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AI for prioritization

What should I prioritize this week?

Sync in your calendar using the Google Calendar Pack, and your opportunities from Salesforce. Coda AI can then help you decide what to prioritize.
You can also set up an automation to have this message sent to Slack each week.
The top three meeting priorities based on the size of the open opportunities are:
Call with Acme Corp procurement about renewal (10/26, 2:00 PM - 2:30 PM) - since the "2024 Q1 Contract Renewal" opportunity has the highest amount, it is important to discuss the renewal with the procurement team.
1:1 with champion at Acme Corp to discuss renewal (10/26, 4:00 PM - 4:30 PM) - it is also important to have a one-on-one discussion with the champion at Acme Corp to understand their perspective and address any concerns regarding the renewal.
Call with finance at Wayne Enterprises (10/25, 10:00 AM - 11:00 AM) - since the “Upsell to Enterprise tier” opportunity has a significant amount, it is important to discuss the financial implications with the finance team at Wayne Enterprises.
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Events
0
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Event
Summary
Start
End
1
Speak with procurement at Delorean Construction, Inc.
10/24, 9:00 AM
10/24, 10:00 AM
2
Call with Product team at Acme Corp
10/24, 2:30 PM
10/24, 3:00 PM
3
Call with finance at Wayne Enterprises
10/25, 10:00 AM
10/25, 11:00 AM
4
Training with Wayne Enterprises
10/25, 2:30 PM
10/25, 3:00 PM
5
Call with Acme Corp procurement about renewal
10/26, 2:00 PM
10/26, 2:30 PM
6
1:1 with champion at Acme Corp to discuss renewal
10/26, 4:00 PM
10/26, 4:30 PM
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SFDC Opportunities
0
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Account name
Report record
Opportunity name
Stage
Amount
Close date
Acme Corp.
3
2024 Q1 Contract Renewal
Value Proposition
$400,000.00
11/13/2023
Upsell Deal
Needs Analysis
$40,000.00
11/10/2023
Expansion into PNW
Id. Decision Makers
$25,000.00
10/25/2023
Wayne Enterprises
2
Expansion to Design team
Needs Analysis
$40,000.00
11/30/2023
Upsell to Enterprise tier
Proposal/Price Quote
$60,000.00
12/14/2023
Delorean Construction Inc.
1
Expansion to Sales team
Qualification
$10,000.00
11/28/2023

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