EGS Command Center

Quick Actions

Tap to immediately run an AI task. Results arrive in Teams within ~2 minutes.

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Daily Report

Cross-references open Backlog support tickets with HubSpot deals. Sends a structured summary to Teams.

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Weekly Pipeline Review

Audits all open HubSpot deals, flags stale activity, and sends a prioritized pipeline summary to Teams every Friday.

🎯

Stale Leads

Monday digest of HubSpot leads with no recent activity — short, actionable, mobile-friendly format.

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Wins & Losses

Weekly Friday recap — deals won celebrated, deals lost analyzed. Short format sent to Teams.

Scheduled Tasks

All AI tasks that run automatically on a schedule. Tap ▶ to trigger any task manually.

● Healthy — last run succeeded ● Failed — last run had an error ● Running — executing now ● Inactive — never run yet

Inactive tasks are collapsed by default. Tap "Show inactive" to see them. The task list auto-refreshes every 60 seconds.

LinkedIn Enricher

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How to use

Paste a LinkedIn profile URL (e.g. linkedin.com/in/username) and tap Enrich. The pipeline uses PhantomBuster to scrape connections, Apollo to find emails and company data, then syncs everything to HubSpot. Takes 5–15 minutes.

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Run details

Tap the → arrow next to any run to see enriched contacts, errors, and the full pipeline log.

GTM Pipeline

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Quick Scan

Scans HubSpot for new buying intent signals (website visits, email opens, job postings). Scores leads and updates HubSpot. No outreach sent.

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Full Run

Complete pipeline — detects signals, scores leads against ICP, and sends personalized outreach emails via Instantly to qualified leads. Only runs Mon–Fri 8 AM automatically.