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Platform

Website IdentificationB2B DatabaseGTM Co-PilotSocial AgentWorkflow Automation

Use Cases

Identify High-Intent VisitorsEnrich & Route LeadsAutomate GTM WorkflowsSales TeamsRun AI-Powered OutboundSDR TeamsMarketing TeamsRevOps Teams

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✳ CO-PILOT

Stop asking “where do I start?” Co-Pilot already knows.

Co-Pilot reads your signals, your pipeline, your sequences, and your calendar, and delivers a prioritised action list every morning at 8am. Hot visitors, job changes, meeting prep, at-risk deals, reply approvals, all in one place, before your reps open a single tab.

Daily brief is always free · Zero credits consumed · Delivered via Slack + in-app · 8am in your timezone
outmate / co-pilot brief 8am · your timezone ++
CO-PILOT ACTIVE · 08:00
CO-PILOT · OUTMATE

Good morning. I scanned 847 signals overnight and built your list. 5 actions need you. Here’s what matters first.

PRIORITY ACTIONS 05 READY
01
Northwind Robotics HOT VISITOR · PRICING 3× · ICP 92 · DRAFT READY
ACT
02
Marcus Reed — Reply INTERESTED · MEETING REQUEST · RESPOND NOW
REPLY
03
Halcyon Health · 10:00 AM PRE-CALL BRIEF READY · 2 HRS FROM NOW
PREP
04
Atlas Freight — At risk 12 DAYS DARK · RE-ENGAGEMENT ANGLE READY
RISK
Ask Co-Pilot anything|
[01]The problem

You have all the data. Nobody knows what to do with it first.

A hot visitor hit your pricing page at 9pm. Your rep finds out at 11am. A champion moved to a new ICP company 3 days ago, and the alert is sitting in a notification nobody opened. A sequence dropped to 3% open rate on Tuesday. It's Friday. Nobody noticed.

The signals are firing across visitor alerts, job changes, email opens, and pipeline risks, but they're scattered across 6 tools with no priority order and no single place to act. The most important actions of the day get found last. Or not at all.

6+ tools
the average rep checks before knowing where to start each morning
48 hrs
average window before a job change signal becomes irrelevant
< 60 min
the window to reach a hot visitor before intent cools
BRIEFBRIEFBRIEFBRIEFBRIEFBRIEF
OutmateOutmate

FROM SCATTERED SIGNALS TO ONE ACTION LIST, AUTOMATICALLY.

Co-Pilot connects to every Outmate data source and delivers one clear brief, so your reps start the day knowing exactly what to do, in what order.

✳ LISTEN 01

Signals write to Co-Pilot's queue continuously.

Every signal that fires (hot visitor, job change, reply classified, sequence health drop, pipeline risk, funding hit) writes to Co-Pilot's queue in real-time. Nothing requires a human to log it.

Visitor alerts · Job changes · Reply classifications · Sequence health · Pipeline risks
✳ SYNTHESISE 02

At 8am, Co-Pilot builds the brief.

Every morning at 8am in your timezone, Co-Pilot reads the queue and generates a prioritised action list per rep. ICP 80+ visitors, Interested replies, and champion job changes also fire an immediate Slack alert, no waiting for 8am.

7 action types · Priority-ordered · Delivered via Slack + in-app
✳ ACT 03

Rep opens to a pre-built list. Not a blank screen.

Every action has context attached: who, what signal, why now, suggested next step. One click to email, one click to CRM, or ask Outmate anything in plain English for deeper context on any account.

Zero clicks to get started · Ask Outmate NLP chat · Meeting prep auto-fires 30 min before calls
Signals in → prioritised action list in your rep's hands: every morning at 8am. Free. Zero credits consumed · Always pre-built
[02]What you get

The GTM assistant that works
while your team sleeps.

Co-Pilot isn't a dashboard you check. It's an assistant that comes to you.

✳ Daily brief

Daily brief

Every morning at 8am, Co-Pilot auto-generates a prioritised action list: hot visitors, job changes, reply approvals, meeting prep, sequence health drops, pipeline risks. Always pre-built. Always in priority order. Zero credits consumed. Free on every plan.

daily_brief · 08:00PRE-BUILT · FREE
✳ Northwind Robotics
HOT VISITOR · PRICING 3× OVERNIGHT
92
◈ Priya Nair — Job change
CHAMPION · NEW ICP COMPANY
84
↩ Marcus Reed — Reply approval
INTERESTED · NEEDS A HUMAN TOUCH
74
✳ Meeting prep

Auto meeting prep

30 minutes before any calendar event, Co-Pilot detects the meeting, enriches the attendees, pulls CRM history and company news, flags 3 likely objections, and delivers a full pre-call brief to Slack. Your reps enter every call prepared, without filling a single form.

#pre-call-briefs: Halcyon Health meeting in 30min. Priya Nair, RevOps Manager. Visited pricing 3× this week. 3 likely objections flagged: timeline, integration, budget.
CO-PILOT · 09:30 · ATTENDEES ENRICHED · NO FORM FILLED
✳ Campaign optimizer

Campaign optimizer

When a sequence drops below 8% open rate or 2% reply rate, Co-Pilot fires a notification and pre-fills the optimizer with live performance data. No manual metric entry. Just open the notification and get rewrite suggestions (subject lines, body copy, send time) ready to deploy.

Sequence health: below threshold
Optimizer pre-filled · Zero metric entry
OPEN RATE3.1% · below 8% threshold
SUGGESTEDNew subject line · ready to deploy
SEND TIMEShift to 7:40am · +0.9% projected
✳ Ask Outmate

Ask Outmate

A floating NLP chat available on every page of Outmate. Ask anything: “who should I contact today?”, “show me stuck deals over $10k”, “prep me for my call with Rajiv at CloudBase”, and Co-Pilot queries your live pipeline, signals, and CRM to answer in seconds.

You: “prep me for my call with Rajiv at CloudBase”
Outmate: CloudBase visited pricing twice this week. Rajiv is new VP Eng (joined 6wk ago). Open deal: $24k, stuck 11 days. Suggested angle attached.
NLP CHAT · LIVE PIPELINE + SIGNALS + CRM · ANSWERED IN 2s
[03]The 8am brief

A prioritised action list,
before your reps open a tab.

One brief, surfaced by role, with every signal synthesised into a priority-ordered list, and Ask Outmate one question away on every account.

✳ Account Executive

Start the day knowing exactly what to do.

The 8am brief surfaces the accounts that matter most: who visited overnight, what replies are waiting, which meetings need prep. Then 30 minutes before every call, a Slack card with full context. Zero research.

daily_brief_ae · 08:00READY
MON 03 JUNE 2026 GOOD MORNING — YOUR PIPELINE IS READY.
✳ Northwind Robotics
PRICING 3× · ICP 92 · EMAIL READY
92
◎ Halcyon Health · 10:00 AM
PRE-CALL BRIEF IN SLACK · READY
74
Ask Outmate: “who should I contact today?” Start with Northwind Robotics: pricing 3× overnight, ICP 92. Draft's ready. Then prep for Halcyon at 10.
NLP CHAT · LIVE PIPELINE + SIGNALS + CRM · ANSWERED IN 2s
✳ Sales Development Rep

A full outreach queue. Drafted and prioritised.

Every morning, the brief lists the accounts that hit buying signals overnight: site visits, funding events, job changes. Outreach emails drafted with the exact context that triggered them. Send in one click.

outreach_queue · sdr@yourco.com8 DRAFTED
Apex Systems — Series B raised
EMAIL DRAFTED · SEND READY · ICP 88
88
Zephyr Logistics — Visited pricing
EMAIL DRAFTED · PERSONALIZED
76
Cascade Health — Hired new CRO
EMAIL DRAFTED · CHAMPION SIGNAL
65
✳ Sales Manager

Pipeline you can actually trust.

Every deal updated automatically. Stale accounts flagged before the forecast call. No more chasing reps for CRM hygiene; the data is always current. Spend your time coaching, not auditing.

pipeline_view · manager@yourco.comLIVE
Team activity today
12 EMAILS · 3 MEETINGS · 2 DEMOS
100%
Pipeline hygiene
ALL DEALS UPDATED · 1 RISK FLAG
96%
⚠ Atlas Freight — Risk
12 DAYS DARK · RE-ENGAGEMENT QUEUED
risk
[04]Integrations

Fits your stack. No replace.

CRM
SalesforceSalesforce HubSpotHubSpot PipedrivePipedrive
Email
GmailGmail OutlookOutlook
Messaging
SlackSlack LinkedInLinkedIn
Outreach & Data
ApolloApollo IntercomIntercom ZapierZapier LemlistLemlist Analytics
all integrations native · no glue code → SalesforceSalesforce HubSpotHubSpot SlackSlack GmailGmail OutlookOutlook LinkedInLinkedIn PipedrivePipedrive ApolloApollo IntercomIntercom ZapierZapier all integrations native · no glue code → SalesforceSalesforce HubSpotHubSpot SlackSlack GmailGmail OutlookOutlook LinkedInLinkedIn PipedrivePipedrive ApolloApollo IntercomIntercom ZapierZapier
[05]Outcomes

The metrics that move when
Co-Pilot runs every morning.

Teams using Co-Pilot stop losing signals to noise, and start acting on the ones that actually move revenue.

8am
every morning: a fully populated, priority-ordered action list waiting before your rep opens a single tab
20 – 35%
improvement in call-to-opportunity conversion when reps enter every call with auto-generated prep
< 60 min
average time from signal fire to rep action, vs 6+ hours without Co-Pilot
80%+
daily active usage: most teams hit this in the first week, because Co-Pilot removes work, not adds it

Without Co-Pilot

  • Rep spends 45 minutes figuring out where to start
  • Meeting prep happens in panic mode
  • Sequence health drops go unnoticed for days
  • Signals scatter across 6 tools with no priority order

With Co-Pilot

  • Rep opens Slack at 8am to a fully built action list
  • Pre-call brief waiting 30 minutes before every meeting
  • Sequence drops trigger instant notifications with rewrites ready
  • Every signal synthesised into one place, in priority order
[06]Proof

Built for teams that
live in the pipeline.

"

Reps walk in and their list is already there. No "where do I start." First week, daily active usage was above 80%.

VP of Sales
B2B SaaS
"

I stopped auditing CRM and started coaching. Every deal is up to date without me asking anyone to update anything.

Sales Manager
Enterprise Tech
"

The pre-call brief in Slack genuinely changed how our AEs show up to meetings. They stopped Googling and started closing.

Head of Revenue
Series B Startup
Customer names & logos available on request.
[08]FAQ

Questions, answered.

Does the daily brief require any setup?+

Minimal. Connect your Gmail or Outlook for calendar sync, your CRM for pipeline data, and your email sequencer for sequence health. Once connected, Co-Pilot starts writing your brief automatically from the next morning. No workflow to build. No templates to fill. No Generate button to click.

How does Co-Pilot know about my calendar meetings?+

Via Google Calendar OAuth. Once connected, Co-Pilot listens for any calendar event with external attendees. 30 minutes before the event fires, it runs enrichment on all attendees, pulls CRM history, pulls recent company news, flags likely objections, and delivers the brief to your Slack DM and in-app banner, automatically.

Is the daily brief just noise, or is it actually useful?+

It's built to be signal, not noise. Only 7 action types surface in the brief: hot visitors, job changes, meeting prep, reply approvals, sequence health drops, pipeline risks, and funded companies. Every item has a direct action CTA. Items that need immediate attention fire as separate Slack alerts rather than waiting for 8am, so the brief only shows what's actionable today, not everything that ever happened.

Does Co-Pilot cost extra?+

No. The daily brief is free on every plan; it consumes zero credits. Meeting prep, campaign optimizer, and pipeline alerts are included on Activate plan and above. Ask Outmate NLP chat is available on all paid plans.

Start every morning
already ahead.

Free forever plan · 5-minute setup · No credit card