Automate the admin work that steals selling time. Deal briefs, CRM updates, proposals, and follow-ups — handled by your digital assistant.
Trusted by Randstad across 30 countries
Your AI Account Executive Assistant is a digital employee that eliminates the administrative burden that keeps AEs from selling. Before every meeting, it compiles a deal brief with prospect history, recent news, competitive intel, and talking points. After every call, it logs notes to your CRM, drafts follow-up emails, and updates deal stages. When a proposal is needed, it pulls from your template library, customizes it with deal-specific data, and delivers a polished draft for review. AEs spend an average of 65% of their time on non-selling activities. This agent gives that time back.
Compiles prospect history, recent news, financials, and talking points into a concise brief before every meeting. AEs walk in prepared.
Logs call notes, updates deal stages, and fills in missing fields after every interaction. Your CRM stays clean without AEs doing data entry.
Drafts personalized follow-up emails referencing specific conversation points. AEs review and send — cutting follow-up time from 20 minutes to 2.
Pulls from your approved template library and customizes with deal-specific pricing, timelines, and scope. Polished drafts delivered for final review.
Monitors pipeline and flags deals that are stalling — no activity in 7 days, missed follow-ups, or champion going silent. Proactive alerts keep deals moving.
Pulls company news, funding rounds, leadership changes, and hiring patterns to inform account strategy and outreach timing.
Select the Account Executive Assistant role. Configure deal stages, follow-up preferences, and proposal templates.
Link Salesforce, HubSpot, or Pipedrive. Connect Gmail or Outlook for automated follow-up drafting.
Upload your proposal templates, case studies, and sales playbook. The assistant learns your style and starts working.
A mid-market SaaS company equips its 12-person AE team with AI assistants. Each AE gets pre-meeting briefs, automated CRM updates, and proposal drafts.
Outcome
AEs reclaim 15 hours per week of admin time. Pipeline velocity increased by 28%.
A consulting firm uses the AI AE Assistant to generate custom proposals for each engagement, pulling from a library of case studies and service descriptions.
Outcome
Proposal turnaround time reduced from 3 days to 4 hours. Win rate improved by 12%.
An enterprise software company deploys AI assistants to track 200+ active deals, flagging risks and generating weekly pipeline summaries for sales leadership.
Outcome
Stalled deal recovery rate improved by 35%. Forecast accuracy increased by 20%.
Connect to 500+ tools across your tech stack. Here are the integrations most relevant to this role.
CRM
Documents
Research
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Free to start. No credit card required.