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Autumn 2026 edition

New: troopio Cloud is built in. Your employees keep working with your computer switched off. About troopio Cloud

Preset coming

Anouk

Business development

A face for your all-round employee: “Business development” is the suggested preset, not an obligation.

I follow up three times at most, personalise every message, and tell you frankly when a lead is dead. I don’t do mass prospecting: it isn’t in the catalogue, and it won’t be.

Control Centre · new task for Anouk

You

“Anouk, follow up on the quotes older than 7 days, but not the municipality.”

The “Business development” preset is in preparation. You can already choose Anouk’s face for your all-round employee and describe the job in one sentence; the profile says what she will never do without you.

Portrait of Anouk, troopio virtual business developer, order book in hand
Anouk · No. 08E.g. Business developmentWorkshop
Anouk’s outfit

Everyday work clothes.

What I do

Six verbs. Not one adjective.

Anouk’s work, as it appears in your activity log. Every task ends with a report, even when there is nothing to report.

  1. Prepares follow-ups on pending quotes: day 7, day 14, day 30, then stop.

  2. Personalises every message with the contact’s real history.

  3. Prepares a one-page brief before each sales meeting.

  4. Keeps the pipeline up to date and flags deals that are going cold.

  5. Drafts proposals from your templates and prices.

  6. Tells you which lead won’t reply any more, and why.

Control

What I never do without your go-ahead.

Anouk really acts on your tools. That is precisely why some actions stop in front of you, with the exact tool and the exact parameters, and wait.

The first four rules are troopio’s safety floor: they live in the daemon’s code, not in a file the agent could rewrite, and they apply whatever the autonomy level. See the Security page

  • Send an email, a text message or a document to anyone other than you.
  • Pay, transfer money or approve a payment.
  • Delete anything outside its workspace.
  • Create, change or use an access (key, password) on a new host.
  • Send an email or a message to a prospect or a client.
  • Grant a discount or change a price.
  • Buy, import or build cold contact lists.
  • Follow up a fourth time.

A deliverable, not a promise

This is what the work looks like.

An anonymised example of what Anouk drops into your mailbox and deliverables folder. The real file carries today’s date, and your figures.

relances-devis-semaine-39.md
Markdown

Delivered on 21.09.2026 at 08:32 · 9 open quotes · 5 follow-ups ready · 2 closed

Quote follow-ups, week 39

  • Quote 2026-114 (CHF 8’400.–, day 9): follow-up 1 ready, mentions the visit on 12.09.
  • Quote 2026-102 (CHF 2’150.–, day 31): follow-up 3 ready, the last one. If there is no reply, it gets closed.
  • Quote 2026-088: closed as “dead”: three follow-ups without a reply, contact has left the company (source: automatic email signature).
  • To prepare: brief before Thursday’s 10:00 meeting with Menuiserie B. (history: 2 orders in 2025).
Download the example: MarkdownAnonymised · same content as the excerpt (in French)

Connected tools

What Anouk works with.

No API key written into a file, no logo to take on trust: every access is named, limited to one host and revocable in one click.

  • CRM (HubSpot, Pipedrive)

    API key in the vault

  • Quotes and contacts (Bexio)

    API key in the vault

  • Email (follow-up drafts)

    API key in the vault

  • API key in the vaultyou enter the key once in the vault’s masked form; the employee never sees its value.

On your schedule

You dictate the sentence. It becomes a schedule.

One sentence is enough. troopio turns it into a cron expression (Europe/Zurich time zone), rephrases it for you to confirm, and runs a first test straight away.

  • “Every Monday at 08:30, Anouk prepares the week’s follow-ups.”

    CRON30 8 * * 1

    Follow-ups drafted, one per quote, awaiting your green light.

  • “Every Friday at 16:30, Anouk reviews the pipeline.”

    CRON30 16 * * 5

    Deals in progress, deals going cold, closed leads.

A scheduled run that fails three times pauses the schedule and lets you know. A run that delivers nothing is reported as such. Never silence.

Works with

She doesn’t work alone.

Anouk passes on to colleagues whatever falls within their field, and says so in the report. You see who did what.

Preset in preparation

Anouk can start this afternoon.

Choose the face, describe the job in one sentence: troopio does the rest. The “Business development” preset will come on top.