Automated workflow · Sales & accounts

Move deals forward using patterns from past wins

Finds the follow-up rhythm that has worked in past wins, flags stalled deals, and has follow-up content ready.

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TriggerSchedule (every Monday)
OutputStalled deal list and follow-up drafts
Core technologies
Process miningmemoryindex
AdjustableDefinition of progression stages, reminder days
Data sourcesLINE, Gmail, ERP

Example: Manufacturing

How ANIMA gets it done

Data sources used

Data connectionsUse LINE with ANIMAView →Data connectionsUse Gmail with ANIMAView →Data connectionsUse ERP with ANIMAView →

Other workflows for the same role

Trigger: System notification (inquiry received)

Quote from deal history

Following quoting rules and similar past deals, produces a quote draft with its basis.

  1. ANIMAIdentifies the items, specs, and quantities in the inquiry
  2. ANIMAFinds similar past deals and the quoting rules that apply
  3. ANIMADrafts the quote in the company format, with reference cases attached
  4. You confirmPrice and lead time

Output: Quote draft · Uses: ERP, Gmail, Google Sheets

See workflow →

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