The AI agent for sales operations managers
Sauna reads your CRM and dialer activity, rebuilds the forecast roll-up in a sheet, cleans stalled-deal hygiene, and drafts the weekly pipeline review deck before your Monday call.
What it does
What Sauna does for sales operations managers
- 01
Rebuild the forecast
Sauna pulls every open opportunity from Salesforce, recalculates the weighted forecast by stage and rep in Google Sheets, and flags deals that slipped a close date twice.
- 02
Flag pipeline hygiene
It scans HubSpot for deals with no activity in 14 days, missing next steps, or amounts that don't match the quote, and drafts a Slack nudge per rep listing exactly what to fix.
- 03
Draft the QBR deck
Sauna builds the quarterly business review in Google Slides from live CRM numbers — bookings, win rate, average cycle, and rep attainment — with sources linked on every chart.
- 04
Track quota attainment
It joins closed-won from Salesforce against quota in Airtable, lays out attainment by rep and segment, and writes a short note on who is ahead, who is behind, and why.
Put Sauna to work on this.
Get started for freeIn context
Ask in chat. It does the work.
Sauna shows up where you already work — the web app, Slack, email, iMessage, and Superhuman. It reads what it needs, does the task, and comes back with the draft for your approval.
Try it
Ask in plain words
The literal prompt for this job. Open it in Sauna and it picks up from there.
“Pull all open opps from Salesforce, rebuild this quarter's weighted forecast by rep in the forecast sheet, and flag every deal that's pushed its close date more than once.”
Plugs into the tools you already run — and thousands more, or any MCP server.
Good to know
Questions, answered.
Will it change deal data in our CRM?
No. Sauna reads opportunities and drafts the forecast, the deck, and the nudges. It only writes back to Salesforce or HubSpot after you approve a specific change.
Can it invent forecast numbers?
No. Every figure traces to a CRM record or sheet cell, and each chart cites its source so you can audit the roll-up before the review.
Is my data safe?
Sauna reads only what you connect, and acts only after you approve. Your workspace and its memory are yours, not training data.
Keep exploring
More ways teams use Sauna
Put Sauna to work for sales operations managers.
Get started for free
