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Gleyk/Sales
Sales

From customer requirements to a relevant proposal.

Bring together requirements, available customer history and company material. Prepare a commercial document with reviewable scope, terms and sources.

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GleykAgent orchestrationA
A

Prepare a customer brief: deal history, commitments and open questions.

CRMContractsSupport requests
A unified meeting briefWorkflow

Agent · customer history

Reviews CRM deals and notes

01

Agent · commitments

Reviews contractual terms

02

Agent · open questions

Collects support requests

03
Assistant combines findings and sources
Delegated tasks: read-only
Illustrative workflow · sample data
01Agent orchestration

Multiple research tracks. One coherent result.

Delegate independent read-only tasks to specialist agents. They examine permitted sources while the main assistant combines the findings. Sessions can resume and execution stays within defined budgets.

GleykAgent orchestrationA
A

Prepare a customer brief: deal history, commitments and open questions.

CRMContractsSupport requests
A unified meeting briefWorkflow

Agent · customer history

Reviews CRM deals and notes

01

Agent · commitments

Reviews contractual terms

02

Agent · open questions

Collects support requests

03
Assistant combines findings and sources
Delegated tasks: read-only
Illustrative workflow · sample data
02Create and refine

From meeting notes to a document ready for review.

Give your assistant source files and a brief. Create a Word document, refine the wording in conversation and revisit previous versions. Preview the result before handing it to a colleague.

GleykCreate and refineA
A

Prepare a proposal from the meeting notes. Include pilot stages and acceptance criteria.

Customer meeting.txtProposal template.docx
DOCXVersion 2 · preview
PROJECT / PROPOSAL

Pilot proposal

01 / Project objective

Evaluate search and answer preparation using the support team’s material.

02 / Pilot stages

Connect sources → configure the assistant → evaluate real questions.

03 / Acceptance criteria

Answers include sources. Access boundaries are checked. The process owner reviews the outcome.

Prepared from the meeting notes01
Acceptance criteria added. Previous version retained.
Illustrative workflow · sample data
03Workbooks you can build on

Bring scattered terms into one workbook.

Compare proposals, extract terms from files and prepare an Excel workbook for your team. The assistant creates and updates the workbook so you can review the data and keep working in a familiar format.

GleykWorkbooks you can build onA
A

Compare supplier proposals: delivery, support and payment terms.

Proposal A.pdfProposal B.pdf
Proposal comparison.xlsxXLSX
ABC
1CriterionSupplier ASupplier B
2Delivery20 business days30 business days
3SupportBusiness hours24/7
4PaymentAfter delivery30% upfront
5To clarifyRenewal costOn-site terms
ComparisonData from sources
Illustrative workflow · sample data
The path to an outcome

A clear sequence of work.

Define sources, permissions and review checkpoints before the workflow runs.

  1. 01

    Receive requirements

  2. 02

    Gather context

  3. 03

    Draft the proposal

  4. 04

    Review terms and delivery

The outcome

A proposal draft with scope, source requirements and questions that need a decision.

Deployment considerations

Configured for your data and rules.

Email delivery and CRM changes require configured tools and your company’s operating rules.

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Explore what connects
Documents & reportsCompany contextAgent library
Start with your work

Bring us a workflow. Let’s see what AI can do.

Tell us about your team’s task and systems. Together we’ll scope a pilot and decide how to evaluate the result.

Discuss my workflow