Marketplace
Agents built for the work your team already does. Each one connects to the systems you use and runs with the permissions you set.
83 agents that connect to Salesforce, HubSpot or Asana
Account planning
Client account plans from relationships and pipeline
Salesforce, MS Teams, BoxAgent commission statements
Producer commissions computed and the statements sent
SAP, NetSuite, SalesforceBenefits tracking
Program savings tracked from initiative to the ledger
Asana, Snowflake, MS TeamsBilling dispute resolution
Disputed charges investigated with the usage record
SAP, Zendesk, SalesforceCall summary to CRM
Sales calls summarized and logged with the next steps
Gong, Salesforce, SlackCapital call notices
Call and distribution notices per investor
NetSuite, Box, SalesforceCase note summarization
Case histories summarized for the next caseworker
Salesforce, Box, MS TeamsClaim file summary
The claim's facts, coverage and reserves on one page
Box, Salesforce, SnowflakeClient alert drafting
Legal developments explained for clients within the day
Notion, HubSpot, SharePointClient escalation handling
Client escalations answered with the root cause and the fix
Salesforce, ServiceNow, MS TeamsClient feedback synthesis
Engagement feedback turned into practice actions
Salesforce, MS Teams, NotionClient invoice preparation
Invoices assembled from approved time and expenses
NetSuite, Asana, BoxClient onboarding paperwork
Account opening documents prepared and checked
Salesforce, Box, ServiceNowClient review prep
Wealth client meetings prepared from the accounts
Salesforce, Box, MS TeamsCollections outreach
Overdue invoices chased in the right tone, on time
NetSuite, Salesforce, SlackCompetitive part comparison
Spec tables against competing parts
Notion, Salesforce, SharePointDon't see the job you need?
Tell us what your team does and we will build the agent for it.