Every morning, check my Airtable pipeline for stale deals and draft follow-ups.
Done, David. Workflow is live:
When
Every day at 8:30 AM
Plan
Check @Airtable pipeline for stale deals (same stage 5+ days), cross-reference @Gmail for last contact date, draft personalized follow-up emails, queue in catch up for review
USE CASES
Auto follow-up on stale deals
Log calls automatically
Generate a proposal after a discovery call
Weekly pipeline report
Request Management
Create and launch RFQs, RFPs, and Tenders in minutes
Pipeline, replies, and demos at a glance
Zero app switching
Instant morning clarity
Smart Bid Evaluations
Smarter Evaluations, Transparent Decisions
Gmail and Slack in one queue
Summarized with drafted replies
Review. Send. Done.

Smart Bid Evaluations
Smarter Evaluations, Transparent Decisions
Gmail and Slack in one queue
Summarized with drafted replies
Review. Send. Done.

2:00 PM
Walk into every call
prepared.
Recent threads, pulled automatically
Deal status and pipeline stage
The context you’d forget
6:00 PM
End of day
recap.
Every call, deal, and follow-up tracked
Open items flagged for tomorrow
Nothing slips through the cracks
Auto CRM Logger
Flow 1 of 3
Your email is labeled, prioritized, and organized before you even open it.
Learn more
One-pagers, proposals, and case studies. Dimension pulls from your pipeline and notes to generate client-ready deliverables.
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Write your tasks. Hand the rest to Dimension. Follow-ups, CRM updates, research. You focus on closing.
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DATA TRANSFER MADE SIMPLE
Keep up-to-date vendor information across core company tools
Create a unified tech stack with Swyftflo’s flexible integrations. Reduce data reentry, make sure all teams are on the same page, and keep your vendor information up to date across your tools.
FAQs
Is my pipeline and prospect data safe?
Yes. Dimension encrypts data in transit and at rest, never trains models on your content, and lets you revoke any connected tool at any time.
Can prospects tell I’m using Dimension?
How does Dimension connect to my sales tools?
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