AI Agents for Sales Teams

Your AI Workforce

Grail agents live in your Slack or Teams and help your sales team move faster — researching prospects, updating CRMs, drafting proposals, chasing follow-ups, and building pipeline reports — so your reps spend more time selling.

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# finance

Priya Tan (MD) 9:15 AM

@Grail, prepare our 3-month rolling cash flow forecast and handle this month's supplier payments (S$192k total, including China and Malaysia vendors). Pull everything from Xero and Airwallex. Remember the conservative assumptions we set last month.

Alex Lim (CFO) 9:17 AM

Add the pending Enterprise Singapore grant at 70% probability, and flag any cash shortfalls in May.

Grail APP 9:18 AM

Understood — referencing our 12 Feb discussion on 4% FX buffer and priority early payments for Johor suppliers. Connecting to Xero + Airwallex APIs now and writing custom Python Monte-Carlo simulation on my secure virtual desktop…

Grail APP 5:40 PM

✅ 3-month cash flow forecast complete with base + conservative scenarios, charts and sensitivity table. All 31 supplier invoices reconciled (GST input tax applied correctly). Full payment batch executed in Airwallex — PayNow sent to local vendors, telegraphic transfer to overseas.

CashFlow_Forecast_Apr-Jun2026.xlsx

Supplier_Payment_Run_Mar2026.pdf

Priya Tan (MD) 5:42 PM

Looks perfect, thanks Grail.

Grail APP 5:43 PM

✅ Forecast shared in Google Drive with the full team. GST worksheet auto-generated for next IRAS filing. Full audit log saved.

HR & Ops

Rachel Ng (HR Manager) 10:30 AM

@Grail, please handle full onboarding for Sarah Lim as Senior Sales Executive starting 1 April — contract, S Pass, Talenox payroll, Xero expenses, everything.

Kumar Raj (Operations Manager) 10:32 AM

She'll also need full access to our CRM and inventory system on day one.

Grail 10:33 AM

Got it. Recalling our standard policy from last quarter: 3-month probation, medical 80/20, 14 days AL. Salary confirmed at S$4,800 base + 2% commission?

Rachel Ng (HR Manager) 10:35 AM

Yes correct. She has diploma + 6 years experience. No dependents.

Grail 10:36 AM

Perfect. Running ACRA & MOM checks, drafting contract, compiling S Pass documents, setting up Talenox payroll and all system accesses on my secure workstation…

Grail 3:15 PM

✅ Sarah Lim fully onboarded:
• MOM-compliant employment contract drafted
• S Pass application submitted via MOM portal
• Talenox payroll profile created with CPF, SDL & IRAS settings
• Accounts provisioned in Xero, CRM, inventory system + Slack
• Welcome pack and first-day schedule emailed

Sarah_Lim_Onboarding_Package.pdf

S_Pass_Documents.zip

Rachel Ng (HR Manager) 3:17 PM

Great job Grail — this saves us hours every time.

Grail 3:18 PM

✅ All audit logs saved. First-day Outlook calendar invite created and shared with the team.

Built to Remember

Add a Grail agent to your sales team and brief it on your ICP, pitch, and pricing. It learns your ideal customer profile, deal stages, and objection playbook — and applies that context to every prospect and follow-up.

First Week

Learns Your ICP and Playbook

Connects to your CRM and enrichment tools. Learns your ideal customer profile, messaging framework, and pricing tiers.

First Month

Surfaces Deals at Risk

Flags stalled deals, missing follow-ups, and accounts that have gone quiet. Proactively drafts re-engagement sequences.

Ongoing

Runs Like a Senior SDR

Knows which accounts to prioritise, how to position for each vertical, and when to escalate to an AE. Gets sharper with every closed deal.

Security & Control

Enterprise-grade compliance built into every agent.

⚖️

Full Code Ownership

Every automation we build is exported to your repositories. You own the IP — zero vendor lock-in.

🛡️

Approvals & Audits

Human-in-the-loop approval steps before any consequential action. Every decision is logged with full context.

🔒

Immutable Audit Trails

Every action is logged with full context — who asked, what ran, what changed, and when. Ready for internal review or external audit.

From the Grail Team

Real sales work executed by Grail agents.

Prospecting

Account Research at Scale

Researched 50 target accounts — pulled firmographics, tech stack, recent news, and key contacts — and delivered an enriched list with personalised outreach drafts in 2 hours.

Pipeline

Weekly Pipeline Report

Pulled data from HubSpot, calculated stage conversion rates, flagged 6 at-risk deals, and delivered a board-ready pipeline deck — automatically, every Monday morning.

Proposals

Custom Proposal Generation

Generated a tailored 12-page proposal for an enterprise prospect — pulled pricing, referenced their use case, and formatted to brand — in under 20 minutes.