Use Claude Duet on your phone to quickly synthesize your sales pipeline by leveraging its connections to your existing business apps like your CRM, email, and Slack, saving you from manual data assembly.
with Claire Vo
I had it look at my sales pipeline. Nice things there was already connected to Slack was already connected to my email. It was already connected to our CRM. So it was able to pull in that data pretty quickly.
A text summary of your sales pipeline, highlighting key deals and activities, generated within the Claude Duet mobile app.
Anthropic AI assistant
Follow the sequence once, then adapt the prompts, checks, and handoffs to your own setup.
3 steps
Before starting, confirm that Claude Duet has access to the necessary data sources. Duet inherits connections from your main Claude account, so check that your CRM, email (e.g., Gmail), and team communication app (e.g., Slack) are already connected there.
If an app isn't connected, add it via the settings in your main Claude account on the desktop. This is a one-time setup that makes future mobile requests more powerful.
In the Claude Duet mobile app, start a new conversation or use a relevant channel (e.g., a 'Sales' channel). Ask the agent to analyze your sales pipeline, specifying which sources to use.
Review my current sales pipeline. Pull data from our CRM, recent Gmail threads with customers, and our #sales channel in Slack to summarize the key deals in progress.
Be as specific as possible. Mentioning deal stages, customer names, or timeframes can help the agent produce a more relevant summary.
Duet will process your request and return a text summary of the pipeline. Your task is to apply your professional judgment to this summary. Read through the agent's findings and compare them to your own understanding of the current sales activities.
Focus on whether the agent correctly identified the most important deals. An agent can find activity, but human judgment is required to determine which activity deserves attention.
Turn an idea into a PRD, user stories, and a plan.
How to recover when the loop fails and where human judgment helps.
Let routine work keep moving.
Generate a draft sales presentation in Google Docs directly from your phone using Claude Duet. This workflow is ideal for business users who need to create serviceable first drafts on the go without being at a computer.
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