> ## Documentation Index
> Fetch the complete documentation index at: https://docs.doe.so/llms.txt
> Use this file to discover all available pages before exploring further.

# Revenue Operations Playbook

> Deploy agents for pipeline risk, renewals, prospecting, and customer follow-up

Revenue work lives across CRM, email, Slack, contracts, spreadsheets, calendars, and call notes. Doe agents can gather those signals, produce reviewable outputs, and draft the next action without forcing you to copy context between systems.

## What To Delegate

| Task                   | Agent output                                                                  |
| ---------------------- | ----------------------------------------------------------------------------- |
| Pipeline risk          | Prioritized deal list, evidence, owner, next step, and draft update           |
| Renewal prep           | Contract terms, recent customer signals, risk summary, and account brief      |
| Stalled deal follow-up | Latest customer context, recommended angle, and email drafts                  |
| Prospecting            | Target account or contact list, source links, scoring, and outreach angles    |
| CRM hygiene            | Missing fields, stale stages, duplicate accounts, and cleanup recommendations |
| Team update            | Slack-ready summary of changes, wins, risks, and owner actions                |

## Example Agents

**Pipeline Risk Agent**

```text theme={null}
Use @HubSpot, @Gmail, and @Slack to identify enterprise deals closing this month.
Flag deals over $50k with no activity in 7 days.
Return a table with deal, value, owner, latest signal, risk, and next step.
Draft a Slack update for review. Do not post it.
```

**Renewal Prep Agent**

```text theme={null}
Search the Contracts folder for renewal terms for accounts renewing this quarter.
Combine those terms with recent @Gmail and @HubSpot activity.
Create an account brief for each renewal with risks, source citations, and recommended owner action.
```

**Prospecting Agent**

```text theme={null}
Build a list of 100 CFOs at Series B+ SaaS companies.
Include company, title, source link, funding stage, likely pain point, and a personalization angle.
Create a spreadsheet and draft outreach snippets. Do not send.
```

## Make It Recurring

Turn the best recurring revenue tasks into Loops:

```text theme={null}
Every weekday at 8am PT, check @HubSpot and @Gmail for stalled enterprise deals.
Draft a sales-channel update with owner, latest signal, risk, and recommended next step.
Do not post until I approve.
```

## Review Checklist

* Ask Doe to cite the source thread, file, or CRM record behind every recommendation.
* Require drafts only for external messages unless you are ready to approve sends.
* Save account briefs, prospect lists, and renewal workbooks to the Library for reuse.
* Share the final conversation with managers when the evidence trail matters.

***

<CardGroup cols={2}>
  <Card title="Integrations" href="/essentials/integrations">
    Connect CRM, email, Slack, calendar, and analytics sources
  </Card>

  <Card title="Files and Search" href="/essentials/files">
    Search contracts, PDFs, spreadsheets, and account files
  </Card>

  <Card title="Loops" href="/essentials/loops">
    Schedule recurring revenue agents
  </Card>

  <Card title="Sharing" href="/essentials/sharing">
    Share briefs, workbooks, and decision trails
  </Card>
</CardGroup>