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CRM Scanner

Extract CRM data from HubSpot

Connections

Connect these once and the agent runs indefinitely.

Required

HubSpot

Use cases that include CRM Scanner

22 pre-built workflows powered by this agent.

Finance

Board & Investor Report

Board-ready reports in under an hour.

5 agents
executive

Business Health Dashboard

One score that tells you exactly how your business is doing.

5 agents
Sales

Cold Outreach Personalizer

Personalized cold outreach that actually gets replies.

4 agents
Sales

Commission Calculator

Calculate commissions accurately. Pay your team on time.

4 agents
Customer Success

Customer Follow-Up

Never let a customer relationship go cold.

5 agents
Sales

Deal Win/Loss Analyzer

Find out why you are losing deals — and fix it.

3 agents
executive

Executive Morning Brief

Start every morning knowing exactly what matters.

5 agents
Sales

Expansion Revenue Finder

Find upsell revenue hiding in your existing customer base.

4 agents
Sales

Lead Research

Walk into every sales call knowing everything.

6 agents
Sales

Lead-to-Close Pipeline

Turn every lead into a closed deal, automatically.

4 agents
Operations

Meeting Prep

Walk into every meeting knowing exactly what to say.

5 agents
Operations

Morning Briefing

Your full inbox and calendar summary, every morning.

5 agents
Operations

Morning Command Center

Every system. One briefing. Every morning.

6 agents
Finance

Payment Reconciliation

Close your books without the manual reconciliation work.

4 agents
Sales

Pitch Deck & Proposal Generator

Tailored pitches that close deals, not collect dust.

4 agents
Sales

Quote-to-Invoice Pipeline

From quote to paid invoice without the manual steps.

4 agents
Sales

Renewal Risk Detector

Save renewals before customers decide to leave.

4 agents
Finance

Revenue Dashboard

Your complete SaaS revenue metrics, automated.

4 agents
Sales

Sales Forecast Generator

Data-driven forecasts your team actually believes in.

3 agents
Sales

Stale Deal Reviver

Revive dead deals with perfectly timed re-engagement.

4 agents
Operations

Weekly Business Digest

Your entire business summarized every Friday.

7 agents
Operations

Weekly Digest

Your week in review. Your next week on track.

6 agents

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