A Slack bot that keeps sales teams in sync — deal channels linked live to Salesforce, PPO meeting notes surfaced from Google Calendar, and Gong calls posted with AI summaries. A Claude MCP integration lets you query and update your pipeline without breaking your flow.
Edit the opportunity — update ARR, close date, stage, or next steps — then click Save to see how Peek notifies the deal channel.
Type /peek-create in any channel to kick off a new deal. Peek pulls your Salesforce opportunities automatically.
Name the channel and link it to a Salesforce opportunity. Peek adds the whole deal team and sets everything up automatically.
Peek automatically sets the channel topic with live data from Salesforce and Google Calendar — stage, ARR, close date, and next meeting.
Purpose:
Plan:
Outcome:
Before every meeting, Peek posts a prep thread with the goal, agenda, and expected outcome — pulled from Google Calendar notes.
The team centralizes all meeting chatter in the thread — deal channel stays clean, conversations stay in context.
After the call, Peek posts the Gong recording with an AI summary directly in the thread — no inbox digging required.
Peek posts every field change to the deal channel in real time — the whole team stays in sync automatically.
Peek connects to Claude via MCP — ask it anything about a deal and it pulls from Salesforce, Gong, and Calendar in real time.
Acme Corp is in Use Case Workshop at $150k ARR, targeting close —. Next step: —.
Last Gong call: strong interest in ops/finance dashboards, budget confirmed for Q2. Blocker is a BI tool comparison — SE deep-dive scheduled to address it.
Upcoming: —.
Want me to move the stage to Business Case and log the SE deep-dive as next step in Salesforce?
Claude synthesizes context from Salesforce, Gong, and Calendar.
Done. Updated in Salesforce — stage is now Business Case and next step logged as SE deep-dive.
Claude writes directly back to Salesforce via MCP — no copy-pasting, no tab-switching.