CUSTOM AI AGENTS · Sales & business development
CRM assistantas part of your team.
Suggest updates. Identify duplicates. Flag missing next steps.
Explore this agent for my team ↗01 · THE WORK, STEP BY STEP
How the task moves forward.
We organize research, proposals and follow-up around your sales process so the team can approach each opportunity prepared.
- 01
Suggest updates
Extracts next steps and status changes from approved sales notes.
- 02
Identify duplicates
Flags contacts or companies potentially recorded more than once.
- 03
Flag missing next steps
Prepares a list of opportunities missing a next action or follow-up date.
02 · ILLUSTRATIVE EXAMPLE
A situation that may feel familiar.
A consulting firm keeps opportunities current after each meeting.
Illustrative scenario, not a customer case study or measured results.
SlackExampleCapture the brief and its conditions.
GmailExamplePrepare the content and preserve its review status.
Sequence · Two drafts
Initial mail
Hello. We’d like to share an idea to keep sales opportunities from being left without a next action: collect them in the CRM and assign an owner. Is this something your team would like to improve?
Follow-up · Three days later, if applicable
Following up with an example: a daily review of opportunities without a next step can help distribute follow-up work. If useful, we can discuss your process.
Conditions of dispatch
Do not send if the person has replied, opted out or is no longer an authorized contact. Verify context and recipient before activation.
HubSpotExampleDistinguish preparing messages from activating automated sending.
- Initial mail
- Draft · Not sent
- Follow-up
- 3 days later, only if applicable
- Reply or opt-out
- Stop the follow-up
- Status
- Unactivated sequence
SlackExampleExplain the result and what is still pending.
03 · YOUR WAY OF WORKING
Fits the business you already have.
Context and tools
We start with your current documents, systems and channels. We assess feasible connections and define the permissions required for this specific task.
Improves with your feedback
Approved corrections are incorporated into instructions, examples or knowledge sources. We review changes before expanding the agent’s scope.
A clear way to evaluate
We agree on a representative sample and measure review time, errors, exceptions and output quality against the current workflow. Feasibility is decided using that evidence.
04 · COMMON QUESTIONS
Before getting started.
What information does this agent need?
CRM records and approved sales notes. We review quality, currency and access before connecting the workflow. You do not need to replace all your tools to begin.
What will my team receive?
Reviewable CRM changes and follow-up tasks. We agree on the format and delivery channel during setup, together with cases that need review.
Which decisions remain with people?
Pricing, terms, outbound contact and commercial commitments follow agreed approvals.
Can it coordinate with other agents?
Yes. We define what this agent hands to the next one and who handles exceptions. It can interact through Slack, WhatsApp, email or Microsoft Teams, depending on the integration and permissions we configure.
RELATED AGENTS
A team that works together.
Lead researcher
Company brief with sources and fit rationale.
See tasks and example ↗Sales & business developmentProposal writer
Commercial draft with reviewable scope and terms.
See tasks and example ↗Sales & business developmentRFP analyst
Compliance matrix and documentation checklist.
See tasks and example ↗START WITH ONE TASK
How would this fit your business?
Tell us how you do it today. We will define the scope, tools and controls with you.