Azeria for Sales

Every account, one shared thread — with an AI coworker who remembers the deal

Reps, SEs, and managers work the account together in a channel, with Azeria in the room. It grounds answers in your project knowledge, drafts the follow-up and the proposal note, and proposes the calendar invite — you approve before anything is sent.

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The problem

Deal context lives everywhere except where the team can act on it

Sales momentum dies in a dozen small gaps: a follow-up nobody sent, an account note stuck in one rep's head, a pricing question answered differently on every call. Context is scattered across inboxes, docs, and side DMs, so the next person on the account starts from zero — and the answers that do exist aren't grounded in what the team actually decided.

Account context is fragmented across inboxes, notes, and private chats — handoffs lose the thread
Reps lose hours to follow-up emails, recap notes, and scheduling instead of selling
Answers to prospect questions vary rep-to-rep because nothing is grounded in a shared source
Decisions and commitments made on a deal aren't remembered the next time the account comes up

How Azeria changes it

Work the account in a shared channel, with an AI coworker who has the context

Azeria isn't a private chatbot each rep talks to alone — it's a teammate inside your shared account and project channels. It draws on organizational memory and grounded project knowledge (with citations) to answer where the whole team can see it, then drafts the outreach, proposal note, or meeting invite for review. Because every action is propose-then-approve, Azeria never sends an email, writes a page, or books a meeting on its own — a human approves each step, and the workspace's roles and private/public boundaries always hold.

Core workflows

How Sales works with Azeria.

Three concrete ways Sales teams turn shared conversations into real, approved work.

Shared account research and pre-meeting prep

Spin up a channel for the account and let the team build a grounded, shared view before the next call — no tab-switching, no starting from zero.

Create a channel for the account and add the reps and SE working the deal
Ask Azeria to pull together what the team already knows — past decisions, the prospect's stated priorities, and prior context from project knowledge, with citations
Connect the prospect's public docs or research via MCP and ask Azeria to summarize the relevant points into the thread
Azeria proposes talking points and open questions for the upcoming meeting, visible to everyone on the account
The team refines the brief together in the channel so anyone joining the call has the same context

Follow-up and proposal email drafting

Turn the discussion in the channel into a ready-to-review email, grounded in what the account actually decided — with a human approving before it goes out.

After a call, the rep drops the key points into the account channel
Azeria drafts a follow-up (or proposal cover note) grounded in the account's history and the team's agreed messaging
The team edits tone and specifics right in the thread until it's right
Azeria prepares the email as an approval-gated Gmail draft — nothing sends until a rep approves
On approval, the draft lands in Gmail for the rep to do the final send

Meeting scheduling and account notes to Notion

Close the loop on a deal without leaving the channel: schedule the next step and capture the account record for the whole team.

Ask Azeria in the channel to set up the next meeting with the prospect
Azeria proposes a Google Calendar event with the right attendees, time, and agenda for approval
On approval, the event is created — and Azeria remembers the commitment for next time the account comes up
Ask Azeria to capture the account update — decisions, next steps, open risks — as a Notion page
Azeria proposes the Notion page (approval-gated) so the account record is shared, not stuck in one inbox

In the channel

What it looks like.

lockchat.azeria.ai

#acme-corp-deal

Project Beta

group4

Dana (AE)

Good call with Acme just now. They want the mid-tier plan but asked us to confirm the rollout timeline in writing. Can we get a follow-up out today?

smart_toy

Azeria AI Agent

Here's a draft grounded in this account's history — it references the mid-tier scope and the 6-week rollout the team agreed with Acme last week (see thread from Jul 8). Want me to prepare it as a Gmail draft for your review?

Marco (SE)

Looks right. Tighten the timeline paragraph and prep it.

smart_toy

Azeria AI Agent

Done. I've prepared an approval-gated Gmail draft to the Acme contact — review and approve to send. I won't send anything until you do.

mailGmailNeeds approval

Approve Gmail draft: Acme follow-up + rollout timeline

checkApproveDismiss

attach_file

send

Outcomes

What Sales teams get.

Account context lives in one shared channel, so handoffs keep the thread and anyone can pick up the deal
Follow-ups and proposal notes get drafted from real account history instead of a blank page — a human still owns the final send
Prospect questions get consistent, grounded answers with citations, because the whole team draws on the same source
Decisions and commitments are remembered across the deal, so the account's context compounds instead of resetting

Works with your tools, stays in your control

Relevant integrations: Notion · Gmail & Calendar · MCP. Every send, page, and invite is propose-then-approve — Azeria drafts, a human approves — and workspace isolation, roles, private/public boundaries, and an audit log govern who sees and can act on each account.

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