Spiro Email Assistant: Forwarding Emails

Use Spiro's Email Assistant by forwarding your emails to assistant@spiro.ai to automatically create Opportunities, Contacts or Companies, Set Reminders, Add Attachments, ask about your pipeline and more!

IMPORTANT: Make sure you are forwarding the email to your Assistant  from the prospect, not from yourself.

Forward Emails to Your Assistant

When you receive an email  from a prospect, forward it to assistant@spiro.ai and use any of the below commands in the body of the email. Spiro uses the email domain and signature information from your prospect to create Opportunities, Contacts, and Companies in Spiro.

  • Create & Update Opportunities in Spiro by using the following commands: 

Add Opportunity
Add New Opportunity
Create New Opportunity
Add New Deal
Mark Closed Lost
Mark Closed Won

  • You can set additional fields in the body of the email to specify set values for an Opportunity

Opportunity name:
Amount:
Close date:
Description: 

  • Create a Contact and Company in Spiro use the following commands:

Add Contact
Create Contact
Add New Contact
New Contact
Create New Contact
Add Him/Her
Add this contact

  • Set Reminders in Spiro for yourself or other people on your team use the following commands and insert what you would like the assistant to remind you or them to do:

Remind me to call her on date
Remind me to follow up with her next week
Remind me to reach out tomorrow
Remind me to call him this Friday
Remind me to send proposal next Monday 
Remind team member name to call next week
Remind team member name to send email on
date

When you receive an email from your Assistant alerting you of a reminder you can respond to Reschedule or Mark as Done

* NEW * To Add Attachments to the timeline in Spiro, forward an email from a contact with an attachment (ie. a signed proposal) and say " Add Attachment". Assistant will find the contact in Spiro and attach the file.
  • You can also directly email assistant@spiro.ai with attachment and say "Attach to (insert contact email address)". The Assistant will find the contact using the email address and attach your file to the timeline in Spiro.

Interested in doing more with your email assistant? Ask questions!

For more information and examples, go to our Email Assistant: Asking Questions page.

BCC/CC Your Assistant

When you send an email to a prospect you can BCC or CC assistant@spiro.ai. Your Assistant will create a company, contact, an opportunity for you. 

* This feature only works when you have one email recipient *

Worried About Duplicates?

Don't be. When you forward, BCC or CC emails to your Assistant, Spiro will search your contacts for the prospect's email address/domain and will not create a new company or contact if one already exists in Spiro

The email assistant will soon be adding more features! Please email support@spiro.ai if you have suggestions. 


Interested in Spiro for your team? Sign up for a demo today: spiro.ai/try-spiro

Questions? Email support@spiro.ai

Still need help? Contact Us Contact Us