Scriptera
Demio and SendGrid automations — Sales & Leads
Ready-made scenarios where Demio and SendGrid work for you (sales & leads): pick one — a copy appears in your account and runs on its own.
14 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
- A brief on the counterpart's company before a call
- Morning briefs for your meetings — who and where from
- Client onboarding from an intake form — checklist, consultant and kickoff
- Auto follow-up that turns leads into meetings — with reminders and sheet logging
- Intake and routing of service requests with appointment booking
- A brief on the person and their company before a call
- Automatic meeting booking for new clients
- Client onboarding after a won deal
- Daily meeting brief with attendee research
- A brief for every external meeting — in the morning, before your day starts
- Lead triage and qualification — with demos and follow-ups
