SalesTask
Client Research Across All Apps
Preparing for a meeting or need a full picture of a client? Leoparo searches across your Gmail, Slack, Jira, and Notion to compile a comprehensive brief — past conversations, open tickets, shared docs, and more.
Example prompt
“Gather everything about Client X from Gmail, Slack, Jira, and Notion”
More Templates
Sales
Sales Meeting Prep
Research attendees and prepare notes before a sales meeting.
Sales
Inbound Lead Qualification
When a new lead emails you, automatically research and qualify them.
Sales
Auto Follow-Up Emails
When a lead doesn't reply within 3 days, automatically send a follow-up.
Sales
Generate Proposal from Brief
Turn a client brief into a polished proposal in Google Docs.
Sales
Networking Follow-Up Emails
After an event, draft personalized follow-up emails for each new contact.
Sales
Weekly Pipeline Review
Summarize pipeline changes from HubSpot and post a review to Slack.