> ## Documentation Index
> Fetch the complete documentation index at: https://guides.runner.now/llms.txt
> Use this file to discover all available pages before exploring further.

# Runner for sales and RevOps teams

> Prep your calls, review your pipeline, draft follow-ups, and keep your CRM honest. Runner connects to Salesforce, HubSpot, Gmail, and Calendar so you spend less time updating and more time closing.

You know the drill. You have a call in 20 minutes, the deal record is half-filled out, and the last email thread is buried somewhere in your inbox. You're supposed to show up sharp but instead you're scrambling between four tabs trying to piece together what happened last time.

Runner connects your CRM, inbox, calendar, and docs. You ask, it does the work.

## Your stack, connected

Runner works across the tools sales and RevOps teams actually live in. Connect them once and Runner handles the rest.

<CardGroup cols={3}>
  <Card title="Salesforce" icon={<img src="/images/apps/salesforce.svg" alt="Salesforce" width="24" height="24" />}>
    Deal records, pipeline data, activity logging
  </Card>

  <Card title="HubSpot" icon={<img src="/images/apps/hubspot.svg" alt="HubSpot" width="24" height="24" />}>
    CRM updates, deal tracking, engagement signals
  </Card>

  <Card title="Gmail" icon={<img src="/images/apps/gmail.svg" alt="Gmail" width="24" height="24" />}>
    Thread context, draft replies, follow-up tracking
  </Card>

  <Card title="Google Calendar" icon={<img src="/images/apps/google-calendar.svg" alt="Google Calendar" width="24" height="24" />}>
    Meeting booking, conflict checks, call blocks
  </Card>

  <Card title="Google Sheets" icon={<img src="/images/apps/google-sheets.png" alt="Google Sheets" width="24" height="24" />}>
    Pipeline reports, deal-by-deal breakdowns
  </Card>

  <Card title="Google Docs" icon={<img src="/images/apps/google-docs.png" alt="Google Docs" width="24" height="24" />}>
    Proposals, briefs, meeting notes
  </Card>
</CardGroup>

Runner also works with Attio, Calendly, Mixpanel, Slack, and [many more](/get-started/connecting-accounts).

***

## What Runner does for sales teams

### Prep calls without the scramble

You have a call in 30 minutes. Runner pulls the deal record from your CRM, checks recent email threads, researches the company, and builds a brief with talking points. Not a generic checklist. Actual context from your actual data.

> *"I have a call with Acme Corp in 30 minutes, what should I know?"*

Runner pulls the deal history, checks that they went dark for 2 weeks after pricing and just re-engaged, finds that they raised a Series B, and builds your brief: lead with the funding, ask about team size, don't discount.

### Review your pipeline honestly

Not the optimistic version. The honest one. Runner pulls all open opportunities, flags deals that have been sitting in the same stage too long, and builds a report with real numbers.

> *"How's our pipeline looking this quarter?"*

Runner finds \$1.2M weighted pipeline, flags that 40% is stuck in Demo Completed with no next step, and identifies 3 deals that have been in the same stage for 20+ days. Then asks if you want nudge emails drafted.

### Book demos without the tab shuffle

Find the contact in your CRM, check both calendars, send the invite with a Zoom link, and move the deal to Demo Scheduled. All at once.

> *"Book a demo with the VP of Sales at Nexus this week."*

Demo is on the calendar. Deal stage is updated. You didn't touch a scheduling link.

### Know who to call today

Runner scans your pipeline for urgency signals, checks who opened your emails in the last 24 hours, drafts follow-ups with CRM context, and blocks time on your calendar for calls.

> *"Who should I be calling today?"*

Three calls that actually move your number. Drafts written. Time already on the calendar.

### Build the monthly report without starting from scratch

Runner pulls closed-won and lost deals, cross-references outreach activity by rep, and builds a report with revenue by rep, win rate, cycle time, and top loss reasons.

> *"Build the March sales report for me and the VP."*

The report has the numbers and the narrative. What moved, what stalled, and why.

### Track follow-ups

The deal dies when follow-ups fall through the cracks. Runner tracks what's pending and who's gone quiet.

> *"What emails have I sent in the last week that haven't gotten a reply? Draft follow-ups for each one."*

***

## A sales team's day with Runner

| Time          | What Runner does                                                               |
| ------------- | ------------------------------------------------------------------------------ |
| **8:00 AM**   | Morning briefing: priority deals, engagement signals, calls to make today      |
| **9:00 AM**   | Preps you for a 10am call with deal record, email history, and talking points  |
| **10:30 AM**  | Post-call: logs the meeting to CRM, drafts follow-up email, creates next steps |
| **12:00 PM**  | Pipeline review: flags stalled deals, drafts nudge emails for the stuck ones   |
| **1:30 PM**   | Books a demo with a prospect, updates the deal stage, sends the invite         |
| **3:00 PM**   | Researches an inbound lead: company background, ICP match, contact info        |
| **5:00 PM**   | End-of-day: surfaces threads that need attention before tomorrow               |
| **Friday PM** | Weekly pipeline report with deal-by-deal breakdown and month-over-month trends |

***

## Prompts to try right now

<AccordionGroup>
  <Accordion title="Call prep">
    *"I have a call with \[company] in 30 minutes. Pull the deal record, recent email threads, and any company news. Give me talking points."*
  </Accordion>

  <Accordion title="Pipeline review">
    *"How's our pipeline looking? Show me weighted pipeline, deals that have stalled, and anything at risk. Build it in a Sheet."*
  </Accordion>

  <Accordion title="Book a demo">
    *"Book a demo with \[name] at \[company] this week. Check both calendars, send the invite, and update the deal stage in our CRM."*
  </Accordion>

  <Accordion title="Daily outreach plan">
    *"Who should I be calling today? Check my pipeline for urgency signals, see who opened my emails recently, and draft follow-ups for the top 3."*
  </Accordion>

  <Accordion title="Monthly sales report">
    *"Build the \[month] sales report. Pull closed-won and lost from the CRM, break it down by rep, and show win rate and cycle time. Email it to me and the VP."*
  </Accordion>

  <Accordion title="Follow-up tracker">
    *"Check my sent emails from the last week. Flag anyone who hasn't replied. Draft a short follow-up for each one."*
  </Accordion>

  <Accordion title="Lead qualification">
    *"Someone from \[company] reached out. Research them: what do they do, how big are they, do they match our ICP? Draft a response."*
  </Accordion>
</AccordionGroup>

***

## Automate the predictable stuff

Once you've tried these manually, set them to run automatically:

* **Morning pipeline brief** at 8am, every weekday. Engagement signals, stalled deals, calls to make.
* **Follow-up tracker** at 5pm, every evening. Catch what's slipping before it goes cold.
* **Monthly sales report** on the last day of each month. Revenue, win rate, and the narrative.
* **Pipeline review** every Monday morning. Start the week knowing where you stand.

Stop doing the small, predictable work so you can focus on the calls that actually close deals.

[Learn how to create automations →](/workflows/creating-automations)

***

## What's next?

<CardGroup cols={2}>
  <Card title="Connect your apps" icon="plug" href="/get-started/connecting-accounts">
    Link your CRM, Gmail, Calendar, and the rest.
  </Card>

  <Card title="Browse workflows" icon="arrows-spin" href="/workflows/starter-workflows">
    See all the built-in workflows Runner ships with.
  </Card>
</CardGroup>