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

Customer Success

CLV & Loyalty Planner

Know which customers are worth 10x more — and keep them.

7 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

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

Operations

Domain and SSL Certificate Expiry Monitor

Daily scan of every company domain — stages a Linear task, owner email, and Slack alert before a cert or domain lapses.

10 agents

Employee Onboarding Coordinator

Day-1-ready onboarding, automatically planned and scheduled.

6 agents

Operations

Event Revenue and Ticket Sales Dashboard Alert

Watch ticket sales pace, reconcile it against real settled revenue, and alert your event team the moment a milestone or sell-out risk hits.

12 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

Marketing

Industry Trend Weekly Roundup

Turn the week's industry news into a sourced, on-brand newsletter and blog post — staged for one-click approval.

11 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 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-Meeting Pipeline

Make every inbound lead become a tracked meeting motion.

8 agents

Customer Success

Meeting Recap to Zendesk Ticket

Customer calls become support follow-through.

7 agents

Operations

Meeting-to-Action Pipeline

Every Zoom/Teams call becomes owned tasks and a clean recap email — action items never slip through the cracks again.

11 agents

Communication

Microsoft 365 Executive Assistant

Daily brief, weekly plan, or meeting follow-ups — one recipe, three cadences.

8 agents

Marketing

Multi-Channel Email Orchestrator

Draft campaigns from research, then route and send across every channel at scale

10 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

Customer Success

NPS Feedback Analyzer

Turn NPS data into retention and product decisions.

7 agents

Sales

Outbound Follow-Up Orchestrator

Context-aware follow-ups, no autosend

7 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

Finance

Payment Failure Recovery

Recover revenue from failed and disputed transactions across whichever payment processors you have connected — Stripe, Razorpay, Cashfree, or WooCommerce. The workflow asks which provider holds the failed charges when multiple are connected.

13 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

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

Marketing

Publish SEO Blog Posts from Draft to Live CMS with Social Blast

Turn a Google Doc draft into a staged CMS post with SEO metadata plus a LinkedIn, Instagram, and newsletter blast.

11 agents

Sales

Quote-to-Invoice Pipeline

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

10 agents

Recruitment Pipeline

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

7 agents

Finance

Refund & Dispute Desk

Pull refunds, disputes, and chargebacks across your connected payment processors (Stripe, Cashfree) and cross-reference Shopify orders + Zendesk tickets to recommend actions — approve, contest, recovery-offer, or escalate.

13 agents

Sales