sales-workflow-orchestrator

name	sales-workflow-orchestrator
description	The cross-platform sales automation hub. Chains CRM, Email, Calendar, LinkedIn, and Sheets into autonomous multi-step workflows. Run a morning sales routine, process new leads end-to-end, or automate deal progression -- all from a single command.

Sales Workflow Orchestrator

The "command center" that chains all your sales tools into autonomous multi-step workflows. Instead of switching between HubSpot, Gmail, Calendar, LinkedIn, and Sheets, tell Sai what you need and it orchestrates everything.

Why this exists: Every sales tool (Salesforce, HubSpot, Reply.io, Outreach) only automates WITHIN its own platform. Sai is the only tool that can read your CRM pipeline, draft a Gmail follow-up, check your Calendar, send a LinkedIn message, and log everything to Sheets -- all in one autonomous workflow.

When to Use

• "Run my morning sales routine"
• "I have a new lead: [Name] from [Company]. Do the full cycle."
• "Check my pipeline, follow up on stale deals, and update my tracker"
• "What should I be doing today for sales?"
• "Process these 5 inbound leads"
• "My deal with [Company] just moved to proposal stage. What's next?"

Required Context (ask if not provided)

• CRM platform: Which CRM are you using? (HubSpot, Salesforce, Pipedrive, or none)
• CRM URL: The URL for your CRM dashboard (e.g., app.hubspot.com/contacts/12345/deals)
• Tracking sheet: Do you have an existing Google Sheet for pipeline tracking? (Or create new)
• LinkedIn logged in?: Confirm user is logged into LinkedIn in browser

Prerequisites

• Gmail connected (gmail_write)
• Google Calendar connected (calendar)
• Google Sheets connected (drive)
• User logged into CRM in browser (for browser automation)
• User logged into LinkedIn in browser (for LinkedIn actions)

Connect All Services

// Gmail
await requestApproval({
  reason: "Need Gmail access to scan and send follow-up emails",
  type: "service_auth",
  payload: { provider: "google", service: "gmail_write" }
})

// Calendar
await requestApproval({
  reason: "Need Calendar access to check meetings and schedule follow-ups",
  type: "service_auth",
  payload: { provider: "google", service: "calendar" }
})

// Sheets & Drive
await requestApproval({
  reason: "Need Sheets access to log activities and manage pipeline tracker",
  type: "service_auth",
  payload: { provider: "google", service: "drive" }
})

Safety Rules (CRITICAL)

• ALWAYS present the full action plan for user review before executing ANY actions.
• Batch approval is allowed ("approve all 3 follow-ups"), but user must see every action listed.
• Never send emails or LinkedIn messages without explicit user approval.
• CRM modifications (create contact, change deal stage) require individual approval.
• Maximum 10 outbound touches per session (emails + LinkedIn combined).
• Rate limiting: 90-180 seconds between LinkedIn actions, 30-60 seconds between emails.
• If any platform shows error/CAPTCHA/rate-limit, stop the ENTIRE workflow and report.

Workflow A: Morning Sales Routine

Trigger: "Run my morning sales routine" or scheduled as daily cron at 8am. Total time: 15-20 minutes autonomous. Replaces: 1-2 hours of manual pipeline review, email checking, and LinkedIn browsing.

Phase 1: Pipeline Scan (3-4 min)

// Open user's CRM and read pipeline
var crmPage = await browser.newtab(userCrmUrl)
await crmPage.wait({ waitTime: 5 })

// Parse all deals from pipeline board
var deals = []
var snap = await crmPage.snapshot()

// Extract each deal: name, stage, value, contact, last activity, days in stage
// For each deal, calculate health score:
// GREEN: Activity in last 3 days + next task scheduled
// YELLOW: No activity 4-7 days OR stuck in stage >14 days
// RED: No activity 8+ days OR stuck >21 days

var healthReport = {
  green: [],  // Healthy deals
  yellow: [], // At risk
  red: [],    // Critical
  total: 0,   // Pipeline total value
  weighted: 0 // Weighted value by stage probability
}

console.log("Pipeline scan complete: " + deals.length + " deals")
console.log("Critical: " + healthReport.red.length + " | At risk: " + healthReport.yellow.length)

Phase 2: Email Scan (2-3 min)

// Check for overnight replies
var newReplies = await google.gmail.listMessages({
  query: "in:inbox newer_than:1d",
  maxResults: 20
})

// Categorize replies:
var emailActions = {
  needsReply: [],      // Emails requiring a response
  informational: [],   // FYI emails, no action needed
  dealRelated: []       // Emails from deal contacts
}

// Also check stale sent emails (no reply in 3+ days)
var staleEmails = await google.gmail.listMessages({
  query: "in:sent newer_than:7d",
  maxResults: 30
})

// Cross-reference stale emails with pipeline deals
// Priority: stale emails to deal contacts are highest priority

Phase 3: Calendar Check (2 min)

// Get today's meetings
var todayMeetings = await google.calendar.listEvents({
  timeMin: new Date(new Date().setHours(0, 0, 0, 0)).toISOString(),
  timeMax: new Date(new Date().setHours(23, 59, 59, 999)).toISOString()
})

// For each meeting with an external attendee:
// - Check last email thread with this person
// - Note any deal associated with this contact
// - Flag if meeting prep is needed
var meetingPrep = todayMeetings.filter(m =>
  m.attendees && m.attendees.some(a => a.email && !a.email.includes(userDomain))
).map(m => ({
  time: m.start,
  title: m.summary,
  with: m.attendees.filter(a => !a.email?.includes(userDomain)),
  needsPrep: true
}))

Phase 4: LinkedIn Check (3-4 min)

// Check if any deal contacts posted on LinkedIn in last 24h
var linkedinPage = await browser.newtab("https://www.linkedin.com/feed/")
await linkedinPage.wait({ waitTime: 5 })

// Scan feed for posts from deal contacts
// This is an engagement opportunity:
// "Jane from Acme (your $50K deal) posted about [topic] 3 hours ago"
// Commenting on her post = staying top of mind without being salesy

var linkedinOpportunities = []
// Parse feed, match poster names against deal contacts

Phase 5: Generate Daily Action Plan

// Compile everything into a prioritized action list
var actionPlan = {
  urgent: [],     // Must do today
  followUp: [],   // Should do today
  meetings: [],   // Prep needed
  engage: [],     // LinkedIn engagement opportunities
  crmUpdates: []  // Stage changes, task creation
}

// Prioritization logic:
// 1. Reply to emails from active deal contacts (revenue impact)
// 2. Follow up on critical (red) deals
// 3. Meeting prep for today
// 4. LinkedIn engagement with deal contacts
// 5. CRM housekeeping (stage updates, task completion)

Present Action Plan

## Daily Sales Action Plan - [Date]

### Pipeline Summary
Total: $450K (25 deals) | Weighted: $180K
Critical (needs attention): 3 deals | At risk: 5 deals

### Urgent Actions (do now)
1. REPLY: Jane Doe (Acme, $50K) emailed about pricing at 11pm last night
   > Draft ready: [click to review]

2. FOLLOW-UP: Bob Smith (Widget, $35K) - 8 days no reply to proposal
   > Draft ready: [click to review]

### Today's Meetings (prep ready)
3. 2:00 PM: Acme Corp demo with Jane Doe
   > Brief: Last email about pricing, Series B news, her recent LinkedIn post
   > [View full brief]

4. 4:00 PM: Widget Inc check-in with Bob Smith
   > Brief: Proposal sent 8 days ago, no response, check if they received it

### LinkedIn Engagement
5. Jane Doe posted about "content scaling challenges" (3h ago)
   > Suggested comment: "The attribution challenge at scale is real..."
   > [Review and approve]

### CRM Updates
6. Move Acme Corp from "Demo Scheduled" to "In Progress"
7. Create task: "Send Widget proposal follow-up" (due today)

---
Approve actions: [All] [Select individually] [Skip]

Phase 6: Execute Approved Actions

// User reviews and approves actions
// Can approve all at once or individually

await requestApproval({
  reason: "Execute " + approvedActions.length + " sales actions: " +
    approvedActions.map(a => a.type + ": " + a.summary).join("; ")
})

for (var action of approvedActions) {
  switch (action.type) {
    case "email_reply":
      await google.gmail.sendMessage(action.emailData)
      console.log("Sent reply to " + action.contact)
      await wait({ waitTime: 30 + Math.floor(Math.random() * 30) })
      break

    case "email_followup":
      await google.gmail.sendMessage(action.emailData)
      console.log("Sent follow-up to " + action.contact)
      await wait({ waitTime: 30 + Math.floor(Math.random() * 30) })
      break

    case "linkedin_comment":
      // Navigate to post, type comment
      await linkedinPage.goto({ url: action.postUrl })
      await linkedinPage.wait({ waitTime: 5 })
      // Click comment button, type comment, submit
      console.log("Commented on " + action.contact + "'s post")
      await wait({ waitTime: 90 + Math.floor(Math.random() * 90) })
      break

    case "crm_update":
      // Navigate to deal in CRM, update stage
      await crmPage.goto({ url: action.dealUrl })
      // Click stage, select new stage
      console.log("Updated " + action.dealName + " to " + action.newStage)
      await wait({ waitTime: 5 })
      break
  }
}

Phase 7: Log Everything

// Append all actions to activity tracker
var logEntries = approvedActions.map(a => [
  new Date().toISOString().slice(0, 10),  // Date
  new Date().toLocaleTimeString(),          // Time
  a.type,                                    // Action type
  a.contact,                                 // Contact name
  a.company,                                 // Company
  a.deal || "",                              // Deal name
  a.summary,                                 // What was done
  "Completed"                                // Status
])

await google.sheets.appendValues({
  spreadsheetId: trackingSheetId,
  range: "'Activity Log'!A1",
  values: logEntries
})

console.log("Activity log updated: " + logEntries.length + " entries")

Workflow B: New Lead - Full Cycle

Trigger: "New lead: Jane Doe from Acme Corp" or "Process this inbound lead" Total time: 10-15 minutes What it does: Research -> Add to CRM -> Draft multi-channel outreach -> Schedule follow-ups -> Track

Step 1: Research (5 min)

// Uses lead-enrichment-engine patterns
// Google search for company intel
// LinkedIn profile visit for decision-maker data
// Google News for recent company news
// Output: Full prospect dossier with outreach hooks

Step 2: Add to CRM (2 min)

// Navigate to CRM in browser
await requestApproval({
  reason: "Create new contact and deal in CRM for " + leadName + " at " + companyName
})

var crmPage = await browser.newtab(userCrmUrl)
await crmPage.wait({ waitTime: 3 })
// Click "Create Contact" -> fill fields -> save
// Click "Create Deal" -> set stage "New Lead" -> attach contact -> save
// Set deal value if known

Step 3: Draft Multi-Channel Outreach (2 min)

// Email draft
var emailDraft = await google.gmail.createDraft({
  to: leadEmail,
  subject: personalizedSubject,
  body: personalizedEmailBody // Uses outreach hooks from dossier
})

// LinkedIn connection note (300 char max)
var linkedinNote = generateConnectionNote(dossier)

// Present both for user review
console.log("Email draft saved. LinkedIn note ready.")
console.log("Email: " + emailDraft.subject)
console.log("LinkedIn note (" + linkedinNote.length + "/300 chars): " + linkedinNote)

Step 4: Schedule Follow-Up Sequence

// Create calendar reminders for multi-touch sequence
var touchpoints = [
  { day: 0, action: "Send initial email + LinkedIn connection request" },
  { day: 3, action: "If no email reply: send LinkedIn DM (if connected)" },
  { day: 5, action: "Send email follow-up #1 (different angle)" },
  { day: 10, action: "Send email follow-up #2 (value-add or break-up)" },
  { day: 14, action: "If no response anywhere: mark as cold in CRM" }
]

for (var tp of touchpoints) {
  var reminderDate = new Date(Date.now() + tp.day * 24 * 60 * 60 * 1000)
  await google.calendar.createEvent({
    summary: "Follow-up: " + leadName + " - Touch " + (touchpoints.indexOf(tp) + 1),
    start: reminderDate.toISOString(),
    end: new Date(reminderDate.getTime() + 30 * 60 * 1000).toISOString(),
    description: tp.action + "\n\nCompany: " + companyName +
      "\nEmail: " + leadEmail + "\nLinkedIn: " + leadLinkedIn
  })
}

Step 5: Log to Tracker

await google.sheets.appendValues({
  spreadsheetId: trackingSheetId,
  range: "'Pipeline'!A1",
  values: [[
    new Date().toISOString().slice(0, 10), // Date Added
    leadName,                                // Name
    companyName,                             // Company
    "Inbound",                               // Source
    leadEmail,                               // Email
    leadLinkedIn,                             // LinkedIn URL
    "New Lead",                              // Stage
    "Pending",                               // Touch 1 Status
    "",                                       // Touch 2
    "",                                       // Touch 3
    "Active",                                // Overall Status
    dossier.outreachHooks[0].hook            // Notes (best hook)
  ]]
})

Workflow C: Deal Stage Progression Automation

Trigger: User says "My deal with [Company] moved to [stage]" or CRM stage change detected

When a deal moves stages, automatically trigger the appropriate next actions:

Stage: New Lead -> Qualified

var stageActions = {
  "qualified": [
    "Research prospect (call lead-enrichment-engine)",
    "Draft intro email with personalized hooks",
    "Send LinkedIn connection request",
    "Create 'Schedule Demo' task in CRM"
  ]
}

Stage: Qualified -> Demo Scheduled

stageActions["demo_scheduled"] = [
  "Create calendar event with meeting link",
  "Send confirmation email with proposed agenda",
  "Generate pre-demo brief (meeting-scheduler-followup)",
  "Set reminder: send follow-up 2 hours after demo"
]

Stage: Demo -> Proposal Sent

stageActions["proposal_sent"] = [
  "Draft proposal follow-up email (send 3 days after demo)",
  "Create 'Check proposal status' task for day 5",
  "Set follow-up reminder for day 7 if no response"
]

Stage: Proposal -> Negotiation

stageActions["negotiation"] = [
  "Flag deal as high priority in tracker",
  "Draft 'next steps' email with clear timeline",
  "Schedule check-in call within 3 days",
  "Notify user: 'Deal entering negotiation - personal attention recommended'"
]

Stage: Closed Won

stageActions["closed_won"] = [
  "Send welcome/congratulations email",
  "Create onboarding checklist task in CRM",
  "Update pipeline tracker (won amount, close date)",
  "Log win in activity tracker"
]

Stage: Closed Lost

stageActions["closed_lost"] = [
  "Send graceful close email (door is always open)",
  "Log loss reason in CRM and tracker",
  "Set 90-day re-engagement reminder on calendar",
  "Update pipeline tracker (lost, reason)"
]

Tracking Sheet Structure

When creating a new tracking sheet, use this structure:

Sheet 1: Pipeline

Columns: Date Added | Name | Company | Source | Email | LinkedIn URL |
Deal Stage | Deal Value | Touch 1 Date | Touch 1 Status | Touch 2 Date |
Touch 2 Status | Touch 3 Date | Touch 3 Status | Overall Status | Notes

Sheet 2: Activity Log

Columns: Date | Time | Action Type | Contact | Company | Deal |
Description | Status

Sheet 3: Weekly Summary

Columns: Week | New Leads | Demos | Proposals | Won | Lost |
Pipeline Total | Weighted Total | Notes

Cron Setup (Scheduled Daily Routine)

This workflow is ideal for a scheduled daily cron:
- Schedule: "0 8 * * 1-5" (Every weekday at 8am)
- Goal: "Run morning sales routine: scan CRM pipeline, check email replies,
  prep for today's meetings, check LinkedIn feed for deal contacts,
  generate action plan, and present for approval"

Error Handling

• CRM not accessible: Skip pipeline scan, proceed with email + calendar
• LinkedIn rate limited: Skip LinkedIn phase, note in action plan
• Gmail error: Log error, continue with other phases
• Any CAPTCHA: Stop entire workflow, report which phase completed
• Partial completion: Always save what's been done to activity log, even on error