Sales
Draft proposals, follow customer news and analyze your pipeline.
- Proposal writing
- Opportunity scouting
- Pipeline analysis
BetaPearl answers employee questions from your handbook and policy documents, runs the same onboarding steps for every new hire and turns survey responses into clear summaries.
Share your handbook and policy documents with BetaPearl. When someone asks “How much parental leave do we offer?” or “What can I expense for travel?”, BetaPearl answers from your own documents. Each answer cites the section it came from.
Where you decide. You choose which documents BetaPearl can use. Access follows your document permissions and what you share.
Parental leave
Sources cited
Build onboarding once as a workflow with a short form: the new hire's name, start date and manager. Each time you run it, BetaPearl creates the onboarding tasks in Google Tasks, schedules the first-week meetings and drafts the welcome email.
Where you decide. By default, each task, meeting and email waits for your approval.
Alex Rivera · starts March 3
Awaiting your approval
BetaPearl can build the Google Form for your next engagement or exit survey. When the survey closes, ask for a summary. BetaPearl counts the answers in code, groups the written comments by theme and quotes the responses behind each theme.
Where you decide. By default, BetaPearl asks before it creates the form. Reading responses changes nothing in Google Forms.
Q1 engagement survey
Quotes linked
Draft proposals, follow customer news and analyze your pipeline.
Find schedule risks, automate weekly updates and keep a current overview of every project.
Clean up expenses, report on spend and prepare mileage claims in Ramp.
Prepare for customer meetings, review renewal risk and follow up after each call.
Draft release notes, keep reviews moving and triage incoming issues.
Explore what's possible with your team's actual work.