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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 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.

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What To Delegate

WorkflowAgent output
Pipeline riskPrioritized deal list, evidence, owner, next step, and draft update
Renewal prepContract terms, recent customer signals, risk summary, and account brief
Stalled deal follow-upLatest customer context, recommended angle, and email drafts
ProspectingTarget account or contact list, source links, scoring, and outreach angles
CRM hygieneMissing fields, stale stages, duplicate accounts, and cleanup recommendations
Team updateSlack-ready summary of changes, wins, risks, and owner actions

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Example Agents

Pipeline Risk Agent 
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 
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 
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.

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Make It Recurring

Turn the best revenue workflows into Loops: 
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.

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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.

Integrations

Connect CRM, email, Slack, calendar, and analytics sources

Files and Search

Search contracts, PDFs, spreadsheets, and account files

Loops

Schedule recurring revenue agents

Sharing

Share briefs, workbooks, and decision trails