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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

26 pre-built workflows powered by this agent.

executive

Business Health Dashboard

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

8 agents
Operations

Calendly Meeting Operator

Run one of six Calendly operations against your live booking data — pipeline brief, no-show predictor, lead routing audit, event-type optimizer, round-robin load balance, or renewal meeting radar — and get a focused brief with optional outreach drafts.

13 agents
Sales

Cold Outreach Personalizer

Personalized cold outreach that actually gets replies.

6 agents
Sales

Commission Calculator

Calculate commissions accurately. Pay your team on time.

5 agents
Customer Success

Customer Follow-Up

Never let a customer relationship go cold.

7 agents
Sales

Deal Win/Loss Analyzer

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

7 agents
Operations

Document Audit Framework

Audit a Notion knowledge base, Notion SOPs, or Coda tables for staleness, drift, duplication, broken links, and outdated screenshots — with recommended fixes and optional rewrite drafts.

9 agents
executive

Executive Intelligence Brief

A unified executive briefing — morning brief, weekly digest, board update, or command-center view — synthesizing email, calendar, CRM, payments, support, and ads data from whichever systems you have connected.

14 agents
Sales

Gamma Deck Builder

Build a Gamma presentation for one of four contexts — generic sales pitch, CRM-driven sales deck, investor update, or internal training — pulling the right context source and applying your brand voice.

14 agents
Sales

HubSpot Account Intel

Pull a scoped slice of your HubSpot pipeline — all open accounts, at-risk renewals, stale deals, or expansion-ready — enrich each with web/competitive context, score risk/opportunity, and draft personalized next-touch outreach.

13 agents
Sales

HubSpot Pipeline Leakage Analyzer

Find the stage where revenue goes missing.

7 agents
Finance

Invoice Generator & Tracker

Generate invoices, chase payments, get paid faster.

7 agents
Sales

Lead Generation

Generate net-new prospect lists against an ICP using Apollo for verified-email firmographic depth, Verslay Exclusive for LinkedIn / Google Maps / Instagram coverage, or both with auto-dedupe. Scores each prospect, dedupes against HubSpot, and drafts personalized first-touch outreach.

12 agents
Sales

Lead-to-Close Pipeline

Turn every lead into a closed deal, automatically.

7 agents
Sales

Lead-to-Meeting Pipeline

Make every inbound lead become a tracked meeting motion.

8 agents
Customer Success

Notion + HubSpot Customer Doc to CRM Brief

Account context from docs and CRM together.

6 agents
Finance

Payment Reconciliation

Close your books without the manual reconciliation work.

7 agents
Sales

Pitch Deck & Proposal Generator

Tailored pitches that close deals, not collect dust.

7 agents
Sales

Prospect Research

Deep dossier on one prospect — a person, a company, or both. Person-mode digs into their content fingerprint, voice, recent posts + engagement, podcast/conference appearances, network signals, and public stances. Company-mode covers positioning, recent signals, tech stack, and competitive position. Both-mode unifies the two with a convergence section.

11 agents
Sales

Quote-to-Invoice Pipeline

From quote to paid invoice without the manual steps.

7 agents
hr

Recruitment Pipeline

Hire faster with AI-screened, bias-reduced candidate ranking.

7 agents
Sales

Renewal Risk Detector

Save renewals before customers decide to leave.

7 agents
Finance

Revenue Dashboard

Your complete SaaS revenue metrics, automated.

7 agents
Finance

Revenue Reconciliation Pulse

Reconcile transactions across your connected payment processors and CRM (Stripe / Razorpay × HubSpot / Notion), surface discrepancies, and ship a revenue pulse with optional Slack + Notion distribution.

13 agents
Sales

Sales Forecast Generator

Data-driven forecasts your team actually believes in.

6 agents
Finance

Subscription Lifecycle Manager

Recover failed payments and reduce involuntary churn.

8 agents

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