Answer "what's the status of this deal?" in Slack
Anyone can ask about a deal and get the answer from the CRM and email history.
Sales · When you ask · Updated
Works with
- Slack
- HubSpot
- Salesforce
- Attio
- Pipedrive
- Gmail
- Microsoft 365
- Superhuman Mail
Slack
HubSpot
Salesforce
Attio
Pipedrive
Gmail
Microsoft 365
Superhuman MailHow do you check a deal's status in Slack?
To check a deal's status in Slack, mention Maito with the company name. It looks up the deal in your CRM, reads the recent email thread, and replies in the thread with the stage, amount, close date, owner, last activity and anything that has gone quiet or needs an answer.
How it's done today
People ping the rep, who looks it up.
What Maito does
- Find the deal
- Read recent activity
- Answer in the thread
Example
@Maito what's going on with the Acme deal?
Acme: Negotiation, $40k, close date Nov 20, owner Dana. • Oct 8: last call with Hannah. • Oct 13: Acme's legal sent redlines on section 9, data residency and the liability cap. • Oct 14: Hannah emailed asking for our answer by Friday. Catch: Friday Oct 16 has passed and nobody has replied. The thread has been quiet for 5 days, with a deal this close to a Nov 20 close date. From HubSpot and the Gmail thread with Hannah.
@Maito draft a short reply to Hannah. Don't send it.
Draft is in your Gmail: apologizes for the delay, promises the data residency answer by Wednesday Oct 21, and asks for 20 minutes with their legal team. Check that Wednesday date with Leo first.
Priya (11:05 AM):
what's going on with the Acme deal?
Maito (11:05 AM):
Acme: Negotiation, $40k, close date Nov 20, owner Dana.
• Oct 8: last call with Hannah.
• Oct 13: Acme's legal sent redlines on section 9, data residency and the liability cap.
• Oct 14: Hannah emailed asking for our answer by Friday.
Catch: Friday Oct 16 has passed and nobody has replied. The thread has been quiet for 5 days, with a deal this close to a Nov 20 close date.
From HubSpot and the Gmail thread with Hannah.
Dana (11:08 AM):
draft a short reply to Hannah. Don't send it.
Maito (11:09 AM):
Draft is in your Gmail: apologizes for the delay, promises the data residency answer by Wednesday Oct 21, and asks for 20 minutes with their legal team. Check that Wednesday date with Leo first.
How to set it up
- Set up
Nothing to set up. Ask in Slack or by email whenever you need it.
- Connect CRM
- HubSpot
- Salesforce
- Attio
- Pipedrive
- Connect email
- Gmail
- Microsoft 365
- Superhuman Mail
Not connected yet? Your agent sends you a link to sign in.
What it won't do
It answers from your CRM and email. A deal that lives in someone's head or on a call has no status to find.
Questions
Anyone in a thread who mentions Maito. It reads only the thread where it was mentioned, not other channels.
It reads the email thread connected to the deal through Gmail, Microsoft 365 or Superhuman Mail, as set up in your workspace.
It can write a draft for the owner to review. It doesn't send it.
