How To: Spiro's Email Assistant

Wouldn't it be nice to forward or BCC/CC emails to Spiro and have it automatically create opportunities, contacts or companies and set reminders for you? 

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


When you receive an email FROM a prospect, forward it to and use any of the following commands in the body of the email:

1. To create & update opportunities in Spiro: 

  • add opportunity
  • add new opportunity
  • create new opportunity
  • add new deal 
  • Mark closed lost
  • Mark closed won

TIP: You can also just forward the email from a prospect without a command! Spiro will automatically create an opportunity, contact and company. 

2. To create contacts in Spiro: 

  • add contact
  • create contact
  • add new contact
  • new contact
  • create new contact
  • add him/her
  • add this contact

3. To set reminders in Spiro for yourself or colleagues:

  • remind me to XXXXX on 5/7/2017
  • remind me to XXXXX next week
  • remind me to XXXXX tomorrow
  • remind me to XXXXX this Friday
  • remind me to XXXXX next Monday 
  • remind Andrew to XXXXX next week
  • remind Andrew to XXXXX on 5/7/2017

You can set additional fields in the body of the email to specify set values for an opportunity:

  • opportunity name:
  • amount:
  • close date:
  • description: 


Email and type any of the following questions in to the body of the email and send:

1. To see a summary of your activity or your team's activity:

  • What did I do last week?
  • What did I do yesterday? 
  • What have I done in the last 7 days? 
  • What did I do in the last 7 days?
  • What did I do on 7/20/2017?
  • What did Andrew do last week? 
  • What did Andrew do yesterday?
  • What did Andrew do on 7/20/2017?

2. To see a summary of what's going on with an opportunity: 

  • What's going on with Staples? 

3.To see a summary of your pipeline or your team's pipeline:

  • What's my pipeline? 
  • What's my pipeline this week?
  • What's my pipeline this month? 
  • What's my pipeline this quarter?
  • What's my pipeline this year? 
  • What's Andrew's pipeline?
  • What's Andrew's pipeline this week? 
  • What's Andrew's pipeline this month?
  • What's Andrew's pipeline this quarter?
  • What's Andrew's pipeline this year? 


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

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


When you forward, BCC or CC emails to your Assistant, Spiro will search your contacts for the prospects 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 if you have suggestions. 


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