gtm-brain Commands

Natural language queries for Salesforce data via Slack • Copy & paste to use

How to Use

Tag @gtm-brain in Slack with any command below. Commands are flexible—phrase them naturally.

Pipeline: View deals by stage, owner, or product
Actions: Reassign accounts, close deals, nurture
Reports: Revenue, forecasts, account plans
Search: Type keywords to find commands

Tips

Use first names for BLs: Julie, Nathan, Asad
Batch commands with commas: Account1, Account2
Nurture closes all open opportunities
"show next 10" for pagination in threads
Account Queries
Find Account Owner
Look up who owns an account
who owns Pure Storage
BL for Bayer
Accounts by Owner
All accounts owned by someone
what accounts does Julie own
Nathan's accounts
Accounts by Stage
Accounts in a specific stage
what accounts are in Stage 2
accounts in Stage 4
Legal Team Size
Account's legal department size
what is the legal team size at Ecolab
Decision Makers
Key contacts at an account
who are the decision makers at Pure Storage
Use Cases
What products account is interested in
what use cases is Best Buy discussing
Competitive Landscape
Competitor presence at accounts
competitive landscape for Dolby
Customer List
Current customers
who are our current customers
Pipeline Queries
Full Pipeline
All active opportunities
show me pipeline
pipeline overview
My Pipeline
Your personal deals
show me my pipeline
my deals
Someone's Pipeline
Specific person's deals
Nathan's deals
Julie's pipeline
Early Stage
Stage 0-1 (Qualifying, Discovery)
early stage pipeline
Mid Stage
Stage 2-3 (SQO, Pilot)
mid stage deals
Late Stage
Stage 4-5 (Proposal, Negotiation)
late stage pipeline
Product Pipeline
Filter by product/service
contracting pipeline
late stage contracting
New Pipeline
Recently added deals
what deals were added to pipeline this week
new deals this month
Weighted Pipeline
Probability-adjusted values
weighted pipeline
Specific Stage
Pipeline in exact stage
Stage 2 pipeline
Stage 4 opportunities
Closed Deals
What Closed
Recent closed-won deals
what closed this month
what closed this week
LOIs / Bookings
Letters of intent signed
what LOIs have we signed
how many LOIs this month
ARR Deals
Annual recurring revenue
show ARR deals
how many ARR contracts
Contracts
Contract records
show contracts
contracts for Pure Storage
Metrics
Count Deals
Number of opportunities
how many deals
how many deals in Stage 2
Days in Stage
Average time in each stage
average days in Stage 2
avg days in Stage 4
Customer Count
Number of customers
how many customers
Create ADMIN
Create Opportunity
Add new opportunity to account
create opp for Asana
create opportunity for Novelis
Create with Details
Create with stage or ACV
create a stage 2 opp for PetSmart
create opportunity for Western Digital with $500k ACV
Update ADMIN
Reassign Account
Change account ownership (US: Asad, Nathan, Julie, Olivia, Ananth, Justin | EU: Greg, Nathan, Tom, Conor, Alex, Nicola, Emer)
reassign Dolby to Asad
assign Ecolab to Nathan
assign Fresh Del Monte to Nathan
Batch Reassign
Reassign multiple accounts at once
batch reassign: Dolby, Asana, Novelis to Julie
reassign AES, Cox Media to Greg
Move to Nurture
Mark account as nurture + close opps
move TestCo to nurture
mark TestAccount as nurture
Batch Nurture
Nurture multiple accounts at once
batch nurture: TestCo1, TestCo2, TestCo3
move TestCo1, TestCo2 to nurture
Close Lost
Mark opportunities as lost
close TestCo lost
mark TestAccount as lost
Save Customer Note
Add notes to account history
add to customer history: Pure Storage met with CLO today
Export
Excel Export
Download pipeline spreadsheet
send pipeline excel
export active pipeline
Pagination
See more results in thread
show next 10
show all
Dashboard
Web dashboard URL
gtm-wizard.onrender.com/account-dashboard