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.
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.
Compares closed-won opportunity amounts in Salesforce with recognized bookings in NetSuite, then writes a variance table to Google Sheets naming each mismatched account.
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.
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.
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.
Reassigns accounts to the new rep in Salesforce, provisions their app access in Okta, and posts a personalized ramp checklist to their Slack channel.
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 recent MQLs from Marketo, checks for matching lead records in Salesforce, and posts a list of sync failures with reasons to Slack.
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.
Compares active Stripe subscription amounts and intervals against opportunity contract fields in Salesforce, then writes discrepancies to a Google Sheet for finance.
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.
Queries Salesforce for opportunities lacking recent activity, groups them by owner, and sends each rep a Slack DM listing their stale deals.
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.
Enriches the account list from Salesforce with firmographic and technographic signals from Bowtie, then scores and tiers them in Google Sheets.
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 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 current headcount from Workday, compares against the plan in Google Sheets, and posts variances by department to the finance Slack channel.
Queries cross-functional metrics from Looker, drafts the narrative in Google Docs, and drops the finished summary into the leadership Notion space.
Reads current metric values from BigQuery, updates the corresponding key results in Notion, and posts an at-risk OKR summary to Slack.
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 active users per app from Okta, matches them to subscription costs in Brex, and lists underused licenses with savings in Google Sheets.
Pulls historical revenue from Snowflake, builds scenario projections in Google Sheets, and documents the assumptions in a Google Doc for the planning review.
Matches closed-won deals in HubSpot to issued invoices in QuickBooks, then posts unbilled and mismatched deals to a shared Slack channel.
Pulls financials from NetSuite and operating metrics from Looker, assembles the tables in Google Sheets, and drafts the board narrative in Google Docs.
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 open requisitions and stage timing from Greenhouse, joins salary bands from Workday, and builds the tracker with budget impact in Google Sheets.
Reads tomorrow's meetings from Google Calendar, pulls account and opportunity context from Salesforce, and posts a per-rep brief to Slack.
Pulls call summaries and action items from Gong, matches them to opportunities in Salesforce, and updates the next-step and close-date fields.
Reads closed-won deals from Salesforce, applies the commission plan in Google Sheets, and emails each rep an individualized statement via Gmail.
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.
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 attainment and pipeline from Salesforce, adds usage trends from Amplitude, and assembles the QBR narrative in Google Slides via Google Docs.
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.
Reads product-qualified accounts from Mixpanel, creates or updates the tasks on matching accounts in Salesforce, and notifies owners in Slack.
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 the loss reasons from Salesforce, gathers competitor claims from recent Gong calls, and drafts a battlecard in Confluence for the team.
Reads newly created leads from Salesforce, fills firmographic fields from Bowtie, and writes the enriched values back to the lead records.
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.
Compares active accounts in Salesforce against paying customers in Stripe, then lists churned-but-active accounts in Google Sheets for cleanup.
Pulls usage trends from Amplitude, open tickets from Zendesk, and renewal dates from Salesforce, then compiles a risk-scored account list in Google Sheets.
Reads the meeting from Google Calendar, pulls open tickets from Intercom and usage from Mixpanel, and drafts a QBR brief in Google Docs.
Scans upcoming renewals in Salesforce for missing owner and forecast fields, lists the gaps in Google Sheets, and pings the CS leads in Slack.
Reviews escalated conversations in Zendesk, opens or links matching issues in Linear, and posts the triage summary to the support Slack channel.
Reads new customers from Salesforce, checks onboarding milestone completion in Notion, and posts stalled accounts with the missed step to Slack.
Pulls tagged feature requests from Intercom, creates or updates backlog items in Jira, and attaches the requesting account's ARR from Salesforce.
Pulls health scores and renewal status from Salesforce, adds usage trends from Amplitude, and drafts the digest in Google Docs for the leadership review.
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.
Clusters recurring issues from Zendesk tickets, correlates them with error volume in Sentry, and writes a prioritized reliability report in Confluence.
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.
Reads new tickets from Zendesk, looks up the account owner in Salesforce, and assigns each ticket while notifying the owner in Slack.
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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.