Dispatches
FIG. 19 AI enterprise search → FIG. 18 Athena Python SDK → FIG. 17 Athena Skills → FIG. 16 Web Monitor → FIG. 15 Athena for Operations → FIG. 14 Athena for Analytics → FIG. 13 AI search for your DMS → FIG. 12 Multiplayer AI agents → FIG. 11 Athena Anywhere → FIG. 10 Hey Athena → FIG. 09 Athena for Finance → FIG. 08 What code review becomes → FIG. 07 GTM without a CRM → FIG. 06 The company brain → FIG. 05 Two identical stacks → FIG. 04 Finance builds its own APIs → FIG. 03 Model routing in production → FIG. 02 Knowledge workers don't have GitHub → FIG. 01 Pricing, read from transcripts →
Customer story

Pipeline re-engagement

418 closed-lost opportunities sat unread in the CRM. Athena drafted a cited, approval-gated note for every account where something had changed.

418Closed-lost opportunities sitting in the CRMNobody had time to re-read themBeforeAfterOpen CRM exportScan close reasonsCheck a few LinkedInMaybe draft a noteMove onNo systematic review of what changedEvery account reviewedSignal-based outreachCitations attachedThree warm leads in four daysThe old way: no time to re-read 418 recordsAthenaCRMLinkedInFunding databasesHiring dataProduct announcementsNews sourcesAthena cross-referenced every closed-lost account against market signalsAthena reads CRM against funding, hiring, leadership, product changes418 closed-lost accountsreviewed against market …New VP Sales hiredDraft noteSeries B announcedDraft noteNo changeNo actionNew product launchedDraft noteHiring surge detectedDraft note×418Drafted notes foraccounts withsignalAthena flags accounts with funding, hiring, leadershipRe-engagement draftSaw that you brought on a new VP Sales three weeksago.When we spoke in June, timing was the main concern.Given the leadership change and your team's growth,would it make sense to reconnect?LinkedIn profileVP Sales hire dateCRM close reasonTiming concern notedEvery claim citedDrafted note references leadership change, cites LinkedIn and CRMRep review queueTrigger · Athena drafted re-engagement notesNew VP Sales hired · citations attachedSeries B announced · funding data linkedNew product launched · source citedHiring surge detected · LinkedIn dataRep approves; notes sentwith citationsEvery note approval-gatedEvery drafted note held for rep approval before send3Warm leads in four daysFrom 418 closed-lost accounts reviewedThree warm leads in four daysShe reads fast.athenaintel.com
Fig. 02The story in 25 seconds, from the old way to “She reads fast.”
Before · what we did · after
  1. Before

    418 closed-lost opportunities in the CRM. Nobody had time to re-read them.

  2. What we did

    Athena re-read every one against what had changed since: funding (from funding databases), hiring (from hiring data), new leadership (from LinkedIn), new product (from product announcements and news sources). Drafted a note for each that warranted one. Held them in a queue for rep approval in Slack.

  3. After

    Three warm leads in four days. Every note approval-gated; every claim in the note cited.

Athena wants tosend re-engagement note to closed-lostaccount (new VP Sales hired)Drafted outreach referencing leadership changeCited: LinkedIn profile, CRM close reasonHeld for rep approval before sendWAITING FOR A PERSONRep approves; note sent with citations attachedApproval gate · every claim cited · 1 of 418 reviewed
Fig. 01Every re-engagement note drafted by Athena waits for rep approval
How long it takes · what to plan for

The agent found the signal. The rep wrote the last sentence.

Re-engagement requires re-reading hundreds of old records against new market data. Athena reads 418 accounts in hours.

Example workflow

From closed-lost CRM records to approved outreach notes

SURFACES INWHAT COMES INTHE PLATFORMWHAT GOES OUTDELIVERED BACKWebMobile · voiceText (SMS)EmailSlack · TeamsChromeOffice add-inMeeting botMeetingsWordPowerPointSheetsFiles · PDFsWorkflows (AOPs)AppsLibrarySessionsSpacesStudiosMeetingsLakehouseSemantic modelsDatabaseDashboardsWordPowerPointSheetsDashboardsApps · portalsWebMobile · voiceText (SMS)EmailChromeOffice add-inMeeting botData1Agents2Slack · Teams3Data · APIs41 INAthena reads 418 closed-lostopportunities in CRM, marketdata on funding, hiring,leadership, new productlaunches2 RUNAthena matches each closedaccount against what changedsince close; drafts note foraccounts with signal3 CHECKEvery drafted note heldfor rep approval; everyclaim cited to source data4 OUTApproved notes queued forsend; three warm leadssurfaced in four days
Fig. 03The route on the system map: Data → Agents → Slack · Teams → Data · APIs. Connectors: CRM, market data feeds, local files · drafts held in approval queue
What it runs on
Agents →Athena Lakehouse →Attribution & reversibility →Connectors →
What customers say
“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
“Digital worker, it gets spun up, it gets given access to the toolkits that it needs. It gets given access to the data that it needs. Just exists for the period it needs to exist to perform the task. And then it gets torn back down again afterwards.”
Audit lead · A global professional services firm
“I like that direction, that concept of the agent is the agent. It becomes an entity in its own right with its own ownership and its own missioning, and you get rid of the gray area and the blurry lines.”
Audit lead · A global professional services firm
“This combination is a winning combination for us, and this is where we see maximum traction, which is how do you apply all the intelligence that you have within [our data platform] and not worry about how you render that output.”
Analytics lead · 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
“I am not a programmer. I cannot read a line of program in SQL or anything... The only thing that I'm doing is just writing prompts.”
Manufacturing analyst · A global manufacturer
“I finally got a chance to play around with the computer asset and build out the chatbot you mentioned. It was really impressive.”
Marketing lead · An AmLaw 100 firm
“So we use the SDK, and we write that in Python, and it calls Athena majority by API. The results appear in the interface itself.”
Legal technology team · A global law firm
“You guys are functioning better because the harness is tested for a longer period of time against enterprise customers.”
Analytics lead · A Fortune 500 retailer

Verbatim from customer calls. Customers anonymized.

Related

Related products and stories

Connectors →150+ connectors. Files stay where they live.Sales, RevOps & CS →418 lost opportunities re-read. Three warm leads. Four days.Audit testing automation →100+ sub-agents run one substantive test concurrently, each ingesting PBC documents, testing a sample, and writing a cited work paper.Estimating from blueprints →A contractor texts a blueprint; Athena returns a priced bill of materials with live vendor links in seven minutes.
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