Early access

Update 40 Stale Deals in One Go

For pipeline reviews that start with "why is this still open?" DuckyHelper learns Salesforce's web API the first time, finds every deal past its close date, reads the last email on each, and updates stage, date and next step for all of them in one go, not 40 rounds of clicks.

YOU SAY

“Find every Salesforce opportunity past its close date, check the last email on each, and update stage, close date and next step after I review.”

Press fn (Ctrl+Shift+Space on Windows and Linux) and ask out loud.

DUCKYHELPER DOES

01
Write small tools for Salesforce and Gmail, onceSmall JavaScript tools made from how each site already works. The next run calls them directly.findOpportunities(filter)updateDeals(ids, fields)searchThreads(contact)
02
Find every deal past its close date
03
Read the last email on each
04
Suggest a new stage, date and next stepYou review the list first.
05
Update all 40 in one call

You getA pipeline you can trust. Every deal is current in minutes, not an afternoon. At the next review, it already knows Salesforce.

Update 40 Stale Deals in One Go

A run, drawn from this page · early access on Mac

WHERE IT ASKS FIRST

It's built to wait for your OK.

It does the work, then stops with the changes 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.

SalesforceChangesNeeds your OK

A new stage, close date and next step for each deal past its close date.

MAKE IT ALWAYS ON

Do it once. Then let it repeat.

When it's done, it offers to keep doing it: on the 1st of every month. 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.

Make this automatic?Schedule

Update 40 Stale Deals in One Go

WhenOn the 1st of every month

DoesDuckyHelper learns Salesforce's API the first time, finds every deal past its close date and updates all 40 at once.

ThenAsks you before anything goes out

FAQ

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 "Find every Salesforce opportunity past its close date, check the last email on each, and update stage, close date and next step after I review."

Why is the second time faster?

The first time, it writes small JavaScript tools for Salesforce and Gmail 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?

Cleaning a pipeline means opening every stale deal, checking the last email and editing three fields. Forty times.

Can it keep doing this on its own?

Yes. When it's done it offers to make it automatic (on the 1st of every month). 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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