> ## Documentation Index
> Fetch the complete documentation index at: https://v1-docs.adapt.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# AI sales workflows

> Learn how sales teams use Adapt to research accounts, manage pipeline, prepare follow-ups and automate workflows that help reps close more deals.

Adapt helps sales teams research prospects, manage pipelines, and close deals faster—all without leaving their workflow.

## Key Use Cases

### Prospect Research

Walk into every call fully prepared with context from your CRM, email history, and the web.

```
Prepare me for my call with Acme Corp in 30 minutes
```

Adapt gathers:

* Recent activity from HubSpot
* Email history from Gmail
* Company news from the web
* Any open deals or past interactions

### Pipeline Management

Identify bottlenecks and at-risk deals across your pipeline.

```
Which deals have been stuck for more than 2 weeks?
```

```
What's the health of our Q4 pipeline?
```

```
Which deals are most likely to close this month?
```

### Follow-Up Automation

Draft context-aware messages based on deal history.

```
Find deals with no activity in 14 days and draft personalized re-engagement emails
```

Adapt drafts context-aware messages based on the deal history and where the conversation left off.

## Example Questions

> [accordion] Pipeline Analysis
>
> ```
> What's our total pipeline value by stage?
> ```
>
> ```
> Show me deals closing this quarter
> ```
>
> ```
> Which deals need attention?
> ```

> [accordion] Prospect Research
>
> ```
> Research Acme Corp and summarize what I need to know
> ```
>
> ```
> Find recent news about TechStart Inc
> ```
>
> ```
> What's this company's recent funding history?
> ```

> [accordion] Team Performance
>
> ```
> How is the team tracking against quota?
> ```
>
> ```
> Who closed the most deals this month?
> ```
>
> ```
> What's our win rate by lead source?
> ```

## Key Integrations

| Integration | Secret Name | What it enables |
| - | - | - |
| **HubSpot** | `HUBSPOT_ACCESS_TOKEN` | Pipeline, contacts, deals |
| **Gmail** | OAuth (personal) | Email history, drafts |
| **Slack** | OAuth (org) | Team discussions |
| **Stripe** | `STRIPE_API_KEY` | Customer revenue data |

## Getting Started

**1. Connect HubSpot**

Add your `HUBSPOT_ACCESS_TOKEN` in Settings > Integrations

**2. Connect Gmail**

Go to Settings > My Integrations > Gmail

**3. Try pipeline analysis**

Ask about your deals and pipeline health

## Next Steps

> [card] [HubSpot Integration](https://v1-docs.adapt.com/docs/integrations/hubspot.md)
>
> Connect your CRM

> [card] [Automations](https://v1-docs.adapt.com/docs/features/automations.md)
>
> Automate pipeline reports


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