2 use cases that work with Clari, a forecasting system.
Clari holds forecast and pipeline change data. Agents read it before forecast calls to summarize what changed, which deals moved or slipped and where risk scores are high, so revenue leaders can ask direct questions without exporting data.
2 use cases in this library work with Clari, across Deal Review / Forecasting, Prospecting / Outbound. The first ones to look at: Query Clari forecast and deal-risk data from Claude before forecast calls; Rewrite Salesloft cadence steps from real call history with Claude. 2 of them include a copy-paste prompt.
Each entry explains what triggers the agent, which systems it reads from and writes to, the steps it follows, what it costs to run and the gotchas people hit. Every entry links to its original source, so you can read the full write-up before you copy a setup into your own Clari account.
Browse by category: Deal Review / Forecasting, Prospecting / Outbound.
Before a forecast call, this assistant pulls the latest forecast, recent deal changes and risk scores so a revenue leader can ask plain questions about them. It saves the weekly export-and-paste routine.
Works with ClariSalesforce
An AI assistant reads what was actually said on past calls with an account and helps rewrite the follow-up steps to match. Managers can also ask which committed deals have gone quiet.
Works with SalesloftClariClay
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