Sales automation

Automation that does the follow-up setup for you.

Build rules that route leads, create tasks and send email on their own, and give reps a cadence and a queue so no follow-up gets missed.

Rules for the busywork. A queue for the selling.

Automations handle routing, tasks and housekeeping. Cadences and the Queue tell reps exactly who to contact next.

Automations

When this happens, only if, do that

Pick a trigger, add conditions, then choose the actions. Add waits and yes/no decisions for multi-step flows. Test on one record before you turn it on, and check the run history any time.

Cadences

Call, email, LinkedIn and task steps on a schedule

Lay out the touches you want for every prospect. When a step is due, Gabriel puts the right call script or email template in front of the rep. Enroll people from a record, in bulk, by round robin, or from an automation.

  • Four step types: call, email, LinkedIn and task
  • Scripts and templates attached to each step
  • Round-robin enrollment across reps

The Queue

Every due step in one window

Reps open the Queue and work straight down the list. The dialer, the script and the wrap-up sit side by side, so a call, its notes and the outcome take one screen.

  • Dialer, script and wrap-up together
  • Due calls, emails, LinkedIn steps and tasks in one list
  • Outcomes logged to the record as you go
See built-in calling

Build with AI

Describe the goal. Review the draft.

Tell Gabriel what you want, like “follow up with every web lead for two weeks.” It drafts the cadence or automation for you to review and edit. It runs on your own OpenAI or Anthropic key.

See AI features
How teams use it

Speed to lead, without anyone watching the inbox

One automation turns every web inquiry into an owned lead with a call on today's list.

  1. 1

    When

    Web form submitted

  2. 2

    Do

    Assign owner by round robin

  3. 3

    Do

    Create a call task due today

  4. 4

    Do

    Enroll in the “New inbound” cadence

Good to know

  • Cadence steps are done by a person. Gabriel doesn't auto-send cadence emails; the rep reviews and sends each one.
  • Emails sent by automations go out from your verified domain.
  • Automations can't create records in your PSA.
  • Build with AI needs your own OpenAI or Anthropic key. See how it works in the help center.
FAQ

Automation questions, answered

Does Gabriel send cadence emails automatically?

No. Cadence steps are worked by a person. Gabriel puts the right template in front of the rep as a ready-to-send draft, and the rep sends it. Automations can send email on their own, from your verified domain.

Can I test an automation before turning it on?

Yes. Run a test on one record to see exactly what would happen, then turn it on. Every run is recorded in the automation's run history.

What does Build with AI need?

Your own OpenAI or Anthropic key, connected in settings. You describe the goal, and Gabriel drafts the cadence or automation for you to review before anything is saved.

See if Gabriel fits your team in 14 days.

Every feature, every integration, no credit card. If it isn't right for you, walk away.