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

Riley

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WorkflowsSet up automated sequences.

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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.

Is marketplace content maintained by Odella?

Listings are published and updated by Odella and approved partners. When capabilities expand, your hired workers benefit from those improvements without extra setup on your side.

Can I see how a worker performs before expanding their role?

Yes. Review work history, approvals, and outcomes inside Odella. Start with a narrow set of tasks, then expand responsibilities once you are confident in how the worker operates.

How do workflows and templates differ from AI Employees?

AI Employees are ready-to-hire workers with roles, skills, and responsibilities. Workflows and templates package repeatable processes you can deploy to automate specific tasks across your team.

Can I customize a marketplace worker after I hire them?

Yes. Every AI Employee can be trained on your processes, tone, and approval rules. Update instructions, connect integrations, and refine how they work without rebuilding from scratch.

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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