Conductor reviews Salesforce, call notes, and calendar data, then hands managers a receipt of what’s stuck so they can coach without exporting spreadsheets.
PDF/Markdown summary grouped by team or stage.
Tasks inserted into Salesforce/HubSpot with due dates.
Channel post with the top risks to review live.
Query CRM for opp stage, last activity, next event.
Tag opps missing champions, exec alignment, or MEDDIC fields.
Generate bullets managers can use in the stand-up.
Create follow-ups or mutual action plan updates automatically.
We'll walk through the workflow live, install it in your environment, and leave you with approvals-on automation tied to pipeline.