Sales Co-Pilot (Lab)
Your Notion workspace for the sales co-pilot agent. Everything the agent produces lives here.
Owner
Loris Impinna
Fiscal year
2026 (calendar year · Jan–Dec)
Mode
Lab
Source of truth
Notion · canonical
Last agent run
Today, 07:00 local
📖
This is the workspace home. Use the left sidebar to navigate. Pages prefixed with 🆕 are agent-generated proposals waiting for your review.
Quick access
🗓 Daily Briefinglive
Today's quota status, top 5 must-dos, hot accounts, news feed.
📊 Forecastweekly
Commit, best case, pipeline coverage, top 5 deals and risks.
🔥 Engagement Kanbanboard
Top 20 accounts by engagement score, drag to move stage.
🏢 Acme CorpTier 1
Sample account plan — summary, history, 12-month roadmap, cases.
🆕 Monthly Refreshpending
May 2026 proposal for Acme — 7 changes awaiting your review.
🍷 London DinnerJun 2026
Customer dinner — guest list, run-of-show, budget, follow-ups.
Workspace structure
Everything is namespaced under this single page. Archiving this page archives the whole experiment.
Pagestreelist
| Page | Owner | Refresh cadence |
|---|---|---|
| 🗓 Daily Briefing | daily-briefing agent | Daily 07:00 |
| 🎯 Territory / Territory Plan | territory-planner agent | Weekly Mon 06:30 |
| 🎯 Territory / Habit Tracker | sales-success-tracker agent | Daily auto-create row |
| 🎯 Territory / Forecast One-Pager | forecast-one-pager agent | Weekly Mon 06:00 |
| 📇 Accounts | account-planner agent | On-demand + monthly |
| 📨 Outreach / Email Drafts | email-followups agent | Daily during briefing |
| 🎪 Events | event-planner agent | On-demand |
| ⚙️ Config / Hygiene | notion-hygiene agent | Nightly 02:00 |
🧪
This is a mockup. Pages contain illustrative placeholder data only — there is no live agent backing it.