Salesforce

Salesforce

Verified

Developer: Lab24

About

Salesforce holds the numbers your pipeline runs on, but reading them across records takes time. Once available, Astell will pull account activity, opportunity stages, and contact history into answers you can act on.

Planned uses include building one-page briefs before customer calls, flagging deals that stalled, summarizing recent touchpoints per account, and answering pipeline health questions without opening a dashboard.

Field-level access follows your Salesforce permissions, exactly as they're set today.

Try asking

Build a one-page brief for Beacon Health: recent activity, open opportunities, and renewal risk.

Salesforce
Account brief

Prep me for my call with Acme Labs tomorrow: Salesforce activity, the last five email threads, and prior meetings.

Salesforce
Gmail
Google Calendar
Call prep

List Stage 3 opportunities with no activity in 30 days, grouped by owner.

Salesforce
Stalled deals

How does this quarter's pipeline compare to last quarter by stage?

Salesforce
Pipeline check

Who is the current economic buyer at Northwind Labs and what was the last Slack thread referencing them?

Salesforce
Slack
Buyer touchpoints

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