Atomicsalescustomer-success

Distributor

Send & deliver via email/calendar/CRM

Connections

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

Required

Optional

Calendar & SchedulingCRM

Use cases that include Distributor

67 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

Marketing & Ads

Ad Performance Analyzer

Audit every connected ad platform in one run, name the leaks, and get a budget-reallocation plan staged for approval.

6 agents

Customer Success

Advocacy Pipeline Manager

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

8 agents

E-commerce

Agency Client QBR Autopilot

Monday 9am: one narrative per client, reconciled to store cash, not Ads Manager.

6 agents

Executive

Board Update Composer

the monthly board/investor update drafts itself from live metrics, so it ships on time every month.

10 agents

Finance

Budget Variance Analyst

Actuals vs budget by category with the narrative behind every variance — ready before the monthly review.

7 agents

E-commerce

Bundle Builder from Co-Purchases

Finds what customers actually buy together, proposes 3-5 margin-checked bundles, and drafts the listings — staged for the owner.

9 agents

Operations

Calendar Event to Prep and Tasks

Before the meeting: a drafted agenda. After it: a recap with one staged Asana task per action item.

9 agents

Candidate Screener

Score applicants against an approved rubric with cited evidence, draft tailored interview questions, and get a ranked shortlist — never auto-answers a candidate.

11 agents

E-commerce

Cart & Checkout Recovery

A personalized recovery email for every abandoned cart — first-timers get incentives, regulars get a nudge — staged before anything sends.

5 agents

E-commerce

Catalog Quality & Content Refresh

Audit the catalog for weak copy, thin SEO, and missing images — then draft the fixed pages for one-click publish.

5 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

Marketing & Ads

Competitor Ad Shift Responder

Catches competitor angle shifts from public pages, drafts counter-angles plus 3 ad variants per shift, and alerts Slack.

10 agents

Competitor & Market

Competitor Watchtower

Tracks competitor websites and pricing pages week over week — what moved, why it matters, rated by threat.

4 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

E-commerce

Customer Segments & Win-back

Segments your customers by real behavior and stages tailored win-back, VIP, and upsell outreach for approval.

5 agents

E-commerce

Daily Store Pulse

Every morning: orders, revenue, AOV, fulfillment lags, and anything unusual — one readable brief.

4 agents

E-commerce

Discount Leakage Desk

WELCOME15 is on Honey. Repeat buyers are checking out at first-timer prices.

5 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

Marketing

Email Nurture Sequence Refresh

Finds the weak steps in your Brevo nurture sequence with numbers, drafts refreshed variants, and stages the update plan.

6 agents

Finance

Expense Report Auditor

Employee expense reports check themselves against policy before they ever reach an approver.

7 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

Operations

Inbox Triage Desk

Classify your Gmail unread pile with reasons, draft replies for the routine ones, and file real action items as Asana tasks — never auto-sends.

10 agents

Competitor & Market

Industry Trends Weekly

The week's industry news clustered into the few trends that matter for your keywords — with a staged newsletter draft.

4 agents

Interview Scheduling Coordinator

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

8 agents

E-commerce

Inventory & Reorder

SKUs heading toward stockout, ranked by revenue at risk, with velocity-sized purchase-order drafts staged per supplier.

4 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

E-commerce

L1 Support Email Drafter

Grounded first-line replies to WISMO, sizing, returns, and order-change emails — drafted from the real order, escalated when policy runs out.

8 agents

E-commerce

Late-Order Rescue

14 paid orders are past your 48-hour ship promise. Here is the list and the apology email.

5 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

Competitor & Market

Market & Stock Watchtower

Competitors' stock moves and the day's news, correlated and sourced — a leadership intel brief in three minutes.

4 agents

Marketing & Ads

Marketing Performance Digest

The week's marketing numbers from every connected platform in one readable brief — wins named, leaks named.

3 agents

Operations

Meeting Operations Manager

Every meeting gets an agenda before it happens and minutes with owned action items after — nothing evaporates between calls.

8 agents

Executive

Morning Command Brief

One morning brief: today's calendar, the email that actually needs you, Asana tasks due, and overnight Slack highlights.

12 agents

New-Hire 30-60-90 Onboarding Plan

A complete 30/60/90 onboarding ladder for a new hire — staged Asana tasks, calendar checkpoints, and a Slack buddy DM, behind one approval gate.

12 agents

Marketing

Newsletter Issue Builder

Turns your content, updates, and curated links into a drafted Brevo campaign — with subject variants, never sent.

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

Executive

OKR Progress Tracker

every key result gets scored weekly from real project activity, and blocked KRs surface before the review does.

8 agents

E-commerce

Order-Status Buyer Messages

When an order runs late or fulfillment stalls, stage a proactive status message to the buyer — answer WISMO before it's asked.

4 agents

Finance

Payroll Prep Checklist

Payroll day stops being a scramble — hours, time-off, and anomalies gathered into one readiness checklist.

8 agents

People Ops Pulse Analyst

a recurring employee pulse turns into trends, themes, and early attrition flags — not a one-off survey.

7 agents

E-commerce

Post-Purchase Care & Cross-Sell Series

A staged care, cross-sell, and review-ask series per shipped order — grounded in the real cart, approved before anything sends.

8 agents

Competitor & Market

Pricing Benchmark Brief

Name a product, get the market's real prices next to yours — positioning read, recommended moves with math, every number sourced and dated.

11 agents

E-commerce

Product Review Response Writer

On-brand responses to every new review — positives named, negatives handled, policy and safety issues flagged for a human before anything posts.

9 agents

Operations

Project Status Digest

Weekly Asana digest: blockers with evidence, aging tasks, at-risk deadlines, and workload skew — posted to Slack only on your sign-off.

9 agents

Finance

Purchase Order Tracker

Every PO is tracked from raised to paid, and nothing ages past due without a nudge.

8 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

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

Marketing

Review-to-Testimonial Amplifier

Turns 5-star reviews and kind words into permission-first testimonial asks — drafts staged, usage rights stated, never sent blind.

8 agents

E-commerce

Reviews & Loyalty

After orders ship: staged review-request emails that skip past reviewers, plus a loyalty thank-you pass for regulars.

4 agents

Operations

SOP & Knowledge Curator

Recurring processes get captured as living SOPs, and stale ones get flagged before they bite.

8 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

Marketing & Ads

Stockout Ad Guard

Catch promoted-product stockouts before your ad spend does — staged pauses and budget shifts, approved in one click.

5 agents

E-commerce

Store P&L / Blended MER

Meta says 4.2x. Shopify cash says 2.1x. Here is the number your bank account believes.

5 agents

Finance

Stripe Payment Reconciler

Match every Stripe payment, fee, and refund against your orders — mismatches, duplicates, and fee oddities flagged in real dollars, staged for review.

9 agents

Finance

Subscription Expense Auditor

Every SaaS subscription gets inventoried, scored for waste, and put on a renewal calendar — automatically.

7 agents

E-commerce

Supplier Restock Brief

Weekly cover-vs-lead-time math per SKU, a reorder plan ranked by revenue, and a drafted supplier email per vendor — staged, never auto-ordered.

8 agents

Customer Success

Support Escalation Desk

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

9 agents

E-commerce

Unmet Demand Signal Digest

A weekly digest of what customers ask for that your catalog does not answer — ranked by revenue opportunity, not vibes.

10 agents

Operations

Vendor Procurement Coordinator

Vendor quotes, renewals, and PO paperwork stay tracked and compared without the spreadsheet scramble.

8 agents

Marketing

Video Content Repurposer

One video becomes a LinkedIn post, X thread, newsletter section, and short-video script — all staged, none posted.

7 agents

Marketing

Webinar and Event Follow-Up

Segments attendees from no-shows after the event, drafts per-segment follow-ups, and files the recap task — all staged.

8 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

E-commerce

Wholesale / DM-to-Invoice Desk

Paste the Instagram order. Get a Shopify checkout link.

3 agents

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