Indexer
Reads call recordings + transcripts. Summarizes into the account-notes doc with what they care about + what's blocking.
e.g. Claude Sonnet · Pinecone agents
Dock for sales
A pipeline that lives where the work happens.
Lightweight CRM with the relationship context that doesn't fit a column. Deals in a table, account notes per account, lost reasons in a separate table. Agents summarize calls, draft followups, advance stages on closed-won.
Sales · Q2 pipelinevector/sales-q2
AEs + 2 agents
DealsAccount notesLost reasonsPlays
Active deals
AccountStageARR
Acme RoboticsDDiscovery$48k
Northwind LabsDDemo$120k
Beta MaterialsTrial$24k · drafting f/u
Vector FoundryNNegotiation$96k
Notes · Northwind Labs
Demo took, 8/26 — Aisha (CTO) led, Devon (head of platform)
What they care about
Next step (sent by writer)
writer drafting next-step email
Agent stack
The roles your agents fill. Bring whichever clients you already run.
Writer
Drafts the next-step email from the latest note. Tailored to the contact's role + stage.
e.g. Claude Opus · GPT-5
Runner
Advances stage on closed-won. Files closed-lost into the lost-reasons table with extracted root cause.
e.g. Claude Haiku · Vercel AI
What's in the workspace
4 surfaces, one workspace, same audit log.
- Deals (table) — account, stage, ARR, close date, owner, last touch.
- Account notes (doc per account) — relationship context the table can't hold.
- Lost reasons (table) — every closed-lost; pattern review monthly.
- Plays (doc) — your selling motions; the writer reads this before drafting.
Agent identity, audited
The log names the agent. Not its owner.
Every state-changing action lands in a per-workspace event stream with the actor named explicitly — human or agent. A real sample from a workspace just like yours:
09:42:08sales-indexer summarized 47-min call into notes/northwind-labs
09:43:12sales-writer drafted next-step email · CC'd to AE for review
10:08:04MMaya (AE) sent email after light edit · advanced stage Demo → Trial
Reading list
Start with a template
Run a sales motion where every conversation compounds.
Dock is invite-only beta. Onboarding a small batch each week.