Kognitos + Copper CRM

English as Code

Describe It in English.
It Runs Deterministically.

Overview

Monitor Gmail and Google Calendar for customer interactions; auto-log activities in Copper CRM; enrich contact records with firmographic data and advance deals through pipeline stages based on engagement signals.

Execution Steps

1

Auto-Log Interactions

Detect new emails, calendar events, and Google Meet recordings involving known Copper contacts
Log each interaction in the Copper activity timeline with a summary, participants, and linked opportunity

2

Enrich and Update Contacts

Append firmographic data like company size, industry, and funding stage to Copper contact records
Flag stale contacts that have had no logged interaction in 60 days for re-engagement outreach

3

Advance Pipeline Stages

Evaluate deal engagement signals like email frequency, meeting cadence, and proposal views
Automatically move Copper opportunities to the next pipeline stage when engagement criteria are met

Use Cases

Enterprise
Use Cases

Automatic Activity Logging

Log every Gmail thread, Calendar event, and Google Meet call to the Copper contact timeline without reps lifting a finger.

Deal Velocity Tracking

Monitor how fast deals move through each Copper pipeline stage and alert managers when opportunities stall beyond the average cycle time.

Contact Enrichment

Automatically enrich new Copper contacts with company data, social profiles, and recent funding events so reps start every conversation informed.

FAQs

Frequently asked
questions.

Kognitos is a leading US-based artificial intelligence platform designed to transform how businesses operate by automating repetitive tasks and enhancing efficiency. Our AI automation platform allows users to automate complex business processes simply by communicating their goals in plain English. Leveraging advanced technologies like a proprietary LLM-based interpreter, Intelligent Document Processing (IDP), Optical Character Recognition (OCR), and Natural Language Processing (NLP), Kognitos enhances productivity, speed, and accuracy. Unlike traditional automation solutions that require complex coding, Kognitos offers unparalleled adaptability and scalability, empowering businesses to streamline workflows and eliminate manual tasks without extensive technical knowledge.

Process automation refers to the use of technology to automate repetitive, manual tasks within a business or organization. The goal is to streamline and optimize workflows, increase efficiency, reduce errors, and save time and resources. This can be achieved through the implementation of various technologies, such as RPA, Workflow Automation, Machine Learning and Artificial Intelligence.

Security is a core principle of Kognitos' architecture, built on state-of-the-art cloud services with strong security foundations. Critical business processes run on the Kognitos platform, and we prioritize the security of both the processes and their data. Kognitos employs serverless, cloud-based services with the principle of least privilege access. For example, a service without a need to access a database does not have access to it. Kognitos has achieved the SOC 2 Type II certification for our best-in-class security controls and compliance with the AICPA's Trust Services Criteria. Learn more

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