Sales
Practical workflows for sales
The Sales plugin helps you level up your Codex usage as a sales person or account director, keeping you focused on what's important and taking simple tasks off your plate. You'll find skills to help with meeting preparation and follow-up, forecasting and account preparation, and more. To get the most from this plugin, you should have CRM access enabled, but it will also be valuable if you have meeting transcripts, internal messaging, email, and calendar plugins installed.
(na) App
Share work and pull context
Microsoft Teams workplace chat and collaboration: search messages, summarize threads, send replies, manage Planner tasks.
Insights from Zoom
Find sales insights
Add your meeting context
Search meeting transcripts
Search meetings from Otter.ai
Sales insights to close deals
Insights to action in HubSpot
Close CRM for ChatGPT
B2B data and GTM insights
GTM Data and Functions
Prospect intelligence for sale
Query sales data
Find buyers and close deals
Per-Account Agents for GTM
Manage prospecting
Microsoft Outlook email for work conversations: search messages, summarize threads, draft replies, manage follow-ups.
AI Agents for Revenue Teams
Create docs, tasks, databases
Work with Google Docs, Sheets, and Slides
Microsoft SharePoint document sites and OneDrive files: find content, summarize docs, manage folders, share resources.
Microsoft Outlook calendar for scheduling work: check availability, plan meetings, create events, manage invites.
Manage bookings & availability
Manage projects, tasks & CRM
Manage contracts from ChatGPT
Skill
Impormasyon
- Mga capability
- Interactive, Read, Write
- Developer
- OpenAI
- Category
- Business & Operations
- Version
- 1.1.0-alpha.2