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CRM Scanner

Extract CRM data from HubSpot

Connections

Connect any one provider in each category and the agent runs indefinitely.

Required

CRM

Use cases that include CRM Scanner

21 pre-built workflows powered by this agent.

Customer Success

Account Health Compiler

Usage, support, and billing signals fuse into one health score per account — with the playbook to act on it.

9 agents
Customer Success

Advocacy Pipeline Manager

Happy customers become reviews, case studies, and referrals on purpose — not by accident.

8 agents
Customer Success

Churn Interview Runner

Every churned account gets a real exit interview, and the themes land in one synthesis — not in one person's memory.

8 agents
Customer Success

Customer Onboarding Series

A deal goes Won and the whole onboarding arc — welcome, getting-started, check-in emails plus Asana kickoff tasks — is staged before the champagne goes flat.

10 agents
Finance

Dunning & Collections Agent

Failed and expiring subscriptions get one respectful, personalized recovery email each — segmented by value, capped by policy, staged for your approval, retries proposed never fired.

9 agents
Sales

Follow-Up Sequence Writer

Turns a selected deal or contact into a personalized 3-touch sequence — drafted, voiced, and staged on a day-3/day-7 cadence.

9 agents
Sales

Forecast Risk Brief

Know which deals are stalling, slipping, or single-threaded before the forecast call — with a range and an ask list.

9 agents
HR

Interview Scheduling Coordinator

Candidate interviews book themselves around real panel availability, with feedback chased automatically.

8 agents
Finance

Invoice Chaser

Unpaid Stripe invoices get polite, aging-appropriate reminders — 3/7/14/30-day tone ladder, per-customer caps, quiet hours, and nothing sends without you.

9 agents
Sales

Lead Enrichment, Scoring & Routing

Every new HubSpot contact arrives enriched, scored against your ICP, and routed to an owner — nothing sits untouched.

9 agents
Executive

Leadership Weekly Scorecard

one scorecard every week: the five numbers that matter, why they moved, and the one decision each needs.

9 agents
Sales

Meeting Prep Dossier

Walks you into every external meeting with a one-page brief on who they are, what they care about, and what to say.

8 agents
Customer Success

NPS & Feedback Miner

Mines every survey response and feedback email into ranked themes by segment — then stages referral asks for promoters and same-day human escalation for detractors.

10 agents
Sales

Prospect Dossier

Name a company and get a sourced one-page dossier — firmographics, triggers, tech-stack signals, and talk tracks.

9 agents
Customer Success

Quarterly Business Review Builder

Name an account, get a full QBR — value delivered, adoption, risks, next-quarter plan — built from CRM history plus the customer's own public quarter, with sources.

13 agents
Finance

Refund Anomaly Detector

Spots the refund patterns that smell wrong — repeat refunders, refund-after-usage, policy violations — scored with real numbers, delivered as staged investigation notes.

10 agents
Customer Success

Renewal Risk Watch

Every week, know which customers are drifting toward a bad renewal — risk-ranked with evidence, and save-play emails staged before the renewal date does the talking.

13 agents
Sales

Stale Pipeline Reviver

Finds the HubSpot deals that went quiet, researches a real reason to reach back out, and stages a revival email for each.

9 agents
Customer Success

Support Escalation Desk

Inbound support gets triaged to severity in minutes, and SLA breaches page before the customer escalates.

9 agents
Executive

Weekly Business Review

One weekly roll-up across HubSpot, Stripe, Shopify, and Asana: what moved, what stalled, and a single recommendation.

12 agents
Sales

Weekly Win/Loss Digest

Every week, a Slack digest of what you won and lost — and the patterns behind it.

9 agents

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