From lead to first meeting
You bring the list. The AI reads each site, writes the outreach and books the call.
Video Email Prospector Content Hub CRM
Runs on: Operations Suite · Marketing Suite
Explore use case All use cases
From chat to signed deal
A team question becomes a scoped, estimated deal and a booked call.
The products it moves through
Runs on Operations SuiteDeveloper Suite What this costs
Sintora Meetings — its own plans, no platform subscription needed
Modules in this workflow
How it runs
- 1 Team chat — Plan the move
- 2 Video call — AI takes notes
- 3 After the call — Auto-summary
- 4 Tracker — Tasks created
- 5 Outcome — What you get
CHAT
Search…
Teams · 6
CRM
Bug Report
Portal
Onboarding
SLA Service
Marketing
team-project-x
2 members
We need extra hands on Project X — who can we pull in?
S
Sintora Agent now
AVAILABLE TO PULL INTO PROJECT X
EN
Emma N. · Frontend
40% freePF
Pau F. · Backend
60% freeIL
Ida L. · Design
25% freeHas Project X been estimated? Show cost and margin.
S
Sintora Agent now
PROJECT X · ESTIMATE $148k · 24% margin
LABOR 62% · TOOLS 14% · MARGIN 24%
Numbers work. I want to talk to the client — prep a short brief, an agenda and an opener.
S
Sintora Agent now
Pulled it from CRM and past calls. Here's everything for the call:
S
Sintora Agent now
CLIENT BRIEF · TECHFLOW · 12d ago · $48k · negotiation
1
Recap & revised pricing Commitment: send revised pricing by Friday
2
Security overview Commitment: loop in their security team
3
Timeline & next steps Aim to sign by end of month
S
Sintora Agent now
SUGGESTED OPENER
"Thanks for making time — I’ve got the revised pricing, a security overview for your team, and a clear path on timeline."
Perfect. Calling them now — Sintora, take notes.
You started a video call
Ready to call TechFlow · Sintora will take notes
17:13 Join
Sintora MEET 12:18 · 4 IN CALL · REC
SL Meetings 00:21
Y YOU
Y YOU · HOST
M MIA · TECHFLOW
R RAJ · TECHFLOW
S REC Sintora · NOTETAKER
SINTORA IS TAKING NOTES
MIA
We reviewed the proposal — the scope fits what we need.
YOU
Great. I revised the pricing to match your volume.
RAJ
Security-wise — where does our data sit?
YOU
EU region, encrypted at rest.
MIA
Appreciate the pricing — let's sign by end of month.
4
AFTER THE CALL
Duration
14:32
Participants
4
Cost
$0.09
STT $0.08 · GPT $0.01
Audio recording
0:00 / 14:32
Video recording
4 participants · ready
Summary
TechFlow accepted the revised pricing and wants to sign by end of month. The security overview was approved; a technical walk-through is the next step before signature.
Key moments (4)
- 1. Proposal reviewed — the scope fits their needs
- 2. Pricing revised to match their volume
- 3. Data hosted in EU, encrypted at rest — covers compliance
- 4. Both sides aim to sign by end of month
Action items (3)
Send signed security overview to TechFlow
high @You Due: this week
Draft contract · sign by end of month
high @You Due: end of month
Schedule technical walk-through with their team
medium @Ivan Due: next week
Transcript
EnglishMia: We reviewed the proposal — the scope fits what we need. You: Great, I revised the pricing to match your volume. Raj: Security-wise — where does our data sit? You: EU region, encrypted at rest, the overview is attached. Raj: That covers our compliance checks. Mia: Appreciate the revised pricing — this works for us. Let us aim to sign by end of month.
PROJECTS · TASK TRACKER
Project tasks
Auto-created from your TechFlow call — assigned and ready
My TODO Project tasks Team tasks CRM activity
Search tasks…
Filter
KeyTitleTypeStatusOwnerDue
TF-01 Send signed security overview to TechFlow TASK TODO YOU Fri
TF-02 Draft contract · sign by end of month STORY TODO YOU End of month
TF-03 Schedule technical walk-through TASK TODO IK Next week
Done automatically Owners notified Transcript attached Recording available
OUTCOME
What this workflow gives you
A hallway question turns into a signed-ready deal — nothing written down twice.
0 min spent recalling the call
every one decision became a task
less follow-up per deal
An illustrative walkthrough of real platform functionality. It shows how this works; it is not a measured customer result.
Before
Notes scattered, action items forgotten, hours lost recapping the call.
Now
Transcript, summary and tasks land in the tracker automatically.
Chat Call Tracker
Takes the follow-up off every dealAnd what it leaves behind
Every step above writes into Synapse, the shared company context. That is why the next run of this workflow does not start from nothing: the next email, the next meeting and the next decision already know what happened here. Command Center reads the same context, and so does every AI agent — with the permissions of whoever is asking, and no more.
Next to this one
From new hire to productive
One hire triggers onboarding, access, a welcome and a first-day plan.
People OS Portal Todos
Runs on: Operations Suite
Explore use caseFrom ticket to knowledge base
The AI drafts the answer from the wiki, the agent sends it, and the article is written for next time.
Service Desk Wiki Automations CDP
Runs on: Operations Suite
Explore use caseWant to see this on your own data?
The demo walks this exact workflow, using your company as the example rather than an invented one.