An AI Task Library forHubSpot
Activate them in one click and let them do the work for you.Some are included in every plan, while others are exclusive to the Sales Assistant plan for maximum automation and strategic insights.
All Our IA Tasks
Browse the full library of AI-powered tasks. From notes to coaching, find the right automations to streamline your workflow.
Generate clear, actionable meeting summaries
AI distills every discussion into structured notes that highlight decisions, next steps, and risks. Ready to share or sync, so no action is ever forgotten.
Instantly search and analyze past calls
Query one or many calls to surface answers, patterns, or content. Perfect for quick insights or creating deliverables without manual review.
Auto-fill HubSpot fields with transcript data
AI fills every relevant field, picklist, or object using transcript evidence, ensuring your CRM is always reliable.
Score calls and deliver actionable feedback
Evaluates calls against your playbook, scoring performance and suggesting concrete ways to close gaps.
Surface trends and pipeline opportunities
Aggregates trends across calls and teams to reveal bottlenecks, pipeline health, and opportunities for optimization.
Auto-complete BANT/MEDDIC qualification
Fills qualification frameworks automatically, so every deal is scored and prioritized the same way.
Send personalized recap emails with next steps
Crafts tailored recap emails with clear next steps, maintaining momentum and client trust.
Monitor and report sales playbook adherence
Monitors rep conversations against your sales playbook and reports coverage gaps for continuous improvement.
Open new deals in HubSpot automatically
Spots buying signals and opens a deal with pre-filled fields, saving time and keeping the pipeline current.
Create and assign post-call tasks automatically
Generates and assigns post-call tasks so your team moves fast without missing details.
Testimonials
They say it better than we do
Cockpit has enabled us to structure our sales process. Before, everything was done verbally. Today, everything is documented and centralized. It's simpler for onboarding, recruitment, and even for creating training content. We waste less time repeating the same thing 50 times.
It's a huge time-saver and a huge coaching lever for managers. For sales reps, it means freedom: you focus on your exchange, you make progress on your own, and you don't look like an idiot because you forgot a number. And above all, you can step back without the pressure of having the manager in the call.
I support my sales people via Cockpit, coaching on the basis of their calls. Without Cockpit, it might have taken us two months longer, or the collaboration might not have worked. You save an incredible amount of time, you have better control over speeches, you can better track post-meeting actions, and you can better organize your CRM. There are so many benefits at every level.
Cockpit has enabled us to halve the onboarding of new employees and improve our conversion rates by 14% in the space of 6 months.
Build AI agents in minutes to automate workflows, save time, and grow your business.