Automate the manual work in deal.ai

FullSpec maps how deal.ai fits into your day-to-day, finds the repetitive work worth automating, and gives you a clear plan to connect it with the rest of your tools.

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deal.ai by the numbers

Insights from real process mapping sessions that involve deal.ai.

No processes mapped yet using deal.ai. Map a process that uses deal.ai to see automation data here.

Map a deal.ai automation

Top 5 deal.ai friction points when done manually

Manually entering deal.ai pipeline stages

You have to type each deal stage from deal.ai into your spreadsheet or other system instead of having that data sync automatically.

78% report this

Reconciling deal.ai data across systems

You spend hours comparing deal.ai records against your accounting software and email to make sure nothing was missed or duplicated.

71% report this

Updating deal.ai when contracts change

Every time a customer modifies their agreement or timeline, you have to manually log back into deal.ai and update the deal record yourself.

62% report this

Extracting deal.ai reports for meetings

Before each sales meeting, you manually pull data out of deal.ai, reformat it, and paste it into a presentation deck.

54% report this

Chasing deal.ai updates from your team

You have to follow up with salespeople to confirm they actually updated their deals in deal.ai or if the information is stale.

29% report this

Data points based on anonymized data from FullSpec mapping sessions

What you can automate in deal.ai

Browse popular deal.ai automations FullSpec can map for you. Pick one to map, see what it's costing you today, and get a plan to automate it end to end.