64 agent setups for sales leaders running leaner teams. Search the full text, or narrow it down.
64 shown ·
This agent reads new sales call recordings and alerts the deal owner when something risky comes up, like a competitor mention, a pricing objection or no next step. Risks surface the same day instead of at the weekly review.
Works with any of GongChorusAttention +5
This watchdog checks that your scheduled sales agents actually ran and produced something, and alerts the owner when one fails or goes quiet. A weekly scorecard shows which agents are unreliable.
Works with any of SlackMicrosoft TeamsGoogle Sheets +2
After a candidate's interviews, this agent reminds interviewers who have not submitted feedback, then drafts a summary of the evidence for the hiring manager and recruiter. Hiring debriefs start from complete, organized feedback.
Works with any of GreenhouseLeverAshby +5
This agent reviews outbound calls that did not book a meeting, groups them by what went wrong, and sends managers a weekly coaching digest with examples. Coaching focuses on real patterns, not one memorable call.
Works with any of NooksOrumOutreach +6
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
When a meeting gets booked, this agent reviews the call and flags ones where the prospect barely committed. Managers can firm up or requalify those meetings before a salesperson spends time on them.
Works with any of NooksOrumOutreach +11
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
This agent builds a consistent profile of each open deal from calls and CRM data, and first tests whether that profile actually separates past wins from losses. Leaders get a deal score they have checked before trusting it.
Works with any of SalesforceHubSpotGong +6
This analysis checks whether deals that include an ROI or business-case conversation actually win more often, comparing like with like. Leaders can decide on a required sales step with evidence instead of instinct.
Works with any of SalesforceHubSpotGong +6
When a sales role opens, this agent turns the job's scorecard into candidate searches, summarizes the best matches and drafts outreach for a recruiter to approve. Recruiters spend less time on first-pass sourcing.
Works with any of GreenhouseLeverAshby +4
Every morning, this agent checks competitors' public news, pricing and job posts and sends reps a short digest of only what changed, with notes on what it means for deals. The team hears about market moves before buyers mention them.
Works with any of SlackMicrosoft TeamsGoogle Docs +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
A seller with no coding background built tools that draft his email replies, prep a brief before each meeting and write follow-ups from the day's notes. His team then picked them up as a shared plugin.
Works with GmailGoogle DriveGoogle Calendar +3
Reps and managers ask questions about deals and quotes in their work chat and get answers straight from the CRM, limited to what they are allowed to see. No digging through reports.
Works with SalesforceMicrosoft Teams
After each qualifying meeting, this setup files the AI meeting summary on the right contact and company in the CRM. Meeting notes stop living only in the recorder and nobody has to copy them over.
Works with FathomAttio
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
A practice buyer that reps can talk to before a big call. It plays a specific persona with realistic objections, then gives feedback, so reps can rehearse anytime without needing a colleague.
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
This agent checks new and changed leads for duplicates, including the same company spelled differently, and cleans them up with narrow, careful steps. The CRM stays tidy without someone hunting duplicates by hand.
Works with SalesforceSlack
This agent reads each new chat in the support inbox, sorts it by type and urgency, and alerts sales when it is really a buying question. Sales leads stop waiting in line behind bug reports.
Works with IntercomSlack
Once a week, this agent reviews the CRM for duplicates, bad values, gaps and dead deals and proposes fixes that a person approves before anything changes. Cleanup becomes routine instead of a rushed purge.
Works with HubSpotSalesforceSlack +1
This agent compares the loss reason picked in the CRM with what buyers actually said on calls, across every closed deal. Leaders see why deals are really lost, not just the polite answer.
Each day this agent checks which leads have gone quiet, looks for replies in Gmail, and drafts a personal follow-up for the rest. Drafts go to Slack for approval instead of being sent.
Works with AirtableGmailSlack
After sales calls, this agent drafts a shareable follow-up page for the buyer: what we heard, how we help, relevant case studies and next steps. The seller reviews and edits it, and the buyer sees nothing until it is published.
Works with Attio
This pipeline gathers call recordings, email threads and project notes about a client, pulls out the facts and quotes, and drafts a case study for an editor to shape. People still choose the story and get the client's sign-off.
Works with GmailOutlookNotion +3
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
Every week, this agent finds accounts due for a quarterly business review and drafts the deck and a briefing doc from product, CRM and support data. Account managers start from a draft instead of a blank page.
Works with HubSpotGoogle SlidesGoogle Docs
After every sales call, this agent fills in the key deal fields in the CRM, like pain points and next steps, and answers deal questions in a chat channel. Reps stop retyping notes and handoffs to customer success get easier.
Works with AttentionSlack
This setup builds a personalized web page for each target prospect, with their company logo, role and tailored copy, and keeps every page updated from one table. Marketing and sales can send a custom page without building each one by hand.
Works with ClayWebflow
This agent pulls live CRM data on a schedule and sends ready-made pipeline, forecast and rep reports to chat or email. Revenue operations stops rebuilding the same spreadsheets every Monday.
Works with Slack
This agent reads finished sales call recordings, pulls out the summary and action items, and writes them back to the CRM. It is a build guide for engineers, including the pitfalls that break a naive setup.
Works with ChorusSalesforceHubSpot
Every seller gets a voice AI buyer to practice tough conversations with, anytime, followed by coaching feedback. Practice no longer depends on finding a willing colleague.
This agent watches your competitors' websites, news and hiring, plus your own win and loss notes, and keeps sales battlecards current. Reps can also ask it competitor questions whenever they come up.
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
A Slack bot connected to call recordings and the CRM finds the stories that keep coming up in won deals, then the team maps which ones lack a one-pager, slide or page. Reps get content built from what buyers said.
Works with FathomHubSpotSlack +1
For a team making lots of outbound calls, this agent checks each call against your quality standards shortly after it ends and flags the unclear ones for a person. Managers coach on the same day instead of days later.
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
Every morning this agent reads yesterday's recorded calls, checks each deal in the CRM and posts a ranked list of deals most likely to slip to Slack. Managers see objections and competitor mentions before standup.
Works with GongAttioSlack
Every Monday morning, this agent reviews the pipeline and posts a short written summary to chat: what moved, what stalled and what lacks a next step. Pipeline meetings can start with the facts already on the table.
Works with Slack
Before each forecast one-on-one, this assistant reviews one rep's pipeline, notes what changed since last week and suggests sharp questions. Managers walk in prepared for every rep, not just the loud ones.
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
Before a forecast call, this assistant pulls the latest forecast, recent deal changes and risk scores so a revenue leader can ask plain questions about them. It saves the weekly export-and-paste routine.
Works with ClariSalesforce
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
When a deal reaches a chosen stage, this setup creates a shareable page for the buyer with the value proposition, team, next meeting and next steps, and suggests updates from calls and emails. Champions get one link to share internally.
Works with HubSpot
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
Snyk's support agent answers customer questions, checks account details and opens tickets, but only shows what each user is already allowed to see. It ran with the support team for about a year before customers got it.
Works with Slack
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
This agent joins CRM data with recent call recordings and checks each deal against your own definition of a qualified opportunity. Pipeline reviews start from one shared set of facts.
This agent combines product usage, support, billing and renewal data into one health view per customer, explains why an account is at risk and suggests a plan to save it. Customer success knows where to act and why.
Every day, this setup combines support tickets, product usage and billing signals into a churn risk score per customer and starts outreach for the riskiest ones. Teams step in before a customer decides to leave.
Works with ZendeskIntercomHubSpot +1
This agent scores every recorded sales call against your coaching checklist, not just the handful a manager has time to review. Problems surface sooner and feedback reaches reps while the call is still fresh.
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 scores each new deal against a written rubric, explains the score, and lets salespeople override it. Small teams get a lead score with a reason they can trust or correct.
Works with Pipedrive
Before a conference, an agent reads what you already know about each registered attendee and drafts a short plan of which sessions to attend and who to meet. The account owner edits it and sends a private link instead of the full event PDF.
When customer emails, calls or tickets suggest an account might leave, this agent studies similar past cases and suggests specific next steps. Customer success teams get a plan, not just a risk warning.
Works with Gainsight
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
This setup helps a partner marketing team turn one vendor document into a co-branded copy for each partner, with the partner's name and logo, and publish it where partners can grab their own. No design request per partner.
After every connected call, the dialer writes a draft summary with next steps that the rep reviews and saves to the record. Reps stay focused on the conversation and the next touch starts with context.
Works with Orum