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Give your AI a real task

Find the customers who need a next step.

Review due follow-ups, understand the lead context, and decide what to do next.

These tasks use existing connector tools. Provider availability and permitted access determine which actions you can use.

See it with your workflowExplore AI tasks
BUILT AROUND YOUR WORKFLOW

A connected AI assistant can read the EazePro leads whose follow-up dates are due. Ask for the lead context and next step, then review the records. Finding a due follow-up does not send an email, text or automatic reminder to the customer.

Start with a request.

Which leads need a follow-up today? Show their current stage and the notes I should review.

Example prompt. This page does not execute actions or access customer data.

Ask a bounded question.

Use a date and your workspace time zone. Ask for lead names, due dates, stages and relevant context, and review the returned records. Due follow-ups describe recorded tasks, not everyone who might benefit from a message.

Update the record after the conversation.

After speaking with a customer, ask your assistant to save a note and set the next follow-up. A useful record explains what happened and what you intend to do next.

A task date is not an outgoing message.

Sales Assistant can record a follow-up date. Full access additionally supports invoice and estimate emails through the existing business actions; arbitrary email/text composition and unattended follow-up sequences are not exposed.