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Edward Studio

Edward for Sales

Monday, 07:30. The pipeline review is at 09:00, and the email already says what moved.

Your pipeline review starts in your inbox at 7:30.

Build the page you look at every Monday, then tell Edward when to send it. The AI compares the numbers with the last send and leads with what moved. Each rep gets the same email with only their own deals.

Book a demoSee the Monday email

30-minute call · free 30-day pilot · read-only access

Send me this page every Monday at 7:30

scheduleReport

Scheduled Monday pipeline for 7:30, to you and 6 reps. Each rep gets only their own deals.

Before Edward

Routines

What lands at 7:30

A Routine emails a dashboard page to workspace members every day or week, with a short AI note on what moved and the dashboard's own charts.

Example Routine email. Subject: Pipeline down €310k since last Monday. Stamp: Worth a look. Pipeline is €4.2M, down €310k since last Monday. Two Negotiation deals, Brightline and Orsa, moved to next quarter. The stage chart marks Negotiation · −€310k.

Salesforce, queried live
The email reads the same deal data as the dashboard, at send time.
Reps see their own pipeline
Data scopes limit each rep to their own deals, in the dashboard and in their copy of the email.

Ask things like

Each one becomes a chart or KPI that you keep refining by chat or by hand.

  • Pipeline by stage and owner, this quarter
  • Win rate by segment, only deals over €10k
  • Deals that moved to next quarter since last Monday
  • New pipeline created per week, by source
  • Top 10 accounts by open pipeline

For your data team

What your data team approves

Typical sources
Salesforce, queried live, or CRM tables in PostgreSQL, Snowflake or BigQuery
What gets approved
Deals, accounts and owners, with a data scope per rep so each one sees their own deals.
How the AI works
Read-only access. The AI picks fields and filters from the approved catalogue, and Edward's engine writes and runs every query.

Send this to your data team →How we handle your data →See pricing →

Edward for other teams

See Monday's email built on your CRM

A 30-minute call, then a 30-day pilot set up with you.

Book a demo