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CRM Scanner

Extract CRM data from HubSpot

Connections

Connect these once and the agent runs indefinitely.

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HubSpot

Use cases that include CRM Scanner

73 pre-built workflows powered by this agent.

E-commerce

Abandoned Cart Recovery Sequence with Personalized Incentive

Turn every abandoned cart into a personalized email + WhatsApp recovery sequence with the right incentive per buyer — staged for one-click approval.

11 agents
Marketing

Ad Performance Digest with Budget Reallocation Recommendations

A weekly memo that grades every ad campaign against your targets and tells you exactly where to move the budget.

12 agents
Operations

Appointment Reminder SMS Campaign

Text every client 24h before their appointment, auto-escalate no-replies, and ping you in Slack on the stragglers.

11 agents
Operations

Auto-Create Project Tasks from Client Intake Form

Turn a client onboarding form into a fully structured project with milestones, owners, and a Slack kickoff.

11 agents
Marketing

Auto-Generate On-Brand Marketing Visuals from Product Updates

When you ship a feature or win a deal, auto-build on-brand announcement graphics at every size — staged for one-click approval.

12 agents
Sales

Automated Contract Generation and Signing on Deal Close

Deal hits Closed-Won and the contract fills itself, routes to DocuSign, and stages the invoice on signature.

10 agents
Operations

Automated Customer Data Report Builder

Query Supabase/Airtable for cohort data, build a sourced report, and email it to leadership on a schedule.

13 agents
Sales

Branded Proposals from CRM Deals with E-Signature

Turn a Proposal-stage CRM deal into a branded proposal doc, PDF, and DocuSign signature request — staged for one-click approval.

10 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
hr

Candidate Pipeline Digest for Hiring Managers

A morning digest of open roles, new applicants, and decisions-owed — one per hiring manager, on their channel.

12 agents
Customer Success

Churn Risk Early-Warning Alert

Catch accounts going quiet in the product before they churn — score the usage drop, alert Slack, update the CRM health field.

10 agents
Sales

Cold Outreach Personalizer

Personalized cold outreach that actually gets replies.

6 agents
Operations

Course Completion Certificate Auto-Issue

When a learner finishes a course, auto-generate a branded certificate, email it, and log the completion — one approval.

11 agents
Operations

CRM-to-Database Sync and Dedup

Pull new CRM contacts, dedupe against your database, upsert clean records, and email a daily sync summary.

8 agents
Finance

Crypto Portfolio Daily Briefing

Every morning: your crypto watchlist's prices and 24h moves, in plain English, staged for email + Slack.

10 agents
Operations

Customer Event Ticket Fulfillment and Reminder Workflow

Turn every ticket sale into a logged CRM record, a confirmation email with calendar invite, and a 24h reminder — staged for one click.

13 agents
Customer Success

Customer Follow-Up

Never let a customer relationship go cold.

7 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
Sales

Deal Win/Loss Analyzer

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

7 agents
Sales

Deal Won Team Celebration Alert

Close a deal, and the team hears about it — a staged win shout-out plus a kickoff task, before the champagne goes flat.

11 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
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
hr

Employee Onboarding Document Signing Pipeline

New hire added? Generate their NDA, offer, and policy docs, route for e-signature, and ping the team when all are signed.

12 agents
hr

Employee Wellness and Fitness Challenge Tracker

Pull Strava activity, rank a fair leaderboard, and stage the Slack recap plus a Notion monthly rollup for one-click approval.

10 agents
executive

Executive Intelligence Brief

Morning brief, weekly digest, board update, health scorecard, or 90-day strategic plan — one recipe for every executive intelligence need.

18 agents
Finance

Expense Approval and Reimbursement Automation

Auto-clear small in-policy expenses, route big ones to a manager on Slack, log approvals to accounting — all staged for approval.

10 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
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 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
Finance

Invoice-to-Payment Reconciliation Agent

Catch every overdue invoice, send a Stripe pay-link, and ping finance on Slack the moment it clears.

10 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
Sales

Lead Generation

Build enriched prospect lists from Apollo, LinkedIn, Google Maps, or any public directory — one recipe, three modes.

14 agents
Sales

Lead Qualification Form to CRM and Sales Outreach

A form submission becomes a scored lead, assigned rep, and staged follow-up sequence — approved in one click.

11 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
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
Sales

New Lead Auto-Enrichment and Outreach Sequence

A new contact hits HubSpot or Salesforce — the agent enriches it, scores it, and stages a personalized email plus a follow-up nudge, hands-off.

12 agents
Sales

New Lead Welcome Sequence

Every new CRM lead gets a personalized 3-email welcome drip over 5 days — logged to the CRM, with Slack alerts on open and click.

10 agents
Marketing

New Product Launch Ad Brief Generator

Turn a new product launch into paste-ready Meta and Google ad copy plus audience targeting, grounded in your real buyers.

12 agents
Operations

New-Employee Access Provisioning Workflow

Turn an onboarded-hire event into a staged Google Workspace account, a vaulted credential, and a welcome Slack message — approve, then provision.

12 agents
Customer Success

Notion + HubSpot Customer Doc to CRM Brief

Account context from docs and CRM together.

6 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
Finance

Payment Due SMS Nudge

Auto-detect overdue invoices, text a polite reminder, log it to your CRM, and escalate to email if still unpaid at 48 hours.

11 agents
Customer Success

Personalized Onboarding Email Sequence Generator

Turn new signups + real product usage into a per-segment onboarding drip, staged for one-click approval.

11 agents
Sales

Pitch Deck & Proposal Generator

Tailored pitches that close deals, not collect dust.

7 agents
Marketing

Post-Event Attendee Follow-Up Campaign

Turn an ended Eventbrite event into a segmented, CRM-synced follow-up campaign — staged for one-click approval.

11 agents
Customer Success

Post-Purchase NPS Survey and Churn Risk Alert

Trigger an NPS survey after every purchase, score the replies, and alert your success team the moment a buyer looks like churn.

11 agents
Marketing

Post-Purchase Review and Loyalty Campaign

Wait after an order ships, check for a review, then fire a personalized loyalty email and a staged social thank-you.

12 agents
Marketing

Product Update Changelog Published Across All Channels

Close a sprint in Linear, get a changelog staged for Webflow, subscribers, and Slack — reviewed once, published everywhere.

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
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

Prospect Research Dossier on New Leads

Turn every new CRM lead into a one-page, fully-sourced research dossier attached right to the deal.

10 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
Sales

Quote-to-Invoice Pipeline

From quote to paid invoice — or chase what's already out there.

10 agents
hr

Recruitment Pipeline

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

7 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
Sales

Renewal Risk Detector

Save renewals before customers decide to leave.

7 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
Finance

Revenue Dashboard

Your complete SaaS revenue metrics, automated.

7 agents
Finance

Revenue Reconciliation Pulse

Five financial lenses — CRM reconciliation, invoice matching, Cashfree settlement, weekly P&L review, and inbox-enriched financial audit — in one recipe.

16 agents
Sales

Sales Call Intelligence Brief

Walk into every prospect call fully briefed, and walk out with the CRM already updated — zero manual data entry.

12 agents
Sales

Sales Forecast Generator

Data-driven forecasts your team actually believes in.

6 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
Finance

Subscription Lifecycle Manager

Recover failed payments and reduce involuntary churn.

8 agents
hr

Training Enrollment and Progress Report for HR

Every month, reconcile your LMS against BambooHR and email HR managers a sourced compliance-training progress report.

10 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
Marketing

Weekly Marketing Performance Digest

Roll up Google Analytics, ad platforms, and social into one branded weekly digest — staged for one-click send.

11 agents
Sales

Weekly Pipeline Health Report with Deal Risk Flags

Every Monday, know which deals are going quiet before they slip — no CRM login required.

10 agents
Operations

Weekly Project Status Digest to Stakeholders

Every Friday, turn Jira/Asana activity into an exec summary doc (Notion or Google Docs) and email it to stakeholders — approved before it sends.

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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