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What you can ask your assistant

A category-by-category list of real questions you can ask about emails, tasks, deals, contacts, accounts and your calendar.

Your assistant works across every part of your sales world. Here are real questions you can copy and send, grouped by what you're after.

Emails

  • Any emails from Riley Carter?
  • List all unread emails from last week
  • What emails mention the Northstar Logistics project?
  • Search for emails about pricing
  • Find the thread with Maria about the proposal

Tasks

  • Run me through my tasks for today
  • Show me all pending tasks
  • What are my overdue tasks?
  • Create a task to follow up with Acme Corp
  • Mark the Northstar Logistics proposal task as complete

Deals and pipeline

  • What's my pipeline value this quarter?
  • Show me all deals in the negotiation stage
  • Which opportunities are at risk?
  • Show me opportunities over $100k
  • Which deals are expected to close this month?

Contacts

  • Find all contacts at Acme Corp
  • Show me decision makers at Vertex Industries
  • Who are my champions at Harbor Analytics?
  • Find contacts who haven't been contacted in 30 days
  • What's the email address for Maria Santos?

Accounts

  • Can you tell me information about the Vertex Industries sales account?
  • What's the revenue for Vertex Industries account?
  • List all enterprise accounts
  • What's the health score for the Meridian Group account?
  • What's the latest news on Brightwave?

Calendar and meetings

  • Show me my calendar for tomorrow
  • Do I have any meetings with Acme Corp this week?
  • What's on my schedule for Friday?
  • Any important meetings for today?
  • What meetings do I have about the Q4 campaign?

Notes and messages

  • Show me notes from my last meeting with Acme Corp
  • Find notes about the Q3 product launch
  • Add a note to the Meridian Group account about renewal timing
  • Find messages from Jordan Lee about onboarding

Search across everything

When you're not sure where something lives, ask the assistant to look everywhere at once.

  • Find everything related to the Vertex Industries partnership
  • Search all data for any mentions of a competitor
  • What do I have across all systems about Q4 targets?
  • Search for any reference to budget approval

Tip

Mix and match. You can combine a topic, a company and a time frame in one question, like "Show me opportunities over $100k closing this month".

Can I copy these questions straight into the chat?

Yes. Every example here is ready to send — paste it in, swap in your own names, and press Enter.

Do I have to use the exact wording shown?

Not at all. These are just starting points. Ask in your own words and the assistant still understands what you mean.

Can I combine a company, a topic and a time frame in one question?

Absolutely. Something like "Show me opportunities over $100k closing this month" works in a single ask.

What if I don't know which area my answer lives in?

Use a search-everything question and the assistant looks across emails, deals, contacts, accounts, notes and your calendar at once.

Can the assistant create or update things, not just find them?

Yes. You can ask it to create a task, add a note or mark something complete right from the chat.

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