A one-off assistant does a task and forgets it. Hexa learns how your sales 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.
Pulls today's events from Google Calendar, matches each attendee to their Salesforce account and open opportunities, reads the latest Gong call notes, and drafts a one-page brief per meeting in Google Docs.
Reads this week's Gong call summaries and action items, cross-references the matching Salesforce opportunity stage, and drafts a tailored follow-up email per contact in Gmail.
Reads the Acme opportunity and contacts from Salesforce, pulls agreed milestones from recent Fathom recordings, and writes a shared close plan with owners and dates in a Google Doc.
Reads Fathom and Gong call outcomes, updates next steps, close dates, and amounts on the matching Salesforce opportunities, and posts a change summary to my Slack.
Reads the Globex account and contacts in HubSpot, enriches each stakeholder with Bowtie, and compiles roles, priorities, and talking points into a Google Doc.
Pulls subscription and invoice history from Stripe and the Salesforce opportunity, and drafts a renewal proposal with pricing and terms in Google Docs.
Pulls open and recent tickets from Zendesk for each account, matches them to the Salesforce record, and writes a risk summary per account to Slack.
Reads the latest Zoom recording transcript, creates or updates the Salesforce opportunity with pain points and budget, and files the notes in Google Drive.
Finds closed-won Salesforce opportunities with unpaid Stripe invoices, drafts a payment reminder email per customer in Gmail, and flags overdue ones in Slack.
Reads TechCorp product usage from Amplitude and the current HubSpot deal, and drafts an expansion business case with ROI points in a Google Doc.
Finds Salesforce opportunities with no activity in 14 days, checks for unanswered threads in Gmail, and lists each with a suggested re-engagement message in Slack.
Reads the negotiation email thread in Gmail, updates the Salesforce opportunity with redline status and blockers, and notifies the deal channel in Slack.
Reads the questionnaire attached in Gmail, pulls approved answers from our Confluence security page, and drafts responses in a Google Doc.
Pulls my assigned leads from Salesforce, enriches each with firmographics from Bowtie, ranks them by fit, and writes the ordered list to a Google Sheet.
Reads the new HubSpot lead, enriches the company and contact with Bowtie, and posts a qualification summary with a recommendation to Slack.
Reads the target account list from a Google Sheet, enriches each with Bowtie, and drafts personalized first-touch emails in Mailchimp.
Scans Gmail for positive replies to outreach, proposes times against my Google Calendar, and drafts scheduling responses while logging the interest in HubSpot.
Pulls open-no-reply engagement from Marketo, matches contacts in Salesforce, and drafts a second-touch email per lead in Gmail.
Scans my assigned HubSpot leads for duplicate contacts and companies, proposes merges, and logs the cleanup actions to a Google Sheet.
Reads the new demo request in Intercom, enriches the company with Bowtie, and posts a summary with three tailored talking points to Slack.
Pulls my completed and open activities from Salesforce, tallies meetings booked from Google Calendar, and posts a weekly self-recap to Slack.
Reads overnight trial signups from Amplitude, matches each to a territory owner in Salesforce, and notifies each rep in Slack with the account details.
Pulls cold leads from HubSpot, segments them by industry and last activity, and drafts a re-engagement email series in Mailchimp.
Reads the conference attendee list from a Google Sheet, enriches each contact with Bowtie, and creates matching lead records in Salesforce.
Reads product usage spikes from Mixpanel, matches accounts in HubSpot, and posts a ranked signal list with suggested outreach to Slack.
Pulls each rep's open opportunities from Salesforce, flags stage and close-date changes since last week, and posts a team pipeline digest to Slack.
Aggregates weighted pipeline from Salesforce by stage and rep, pulls historical close rates from Snowflake, and builds a forecast summary in a Google Doc.
Reads large open opportunities from Salesforce, checks recent call engagement in Gong, and writes a risk-scored deal health report to a Google Sheet.
Pulls West region bookings and pipeline from Salesforce, revenue from NetSuite, and win-rate trends from Looker, then drafts the QBR narrative in a Google Doc.
Reads last week's Gong calls per rep, identifies talk-ratio and missed-next-step patterns, and drafts individual coaching notes in Notion.
Queries stage-to-stage conversion and time-in-stage from Snowflake, cross-checks current bottlenecks in Salesforce, and posts a funnel diagnosis to Slack.
Reads the onboarding checklist from Confluence, files access requests in Okta, and creates a 30-60-90 task plan in Asana for the new rep.
Scans open opportunities in Salesforce for missing next steps, qualification fields, and stale dates, and writes a per-rep compliance report to a Google Sheet.
Pulls closed opportunities from Salesforce, reads loss reasons from Gong call notes, and posts a win-loss digest to the leadership Slack channel.
Reads current account assignments and historical attainment from Salesforce, models a balanced split in a Google Sheet, and proposes reassignments in Slack.
Pulls bookings and ARR from NetSuite and pipeline coverage from Salesforce, and writes a board-ready performance summary in a Google Doc.
Compares each rep's submitted forecast in Salesforce against weighted pipeline, computes the gap in a Google Sheet, and messages outliers in Slack.
Reads deals where the competitor was named in Gong calls, joins outcomes from Salesforce, and writes a win-loss breakdown to Notion.
Matches closed-won Salesforce opportunities to Stripe invoices and NetSuite revenue, and writes a reconciliation report of mismatches to a Google Sheet.
Finds Salesforce opportunities with no owner or no activity in 90 days, proposes closures or reassignments, and logs the changes to a Google Sheet.
Reads recently created HubSpot contacts, deduplicates against Salesforce, creates the missing records, and reports the sync results in Slack.
Runs the dbt models over Snowflake, validates key totals against Salesforce, and publishes the refreshed metrics in Looker.
Reads account ownership from Salesforce, checks each against the territory rules in Confluence, and writes a list of violations to a Google Sheet.
Pulls closed-won opportunities from Salesforce, applies the comp plan rates, reconciles payouts against QuickBooks, and writes per-rep amounts to a Google Sheet.
Joins lead source data from Marketo with closed revenue in Salesforce via Snowflake, and writes a source-to-revenue attribution report to a Google Sheet.
Reads the new hires from Workday, creates their Okta accounts and app assignments, and files onboarding tasks in Linear for each system owner.
Reads T&E entries from Ramp, matches them to the related Salesforce opportunities, and flags unattributed spend in a Google Sheet.
Reads the approved price book from a Google Sheet, updates products in Salesforce and Stripe, and logs a change record in Confluence.
Queries win-rate trends in BigQuery, drills into the affected segments in Salesforce, and posts a root-cause summary of the drop to Slack.
Reads sync failures reported in Sentry, correlates them to affected Salesforce records, and files tracking tickets in Jira.
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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.