Microsoft Teams
Collaboration
An alert that never reaches the channel a team watches during the working day gets ignored by everyone in it. Microsoft Teams is where that team already chats and meets, and Revenue Labs delivers its alerts, briefs and approvals straight into it.
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Sales Daily Briefing·12 reps briefed today
Briefing Amara Osei… ›
TriggerSchedule · Amara Osei - Tue 8:00 AM · runs every weekday
Deploy agentDeploying Sales Daily Brief agent on the rep's book
Use skillLoading skills · Deal Risk Assessment · Forecast Assessment · Recommended Action
Reference memoryReading memory · Goals & Objectives · Forecasting · Escalations
ReasoningCommit at risk is $760K and one deal carries it; the EB hasn't replied in 7 days and the multi-thread draft is ready, so send before 10:00
ActionCompose daily brief: deals, meetings and risks → deliver to Microsoft Teams before the day starts
✓Briefed in 6 seconds ›
WorkspaceinMicrosoft Teams
Revenue LabsAPP8:00 AM
LIVE
Daily Briefing: Amara Osei · Tue 21 Jul
$760K
Commit at risk
$210K
Creation gap
2.6x
Coverage · target 3.0x
Medium ↘
Pipeline health
TOP RISK
● New deal risk · Fairholm Capital
Health remains Poor after 7 days without Economic Buyer engagement. Rosa Ferreira has not replied, and the multi-thread recommendation is still outstanding.
WHAT CHANGED SINCE YESTERDAY
• Orchard warmed up: intro opened twice, pricing visited. Your discovery is well timed.
• Forecast slipped: coverage fell to 2.6x against a 3.0x target, and creation is $210K behind pace.
• Bluecrest went stale: close date passed with no next step logged.
RECOMMENDED ACTIONS TODAY
1. Send the Fairholm multi-thread email to Rosa Ferreira before 10:00. A draft is ready.
Ask Agent
The tool alone > AI bolted on > AI-native
What changes when the system works through Microsoft Teams
Three jobs Microsoft Teams already does, and what each becomes when alerts, briefs and approvals arrive from a system that learns.
01 | The tool on its own
02 | With AI bolted on
03 | AI-native
Channels and chat
Channels keep team context together.
Teams puts ongoing work, files, and decisions in channels and chats. The team still has to find the relevant thread and carry its meaning into the next piece of work.
Copilot summarises the thread.
Copilot answers from the chat or channel where it is opened. That summary stays in Teams and has no view of the deal, account, or signals in other tools.
Deal brief follows the account.
The connected brief is resolved to the relevant company, contact, and deal before it reaches the Teams channel where the team already works.
Meetings and transcripts
Meetings capture the discussion.
Calls, chat, recordings, and transcripts keep a meeting available after it ends. A reviewer still has to review what matters and decide what changes.
Copilot answers from the meeting.
It needs the available meeting content and stays within that meeting's context. An answer does not update the deal state or another team's workflow.
Meeting evidence becomes shared deal state.
What was agreed, objected to, or left open becomes part of resolved deal state, giving preparation and follow-up the same evidence.
Notifications and approvals
Notifications and approvals route work.
Teams can bring requests and alerts into channels, where people can approve or discuss them. An owner still defines the rule and decides what deserves attention.
Copilot suggests action items.
It can identify actions in a meeting or chat, but the suggestion remains in Teams and has no evidence of whether the action changed the account or deal.
Follow-up learns from what happened.
Teams evidence is weighed against the resulting win, loss, or stall, so the next recommendation can use what changed in the meeting and what followed.
Runs on it
Capabilities that act on connected evidence
Sales
Deal Risk
Active
›
Northwind now at risk of going to a competitor
Champion's gone quiet; a rival is in the room
↑
Two deals worth pushing while you're ahead
Momentum's with you, so press the advantage
−
One deal to cut: no budget, no path to the buyer
Sitting in forecast, propping up a false number
+
Every open deal, scored and ranked for the review
Where to save, where to push, where to walk
Where to spend your time, before the review
Sales
Meeting Preparation
Active
›
Brief built for tomorrow's Acme renewal call
Pulled live deal state 1 hour before the meeting
↑
Flagged two deals with no next step
Both stalled 14+ days since last activity
−
New stakeholder added to the buying group
CFO joined, added to the account brief
+
Objection playbook matched to the call
Pricing pushback: three proven responses surfaced
2 briefs ready for your review before 9am
Sales
Sales Daily Briefing
Active
›
Kestrel went quiet overnight
Champion didn't reply, and a new exec joined the thread
↑
Two next steps from yesterday never got sent
Sitting overdue, and the deals are cooling while they wait
−
Solstice needs a follow-up before your 10am
Send it now, or lose the thread going into the call
+
Your three deals that need you today, ranked
In order of what's at risk and what moves the number
Your day, prioritised, before you open your inbox
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