Harmona for Sales
Pipeline first, then the calendar, then the follow-ups.
A Sales Worker connected to HubSpot and your own mailbox and calendar. It thinks in pipeline value, stale deals and next steps, and never guesses an amount.
What your Worker sets up
On the board from day one.
- A “Closing soon” pipeline tile: open deals by close date, refreshed hourly from HubSpot
- “Today's meetings”: your own calendar on the board, refreshed every 15 minutes
- A one-paragraph brief before each meeting: open deals, last activity, one talking point
- Follow-ups drafted from your Gmail or Outlook, sent only when you approve
- Daily Pipeline Digest to your inbox: open pipeline, deals dying of silence, hygiene flags
Templates for this team
- Pipeline Health Copilotagent
- Account Research Copilotagent
- Daily Pipeline Digest (HubSpot)workflow
- Morning Briefing (Gmail + Calendar)workflow
Works with
- HubSpot
- Outlook
- PostgreSQL
- Google Drive
Control & security
Autonomy with a hand on the brake.
Workers and agents can read, build and prepare on their own. Anything that reaches outside, or touches someone else's data, waits for a person.
Security & data protectionApproval cards, before anything goes out
Every outbound action waits for a person. An e-mail, a calendar invite, a ticket update or a CRM change arrives as a card that shows exactly what will happen. You approve it, or you decline it.
Send e-mail WaitingAdmins oversee, they don't take over
An org admin sees every asset but cannot use or edit someone else's without a share. A colleague's Gmail or Drive is usable only by them, or by whoever they explicitly share it with.
Safety on by default
Private data redaction (e-mails, phone numbers, card numbers, national IDs, API keys) plus content and advice restrictions are switched on for every new agent. Turning one off is a deliberate act.
Nothing runs outside its grant
An unattended task keeps to the permissions approved at creation; anything else is declined and reported. A task can never widen its own reach or create another task.
Cloud, private cloud or on-premises. ISO 27001 and ISO 42001 programmes are in progress. Ask us for the current status and documentation.
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