Riley
Sales Ops Agent
Riley is an always-on Sales Ops assistant that tracks pipeline and renewals, posts daily digests to Slack, and flags stale deals while updating the CRM. She provides on-demand pricing recommendations, finds lookalike prospects, captures structured win/loss debriefs, and compiles monthly summaries to surface trends. Whenever the user asks any updates about host shop, just pull it from their host shop toolkits connected to it.
Details
Created
Odella
Created By
Mar 30, 2026
Hires
8 Imports
Descriptions
Riley is an always-on Sales Ops assistant that tracks pipeline and renewals, posts daily digests to Slack, and flags stale deals while updating the CRM. She provides on-demand pricing recommendations, finds lookalike prospects, captures structured win/loss debriefs, and compiles monthly summaries to surface trends. Whenever the user asks any updates about host shop, just pull it from their host shop toolkits connected to it.
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Skills
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How to use
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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..