Agents in prospecting do the research and preparation around outreach: finding accounts that fit, reading signals, writing first lines for a rep to approve and preparing briefs before meetings. The setups here show the triggers, the data they read and where a person stays in the loop.
Before every sales meeting, this agent sends the rep a one-page brief on the account: recent news, past conversations and open questions. Reps walk in prepared without digging through notes.
Works with any of Google CalendarOutlookSalesforce +7
For reps who visit accounts in person, this agent picks the best accounts nearby, plans an efficient route, and preps a brief and leave-behind page per stop. Afterward it logs visits and next steps in the CRM.
Works with any of SalesforceHubSpotGoogle Maps +5
One agent qualifies every inbound lead, sends most first-touch emails, writes a brief before each call, drafts notes afterward and fills in the CRM. Reps keep the calls, negotiation and anything sensitive.
Works with CRMEmailCalendar
Every morning this open-source script checks each target company's job board, website and news for changes, names any buying signal with a quote and link, and ranks who to contact first. It never sends anything.
Works with GreenhouseLeverAshby
When a buyer requests a demo, this setup books the meeting on the spot and then sends the salesperson a short research report on the prospect. Buyers get a fast meeting and the salesperson shows up informed.
Works with Chili PiperClay
This agent watches for a real reason to reach out, such as a company event, then researches the contact, judges fit and writes a first line explaining why now. Outreach is based on timing, not a static list.
Works with Clay
From one plain-language request, an AI assistant builds a prospect list from a trusted contact database, finds the buying group and adds verified details. Reps skip the copy-paste between tools.
Works with ZoomInfo
When a partner is active in one of your target or closed-lost accounts, this workflow drafts an email asking the partner's rep for an intro and posts it to Slack for approval. Partner overlap turns into warm intros instead of a report.
Works with CrossbeamSalesforceSlack +1
Reps ask an AI assistant in plain language to add a prospect and enroll them in the right email sequence, and it does the clicks. It can also answer account questions before a meeting.
Works with Outreach
Every weekday morning, an agent sends reps a briefing on their target accounts, and a second one helps turn a chosen theme into an outreach sequence. Reps spend less time on reading and writing and more on selling.
Works with NotionSalesforceSlack
When a prospect shows buying signals, like visiting your pricing page, this setup sends the rep a short research summary on that person in chat. Hot leads get noticed without reps spending hours researching.
Works with Common RoomSlack
This agent researches target accounts to find which competitor they use and why, then puts that context in the CRM. Reps get something they can sell against instead of a bare yes or no.
Works with ClaySalesforceLinkedIn
For each new lead, this agent checks whether outreach makes sense, researches the person and company, and drafts an email the rep approves. Reps skip most of the digging and avoid stepping on a teammate's outreach.
Works with SalesforceGongLinkedIn +3
When a promising inbound lead arrives, this agent first checks whether the company fits your ideal customer, and only then researches it and saves the answers to the record. You stop paying to research leads you would never sell to.
Works with AttioSlack
An AI assistant reads what was actually said on past calls with an account and helps rewrite the follow-up steps to match. Managers can also ask which committed deals have gone quiet.
Works with SalesloftClariClay
This is how one team moved its outbound reps onto a single platform where agents research accounts, write messages and support calling. The lesson: agents only help if the CRM context behind them is good.
Works with NooksSalesforce
When an account starts showing buying intent, this setup assigns it to one rep and sends them a ready-to-edit message. Intent signals stop sitting in a report nobody checks.
Works with 6senseCommon RoomSalesforce +1
This agent keeps researching a whole group of accounts, such as lost deals, and records things like the real reason a deal was lost. Reps stop redoing the same research every time they revisit an account.
Works with ClaySalesforceHubSpot +3
When someone fills in your website form, this workflow scores how well they fit your ideal customer, saves them to HubSpot, alerts the sales channel on hot leads and drafts a reply in Gmail for a rep to send.
Works with HubSpotSlackGmail
This setup takes a targeted prospect list from LinkedIn, then verifies emails, scores fit and writes a personalized first line for each person. Reps start outreach from a ready list instead of a raw search.
Works with LinkedIn Sales NavigatorClay
Recipes with a step from this category: Answer every inbound lead fast, Run a great field day.