Next Best Action

Name the deal in the form below. Cobl reads the commitments in your emails and meetings, and recommends the next actions with an owner and a date.

Next best actions

The next actions on each deal, with owners and dates.

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Which deal or pipeline do you want actions for?

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What should I do next on Helix?

Covered by

Get the next actions, ranked, with the reason for each.

Which commitments are still open?

Covered by

See promises made by both sides, with dates.

Assign the actions to my team.

Covered by

Each action gets an owner and a deadline.

Add them to our board.

Covered by

Actions are added to the task board or your project tool.

Try it with Cobl

Know what to do next on every deal

<!doctype html><html><head><meta charset="utf-8"><link href="https://fonts.googleapis.com/css2?family=Inter:wght@400;500;600;700&display=swap" rel="stylesheet"><style>html,body{margin:0;height:100%;overflow:hidden;background:transparent;font-family:Inter,system-ui,sans-serif;-webkit-font-smoothing:antialiased;color:#181818}.c{position:absolute;inset:0;display:flex;align-items:center;justify-content:center}.serif{font-family:'STK Bureau Serif Variable Complete',Georgia,'Times New Roman',serif}.mono{font-family:ui-monospace,'SF Mono',Menlo,monospace}.m{width:300px;box-sizing:border-box;background:#fff;border-radius:14px;padding:16px 20px;box-shadow:0 6px 20px -6px rgba(23,23,23,.10)}.to{font-size:12px;color:#767473;padding-bottom:9px;border-bottom:1px solid #eeedec}.to b{font-weight:500;color:#181818}.sb{font-size:17px;line-height:1.3;margin-top:11px}.bd{font-size:13px;color:#545352;margin-top:6px;white-space:nowrap}.bd .h{padding:0 3px;margin:0 -2px;color:#181818;background:linear-gradient(#9eff78,#9eff78) 0 0/100% 100% no-repeat;animation:hl 5s ease-in-out infinite}@keyframes hl{0%,18%{background-size:0% 100%}40%,92%{background-size:100% 100%}100%{background-size:0% 100%}}@media (prefers-reduced-motion:reduce){*,*:after{animation:none!important}}</style></head><body><div class="c"><div class="m"><div class="to">From <b>Tom R.</b></div><div class="sb serif">Re: Port of Rennes pricing</div><div class="bd">I will send <span class="h">the budget by Friday</span>.</div></div></div></body></html>

From real commitments

Promises and next steps from emails and meetings.

<!doctype html><html><head><meta charset="utf-8"><link href="https://fonts.googleapis.com/css2?family=Inter:wght@400;500;600;700&display=swap" rel="stylesheet"><style>html,body{margin:0;height:100%;overflow:hidden;background:transparent;font-family:Inter,system-ui,sans-serif;-webkit-font-smoothing:antialiased;color:#181818}.c{position:absolute;inset:0;display:flex;align-items:center;justify-content:center}.serif{font-family:'STK Bureau Serif Variable Complete',Georgia,'Times New Roman',serif}.mono{font-family:ui-monospace,'SF Mono',Menlo,monospace}.r{display:flex;align-items:center;gap:14px;background:rgba(23,23,23,.94);color:#fff;border-radius:14px;padding:16px 22px;box-shadow:0 14px 36px -8px rgba(0,0,0,.25)}.r .t{font-size:11.5px;color:rgba(255,255,255,.6)}.r .n{font-size:20px;margin-top:3px;white-space:nowrap}.p{background:#9eff78;color:#181818;border-radius:99px;padding:4px 10px;font-size:13px;font-weight:600;white-space:nowrap}.p{animation:pop 5s infinite}@keyframes pop{0%,24%{opacity:0;transform:scale(.6)}32%{opacity:1;transform:scale(1.08)}38%,92%{opacity:1;transform:scale(1)}100%{opacity:0;transform:scale(1)}}@media (prefers-reduced-motion:reduce){*,*:after{animation:none!important}}</style></head><body><div class="c"><div class="r"><div><div class="t">Next best action · Helix</div><div class="n serif">Book a call with Tom R.</div></div><span class="p">#1</span></div></div></body></html>

Ranked by impact

The actions that move the deal come first.

<!doctype html><html><head><meta charset="utf-8"><link href="https://fonts.googleapis.com/css2?family=Inter:wght@400;500;600;700&display=swap" rel="stylesheet"><style>html,body{margin:0;height:100%;overflow:hidden;background:transparent;font-family:Inter,system-ui,sans-serif;-webkit-font-smoothing:antialiased;color:#181818}.c{position:absolute;inset:0;display:flex;align-items:center;justify-content:center}.serif{font-family:'STK Bureau Serif Variable Complete',Georgia,'Times New Roman',serif}.mono{font-family:ui-monospace,'SF Mono',Menlo,monospace}.t{display:flex;align-items:center;gap:11px;width:300px;box-sizing:border-box;background:#fff;border-radius:10px;padding:13px 15px;box-shadow:inset 0 0 0 1px #e8e7e6,0 6px 20px -6px rgba(23,23,23,.10)}.bx{width:16px;height:16px;border-radius:5px;box-shadow:inset 0 0 0 1.5px #c9c7c5;flex:none}.tx{font-size:13.5px;font-weight:600;white-space:nowrap}.mt{display:flex;align-items:center;gap:6px;font-size:12px;color:#767473;margin-left:auto;white-space:nowrap}.av{width:20px;height:20px;border-radius:99px;display:flex;align-items:center;justify-content:center;font-size:9px;font-weight:600;background:#e2ebff;color:#1c4ed8}.t{animation:drop 5s infinite}@keyframes drop{0%,15%{opacity:0;transform:translateY(-16px) scale(1.03)}30%{opacity:1;transform:translateY(2px) scale(1)}36%,92%{opacity:1;transform:none}100%{opacity:0;transform:none}}@media (prefers-reduced-motion:reduce){*,*:after{animation:none!important}}</style></head><body><div class="c"><div class="t"><span class="bx"></span><span class="tx">Book the CFO call</span><span class="mt">You · Thu, Oct 29</span></div></div></body></html>

Owner and date

Each action lands on the board, with a person and a deadline.

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Next Best Action

Try it with Cobl

Know what to do next on every deal

From real commitments

Ranked by impact

Owner and date

Questions about this use case

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