Tag: AI search
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CFO Dashboards: Find Every KPI Spreadsheet in Seconds
Revenue, CAC, churn, runway — pull the right spreadsheet, fast. No more “where’s the latest file?” Start Free Trial Find KPIs by Metric, Owner, or Period Sheets & Exports: Revenue by cohort, CAC/LTV, burn/runway. Owner Filters: FP&A, RevOps, Data team, region leads. Version Safety: Open the latest approved file only. Board-Ready in Minutes Assemble links…
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Vendor Management: Find Contracts, POs, and Invoices in One Search
Procurement without the paper chase — contracts, POs, invoices, approvals, all surfaced instantly. Start Free Trial Everything for a Vendor, In One Place Contracts & Terms: MSA, SOW, renewals, SLAs. POs & Invoices: PDFs, Sheets, email approvals. Security Docs: SOC 2, ISO, pen tests, insurance. Control Renewals & Spend Search by vendor, category, spend threshold,…
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Search Bank Statements and Recons in Google Drive
Statements and reconciliations — one search. Close on time, every time. Start Free Trial Find the Right File, Instantly Search by bank, entity, or month (e.g., “HSBC UK statement Aug 2025” or “BvA recon APAC Q3”). Open the exact file — not 12 versions. Close Faster Statements: Monthly PDFs by entity & account. Reconciliations: Sheets,…
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Expense Reports at Audit Time: Find Receipts in Gmail Instantly
Stop hunting for receipts. Search all receipts across Gmail & Drive in seconds — be audit-ready by lunch. Start Free Trial Receipts in Seconds, Not Days Search “receipt last 12 months from airline/vendor” or “PDF receipt with amount > 200” and open the file instantly. No labels. No new rules. Just results. What You’ll Find…
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Sales Manager Playbook: Coaching with AI Search Insights
Use AI search to surface emails, decks, and notes for targeted coaching. Turn tribal knowledge into repeatable wins. Start Free Trial Coach What Matters Review actual artifacts — discovery emails, decks used, competitor responses — and coach with precision. Manager Workflows Rep 1:1s: Pull threads and assets tied to current deals. Deal Reviews: Compare winning…
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Search Order Forms and SOWs Across Gmail and Drive
Retrieve order forms and SOWs instantly — confirm scope, dates, and signatures without digging through folders. Start Free Trial Find, Verify, Move On Search by account, PO number, project name, or term. Instantly open the signed SOW or order form you need. Common Scenarios Scope Checks: Verify modules, seats, regions. Signature Proof: Pull the latest…
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Find Case-Closing References and Customer Stories Instantly
Surface the best customer references and stories by industry, size, or region — right when you need them. Start Free Trial Proof That Closes Find stories by vertical (“Fintech SOC2”), by use case (“Month-end close”), or by region (“DACH enterprise”). Attach the perfect proof in minutes. Findable Artifacts References: Contacts, notes, opt-in status. Stories: PDFs,…
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Search Competitive Intel Docs Across Drive with AI
Instantly find competitor briefs, win/loss analyses, and objection-handling notes — all from Drive and Gmail. Start Free Trial Turn Intel into Advantage Search by competitor, industry, or feature gap. Open the right doc immediately — and step into calls prepared. Findable in One Click Competitor Briefs: Updated positioning and traps. Win/Loss: Patterns by region or…
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Proposal Version Control: Find the Latest File Every Time
Never send the wrong deck again. AI search surfaces the latest approved proposal version instantly. Start Free Trial Confidence in Every Send Find the latest approved deck by account, product, or region. Context Search AI eliminates duplicate confusion and stale links. Practical Tips Naming Hints: “_approved”, “vFinal”, “region-date”. Owner Signals: PMM/SalesOps as the source of…