Dispatches
Solutions · Sales, Revenue Operations & Customer Success

Read every call, account, and opportunity. Draft the follow-up.

An AI coworker that reads CRM history, call transcripts, and spreadsheets, then drafts follow-ups and account updates for approval in Slack or Teams.

418 lost opportunities re-read. Three warm leads. Four days.

closed_lost_2025_reread.xlsxAccountClosed DateSignalSignal DateFlagAcme CorpNew CFO hiredwarmBeta IndustriesSeries B fundingwarmGamma LtdDelta SystemsEpsilon CoVP Sales hiredwarmZeta Group…remaining rowsWHO CHANGED WHATAthena3 draft notes readyAthenaApprove all · Edit ·RejectAthenaEach claim cited to source
Fig. 01418 closed-lost rows re-read; three flagged warm with hiring and funding signals; drafts ready for approval
  • Salesforce
  • Dynamics 365
  • Call recording
  • Outlook
  • Gmail
  • Slack
  • Teams
  • Approval-gated outreach
  • Attribution on every field update
The problem

The signal is in the CRM

Closed-lost opportunities age in the CRM. Call recordings pile up. The KAM's six spreadsheets never become one view. The follow-up from Tuesday's call gets written Thursday, if at all. Onboarding call number 51 sounds like call number 50.

GTM tooling promised to fix this and added four more tabs.

Re-engagement is a reading problem. The agent reads fast.

Thursday reminderThree warm leads418 closed-lost rowsUntouched since 2025Reminder: follow upNo signal detectedNo drafts readyThe CRM holds the signal; no one reads it418 rows re-read in fourThree warm signals flaggedThree draft notesApproval card: Approve all · Edit · Reject
Fig. 02From stale closed-lost list to three warm leads and drafted follow-ups in four days
How it works

Read. Draft. Approve. Write back.

  1. Read everything. CRM history, call transcripts, inbox, market data, the six spreadsheets. With the rep's own permissions.

  2. Draft. Follow-ups, re-engagement notes, account summaries, selling stories, each claim cited to the source.

  3. Approve. The draft, the reasoning, and one button arrive in Slack, Teams, or the app. You hit send.

  4. Write back. Stage changes, fields, tasks, next meetings, as typed actions, attributed to the agent and the rep.

01Salesforce ·Call recordingSlack · sheets· PitchBook02Athena readsWith the rep'sown permissions03Drafts withcitationsFollow-up ·note · storya person approves04ApproveIn Slack, Teams05Write backCRM fields ·tasksStage changes, fields, tasks attributed to agent and rep
Fig. 03Read everything, draft with citations, approve, then write back to CRM and email
Example workflow

Example workflow: Post-call follow-up and sync

SURFACES INWHAT COMES INTHE PLATFORMWHAT GOES OUTDELIVERED BACKWebMobile · voiceText (SMS)EmailSlack · TeamsChromeOffice add-inMeetingsWordPowerPointSheetsFiles · PDFsDataWorkflows (AOPs)AppsLibrarySessionsSpacesStudiosMeetingsLakehouseSemantic modelsDatabaseDashboardsPowerPointSheetsDashboardsData · APIsApps · portalsWebMobile · voiceText (SMS)Slack · TeamsChromeOffice add-inMeeting botMeeting bot1Agents2Word3Email41 INAthena joins the call fromthe calendar invite andtakes the transcript.2 UNDERSTANDIt pulls decisions,owners, and open questionsfrom the conversation.3 BUILDIt drafts the recap memoand updates the accountrecord.4 OUTThe follow-up email waitsin drafts for a person tosend.
Fig. 04The route on the system map: Meeting bot → Agents → Word → Email. Connectors: calendar, CRM
Put Athena To Work In Revenue

Use cases

Stalled-pipeline re-engagement.

Every closed-lost opportunity re-read against what has changed since: funding, hiring, new leadership, new product. Three warm leads out of 418 in four days.

closed_lost_2025_reread.xlsxAccountClosed DateSignalSignal DateFlagAcme CorpNew CFO hiredwarmBeta IndustriesSeries B fundingwarmGamma LtdDelta SystemsEpsilon CoVP Sales hiredwarmZeta Group…remaining rowsWHO CHANGED WHATAthena3 draft notes readyAthenaApprove all · Edit ·RejectAthenaEach claim cited to source
Fig. 05418 closed-lost opportunities re-read against funding, hiring, leadership, and product changes

Post-call automation.

After every customer call: recap drafted for approval, account context updated, action items filed against owners, next meeting proposed. Friday account overviews for CS. Our own team runs this on every call.

Athena wants toSend recap for Q3 review call with fouraction itemsRecap drafted from call transcriptFour action items filed against ownersNext meeting proposed for calendarWAITING FOR A PERSONRecap sent, account context updated, tasks filedPost-call automation · Friday CS overviews
Fig. 06Recap drafted from call transcript with four action items filed and next meeting proposed for approval

Selling stories at scale.

Hundreds of rep-specific daily selling briefs generated by batch workflows at a global CPG provider. A sales-intelligence agent for revenue managers scored against 100+ prompts.

Batch workflow foraccount-specific sellingAcme Corp storyChart · citationBeta Industries storyChart · citationGamma Ltd storyChart · citationDelta Systems storyChart · citationEpsilon Co storyChart · citation…remaining storiesEach with chart · citation×100s100s of briefs ·warehouseprecompute
Fig. 07Hundreds of rep-specific selling briefs generated by batch workflows at a global CPG provider

Key-account manager dashboards from six spreadsheets.

A key-account manager uploads five or six cross-referenced Excel files and gets one view. Included in Athena services. Built for a beverage sales team.

Six spreadsheetsOne dashboardSales.xlsxInventory.xlsxPricing.xlsxTargets.xlsxPromos.xlsxKey-account manager manual uploadUnified KAM viewIncluded in Athena services.Built for beverage sales team
Fig. 08Six cross-referenced Excel files become one view for the key-account manager

Sourcing from a coffee chat.

A conversation recorded on a phone became a working sourcing agent in 48 hours: CRM plus market data plus local files, outreach drafted, approve and send, results written back to the warehouse.

01PhoneconversationRecorded coffee chatabout sourcing02Agent builtCRM · market data ·local files03Outreach draftedAgent writes outreachwith citationsa person approves04Results writtenbackSynced to warehouseafter sendWorking sourcing agent from one conversation
Fig. 09A recorded coffee chat becomes a working sourcing agent

An internal CRM in 30 minutes.

When Salesforce is the wrong shape for the team, build the right one as an Application. A Salesforce-connected sales portal; browser automation via Computer with a persistent login for the fields the API does not expose.

Sales portal built as ApplicationSalesforceBrowser authConnected to SalesforceliveBuild timeminutesLeadsOppsTasksNotesCallsFields API does not expose
Fig. 10Sales portal connected to Salesforce showing leads, opps, tasks, notes, and calls built in minutes

Agent-led onboarding.

After the 50th identical onboarding call, let the agent run it, with a human joining for the questions that matter. Teams-chat context aggregation for CS.

Onboarding call run by AthenaTrigger · After the identical onboarding callWelcome and account setupStandard configuration walkthroughCustom integration questionTeams-chat context aggregated for CSAccount overview preparedHuman joined for thequestions that matter ·Friday overviewsAgent-led · escalated question
Fig. 11Onboarding call automated by agent with custom integration question flagged for human review
What customers say
“It was PowerPoint... there was no kind of distinction between the two. So that was killer. And I literally had a meeting on it today, and people said how great it was.”
Sales analyst · A global CPG provider
“A lot of people are telling us that, oh, I sold in this package because of this info... I secured this distribution because of the selling assistance help.”
Sales enablement lead · A global CPG provider
“It's like I'm running analysis that would have taken us, like, maybe a week, two. And thirty, forty minutes.”
Sales intelligence analyst · A global CPG provider
“My usage is probably gone, like, ten thousand percent. Because I was using it a couple times a week to, like, every day for the entire duration of the entire day.”
Sales intelligence analyst · A global CPG provider
“It's good to understand the capability of the platform. That how far, and how quickly you guys can get these things going [...] that has been impressive overall.”
VP-level AI leader · A Fortune 500 retailer
“Lets us get a lot more out of our data than [...] We can sit on top of all of the data in [our data warehouse] as opposed to just, like, our little ingested, you know, three gigabytes semantic models. I think we have a lot of power here.”
Analytics lead · A Fortune 500 retailer
“Gave Athena the spreadsheet, explained which column I was trying to figure out, and then ten secs it told me... exactly how the calculation was based on the other data.”
Analyst · A global manufacturer
“He wrote the entire stuff. By itself. And I was there, and I was thinking, alright. If I had to write all this stuff, I mean, I would've spent days, days, days.”
Manufacturing analyst · A global manufacturer
“I send that to the programmer and he said, alright. I read your file. I copied the section of the code because he has the right interface, and it works. Wow. Just like magic.”
Manufacturing analyst · A global manufacturer
“One workspace. All different, let's say, avatars of their output data. Right? Suddenly, it's dashboard. Excel is here. PowerPoint is when it's all together. It's very impressive.”
Global Sustainability lead · A global manufacturer

Verbatim from customer calls. Customers anonymized.

One Platform, Three Ways To Build

Three ways to build

Agents for the question in Slack: "what did Acme say about pricing last quarter." Workflows (Agent Operating Procedures) for the recurring: post-call follow-ups, Friday overviews, pipeline re-reads. Applications for the many: the KAM dashboard, the internal CRM, the sales portal.

How It Fits Your Stack

Integrations

Salesforce, Dynamics 365, Call recording, HubSpot-style custom connectors, Outlook, Gmail, Slack, Teams, PitchBook, Snowflake, Databricks. Each rep's own permissions. Runs in our cloud or your VPC.

What to plan for

You do not need another prospecting tool. You do still need to hit send. Outreach is approval-gated by default, and we recommend keeping it that way.

FAQ

What can AI agents do for revenue teams?

Prepare account briefs, read calls and emails for next steps, draft follow-ups, keep the CRM current, and surface accounts worth revisiting.

Does anything go to customers without review?

No, unless you allow it. Outreach is held for approval by default.

Will reps have to learn a new tool?

No. Briefs and drafts can arrive by email or chat.

Where should we start?

With meeting preparation or follow-ups for one team.

One platform underneath

AGS · Athena Governance System

Records every change by a person or an agent, rolls back one contributor's edits without losing anyone else's, and keeps the model, instructions, and sources behind each agent action.

Palladium · deployment

How the platform is deployed: Athena's managed cloud, your cloud on AWS, GCP, or Azure, on-prem, air-gapped, or GovCloud. Same platform in every option.

How it fits together

Build, Work, and Data on top; 150+ connectors and every surface in and out; one map of the whole platform.

Related

Related products and stories

Give us your closed-lost list.

We will re-read it against what changed and hand you the drafts, with a button.