Daywing for Sales & business development

Keep the next conversation moving.

Research the account, prepare the follow-up, and keep the CRM useful. An AI agent you can delegate work to, using your team’s existing software.

Choose your first job ↗
A job you could delegate
“Research and qualify a lead batch. Keep the result with the work, and tell me what needs my attention.”

Illustrative request · Actual scope and connections are checked before execution.

Four practical places to start

Give Daywing the objective and context. It works through the steps, retains the result, and checks changes in the destination tool. Ask in web chat, Slack, Teams or iMessage once your channel is connected.

01

Research and qualify a lead batch

A sourced shortlist with fit reasons and verified contact candidates.

Give Daywing this job ↗
What the job involves
  1. Read existing CRM leads to avoid duplicates.
  2. Research companies and contacts using approved Treg routes.
  3. Qualify against the employee’s criteria and retain source URLs.
  4. Save a ranked shortlist and explicit unknowns.

Start with: Target market; Qualification criteria; Batch size.

What a good result requires
  • Source each company fact.
  • Candidate email is not a verified recipient.
  • Label ranking as a supplied business-fit rubric.
02

Create a tailored prospect page

A private branded page ready for employee review.

Give Daywing this job ↗
What the job involves
  1. Read the account context and research verified facts.
  2. Create a tailored page with prepare_prospect_page.
  3. Inspect the retained private artifact and revision.
  4. Return the review link; publication is a separate employee choice.

Start with: Prospect; Offer and desired next step; Company brand.

What a good result requires
  • No invented logos, relationship, metrics or endorsements.
  • Keep private account notes out of prospect copy.
  • Verify artifact ID and saved revision.
03

Update the CRM after a conversation

The right contact or deal has the next step, owner and date.

Give Daywing this job ↗
What the job involves
  1. Read the exact record and current fields.
  2. Separate agreed facts from proposed follow-up.
  3. Discover an update action and prepare the exact changed fields.
  4. Independently read the same record and compare every changed field.

Start with: Contact or deal ID; Conversation notes; Next step, owner and date.

What a good result requires
  • Retain record ID and provider receipt.
  • Do not change deal stage without evidence or an explicit instruction.
  • A saved draft is not an updated CRM.
04

Send a researched follow-up

One authorized message sent to the confirmed business recipient.

Give Daywing this job ↗
What the job involves
  1. Read the latest conversation and account context.
  2. Draft specific copy grounded in the supplied facts.
  3. Prepare one send action with the exact recipient and body.
  4. Read the sent message and verify recipients, content and sent state.

Start with: Recipient and email; Purpose; Approved facts and offer.

What a good result requires
  • Do not infer permission for a broad campaign.
  • Keep uncertain sends out of automatic retries.
  • Do not count a send as a reply or conversion.
Keep your existing software

Work where the
work already lives.

Choose the relevant app for the job. Each employee’s agent has its own access. Admins can assign systems; employees can connect accounts they already use.

Choose connections ↗
Your CRMHubSpot / Salesforce
Work emailGmail / Outlook

Writes use exact approval or a routine scope you delegate. The saved result is checked independently. Scheduled work uses a saved cadence and follows the same permissions.

Pilot availability: these workflows are implemented as agent recipes and use the supported execution tools. Each full workflow still needs a pilot in the connected company account. View workflow readiness. A verified Google Calendar action is recorded in pilot evidence.

Give it a real job.

Start with one piece of work you want off your plate.

Meet your Daywing ↗