Sales
Register, enrich and follow up on leads, and keep your CRM up to date.
All sales workflowsCapabilities
About this source
Gen8
Source: Capabilities
Managed AI service for SMEs. We set up, connect and manage; you stay in control.
© 2026 Gen8 VOF · Dutch Chamber of Commerce 92978789 · Delft
Finance
Process documents and produce reports, with a review step that stays in place.
All document workflowsDevelopment
Turn signals into tasks and monitor project work.
All project workflowsSales
Cleaning and enriching CRM data
Find duplicate records, empty fields and contradictions in your CRM, with a proposal for each record.
Reporting
Compiling management reports
Compile figures from multiple systems into a draft report with a source for every number.
Email, Project work
Connecting Gmail to Jira
Assess relevant emails and propose reviewed Jira tasks, with source references and approval.
Sales
Follow up stalled deals with a proposed next step
Spot stalled deals and propose a next step for each, recorded only after approval.
Meetings, Project work
From meeting to action points
Extract real commitments from a meeting report, with an owner and deadline, and have them confirmed.
Email, Sales
Gmail follow-up into HubSpot
Assess email and propose a HubSpot contact, note or task, with approval beforehand.
Email
Handling customer questions with escalation
Prepare draft answers to common customer questions and visibly escalate unusual requests.
Email
Inbox triage with human approval
Messages sorted, summarized and given a draft reply; a person does the sending.
Website
Maintaining website content
A workflow proposes text changes and new pages; publishing remains a human action.
Knowledge, Documents
Making documents accessible as knowledge
Make scattered documents findable without copying them or losing permissions; the source stays in place.
Meetings, Project work
Meeting actions to ClickUp
Agreed meeting actions created as ClickUp tasks, with a log and a link to the source.
Meetings, Sales
Meeting information into the CRM
Turn meeting agreements into a proposed CRM note and next step, submitted for approval.
Monitoring
Monitor, notify and follow up
Monitor a source, report only deviations and get the notification to someone who can act on it.
Project work
Monitoring project progress
Read tasks from the project board and show what is stalled, off track or awaiting a decision for each project.
Email, Sales
Outlook to Salesforce
Assess Outlook messages and submit proposed Salesforce updates for approval.
Documents, Sales
Preparing a quote from intake details
Turn intake details into a draft quote in your own format, ready for the salesperson to review.
Documents
Processing and posting invoices
Extract purchase invoice data, check it against your rules and submit it for approval before posting.
Knowledge
Querying an internal knowledge base
Ask questions of your own documents and receive answers with source references, within existing permissions.
Website, Reporting
Turning SEO signals into work
Read Search Console and GA4 and produce a short, evidence-based worklist instead of another dashboard.
Reporting
Weekly operations report
A weekly draft overview of lead times, backlogs and deviations from your own systems.
