One-Page Brief Before Your Sales Call
For the call you're joining in ten minutes. DuckyHelper reads the Opportunity and Account in Salesforce, the recent emails and the Gong summaries, then tells you who decides, what's open and how to lead.
“Brief me on my next call: the Salesforce opportunity, the last 5 emails and the Gong call summaries.”
- 01Turn Salesforce and Gong into APIs it can callIt watches each site's own requests once and saves them as actions. Kept on your device.
getOpportunity(id)getAccount(id)listCalls(account)getSummary(call)
- 02Pull the deal: stage, amount, close date
- 03Read the last five emails with the account
- 04Read the Gong summaries and action items
- 05Write the page: who's who, what's open, your angle
You getEvery call starts prepared. One page with the people, the open questions and where to lead. The next brief takes seconds, since every site is learned.
A run, drawn from this page · early access on Mac
Nothing to send, so it runs straight through.
Nothing in this job sends a message or pays for anything, so it works through to the end and tells you when it's done. If a step ever would, it's built to stop and ask you first.
If it hits a sign-in, you sign in yourself. It's built not to type your passwords or card numbers.
Do it once. Then let it repeat.
When it's done, it offers to keep doing it: every weekday at 8:00 AM. Each run goes through the API it learned the first time, so it's quick, and it's still built to ask before it sends or pays.
Always-on automations are in early access on Mac.
Before 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 "Brief me on my next call: the Salesforce opportunity, the last 5 emails and the Gong call summaries."
Why is the second time faster?
The first time, it writes small JavaScript tools for Salesforce, Gmail and Gong 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?
Call prep means Salesforce, your inbox and Gong, and there's never enough time to read them all.
Can it keep doing this on its own?
Yes. When it's done it offers to make it automatic (every weekday at 8:00 AM). Each run goes the same way and is still built to ask before it sends or pays.
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.