The Executive Assistant for Account Executives

Expertise does the admin.
You do the deal.

70% of an AE's week disappears into CRM updates, meeting prep, and follow-ups. Expertise runs all of it, so you can run your deals.

Start free

NO CREDIT CARD REQUIRED

Your scheduled tasks

7 active

CRM Updates from Calls

ran 2m ago

Active

Morning Meeting Briefing

next 7:00 AM

Active

Post-Meeting Follow-ups

2 drafts waiting

Active

Stalled Deal Radar

1 deal flagged

Active

Pipeline Hygiene

paused

Paused

Account Research Brief

3 briefs ready

Active

LinkedIn Outreach

next at 9:00 AM

Active

Slack Deal Update

ran 4m ago

Active

Champion Tracker

paused

Paused

CRM Updates from Calls

ran 2m ago

Active

Morning Meeting Briefing

next 7:00 AM

Active

Post-Meeting Follow-ups

2 drafts waiting

Active

Stalled Deal Radar

1 deal flagged

Active

Pipeline Hygiene

paused

Paused

Account Research Brief

3 briefs ready

Active

LinkedIn Outreach

next at 9:00 AM

Active

Slack Deal Update

ran 4m ago

Active

Champion Tracker

paused

Paused

New task? Just describe it.

142 runs this week

How it works

Three steps.
Then it runs itself.

Connect your stack, describe the work, let Expertise do it on its own.

Describe

Say what you want, in plain English.

No prompt engineering. Just describe the work the way you'd describe it to an assistant, and Expertise turns it into an agentic workflow in seconds.

No code

Editable steps

Connect

Plug in your stack.

One-click integrations with the tools you already live in: CRM, inbox, calendar, Slack, LinkedIn. Expertise reads from and writes to them on your behalf.

30+ integrations

SOC 2

OAuth

Run

It works while you sell.

Expertise runs the workflow in the background, watches the results, and asks you to approve only what needs a human. The rest just gets done.

Triggers

Schedules

Approval queue

What Expertise does

The work around your deals,handled before you ask.

A few of the things reps run on Expertise. Describe anything else, it'll run that too.

Morning meeting briefing

A prep doc for every meeting, before your first coffee.

Pre-meeting research

News, signals, and openers ready before every call.

CRM updates from calls

Recordings become updated deals and next steps. Zero typing.

Post-meeting follow-ups

Recap drafted in your voice, ready to send.

Stalled deal radar

Spots momentum loss and drafts the re-engagement play.

Anything else. Just describe it.

Write the workflow in plain English. Expertise builds it.

Your stack.Already connected.

CRM, inbox, calendar, call recorder, dialer, LinkedIn. Expertise reads from and writes to the tools you already live in. Connect in seconds, no engineering team required.

A Tuesday with and without Expertise

Half your week, back.

Per Salesforce's State of Sales Report, AEs spend 72% of their week on non-selling work, only 28% actually selling. Here's what changes when an EA handles the admin layer.

Before

You, alone, after hours.

With

You, plus an EA who never sleeps.

Re-watch yesterday's call and pull out the three things that actually matter

22 min

Recap, deal updates, next steps. Done by 8:01am

auto

Type the recap into Salesforce. Update deal stage.

14 min

Your EA flags three deals that went quiet this week. Two are worth chasing, one is a pass

2 min review

Research the three accounts on your calendar before standup

2 hr

Prep docs for every meeting on your calendar. Open one doc, you're ready

auto

Write the follow-up emails from yesterday's calls. Each one different

38 min

Live intel on your accounts dropped before you sit down

Live

Check who's viewed your proposal and whether to follow up

30 min

90-day forecast updated without you opening a spreadsheet

auto

Stare at your pipeline and figure out which deals are actually moving

45 min

Your EA tells you which deal to worry about and which to let go

2 min review

Before

You, alone, after hours.

With

You, plus an EA who never sleeps.

Re-watch yesterday's call and pull out the three things that actually matter

22 min

Recap, deal updates, next steps. Done by 8:01am

auto

Type the recap into Salesforce. Update deal stage.

14 min

Your EA flags three deals that went quiet this week. Two are worth chasing, one is a pass

2 min review

Research the three accounts on your calendar before standup

2 hr

Prep docs for every meeting on your calendar. Open one doc, you're ready

auto

Write the follow-up emails from yesterday's calls. Each one different

38 min

Live intel on your accounts dropped before you sit down

Live

Check who's viewed your proposal and whether to follow up

30 min

90-day forecast updated without you opening a spreadsheet

auto

Stare at your pipeline and figure out which deals are actually moving

45 min

Your EA tells you which deal to worry about and which to let go

2 min review

Expertise does the admin.You do the deal.

Three steps.Then it runs itself.

Say what you want, in plain English.

Plug in your stack.

It works while you sell.

The work around your deals,handled before you ask.

Morning meeting briefing

Pre-meeting research

CRM updates from calls

Post-meeting follow-ups

Stalled deal radar

Anything else. Just describe it.

Your stack.Already connected.

Half your week, back.

Backed by enterprise grade security & privacy

Hire your EA.In five minutes

Frequently Asked Questions

Will this actually save me time, or is it another tool to learn?

What kind of workflows can I actually build?

Do I need IT or RevOps to set this up?

Will Expertise change things in my CRM without me knowing?

I already use Gong, Fathom, or tl;dv. Do I still need this?

Is my customer data safe?

Expertise does the admin.
You do the deal.

Three steps.
Then it runs itself.

Hire your EA.
In five minutes