Accelerators

SOW Smart Reader

SOW TLDR? No worries, with this AI accelerator, Agentforce instantly summarizes what's in scope, drafts a preliminary responsibility matrix, pulls all the roles and hours sold, and flags potential risks for further review. The PM can continue asking questions for clarity and focus their detailed read-through on the most critical and nuanced sections, equipped with a solid baseline understanding from the get-go.
What it Does

Agentforce summarizes any long, detailed SOW (or other contract document) to see what’s in scope, draft a preliminary responsibility matrix, pull all the roles and hours sold, and flag potential risks for further review.

This AI use case saves project managers time by allowing them to focus their detailed read-through on the most critical and nuanced sections, armed with a solid baseline understanding from the get-go.

Turn hours of initial review into minutes of focused, strategic validation.

Simply ask the agent to summarize an SOW file that you specify and then ask any follow up questions for clarification.

See it Work

Activate Agentforce

For organizations using Salesforce, the promise of Agentforce (Salesforce AI) is clear: empower businesses with autonomous AI agents that can automate tasks, enhance customer interactions, and improve overall productivity.

For many, reality has been more frustrating than transformative. The lack of clear governance, underwhelming use cases, and uncoordinated AI efforts have left teams unsure of where to go next.

Let CLD Partners help you identify the right AI use cases and build the agents that make sense for your business.

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