Smart Sales Alerts, Untapped CRM Features, and Safer AI Agents 🦞

Nathan Weill here.

I'm the CEO @ Flow Digital, where we help companies unleash their full potential by strategically automating every inch of their workflows. Each week, I share hot AI and automation tips to help you move your business into the future successfully.

RoomieAI Spark, from Common Room

Next Best Action Alerts From Your CRM

Sales reps spend up to an hour per account researching who to contact and why. RoomieAI Spark, launched by Common Room in late 2025, solves this by delivering AI-generated “next best action” alerts directly to Slack or your CRM.

• AI Lead Summaries synthesize buying signals, product usage, and firmographic data into one actionable brief per prospect

• Real-Time Slack Alerts push context-rich intelligence to reps the moment leads match your custom plays

• Signal Velocity Tracking visualizes how fast accounts are heating up (day-over-day, week-over-week) so surging leads get immediate outreach

Reps get full context on who to reach, why they matter right now, and how to approach the conversation.

What’s Working, Limitations & Budget Alternatives

Spark pulls from 50+ signal channels including product usage, website visits, and community activity, then unifies everything into enriched profiles through Common Room’s Person360 engine. Early adopter Otter.ai booked 11 meetings in just two weeks using basic product data and out-of-the-box signal capture.

Plans start at $1K/month (Starter, billed annually) with a free 14-day Team trial.

What’s Working (G2 Reviews)

• Reps consistently find warm prospects in minutes instead of hours

• Signal stacking across channels surfaces buying intent that CRMs miss on their own

• Two-way Salesforce and HubSpot sync keeps data accurate in both directions

Limitations

• Steep onboarding curve; the UI can feel unintuitive for infrequent users

• Salesforce integration requires the Enterprise plan; Starter and Team tiers have limited CRM options

• Some users note data discrepancies between contact totals and actual member counts

Budget Alternatives

• Freshsales + Freddy AI (from $9/user/month): Freddy scores leads on engagement patterns and recommends next best actions directly inside the CRM. Best for small teams that want scoring and outreach in one tool without adding a separate platform.

• Salespanel (from $99/month): Real-time behavioral lead scoring based on in-product events, website activity, and firmographic data with automatic CRM sync. A strong middle ground for teams that need product-usage scoring without enterprise pricing.

• PostHog (free up to 1M events/month): Open-source product analytics that tracks user behavior, funnels, and retention. Doesn’t score leads natively, but pipes usage data into your CRM via its data warehouse so you can build scoring logic on your end.

ActiveCampaign

Unlock Faster Builds, Higher Engagement, and Smarter Sales

Most ActiveCampaign users build campaigns and automations manually, missing built-in AI tools already included in their plan. Here are four features worth turning on this week.

AI Prompt Block lets you describe automations in plain language. Type "send 3 follow-up emails with 2-day waits" and the builder creates the full sequence for you. Sentiment analysis, translations, and personalization all work the same way.

AI Brand Kit pulls your colors, fonts, logos, and social links directly from your website URL, then generates on-brand email templates. No designer needed. Available on all plans.

Predictive Sending uses machine learning to find the best send time for each individual contact. ActiveCampaign reports an average 17% lift in click-through rates. Toggle it on and forget it.

Win Probability scores every CRM deal using historical data, so reps stop chasing dead ends and focus on opportunities most likely to close.

These tools already ship with many plans. Explore the full Active Intelligence toolkit to see what else you're leaving on the table.

Keep Your Team Learning While You Automate

Protect the Friction That Makes Your Team Smarter

Teams are racing to automate every workflow they can. But speed without awareness creates a hidden problem: your output stays high while your team's understanding of the business quietly drops.

A recent study from the Anthropic Fellows program confirmed this. People who handed tasks entirely to AI retained significantly less knowledge about what they'd worked on, even when the quality of their output held steady. They moved faster. They just didn't get any smarter.

This is why I ask clients a question most automation agencies won't: "Where does your team need to keep struggling?"

Because struggle is where skill lives.

When a sales team manually reviews call notes, they spot the pattern that three prospects churned for the same reason. When a founder writes their own proposals, they can actually walk a prospect through the thinking behind them. Remove that friction and you lose the learning that makes your team sharper quarter over quarter.

The strategic question isn't "what can we automate?" It's "where does our team build the awareness that drives better decisions?"

Start with an intentional automation audit. Sort each task in your workflows into two categories: execution and discovery.

• Execution tasks are repetitive, rules-based, and low-context. Data entry, status updates, report formatting, file routing. Automate these fully. Nobody develops strategic thinking by copying data between spreadsheets.

• Discovery tasks require pattern recognition, judgment, or context-building. Reviewing customer feedback for trends, analyzing why deals stalled, reading sales call notes to spot recurring objections. These are the tasks where your team builds the awareness that compounds over time.

Here's how to apply this:

• Tag every task in your current workflows as execution or discovery

• Automate execution completely: data transfers, report generation, routine notifications, system syncing

• Use AI as a research assistant for discovery tasks: let it surface data and summarize inputs, but have your team write the final analysis and make the calls

Not sure which workflows to automate and which to leave alone? We'll help you sort them out.

OpenClaw and Moltbook Are Blowing Up Your LinkedIn Feed.

Here’s What Actually Matters.

OpenClaw (formerly Clawdbot, then Moltbot) is an open-source AI assistant that lives on your computer. Tell it what you want done and it figures out how, installing tools, writing code, and completing multi-step tasks on its own.

You’ll also see Moltbook in the same headlines. It’s a social network where AI agents post and interact with each other. The names get confused because Moltbook was named after Moltbot. We’ll cover that another day.

🦞 Why OpenClaw Is Getting Attention

Some impressive use cases are emerging:

• One user asked OpenClaw to transcribe voice memos. It found, downloaded, and installed transcription software on its own and delivered the finished files.

• A product leader sent a voice note on Telegram describing an application he wanted. OpenClaw built it without further instruction.

• Users have had it search Reddit for product feedback and deliver a formatted report to their inbox. No human needed in between.

But its creator says it’s not ready for most users. Peter Steinberger told CNBC it’s a “free, open source hobby project” that’s “not meant for non-technical users.” He’s building a team to improve security but needs more time.

And With Good Reason

Token Security reports that 22% of their enterprise customers already have employees using OpenClaw, most likely without approval.

Our team, which includes full-stack developers and tech-industry veterans, dug into it. Here’s what stood out and what to use instead:

• All-or-nothing access. OpenClaw needs access to your passwords, files, and email to function. There’s no way to say “see this, but not that.” That’s why users are buying separate Mac Minis just to run it, so it can’t touch their actual work machine.

• Exploits showed up fast. Cisco found that 26% of the 31,000 agent skills they analyzed contained at least one vulnerability.

• The skill library is already compromised. Over 230 malicious packages hit OpenClaw’s official registry in under a week, designed to steal passwords and crypto wallets.

• No prompt-level security yet. Think of it like the early days of email before spam filters. The threat is obvious, but the defenses haven’t caught up.

What to Use Instead

• Claude Code runs with sandboxed permissions. It starts read-only and asks before making changes.

• Zapier and Make deliver AI-enhanced automation within defined workflows.

• n8n offers self-hosted automation with visual human-in-the-loop controls.

The vision behind OpenClaw is real. But use purpose-built tools that do specific things well within defined boundaries. That’s how you bring AI into your business without handing your credentials to an experimental open-source project that’s changed its name three times in two weeks.

SMART WORDS OF THE WEEK:

— Alvin Toffler

The teams that stay competitive will be the ones that keep learning, even when the tools make it easy not to.

Stay in touch with our team from anywhere.