AI Agents for Business — Sales, RevOps and Support

Flags any meeting that ended without a next one booked, and drafts the note that books it. The absence of a booked next step is the most reliable sign a deal is dying.

Anything you sent that expects a reply — email, LinkedIn DM, Slack, a proposal — and hasn't got one. Nudges with the follow-up already written.

Tracks introductions promised in both directions and closes only when an intro actually appears to someone who wasn't in the thread before. Intros are the highest-value thing that gets dropped most often.

Catches what you committed to on calls, in email, Slack and LinkedIn — then checks your sent folder to see whether it actually went out. Closes itself when you kept it, escalates when you didn't.

Before meetings, gathers relevant emails with attendees, past notes, attendee profiles, and HubSpot deal context

Reviews open tasks, suggests priority adjustments, identifies stale/duplicate tasks

Watches who opens a proposal and which sections they linger on. Nudges on silence, and tells you when someone new from their side starts reading — that's a stakeholder you didn't know about.

Surfaces relationships worth reviving after months of silence, with the reason and the draft. Deliberately fires past the 90-day mark other follow-ups stop at — the person you closed a year ago is the best meeting you could book this week.

Friday roundup of news in the topics you care about, tied back to your accounts and pipeline

Escalates inbound sitting unanswered — on any channel, from anyone, whether or not they're already in a sequence. Response speed is the highest-leverage number in sales and nobody measures it on themselves.

Auto-categorize new tickets, suggest priority/tags, draft responses

Reports newly shared or modified Drive files, highlights changes to important documents

Turns your calls, emails and messages into content worth publishing — LinkedIn posts, blog posts, case studies and more. Finds the moments a stranger would stop scrolling for, asks you a couple of questions about them, then writes in your voice. Anonymized by default.

Checks SEC filings for pipeline companies, surfaces buying signals and risk factors

Triages cold prospects surfaced by saved LinkedIn searches and post-engager monitors. Scores each against ICP, drafts signal-aware outreach, and requests user approval before enrolling into a campaign.

Summarizes Slack channel activity, highlights threads where mentioned, surfaces key decisions

Autonomous sales development rep that monitors intent signals, researches hot accounts, and generates personalized multi-channel outreach (email + LinkedIn). All actions flow through the Review Queue for approval.

Reviews all ingested content from past week, identifies themes, important people, emerging topics

Reports recently updated Notion pages, especially those you authored or frequently access

Summarizes: completed tasks, emails handled, meetings attended, files modified

After a customer call lands, drafts CRM field updates and account plan fills based on what was said. Routes through the per-tool approval policy — high-impact updates queue for review by default. Skips fields the user edited recently.

Scans upcoming week for double-bookings, back-to-back meetings without breaks, overloaded days

When a call recording lands, applies the post-call summary's extractions according to your per-tool approval policy. External meetings get the full pipeline (summary, action items, CRM proposals, follow-up email draft, optional shareable recap page). Internal meetings get summary + action items only.

Consolidates info about recently mentioned people from emails, Slack, calendar, and HubSpot CRM into entity profiles

Monitors HubSpot deals for stale activity, approaching close dates, and communication gaps with deal contacts

Summarizes unread emails by sender/topic, highlights action items, flags urgent

Superseded by Task Follow-Up, which tracks the same commitments with evidence and checks whether they were actually kept.