Preview Sales Live
Capture every new lead the moment someone drops it in Slack, no forms, no copy-paste into the CRM.
internal build low risk slack
400 credits allocated of 400 credits threshold
Live internal application
400 credits allocated 112 supporters
D Owner: Maya Carter
No lead lost in a DM again, every lead reaches the CRM in seconds.
Preview People and Legal Live
Answer employee policy questions with citations, access controls, and owner-reviewed sources.
internal build high risk slack
400 credits allocated of 400 credits threshold
Live internal application
400 credits allocated 73 supporters
P Owner: Aisha Wong
Reduce repetitive policy questions while preserving authoritative answers.
Preview Field Operations Pilot
Turn technician photos and notes into structured service reports before the technician leaves the site.
internal build medium risk salesforce
600 credits allocated of 600 credits threshold
Qualified for review
600 credits allocated 97 supporters
F Owner: Elsa Kim
Save thirty minutes of report-writing per service visit.
Preview Workplace Operations Pilot
Book the right meeting room for my team in seconds, right from Teams, without fighting the shared calendar.
internal build low risk microsoft-teams
450 credits allocated of 450 credits threshold
Qualified for review
450 credits allocated 88 supporters
P Owner: Elsa Kim
Near-zero double-booked rooms, and reserving a room takes seconds inside Teams.
Preview Sales Operations Building
Route non-standard pricing, payment terms, and legal approvals without spreadsheet chasing.
internal build medium risk salesforce
486 credits allocated of 500 credits threshold
Qualified for review
486 credits allocated 84 supporters
S Owner: Maya Carter
Reduce quote approval time from two days to four hours.
Preview Procurement Qualified
Collect tax forms, insurance documents, security reviews, and owner approvals through one vendor intake.
internal build high risk slack
342 credits allocated of 350 credits threshold
Qualified for review
342 credits allocated 61 supporters
P Owner: Ravi Menon
Remove duplicate vendor follow-up across procurement, finance, and security.
Preview Technology Procurement review
Evaluate and fund an approved external diagramming workspace for architecture and client-delivery teams.
external product high risk external-tool
174 credits allocated of 250 credits threshold
Gathering employee support
174 credits allocated 36 supporters
T Owner: Morgan Reed
Replace unapproved diagram-sharing tools with one governed service.
Preview Customer Success Gathering support
Combine CRM, support, and product signals into a weekly queue of at-risk renewals.
internal build medium risk salesforce
218 credits allocated of 400 credits threshold
Gathering employee support
218 credits allocated 42 supporters
C Owner: Jon Bell
Give account owners an earlier and more consistent risk signal.
