Roboco
← Back to all personas

Roboco use-case page

Sales Teams, Consultants & Agencies

Prospecting, proposal, client, and follow-up assistant

Best placement

Sales office, founder desk, agency operations room, network shelf, or conference room.

Hardware fit

Roboco Orin Nano base. DGX Spark useful for agencies/consultants with many docs/proposals. Jetson Thor usually unnecessary.

Setup instructions

  1. 1.Install in office or founder desk area.
  2. 2.Pair team roles and create client workspaces.
  3. 3.Connect CRM, email/calendar, proposals, and transcripts.
  4. 4.Enable approval-before-send policies.
  5. 5.Create meeting prep, follow-up, and proposal workflows.
  6. 6.Use DGX Spark for larger client/document analysis.

Likely integrations

CRMEmailCalendarProposalsCall transcriptsSlack/TeamsClient foldersDGX Spark

30 focused use cases

Use case 01
Prospect briefing
Use case 02
CRM summary support
Use case 03
Meeting preparation
Use case 04
Proposal draft support
Use case 05
Follow-up email drafts
Use case 06
Call transcript summaries
Use case 07
Competitive research
Use case 08
Client document search
Use case 09
Pipeline summary
Use case 10
Task follow-up tracking
Use case 11
Weekly sales report
Use case 12
Proposal library search
Use case 13
Case-study recommendation
Use case 14
Meeting agenda generation
Use case 15
Contract review summary
Use case 16
Sales objection database
Use case 17
Team handoff summaries
Use case 18
Content personalization
Use case 19
LinkedIn/research brief support
Use case 20
Local-only sensitive client work
Use case 21
Calendar/email integration
Use case 22
Slack/Teams summary
Use case 23
Client onboarding checklist
Use case 24
Agency SOP assistant
Use case 25
DGX Spark large proposal/document analysis
Use case 26
Conference-room readiness
Use case 27
Device monitoring
Use case 28
Multi-client workspace separation
Use case 29
Support-mode for setup
Use case 30
Monthly performance narrative

Copy/paste prompt templates

Initial setup planner

I am setting up Roboco for Sales Teams, Consultants & Agencies.
My primary goal is: [GOAL].
My location/device placement is: [WHERE_ROBOCO_WILL_SIT].
My approved integrations are: [INTEGRATIONS].
My privacy requirements are: [LOCAL_ONLY / CLOUD_ALLOWED_WITH_APPROVAL / OTHER].
Create a setup plan, recommended automations, and the first 10 prompts I should try.

Safe discovery prompt

Roboco, scan only my approved local network for the Sales Teams, Consultants & Agencies setup.
Do not control anything yet.
Show me discovered devices grouped by type, risk, and recommended action.
Ask for approval before enabling any integration or automation.

Daily briefing prompt

Roboco, give me my daily Sales Teams, Consultants & Agencies briefing.
Include: important changes, open tasks, devices or systems needing attention, recommended next actions, and anything requiring approval.
Keep it practical and prioritize what matters today.

Automation builder

Roboco, create automations for this Sales Teams, Consultants & Agencies setup.
My top priorities are: [PRIORITIES].
My approved devices and integrations are: [APPROVED DEVICES].
Actions that require confirmation are: [ACTIONS].
Create 5 automations, explain the benefit of each, and ask for approval before enabling them.

Hardware recommendation

Roboco, recommend hardware for Sales Teams, Consultants & Agencies.
Current Roboco device: [ORIN NANO / OTHER].
Optional hardware available: [DGX SPARK / JETSON THOR / NAS / EXTRA ROBOCO].
My workloads are: [DOCUMENTS / CAMERAS / IOT / MEETINGS / RESEARCH / ROBOTICS].
Tell me whether Orin is enough or whether DGX Spark, Jetson Thor, or more Robocos would help.

Recommended first launch script

  1. 1. Plug in Roboco power and Ethernet.
  2. 2. Open roboco.local or scan the QR/pairing code.
  3. 3. Choose the matching persona page: Sales Teams, Consultants & Agencies.
  4. 4. Copy the Initial Setup Planner prompt and fill in the blanks.
  5. 5. Run Safe Discovery, approve only the integrations you trust, then enable Daily Briefing.