Kognitos
Pipedrive

Keep Your Sales Pipeline Moving Without Manual Updates.

Pipedrive tracks your deals. Kognitos makes sure nothing slips through the cracks — auto-updating stages, enriching contacts, and alerting reps when deals go cold.

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English as Code

Describe It in English.
It Runs Deterministically.

Overview

Scan Pipedrive for deals stuck in the same stage beyond the expected duration, enrich the contact with latest company data, draft a re-engagement email, and assign a follow-up activity to the deal owner.

Execution Steps

1

Detect Stalled Deals

  • Query Pipedrive for deals that haven't changed stage in more than 14 days
  • Segment by pipeline, deal value, and expected close date
2

Enrich and Analyze

  • Pull the latest company news and decision-maker changes for the deal's organization
  • Calculate a deal health score based on activity recency, email engagement, and stage duration
3

Re-engage Automatically

  • Draft a personalized follow-up email based on the enriched context
  • Create a Pipedrive activity for the deal owner with the email draft and talking points
Use Cases

Enterprise
Use Cases

Deal Velocity Tracking

Monitor how long deals spend in each Pipedrive stage and automatically flag outliers that are falling behind the benchmark.

Contact Enrichment

Automatically enrich Pipedrive person and organization records with firmographic data, social profiles, and recent company news.

Activity Gap Alerts

Notify reps the moment a high-value deal goes 7 days without a logged activity — before it goes cold.

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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