Pipedrive Deal Assistant with Hermes

The person reading this is a rep with four minutes before a call, and the note either saves that call or wastes it. What is missing is the harder half to write, because it means knowing which absent field actually blocks a first conversation for this kind of deal. Hermes applies general reasoning there while every stated fact stays tied to the record.
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Free to start · guided setup · switch agents any time.

Live demo

Watch it work before it's live

Run a staged conversation — no account needed. The agent handles it for real while a simulated world answers its tool calls; nothing touches real accounts, and nothing is actually sent.
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Ingrid Halvorsen

Nordvik Marine AS, fleet maintenance rollout for 45 vessels

EmailDeal #4821, New Business pipeline

NoteDeal created from the website demo form and assigned to Ingrid. Organization Nordvik Marine AS, Bergen, 340 employees, coastal freight. Value 62,000 EUR annually, stage Qualified, source Website Demo Request. Contact Ola Sandnes, Head of Fleet Operations, ola.sandnes@nordvikmarine.no. The form notes say maintenance for 45 vessels currently runs in three spreadsheets, they failed a safety audit in June, and they want to be live before the winter charter season starts on 1 November.

What you'll need

Set up in minutes

Using this template drops you into a guided setup. It asks exactly this, nothing else:

  1. Connect Pipedrive

    One sign-in. The agent acts through your account, scoped to what this template uses.

  2. Connect Slack

    One sign-in. The agent acts through your account, scoped to what this template uses.

  3. Deal playbook

    How you work a new deal - the first activity you book for each deal size or source, how fast it has to happen, and what your note needs to tell a rep before they call. The agent books and writes from this and nothing else.

  4. Handoff rules

    The deals you never want worked automatically - the values, accounts, sources, or wording in a deal that mean a person should pick it up before anything is booked.

  5. Runs on Hermes

    Preselected for this page — connect your Hermes account during setup, or switch to NoClick's built-in models with one click.

  6. Watch it handle a test run

    A staged conversation against a simulated world — then it’s live.

A considered pairing

Why Hermes for this agent

Knows what a rep needs

Listing the gaps that matter for this deal, rather than every empty field, is judgement about selling rather than about data.

Open weights, connected tools

The reasoning runs on an open model while Pipedrive and Slack are reached with the credentials you connect in Setup.

Good to know

Before you fork

Could it write something a customer sees?

No customer-facing operation exists in the template. It writes an internal note, creates an activity for the deal owner and posts one line to your Slack channel, so a clumsy sentence is read by your own team. That containment is what makes it reasonable to let a model write in your CRM at all.

Other editions

Run it with a different agent

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Make it yours

Put Pipedrive Deal Assistant to work on Hermes.

Free to start. Guided setup, a staged test run, and a workflow you can change at every step.