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DuckyHelper
Example story

How a sales lead hands the weekly update to DuckyHelper

Example · Sales lead

Update the pipeline sheet from SalesforceExample · Early access
When the job runs, once you turn it on
Fridays, 4 PM
DuckyHelper

DuckyHelper takes jobs that cross several apps and does them the way a person would, on the actual screens, with its own cursor. In this example, a sales lead used to spend Friday afternoons copying deal stages from Salesforce into a pipeline sheet, fixing the totals and writing the same summary for the team. Now they say it once, DuckyHelper does the clicking, and the lead checks the result before anything is posted.

The problem

The weekly update lives between three apps

The deals are in Salesforce, the forecast is in a shared sheet and the team reads the summary in Slack. Keeping the three in step is a small job that has to happen every single week, and it always lands at the end of the week, when there is the least time for it.

So every Friday someone copies stages, fixes totals and writes a short note, and it is the first thing to slip when the week gets busy, which is exactly when the team needs it.

The bottleneck

Copying by hand meant a small mistake most weeks

A stage changed in one place and not the other, a total left over from last week, a deal counted twice. Each mistake was small, but the summary is what the team plans its next week from, so small mistakes turned into the wrong conversations on Monday.

Building an automation for it never felt worth it: the sheet changes shape every quarter, and the person who owns it would rather sell than maintain a script.

What changed

Say it once, then make it automatic

The lead asks DuckyHelper to update the sheet and post the summary. It opens the deals, fills in the rows with its own cursor and drafts the Slack post, then asks before posting it.

After the first run it offers to make the job automatic. With the schedule on, it runs every Friday and still asks before anything is sent. Agent features and schedules are in early access.

Filled in the pipeline sheet from this week's deals in Salesforce, row by row, with its own cursor while the lead kept working in another window.

What it did · Google Sheets
Google Sheets

Drafted the Friday summary for the team and asked before posting it in Slack, then offered to run the job every week.

What it did · Slack
Slack
Put DuckyHelper to work

Ask it anything, or hand it the job, in any app.

Questions and jobs

Do anything

Ask it a question or hand it a job, in any app.

Doing jobs for you is in early access on Mac. Asking works on Mac, Windows and Linux.