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GPTfy - Salesforce Native AI Platform

Salesforce Forecasts. Inside Excel. Instantly.

GPTfy bridges Salesforce and Microsoft Copilot so you can generate complete Excel forecast workbooks from live CRM data in a single prompt.

Sales and finance teams waste hours exporting Salesforce data into Excel. GPTfy eliminates that cycle by letting Microsoft Copilot reach directly into Salesforce and build forecast workbooks with charts — on demand, in one step.

What this demo covers

Salesforce to Copilot in One Step

  • GPTfy fetches live account data, active opportunities, and past performance directly from Salesforce.
  • Data is passed to Microsoft Copilot without any manual export or formatting step.
  • Works inside Copilot's existing chat interface — no tool switching required.

AI-Generated Excel Workbooks

  • Copilot uses GPTfy-supplied Salesforce data to build a fully structured Excel file.
  • Output includes a next-quarter sales forecast, forecast chart, and historical sales charts.
  • The workbook is download-ready immediately — no post-generation rework needed.

Accuracy Without Manual Effort

  • Because data is fetched live from Salesforce, forecasts reflect the current pipeline state.
  • Eliminates the inconsistencies that accumulate when teams maintain separate spreadsheet versions.

Zero Custom Development

  • No Apex code, custom connectors, or point-to-point integrations required.
  • Deploys as a standard AppExchange package, keeping IT overhead minimal.

Use this video when

A sales manager needs a quarterly forecast workbook for a key account before an executive review

Finance requires pipeline-to-revenue projections from Salesforce formatted for Excel-based planning models

A technical director wants to eliminate the manual export cycle that occupies hours of sales ops time each week

A regional VP needs consistent, chart-ready forecast files across multiple accounts without waiting for ops support

Sales ops wants to standardize forecast templates that always pull fresh Salesforce data on demand

Leadership requires historical performance charts alongside forward projections for investor or board presentations

Frequently asked questions

GPTfy acts as an agent within Microsoft Copilot that fetches live account and opportunity data directly from Salesforce. Once attached to the Copilot chat, it retrieves the relevant records and passes them to Copilot so you can prompt it to build Excel files, charts, or analyses — without ever leaving your Microsoft environment.

GPTfy can surface active opportunities, historical sales performance, account details, and pipeline metrics from Salesforce. In this demo, it fetches the account's active opportunities and past performance for United Oil and Gas, which Copilot then uses to build a formatted forecast workbook.

No custom development or Apex is required. GPTfy's agent connects to Salesforce through standard configuration, making the data available to Copilot without any point-to-point integration work from your IT team. Technical directors can deploy this as a standard AppExchange package.

The output Excel file includes a sales forecast for the next quarter, forecast charts, and historical sales charts — all built automatically from live Salesforce data. Copilot formats and structures the workbook so it is ready for planning sessions or leadership reviews immediately after download.

Manual exports introduce stale data and copy-paste errors that accumulate into inconsistent spreadsheets across teams. Because GPTfy fetches data from Salesforce at the moment of the request, the Excel output reflects the current state of your pipeline — eliminating the data lag and formatting rework that create inaccurate forecasts.

Yes. You simply ask GPTfy to fetch information for any account in your Salesforce org and then prompt Copilot to generate the Excel file for that account. The workflow is repeatable across any account in your CRM, making it suitable for sales managers who need rapid forecasts for multiple accounts.

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Book a 45-minute session and we'll walk through this use case using your own data.

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Video transcript
For technical directors, one of the biggest challenges is how business teams still rely on Excel for critical forecasts and planning. Without a direct link between Salesforce and Microsoft Copilot, every forecast means exporting Salesforce data, pasting it into Excel, and reformatting again and again. This creates silos of spreadsheets that are inconsistent and often inaccurate. Instead of focusing IT resources on innovation, technical leaders are forced to support fragile manual processes. This is exactly the gap we set out to solve here. I'm inside Microsoft Copilot, but instead of manually switching between tools, I'm using GPTfy to fetch all information for United Oil and Gas in just one step. GPTfy pulls the account's active opportunities and past performance directly from Salesforce and passes it to Copilot. Now I simply give Copilot my prompt: create an Excel file with a sales forecast for next quarter, include a forecast chart and historical charts for sales data. Copilot instantly generates a complete Excel file for me to download. With one click I get everything I need — forecasts, charts, and insights all in one place. No manual exports, no wasted clicks, and no risk of missing data.

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Last updated: February 2026