Expertise AI

Expertise AI is an autonomous assistant built for account executives. Instead of spending hours on research, CRM updates, and follow-ups, you describe what you need in plain English and the tool handles it in the background. It connects to your existing stack — Salesforce, HubSpot, Gong, Slack, Gmail, LinkedIn, and more — then runs workflows on its own. Think of it as a tireless EA that never sleeps, taking care of the admin layer so you can focus on selling.

Here's how it works: you describe a task in your own words (e.g., "send a follow-up after every demo"), Expertise turns it into an agentic workflow with editable steps. You connect your tools via one-click OAuth integrations, then set triggers and schedules. The agent runs the workflow, watches for results, and only asks you to approve decisions that need a human. It can handle account discovery, buying-signal tracking, deal-risk alerts, pre-call briefs, CRM signal sync, and pretty much any repetitive sales play you can describe. No code, no prompt engineering.

The tool is designed for B2B sales teams — especially account executives who spend over 70% of their week on non-selling work. Real-world use cases include automating nightly pipeline hygiene, getting real-time competitor mention alerts, generating post-demo email drafts, and reviving dead deals. It's already used by companies like Access Group and Naturgy, and holds a 4.9 G2 rating. If you're an AE tired of admin, Expertise AI does the work around your deals before you even ask.