Book a Sales Meeting and Log It
For "let's find a time." DuckyHelper checks both calendars, picks the first good slot, writes the invite with an agenda, and logs the meeting on the Opportunity. The invite goes out when you say yes.
“Find a 30-minute slot next week with Dana, send the invite after I OK it, and log it in Salesforce.”
- 01Write small tools for Google Calendar and Salesforce, onceSmall JavaScript tools made from how each site already works. The next run calls them directly.
getFreeBusy(people, range)createEvent(event)logActivity(record, note)
- 02Find free times next week for both of you
- 03Pick the earliest thirty minutes
- 04Write the invite with an agenda
- 05Ask before the invite is sent
- 06Log the meeting on the Opportunity
You getBooked and logged in one ask. The meeting is on both calendars and in Salesforce. It knows both sites now, so booking the next one is near instant.
A run, drawn from this page · early access on Mac
It's built to wait for your OK.
It does the work, then stops with the invite ready for you. You see exactly what it wrote, then Send, Edit or Deny.
If it hits a sign-in, you sign in yourself. It's built not to type your passwords or card numbers.
GmailInviteNeeds your OKBefore you ask it.
What do I say?
Press fn (Ctrl+Shift+Space on Windows and Linux) and ask out loud, in your own words, like "Find a 30-minute slot next week with Dana, send the invite after I OK it, and log it in Salesforce."
Why is the second time faster?
The first time, it writes small JavaScript tools for Google Calendar, Gmail and Salesforce and builds an API from each site's own buttons, forms and requests. After that it calls them directly, so the job runs in one go instead of click by click. It costs less and breaks less.
Will it send anything without me?
It's built to ask first before it sends a message or pays for anything, and to wait for your yes. It may not recognize every send or payment, so keep an eye on tasks that involve messages or money. It's built not to type your passwords or card numbers: you sign in yourself, and it picks up from there.
Why not just do it by hand?
Scheduling takes a back-and-forth, and logging it in the CRM is the step that never happens.
Can I use this today?
Doing jobs in your apps is in early access on Mac. Talking to DuckyHelper, and having it see your screen and draw on it, works today on Mac, Windows and Linux.
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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.