1
Try it once in chat
”Pull this week’s closed deals from my CRM, total them by rep and put the result in a new Google Sheet with a chart.”
2
Check the result
Adjust columns or the chart until it’s right.
3
Schedule it
Create an Agent with the same instructions, set to run every Friday at 4 PM.
Common questions
Should I test before scheduling?
Should I test before scheduling?
Yes. Try it once in chat, then turn it into an Agent.
Which plan do Agents need?
Which plan do Agents need?
Pro or Elite.