A desk for your work
Build your sales pipeline.
Organize prospects, prepare outreach, and keep the next step in view with your agent.
A little context. A useful introduction. A reason to reply.
Start with the customer, not the columns.
Tell your agent who you want to reach, what you offer, and what makes a prospect worth your time. Ask it to turn those criteria into a sheet you can inspect: company, source, fit, status, and next step.
Keep the context beside the work.
Use a doc for research notes and outreach drafts. Keeping the source and the reason for each recommendation makes it easier to decide what deserves a conversation. Review names, claims, and contact details before using them.
Change direction without starting over.
If you decide to focus on smaller teams, tell your agent to update the criteria and revisit the sheet. The desk gives that change a place to show up. Ask for drafts first; any sending needs the appropriate external tools and your authorization.
Try this with your agent.
Help me build a sales desk. Start by asking who my ideal customer is. Keep prospects and the reasons they fit in a sheet, and prepare outreach drafts in a doc for me to review.
Connect your agent through MCP, then use this as a starting point. Shape the desk around the work you actually need to do.