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Accomplish your goals

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Goal: hit my monthly quota!

Use Coda AI to complete each task, for each contact and soon your goal will be complete, too.
Speak with 30 prospects.
Log summaries to Salesforce.
Send FYIs to account teams.
Send follow-up emails.
Create follow-up meeting agendas.
Customer call notes 2
0
Name
Date
Name or topic
Notes
AI summary
Log to Salesforce
Logged?
AI action items
Post to Slack channel
AI-generated follow up email draft
Send email
AI-generated follow up agenda
1
Deedee Snow
4/26/2023
Intro to Coda
Deedee, a Product Manager, needs a team hub to track their documentation and best practices. She wants it to be used by PMs and engineers and explored Coda with Slack integration.
Log notes
Create a team hub in Coda to track all team documentation and best practices
Set up Slack integration and automations for reminders.
Post
Open
Send follow up email
Open
2
Miko Valentine
4/25/2023
Closing call with Head of HR
Miko is interested in purchasing Coda for project tracking and onboarding, proposing a template and expressing concerns about the learning curve. They are enthusiastic about its potential.
Log notes
Miko expressed their interest in purchasing Coda for their team during the meeting.
They highlighted that they have been exploring different tools for project tracking and onboarding new team members, with Coda being among their top choices.
Post
Open
Send follow up email
Open
3
Blanca Kidd
4/24/2023
Coda Day sync
Bianca aims to increase Coda usage by 100 makers, planning a Coda day with recruitment and sales teams, and brainstorming content such as Coda 101.
Log notes
Get more people using Coda
Bump up usage by 100 makers
Post
Open
Send follow up email
Open
4
James Johnson
4/24/2023
Intro to Coda — Head of Sales
Head of sales at ABC company with a team of 250 account managers and executives struggles with organization and communication, seeks a tool to streamline processes.
Log notes
Meeting with James's boss, the head of the Customers team
Send example team hub docs or templates
Post
Open
Send follow up email
Open
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