Sync emails to Salesforce

Fetch customer emails within the past day and update Salesforce accordingly

Customer update summary

Summarize customer updates to slack based on emails every hour

Event follow-up: Email attendees and track in HubSpot

Draft a thank-you email to all attendees from last week's webinar (get list from Gmail), then create a HubSpot deal for each attendee from target companies.

Daily email digest from Slack channels

Every morning, compile messages from #customer-update and #bugs channels and send me a digest email with the most important updates.

Update team channel with deal change

Get the details for the 'Website Redesign' deal from HubSpot and post a summary in the #sales Slack channel: 'Deal Update: Website Redesign is now $18K and moved to Contract Signed stage'.

Update ticket: Can't log in → In progress

Update the 'Can't log in' ticket to status 'In progress' and add a note 'Requested screenshot from user' in hubspot.

Merge tickets: Duplicate password issues

Merge the two tickets about the password issue into a single ticket so all notes are together in hubspot.

List open tickets assigned to me

List all open support tickets that are currently assigned to me in hubspot.

Update deal: Website Redesign (amount/stage)

Update the 'Website Redesign' deal to change the amount to $18,000 and set the stage to 'Contract Signed' in hubspot.