Role-based learning
AI for sales teams
Account research, preparation, follow-up, and proposals.
The sales guide gives research, meeting prep, proposals and renewals to four agents built from Marketplace templates. Account research comes first, as a one-page brief whose goal says to cite or flag every claim, because the meeting pack and the proposal both lean on it. The prep agent turns that brief and your notes into an agenda, five questions and one risk. The proposal agent drafts from your scope notes and rate card and is told to stop at a draft.
A Monday routine reads the contracts folder and the renewal dates in your CRM, is set to list each renewal due in the next 45 days with its owner and value, and flags any without a scheduled call. Connect the CRM in Settings with the smallest access the job needs, then attach it to the chat.
The AI for business course covers customer work and follow-up, and how much review a message needs before it reaches a customer.
AI courses and guides for sales teams
Build and present a deck in the Slide editor
Ask for a deck in chat with the slide count you want, add laid-out slides, edit text, charts and the theme, then present with notes and export to PowerPoint.
Read, reply to and send email in the Email editor
Connect a mailbox to the desktop Email editor, then read, reply, file and schedule email from the right account, including emails Oppermind drafts for you.
Agents for sales
Customer research, meeting prep, proposals and renewal tracking as a team of agents that keeps a pipeline moving.
AI for business: the practical essentials
Use AI to plan, research, communicate, and operate faster - without losing judgment, security, or brand quality.
Create your first reusable AI skill
Package a workflow you already know into a reusable Oppermind skill your team can run consistently.
Build an AI-ready brand kit
Give Oppermind the voice, visual rules, and examples it needs to create consistently on-brand work.
Connect your business tools safely
Understand connectors, permissions, and scope before bringing live business context into an AI workflow.
Plan and track a project in the Project editor
Build a schedule from chat, link the work, set working days and owners, then save a baseline and track slippage against it.
Draft, cite and merge in the Document editor
Draft a document from chat, give it structure, rewrite and translate it, look up and cite sources, run a mail merge, comment on it, export to Word and review a stack of contracts in a grid.
Build and edit spreadsheets in the Sheet editor
Start a sheet from chat or a template, sort and filter it, write formulas, format and chart it, edit it by asking, then export, comment and share it.
Analyse and model figures in the Sheet editor: pivots, Solver and what-if
Summarise a practice's jobs with pivots and slicers, chart and guard the data, then model rates and workload with Goal seek, Solver, scenarios and data tables.
Plan your week in the Calendar
Create, move and filter events, change them from chat, set reminders and repeats, bring in project deadlines and move events in and out as .ics files.
Plan a month of social posts in the Content Calendar
Ask for a posting plan in chat, read it by date, change it from chat, make pictures and clips, export it, and reopen or import plans.
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