L2Q

Builds a pre-meeting account brief for a fintech B2B account executive. Use when the user asks to "prep me for my meeting", "give me a brief on {account}", "research this account before the call", "what do I need to know about {client}", or "build a one-pager on this deal". Joins Salesforce account, contact, opportunity and activity data into a tight, meeting-ready Word brief.

Schedules client meetings with a prepared agenda, pulling attendees and context from Salesforce. Use when the user asks to "schedule a client meeting", "book a review with {account}", "set up a call with {contact}", "find a time and send an agenda", or "organize the next meeting for this deal". Resolves attendees, drafts an agenda, creates the calendar invite, and optionally emails the agenda.

Automates post-meeting and post-touch follow-ups for sales deals. Use when the user asks to "follow up with everyone I met", "send follow-ups", "chase my open deals", "draft follow-up emails", "log next steps in Salesforce", or "close the loop after my meetings". Produces tailored follow-up emails plus matching Salesforce follow-up tasks, and logs next steps on the opportunity.

Builds a complete pipeline review pack for a fintech sales manager: an Excel workbook, a PowerPoint deck, and an exec email. Use when the user asks to "build my pipeline review", "prep for the forecast call", "create the QBR pack", "summarize the team's pipeline", "get me ready for the sales review", or "build the board/exec pipeline update". Pulls pipeline and dashboard data, then assembles the three artifacts.

Builds client-ready pitch and deal-review decks in PowerPoint from Salesforce opportunity data. Use when the user asks to "build a pitch deck", "draft the deck for this deal", "create a deal-review presentation", "make slides for the {account} opportunity", or "turn this opportunity into a deck". Joins opportunity, account, contact and product data, then produces a structured, on-brand .pptx.