Private beta first cohort forming now

Record how you sell once.

Your best rep's process becomes a workflow the whole team can run — in their own browser, with a human on the approval gate.

Your best process lives in one rep's head.

Sarah's follow-up wins every deal — and no one else can run it.

So she records it once, in her own browser.

Her logins, her session — no new setup, nothing in the background.

It asks what only she knows.

What's fixed, and what changes on every deal.

Her know-how becomes team knowledge.

The workflow is saved — then shared with the whole team.

Now anyone on the team runs it.

The agent replays it in Jon's own sandboxed browser.

Nothing goes live until a human says yes.

Two actions, one approval — then it runs for real.

HubSpot · Dealsapp.hubspot.com/deals
Acme Corp
Sarah Chen · Director of Revenue Ops
Proposal sent
Proposal opens
Deal value$48,000
Last touch9 days ago
StageNegotiation
WHAT SARAH KNOWS · 4 opens = real intent — call today.
Gmail · Compose● RECsarah.chen@northstar.ioher own session · already signed in
Post-demo follow-up
Recorded by Sarah Chen
0 steps captured
1Open the Acme Corp dealthe live deal
2Check proposal activity — 4×buying interest
3Enrich buyer + accountrole · funding
4Draft the follow-up — 15% offapproved discount
5Send it herselfher words, her send
DEALSPILOT ASKS
Recipient = Sarah Chen{decision_maker}.
This person, or the role?
This personDecision-maker
Resolved fresh on every deal.
SC
Post-demo follow-up
6 steps · 3 parameters · recorded by Sarah
{company}{decision_maker}{approved_discount}CC Marcus · fixed
  • Open the Acme Corp deal
  • Enrich buyer + account
  • Send it herself
  • Check proposal activity — 4×
  • Draft the follow-up — 15% off
  • Move stage to Negotiation
Save to the team knowledge base
DealsPilot · Team knowledge base3 workflows
SC
Post-demo follow-up
6 steps · 3 parameters · just saved by Sarah
P
Renewal check-in
4 steps · 2 parameters · by Priya
M
Pipeline hygiene sweep
5 steps · 1 parameter · by Marcus
Shared with the team · ready for anyone to run
SANDBOXAGENT · NO HUMAN INPUT4 / 6 prepared
{company}Northwind Ltd
{decision_maker}Maria Lopez
{approved_discount}10%
1Open the Northwind Ltd deal
2Check proposal activity — 3×
3Enrich Maria Lopez + account
4Draft the follow-up — 10% off
Approve 2 actionsSANDBOX
Send follow-up to Maria Lopez✓ sent
Move stage to Negotiation✓ done
Private beta first cohort forming now

Be among the first to shape it.

We're onboarding a small group of sales teams from agencies and consulting firms. You'll work directly with the team — your feedback shapes the product.

Join waitlist
The team knowledge base

A shared library of how your team sells.

Every workflow your team records lands in one place — parameterised, versioned, ready for anyone to run.

Post-demo follow-up
6 steps · 3 parameters · recorded by Sarah
{company}{decision_maker}{approved_discount}
Renewal check-in
4 steps · 2 parameters · recorded by Priya
{account}{renewal_date}
Pipeline hygiene sweep
5 steps · 1 parameter · recorded by Marcus
{stage}

Onboarding stops being a month of shadowing — hand a new rep proven workflows on day one, and keep the know-how when someone leaves.

Safe by construction

It never acts without your sign-off. Ever.

AI that acts on its own is scary — and rightly so. DealsPilot is built so you stay in control at every step. No surprises, no action taken in your name without your sign-off.

Your logins stay yours

You sign in yourself, on your machine — no new logins for DealsPilot to manage. It rides the sessions you're already in, and never sees, stores, or types your passwords. Your data never leaves your machine, and nothing is used to train AI models.

Pause with one click

Recording only happens when you start it. Stop with one click from the taskbar. Exclude any app, window, or time period. Delete your local history whenever you want.

It suggests. You decide.

No email sent, no CRM field changed, no action taken without your approval. It shows you what it plans to do and waits for your confirmation. Every single time.

Sandbox before anything

Every workflow runs first in a sandbox tab — your own logins, your own access, nothing live. It prepares every step, then waits at the approval gate. You review the exact actions, then approve or discard.

Early access

Turn how your team sells into workflows anyone can run.

Private beta. Limited spots. The first cohort gets free access and a direct line to the founding team.

No spam · Personal reply within 48h