Hand off a closed deal.
Beagle watches Salesforce for when an opportunity moves or an account goes quiet, write the row and summarise the sheet in Google Sheets, then posts it to Slack - and waits for your nod before anything goes out.
How it runs.
Describe the job once, in the channel. Beagle watches for the trigger and holds every send for your nod. The same run lands in Slack, Microsoft Teams, or over email.
@beagle whenever an opportunity moves or an account goes quiet, write the row and summarise the sheet in Google Sheets and post it here for my nod.
On it. Watching Salesforce now - when it fires I'll run the steps and hold the result here for you.
Just fired in Salesforce - ran every step. One nod and it goes out.
When an opportunity moves or an account goes quiet.
Write the row and summarise the sheet.
Posts here and holds for your nod.
Approve. That used to eat half my day.
Done - posted here and updated in Google Sheets.
What it feels like.
When an opportunity moves or an account goes quiet
Beagle catches it in Salesforce and runs every step of the hand off a closed deal - you approve once, in Slack.
Ask across the whole stack, in plain language
"Where did this one get stuck?" Beagle answers from Salesforce, Google Sheets and Slack together, with the receipts attached.
Nothing fires without you
Every send is held in Slack for your nod. Correct it once and Beagle remembers.
Common questions.
Can Beagle run this hand off a closed deal across Salesforce, Google Sheets and Slack?
Yes. Connect each tool with OAuth and Beagle runs the steps for you from Slack or Microsoft Teams - reading what it needs, drafting the work, and asking before anything goes out.
What kicks the workflow off?
Beagle watches Salesforce for when an opportunity moves or an account goes quiet. You can also trigger a run any time by asking in the channel.
Do I need Zapier, Make or a workflow builder?
No. There is no canvas to wire up. You describe the job once in plain language, or let Beagle run it on a schedule, and it handles the steps as a teammate would.
Is it secure?
Every read is scoped to the teammate who asked - Beagle only sees what that person can already see. Nothing posts to Slack until you approve it.
Can I change the steps or the tools?
Yes. Swap any tool, add a step, or tell Beagle to do it differently. The flow works the same in Slack and Microsoft Teams.
How long does setup take?
Minutes. Add Beagle to your workspace, connect Salesforce, Google Sheets and Slack with OAuth, and describe the job in the channel. The first run can happen the same afternoon.
Same job, your tools.
