Search Copilot Actions For Sales

When we launched Search Copilot Actions, we introduced a new way to work: agents that turn a single prompt into real work across your CRM, calendar, and email. Now we're introducing custom capabilities specifically for sales teams.

The average rep spends just 28% of their time actually selling. The rest goes to CRM updates, follow-up emails, internal handoffs, and pipeline prep. Search Copilot Actions for Sales gives that time back, combining meeting intelligence with the tools reps and managers already use, so deals move forward without the busywork. These actions build on our existing sales-focused technology, which moved hundreds of millions of dollars in deals through CRM workflows faster and with less manual work. 

What Can Sales Teams Do with Actions?

With Actions, sales professionals can go from insight to execution in a single conversation. Ask Search Copilot about a deal, a meeting, or a prospect, and then take the next step without switching tabs. Update a deal stage in HubSpot. Send a personalized follow-up email. Schedule the next call. Organize meetings into a shared deal room. Even automate a weekly pipeline briefing. All from one prompt.

Here are four workflows that show what's possible.

Post-Discovery Call Pipeline Automation: Update your CRM and schedule the next meeting, in one prompt

You just wrapped a discovery call with a new prospect. There are next steps to capture, a deal to update, and a follow-up to schedule—but you're already five minutes late to your next meeting.

Ask Search Copilot: "What were the key pain points and next steps from my call with Acme Corp? Update the deal in HubSpot and schedule a follow-up demo for next Tuesday."

Search Copilot pulls the key takeaways from the transcript, finds the associated HubSpot deal, updates the deal stage, next steps, and projected close date, then creates a calendar event with the right stakeholders—all before your next meeting starts.

No more end-of-day CRM catch-up. No more forgotten follow-ups. Every discovery call flows directly into pipeline action.

Deal Room: Organize and share meeting history for seamless team handoffs

Handing off a qualified opportunity from an SDR to an AE is one of the most critical moments in a deal cycle, and one of the most error-prone. Context gets lost, key details slip through the cracks, and the AE walks into the next call unprepared.

Ask Search Copilot: "Find all my meetings with Build-A-Bear this quarter, create a shared folder called 'Build-A-Bear Meetings', add the meetings, and email Elliott a summary of the key discussions."

Search Copilot finds every meeting tied to the Build-A-Bear account, creates a shared folder, adds the meetings (checking your permissions automatically), compresses the transcripts into a concise briefing, and drafts an email to your AE with the full deal narrative—who said what, what was promised, and where things stand.

Your AE gets a complete deal room and a ready-made briefing, so the first thing the prospect hears isn't, "Can you catch me up on where we left off?"

Weekly Pipeline Review Prep: Stay ahead of deal risks with automated briefings

Pipeline reviews shouldn't start with "Let me pull up the CRM." The best sales managers walk in already knowing which deals are at risk, what competitors were mentioned last week, and what's changed in their accounts.

Ask Search Copilot: "Every Monday at 8am, review my open deals over $20K, search recent meetings for competitor mentions or budget concerns, check the web for news about those accounts, and send a briefing to my email."

Search Copilot sets up a recurring workflow that runs on your schedule. Each week, it queries your pipeline, scans meeting transcripts for risk signals, pulls in external context (like a prospect's earnings call or a competitor's new product launch) and delivers a consolidated briefing straight to your inbox.

On Monday morning, you'll know exactly which deals need attention before anyone else does.

Multi-Thread Follow-Up: Turn a day of meetings into same-day personalized outreach

For sales, the follow-up window is everything. Research shows that responding within 24 hours increases engagement rates dramatically—but writing personalized emails for every conversation takes time most reps don't have.

Ask Search Copilot: "Look at all my meetings in the last day. For any new prospects, create HubSpot deals. Then draft personalized follow-up emails to each contact referencing what we specifically discussed."

Search Copilot identifies your day's external meetings, creates HubSpot deals for new contacts that aren't yet in your CRM, and drafts individual follow-up emails, each one referencing the specific topics, pain points, and next steps from that conversation. Review the drafts, hit send, and every prospect gets a thoughtful, personalized message before the day is over.

No more generic "Great meeting you" templates. No more prospects slipping through the cracks because follow-up got pushed to tomorrow, and then next week, and then never.

The Power Is in the Combination

Each of these workflows is useful on its own. But the real impact comes from combining them into a system that matches how your sales team actually works.

A discovery call triggers a CRM update and a scheduled follow-up. A deal handoff creates a shared room with full context. A weekly pipeline review surfaces risks before they become surprises. A day of meetings becomes same-day, personalized outreach that closes faster.

Search Copilot Actions turns meetings from static records into the starting point for every sales motion: prospecting, pipeline management, team collaboration, and closing.

Start with one workflow. Then combine a few. With Search Copilot Actions, your sales process evolves as naturally as your conversations.

Company names are used for illustrative purposes only, and do not imply a client relationship.

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