Salesloft Tasks with an AI Assistant

Use AI with Salesloft to inspect people and account records and review cadence metadata.

What to Ask Leina to Do with Salesloft

Copy a prompt, add your details, and send it to Leina in your connected team chat.

List people with supplied filters and inspect a selected record.

List people using filters [JSON], then get person [ID] and summarize their returned information.

List accounts and read one account’s details.

List accounts using filters [JSON], get account [ID] and summarize its returned fields.

List cadence records with filtering and pagination.

List cadences using filters [JSON] and summarize the returned metadata.

Get Started with Salesloft

  1. Connect Your Account

    Provide a Salesloft API key from Your Applications settings.

  2. Try a Task

    Tell Leina what you need in your team chat. Include the source, destination, and expected result.

    Set Up Leina in Your Chat →
  3. Check the Result

    Review the result and any changes in the connected app.

Supported Salesloft Capabilities

Use AI with Salesloft to inspect people and account records and review cadence metadata.

Review Sales People

List people with supplied filters and inspect a selected record.

Review Customer Accounts

List accounts and read one account’s details.

Review Cadence Inventory

List cadence records with filtering and pagination.

View All 7 Actions
  • Get Current User
  • List People
  • Get Person
  • List Accounts
  • Get Account
  • List Cadences
  • Get Cadence

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Frequently Asked Questions

Does listing cadences send messages?

No. It reads cadence records; outreach execution is separate.

Can I use a GUID for a person?

get_person accepts a supported ID or GUID.

What should I specify in my request?

Use record IDs or GUIDs and supported filter objects. Reading a cadence does not enroll people or send outreach.

Your AI employee for Salesloft

Tell Leina what you need in your team chat. Include the source, destination, and expected result.