Scriptera
Demio and Gmail automations — Sales & Leads
Ready-made scenarios where Demio and Gmail work for you (sales & leads): pick one — a copy appears in your account and runs on its own.
17 scenarios
- Company news before every meeting
- The right offer sent right after the enquiry — with a follow-up reminder
- AI sales assistant: qualifies leads and books meetings
- Client onboarding from an intake form — checklist, consultant and kickoff
- Morning briefs for your meetings — who and where from
- A brief on the counterpart's company before a call
- Intake and routing of service requests with appointment booking
- Auto follow-up that turns leads into meetings — with reminders and sheet logging
- A brief on the person and their company before a call
- Client onboarding after a won deal
- Automatic meeting booking for new clients
- Attendee briefings before every meeting
- Daily meeting brief with attendee research
- The whole client path from enquiry to kickoff — automated
- A brief for every external meeting — in the morning, before your day starts
- Lead triage and qualification — with demos and follow-ups
- Meeting prep — a briefing on each attendee, sent ahead of time
