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Spiro CRM

EMAIL ASSISTANT COMMANDS

assistant@spiro.ai

 

FORWARD EMAILS TO YOUR ASSISTANT:

When you receive an email FROM a prospect, forward it to assistant@spiro.ai and use any of the below commands in the body of the email.

  1. To create & update opportunities in Spiro use the following commands:
  • add opportunity
  • add new opportunity
  • create new opportunity
  • add new deal
  • Mark closed lost
  • Mark closed won

You can set additional fields in the body of the email to specify set values for an opportunity:

  • opportunity name:
  • amount:
  • close date:
  • description:
  1. To create a contact and company in Spiro use the following commands:
  • add contact
  • create contact
  • add new contact
  • new contact
  • create new contact
  • add him/her
  • add this contact
  1. To set reminders in Spiro for yourself or other people on your team use the following commands and insert what you would like the assistant to remind you or them to do:
  • remind me to (call her) on 5/7/2017
  • remind me to (follow up) next week
  • remind me to (reach out) tomorrow
  • remind me to (call him) this Friday
  • remind me to (send proposal) next Monday
  • remind Andrew to (call) next week
  • remind Andrew to (send an email) on 5/7/2017

ASK YOUR ASSISTANT QUESTIONS:

Email assistant@spiro.ai and type any of the following questions into the body of the email and send:

  1. To see a summary of your activity or your team's activity ask the following questions:
  • What did I do last week?
  • What did I do yesterday?
  • What have I done in the last 7 days?
  • What did I do in the last 7 days?
  • What did I do on 7/20/2017?
  1. To see your reminders as the following questions:
  • What are my reminders for today?
  • What are my reminders for tomorrow?
  • What are my reminders for this week?
  • What are my reminders for next week?
  1. To see a summary of what's going on with an opportunity as the following question:
  • What's going on with Staples?
  1. To see a summary of your ask the following questions:
  • What's my pipeline?
  • What's my pipeline this week?
  • What's my pipeline this month?
  • What's my pipeline this quarter?
  • What's my pipeline this year?
  • What deals were won this month?
  • What are my opportunities that are most likely to close?
  • What deals were lost last week?
  • What deals were won last week?
  1. To find out information about a contact in Spiro as the following questions:
  • Who is (insert email address)?
  • Forward an email from a contact to the assistant and ask "who is this?"
  • Who do I know at (company name)?