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Growth Agent

Turn inbound demand into approved, audit-ready offers across Slack and Google Workspace.*

SlackSlack GmailGmail Google DriveGoogle Drive Google DocsGoogle Docs Google SheetsGoogle Sheets
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Growth Agent logo

* This page shows one example agent built on Assistant Engine. In production, the agent is specialized to your use case by adjusting capabilities, approvals, and integrations in your environment.

Outcomes

Same structure every time

Standardized playbooks across teams and regions.

Transparent handover

Anyone can pick up work anytime with full context.

Faster offer generation

Reduces support needed from colleagues for proposals.

Shorter cycle times

Guided execution, templates, and automated follow-ups.

Better forecasting

Consistent data capture and auditable activity.

Higher win rate

Standardized best-practice execution across reps.

1 · Initialize client workspace

From a Slack request, the agent creates a standardized client folder in Drive and returns links for the supervisor.

Initialize client workspace thumbnail
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  1. Initialize client workspace: Send request to Growth Agent in Slack
  2. Automation running: Agent creates standard Drive folder structure.
  3. Folder created: Link returned in Slack
  4. Ready for intake: Next step: capture inbound email + CRM log

2 · Email intake and CRM logging

Label an email in Gmail to trigger intake; the agent stores evidence, extracts requirements, and proposes a CRM log row for approval.

Email intake and CRM logging thumbnail
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  1. Email intake automation: Turn an inbound email into actions + tracking.
  2. Trigger intake: Apply label 'growth agent' in Gmail
  3. Forwarded to agent: Email content is summarized automatically.
  4. Evidence stored: Email saved to Drive (Inbound → Emails).
  5. CRM updated: Log entry added with owner + due date.
  6. Proof in Drive: Saved email visible in the client folder.

3 · Offer generation and approvals

The agent drafts an offer in Google Docs from CRM data, exports a PDF, and posts a review summary with open items before sending.

Offer generation and approvals thumbnail
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  1. Status from CRM: Negotiation stage + latest procurement request.
  2. Offer template: Template the agent uses for drafting.
  3. Draft created: Offer v01 generated in Google Docs.
  4. Export for review: Offer v01 exported as PDF.
  5. Open items: Confirm pricing, deployment, signature.
  6. Stored in client folder: Draft saved under Offer.

Controls, security, and governance

Choose your model and channels, keep execution inside boundaries, and require approvals where it matters.

Choose your LLM

  • OpenAI logo OpenAI
  • Gemini logo Gemini
  • Anthropic logo Anthropic

Choose your channel

  • Slack logo Slack
  • Microsoft Teams logo Microsoft Teams (soon)
  • WhatsApp logo WhatsApp (soon)

Controls and governance

  • Supervisor approval for sensitive actions
  • Artifacts stay in your workspace
  • Session history for every run
  • EU (Germany) residency plus private cloud

Next step

What you get with Assistant Engine

  • ✓ Tailored setup to match your use case and environment.
  • ✓ Tool integration with the stack your team already uses.
  • ✓ Fast, secure environment so you can learn and deliver value quickly.
  • ✓ Safe AI rollout with governance from day one.

How: We scope, integrate, and launch a pilot fast so you can prove impact before scaling.

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Ready for a tailored demo?

We will map your use case and show value in days.

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Next: choose a time slot in Calendly (takes ~30 seconds).

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