CRM and Project Management, Unified and Automated.
Automate deal tracking, project handoffs, and customer communication in Insightly using natural language your whole team understands.
Describe It in English.
It Runs Deterministically.
Overview
When a deal closes in Insightly, auto-create a delivery project with milestones; assign tasks to the project team; send the customer a welcome email with the onboarding timeline.
Execution Steps
Detect Closed-Won Deal
- Monitor Insightly for deals that move to the Closed-Won stage
- Extract deal details including scope, timeline, and customer contacts
Create Delivery Project
- Auto-generate an Insightly project from the delivery template with milestones based on deal scope
- Assign tasks to the delivery team members based on role and availability
Notify Customer and Team
- Send the customer a branded welcome email with the project timeline and key contacts
- Post a project kickoff summary to the internal team channel with all relevant deal context
Enterprise
Use Cases
Deal-to-Project Handoff
Automatically convert closed Insightly deals into delivery projects with milestones, task assignments, and customer notifications.
Relationship Intelligence
Scan Insightly activity history to identify contacts with no touchpoint in 60 days and auto-generate re-engagement tasks for the account team.
Pipeline Hygiene
Audit Insightly deals weekly for missing fields, stale stages, and overdue tasks — then notify the deal owner with specific items to fix.
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
