The cross-platform tools are why this exists: creating a deal writes it into Sheets, Streak, Notion and Drive together, and the sync stops them drifting apart. That also sets the cost — the server holds credentials for five services at once, so scope each grant to what the pipeline actually needs.
A sales automation server that connects five systems a desk already uses — Gmail, Google Sheets, Google Drive, Streak CRM and Notion — and coordinates them, with working tools on each of the five today.
- Gmail: check prospect responses, find emails needing a follow-up, search with your own criteria, identify meeting requests, download and organise attachments
- Google Sheets: update a deal in plain language, read pipeline data with summary statistics, add new deals, apply sales formulas
- Google Drive: organise attachments by company, create structured deal folders, search documents, bulk-share files, track recently modified ones
- Streak CRM: sync Gmail threads to deals, update stages and values, create deals carrying the email context, pipeline analytics, find stale deals
- Notion: meeting notes from templates, deal status updates across databases, contact profiles built from email history, weekly reports, search
- Create a deal once and have it appear in Sheets, Streak, Notion and Drive, with bi-directional sync keeping them level
Node 18 or newer, Claude Desktop, and an account for each service you want connected — the integrations are independent, so it runs with only the ones you use. Dropbox, Otter.ai transcript processing and automated scheduling are listed as not built yet.