Sales ops "Research a competitor mentioned in three recent lost deals and build a battlecard."

Pulls the loss reasons from Salesforce, gathers competitor claims from recent Gong calls, and drafts a battlecard in Confluence for the team.

pulls fromSalesforceGongConfluence
Sales ops "Enrich this week's new leads with company size and industry before they hit the reps' queues."

Reads newly created leads from Salesforce, fills firmographic fields from Bowtie, and writes the enriched values back to the lead records.

pulls fromSalesforceBowtie
Sales ops "Prep the sales onboarding workspace for the new hire cohort starting Monday."

Creates each hire's onboarding page in Notion, grants CRM and tool access via Okta, and posts a welcome and first-week schedule to their Slack channel.

pulls fromNotionOktaSlack
Sales ops "Reconcile the accounts in our CRM against the ones we actually bill so we stop working churned logos."

Compares active accounts in Salesforce against paying customers in Stripe, then lists churned-but-active accounts in Google Sheets for cleanup.

pulls fromSalesforceStripeGoogle Sheets
CS ops "Build the weekly churn-risk report from usage decline, support tickets, and open renewals."

Pulls usage trends from Amplitude, open tickets from Zendesk, and renewal dates from Salesforce, then compiles a risk-scored account list in Google Sheets.

pulls fromAmplitudeZendeskSalesforceGoogle Sheets
CS ops "Prep the CSM for tomorrow's QBR with the account's health, usage, and open issues."

Reads the meeting from Google Calendar, pulls open tickets from Intercom and usage from Mixpanel, and drafts a QBR brief in Google Docs.

pulls fromGoogle CalendarIntercomMixpanelGoogle Docs
CS ops "Flag every renewal in the next 60 days that is missing a renewal owner or forecast category."

Scans upcoming renewals in Salesforce for missing owner and forecast fields, lists the gaps in Google Sheets, and pings the CS leads in Slack.

pulls fromSalesforceGoogle SheetsSlack
CS ops "Triage this week's support escalations and open engineering tickets for the confirmed bugs."

Reviews escalated conversations in Zendesk, opens or links matching issues in Linear, and posts the triage summary to the support Slack channel.

pulls fromZendeskLinearSlack
CS ops "Audit onboarding progress for accounts that signed in the last 30 days and flag stalled ones."

Reads new customers from Salesforce, checks onboarding milestone completion in Notion, and posts stalled accounts with the missed step to Slack.

pulls fromSalesforceNotionSlack
CS ops "Sync product feature requests logged in support into the roadmap backlog with account context."

Pulls tagged feature requests from Intercom, creates or updates backlog items in Jira, and attaches the requesting account's ARR from Salesforce.

pulls fromIntercomJiraSalesforce
CS ops "Draft the quarterly customer health digest for leadership across the top 50 accounts."

Pulls health scores and renewal status from Salesforce, adds usage trends from Amplitude, and drafts the digest in Google Docs for the leadership review.

pulls fromSalesforceAmplitudeGoogle Docs
CS ops "Reconcile the seats customers are paying for against the seats they have actually provisioned."

Compares contracted seat counts in Salesforce with active seats from the product data in BigQuery, then lists over- and under-provisioned accounts in Google Sheets.

pulls fromSalesforceBigQueryGoogle Sheets
CS ops "Turn recurring bug complaints from support into a prioritized reliability report."

Clusters recurring issues from Zendesk tickets, correlates them with error volume in Sentry, and writes a prioritized reliability report in Confluence.

pulls fromZendeskSentryConfluence
CS ops "Prep expansion talking points for accounts that hit 80 percent of their usage limit this month."

Finds accounts near their usage cap in Mixpanel, pulls contract and owner details from Salesforce, and drafts per-account expansion talking points in Google Docs.

pulls fromMixpanelSalesforceGoogle Docs
CS ops "Route this week's inbound support tickets to the right CSM based on account ownership."

Reads new tickets from Zendesk, looks up the account owner in Salesforce, and assigns each ticket while notifying the owner in Slack.

pulls fromZendeskSalesforceSlack
Why not just a general assistant?

Anyone can do a task once. Hexa runs your business's workflows.

A general agent handles a one-off prompt and starts cold next time. Hexa keeps the workflow: it knows your tools, your conventions, and how your team actually works, so the same sentence works next week, for you and the teammate you shared it with, on their own accounts and under your approval policy.

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