Added Oct 18, 2026
Alex Palmer
Regional Sales Leader, APJ, Vanta
The workflow
AI 'teammates' built with MCP, plugins and APIs: a morning Slack brief from calendar, Salesforce, Gong, Granola, email and Slack; an evening coaching wrap per rep and team.
How the work moves
The order is the one already written in this setup. A label appears only when that step names an input, an AI step, or a CRM or output.
CRM or output
AI 'teammates' built with MCP, plugins and APIs: a morning Slack brief from calendar, Salesforce, Gong, Granola, email and Slack
Slack, Salesforce, Gong, Granola
Step 2
an evening coaching wrap per rep and team
Team size
Not listed.
Timeline
Not listed.
Rollout
Not listed.
Tools in the setup
- Slack
Delivery of a 7am daily briefing and an evening coaching wrap.
- Salesforce
Pipeline data source.
- Gong
Transcripts feeding talk ratio, MEDDPICC gaps and objection themes.
- Granola
Meeting summaries feeding the briefing.
Results
In their words, from the source.
'Took a few weeks of trial & error to build. MCP, plugins, API integrations. Worth every hour.'
Source: LinkedIn