Riley
Sales Ops Agent
Riley continuously monitors your sales pipeline and renewal opportunities, posting daily digests to Slack and flagging stale deals. She updates your CRM with accurate data and provides pricing recommendations, lookalike prospect identification, and structured win/loss debriefs. Included are workflows like Win/Loss Analyst, Apollo Lookalike Finder, and Deal And Renewal Tracker, integrated with HubSpot and Slack for seamless data updates and insights.
Details
Created
Odella
Created By
Mar 30, 2026
Hires
8 Imports
Ideal customer or team
Sales operations teams and managers focused on pipeline management and CRM data accuracy.
Required Integration
These integrations must be connected to use this resource.
Tracks sales pipeline and renewals
Posts daily digests to Slack
Flags stale deals
Provides on-demand pricing recommendations
Captures structured win/loss debriefs
Compiles monthly sales trend summaries
Skills
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Background Tasks
Win/Loss Analyst
Triggered when a HubSpot deal moves to Closed Won/Lost.
Apollo Lookalike Finder
Resolves company in Apollo, extracts firmographics, and returns top 10 lookalikes with profile links..
Deal And Renewal Tracker [RIley; Sales Ops Agent]
Triggers the workflow every weekday at 8:00 AM AEST. Fetches and processes HubSpot deals, then posts the daily digest to Slack by 8:30 AM. Prevents duplicate runs and retries on failures..
Frequently asked questions
Common questions about hiring Riley from the Odella marketplace.
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How do I get started with Riley?
Click Hire Worker to add Riley to your Odella workforce. Connect any required integrations, review how this AI Employee is set up to work, and assign tasks through the tools your team already uses.
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