Automate Your Sales Development Busywork with AI Agents

Prospecting, lead enrichment, follow-ups, and CRM updates. Describe the task in one sentence, and your sales development agent does it across your apps.

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SALES DEVELOPMENT AGENT

Find new accounts matching your ICP and enrich every contact

Build a targeted prospect list from a LinkedIn search

Research an account before your discovery call

Score inbound leads against the ICP before anyone touches them

Draft personalized cold emails for a whole prospect list

Book a meeting and brief the AE before it happens

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Any Sales Task. One Message. Done.

Prospect lists, account research, follow-ups, CRM updates. Tell the agent what you need and it works across your CRM, LinkedIn, Gmail, Google Sheets, and 1,500+ apps.

Get Work Done With Simple Chat Messages

Search the web and LinkedIn for companies that match our ICP: [target industry], [employee count], [region]. For each company, find the most relevant decision-maker, their exact title, and a verified work email. Pull a recent signal like a funding round, a leadership hire, or a product launch. Score each prospect by how well they fit and add the ranked list to the 'New Prospects' tab in Google Sheets with company, contact, title, email, fit score, and a personalization hook. Post the top 10 best-fit prospects to the sales channel in Slack.||

Prospecting complete. 24 accounts found, top 10 enriched and ranked.

New ICP-Matched Prospects — Jun 9

Fit	Company	Contact	Title	Signal	Hook
🟢 94	Northwind Labs	Priya Menon	VP Sales	Raised $18M Series B last week	New funding, likely scaling the team
🟢 91	Loopline	Marcus Hale	Head of RevOps	Hiring 6 SDRs right now	Building out sales ops, needs tooling
🟢 88	Brightseed	Dana Cole	Director of Sales	Just launched an outbound motion	Net-new outbound team, no process yet
🟡 79	Tavor Systems	Sam Okoro	Sales Manager	Expanded into EMEA	New region, ramping reps fast
🟡 76	Cadence.io	Lena Frost	VP Revenue	New CRO joined in May	New leader, often re-tools the stack

Summary: 24 accounts matched the ICP, 10 enriched with verified contacts and personalization hooks. 8 show strong buying signals (funding or active hiring). The top 10 are posted to the sales channel in Slack and ready for outreach. 3 companies were skipped as existing CRM contacts.

👇 Here's what your team could do with a single message.

1.Find new accounts matching your ICP and enrich every contact

2.Build a targeted prospect list from a LinkedIn search

Take the LinkedIn search I describe ([job titles], [industry], [company size]) and pull the matching people. For each one, find their company, title, location, and a verified email where available. Skip anyone already in our CRM or who we've contacted in the last 90 days. Add the clean list to the 'Prospect List' tab in Google Sheets with a one-line note on why each person fits.

3.Find lookalike accounts based on your best customers

Take our top 20 closed-won accounts from the CRM. Identify what they have in common: industry, size, growth stage, and the tools they use. Search the web for companies that share those traits and aren't already in our pipeline. Add the lookalike accounts to the 'Lookalikes' tab in Google Sheets with the matching traits and a fit score, and post the strongest 10 to the sales channel in Slack.

4.Pull the buying committee from a list of target companies

Here's a list of target companies in Google Sheets. For each one, find the people in the buying committee for our product: the economic buyer, the likely champion, and the end user. Pull their titles, LinkedIn profiles, and verified emails. Add each contact back to the sheet next to its company, and flag any company where you couldn't find a decision-maker so I can dig in manually.

1.Research an account before your discovery call

Before my call with [Company], pull together everything I need. Search the web for recent news, funding, leadership changes, and product launches. Check their site for how they position themselves and who they sell to. Find the person I'm meeting on LinkedIn and summarize their background and recent posts. Put it all in a one-page brief in Google Docs with talking points and two tailored questions to open the call.

2.Find a personalization hook for every prospect in a list

Take the prospect list in the 'Outreach Queue' tab of Google Sheets. For each person, find one specific, recent reason to reach out: a post they wrote, a company announcement, a role change, or a piece of news. Add a one-line personalization hook next to each name that I can drop straight into a cold email. Flag anyone where you couldn't find a real hook so I don't send a generic message.

3.Spot buying signals across your target accounts

Go through my target account list in Google Sheets. For each company, search the web and their LinkedIn page for buying signals: new funding, hiring for relevant roles, leadership changes, expansion, or tools they just adopted. Score each account by how strong the signal is and add the findings to an 'Account Signals' tab. Post the hottest accounts to the sales channel in Slack so I know who to prioritize this week.

1.Score inbound leads against the ICP before anyone touches them

Take the new inbound leads from the 'Inbound' tab in Google Sheets. For each one, enrich the company with size, industry, and region, then score it against our ICP. Mark each lead hot, warm, or disqualify with a one-line reason. Write the scores back to the sheet, route the hot leads to the right AE, and post a summary of today's inbound quality to the sales channel in Slack.

2.Qualify a batch of leads and route the hot ones to AEs

Run the leads in the 'To Qualify' tab of Google Sheets against our criteria: company size, budget signals, role seniority, and use-case fit. For each lead, mark qualified or not with the reasoning. For qualified leads, assign the right AE based on territory and add a handoff note. Update the CRM and post the qualified list to the sales channel in Slack.

3.Flag qualified leads that went quiet and need re-scoring

Pull every lead in the CRM that was marked qualified but has had no activity in the last 21 days. For each, check whether anything changed at their company: new funding, a relevant hire, or a product move. Re-score them against the ICP and flag the ones worth another shot. Add the revival list to Google Sheets and post the top candidates to the sales channel in Slack.

1.Draft personalized cold emails for a whole prospect list

Take the enriched prospect list in the 'Outreach Queue' tab of Google Sheets. For each person, write a short cold email that opens with their specific personalization hook, ties it to a problem we solve, and ends with a soft ask for 15 minutes. Keep each one under 90 words and match our tone. Save the drafts in Gmail as ready-to-send messages and mark each row in the sheet as drafted.

2.Chase every stale lead with new context attached

Find every lead in the CRM that I last contacted 7 or more days ago with no reply. For each, look back at the previous email and write a follow-up that adds something new: a relevant case study, a recent company signal, or a different angle. Don't just bump the thread. Save the follow-ups as drafts in Gmail and give me a list of who's being chased.

3.Write follow-ups for prospects who opened but didn't reply

Check which prospects opened my last email two or more times but never replied. For each, write a short, low-pressure follow-up that references their interest without being pushy and offers an easy next step. Save the drafts in Gmail, and add a note to each contact in the CRM that a second touch is queued.

1.Book a meeting and brief the AE before it happens

A prospect just agreed to a meeting. Find a time that works across my calendar and the assigned AE's calendar, send the invite with a video link through Google Calendar, and confirm with the prospect by email. Then build a short prep brief in Google Docs with the account research, the prospect's role, and why they're a fit, and send it to the AE in Slack.

2.Recover every no-show with an automatic rebook nudge

Pull every prospect who didn't show for a meeting in the last 2 days. For each, send a friendly rebook email that assumes the best and offers two new time slots. Log the no-show and the rebook attempt in the CRM, and add anyone who's now missed twice to a 'Hard to Reach' list in Google Sheets so I can decide whether to keep trying.

3.Hand off a qualified lead to the right AE with full context

Take [Lead] who I just qualified. Pull together everything the AE needs: the company background, the prospect's role and pain points, what we discussed, and the next step. Write it up as a clean handoff note, attach it to the lead in the CRM, assign the right AE by territory, and ping that AE in Slack with the summary and the meeting time.

1.Update your CRM after a day of calls without typing a word

Here are my call notes from today (I'll paste them or point you to the doc). For each prospect I talked to, update their record in the CRM: log the activity, update the stage, set the next step, and add a follow-up task with a due date. Flag anyone who needs a same-day follow-up and post that short list to my Slack.

2.Find and merge duplicate contacts in your CRM

Scan the CRM for duplicate contacts and companies: same email, same name at the same company, or near-identical records. For each set, show me which fields differ and recommend which record to keep. Build a cleanup list in Google Sheets with the duplicates grouped, and once I approve, merge them and log what was changed.

3.Build your weekly activity report without opening a tab

Pull this week's numbers from the CRM: calls made, emails sent, meetings booked, leads qualified, and meetings held. Compare against last week and my targets in Google Sheets. Summarize what's up, what's down, and where I'm tracking against quota. Post the report to the sales channel in Slack and send a copy to my manager via Gmail.

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Set It Once. Your Pipeline Fills Itself.

Fresh prospects every morning, instant lead scoring, no-show rebooks, weekly reports. Running on schedule and on every new lead, whether you're on a call or away from your desk.

Automate recurring processes in 30 seconds.

Drop fresh ICP-matched prospects in your queue every morning

When this happens...

App

Clock

When

Every weekday at 07:00 AM

Then do this...

👇 No workflow builder. Set it up in plain English.

Drop fresh ICP-matched prospects in your queue every morning

Every weekday at 07:00 AM

Search the web and LinkedIn for new companies that match our ICP: [target industry], [employee count], [region]. For each, find the best-fit decision-maker, their title, and a verified work email, plus one recent signal like funding, a relevant hire, or a product launch. Score each prospect by fit and add the ranked list to the 'Daily Prospects' tab in Google Sheets with a personalization hook. Post the top 10 to the sales channel in Slack so they're ready the moment you start your day.

Research every new lead the minute it lands in your CRM

When a new lead is created in your CRM

As soon as a new lead is created in the CRM, enrich it: find the company size, industry, and region, the lead's title, and a recent company signal. Search the web and LinkedIn for one personalization hook. Write all of it back to the lead record so it's ready when you reach out, and if the lead is a strong ICP fit, post it to the sales channel in Slack.

Score and route every inbound lead the second it comes in

When a new form submission is received

When a new inbound lead comes in from a form, enrich the company and score the lead against our ICP. Mark it hot, warm, or disqualify with a one-line reason. For hot leads, assign the right AE by territory, create a follow-up task in the CRM, and alert that AE in Slack within minutes so speed-to-lead never slips.

Enrich every new contact with a title, company, and hook automatically

When a new contact is created in your CRM

Whenever a new contact is added to the CRM, fill in the gaps: verified email, exact title, company size, and industry. Find one recent, specific reason to reach out and save it as a personalization hook on the record. Flag any contact you couldn't enrich so the data never sits half-empty.

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Sales Playbooks Anyone on Your Team Can Run.

Prospect list builds, account research, outreach launches, CRM cleanups. Same process, same rigor, whether it's run by you or the new rep in week one.

Complete repetitive processes in clicks

Build and enrich a targeted prospect list for a new campaign

1. Campaign ICP

Campaign ICP

Fill fields below 👇

Target Industry *

Company Size *

Region *

Job Titles to Target *

Minimum Fit Score

2. Find, Enrich, and Score Prospects

Agent

Search the web and LinkedIn for companies in Target Industry that match a size of Company Size and are based in Region. For each company, find the best-fit person holding one of these titles: Job Titles to Target. Enrich each contact with their exact title, a verified work email, and one recent signal like funding, a relevant hire, or a product launch. Write a one-line personalization hook for each. Score every prospect by how well they fit the ICP, and if a minimum fit score was set (Minimum Fit Score), drop anyone below it.

3. Log Prospects in Google Sheets

Add Rows to SheetinGoogle Sheets

4. Send Top Prospects to Slack

Send MessageinSlack

👇 See use cases.

1.Build and enrich a targeted prospect list for a new campaign

How this Playbook works?

Enter your ICP for the campaign: target industry, company size, region, and the job titles you want to reach. The AI agent searches the web and LinkedIn for companies that match, finds the best-fit decision-maker at each one, and enriches every contact with their title, a verified email, and a recent signal like funding or a relevant hire. It scores each prospect by fit and drops anyone below the threshold you set. The ranked, enriched list gets added to a 'New Prospects' tab in Google Sheets with company, contact, title, email, fit score, and a personalization hook. A summary of the top 10 best-fit prospects gets posted to the sales channel in Slack so you can start reaching out the same day.

2.Run a full account research brief before an outreach push

How this Playbook works?

Enter the company you're about to target and the product angle you're leading with. The AI agent searches the web for recent news, funding, leadership changes, and how the company positions itself, then maps the buying committee and finds the people you should reach on LinkedIn. It pulls each contact's background, recent posts, and a personalization hook. Everything gets written into a research brief in Google Docs with the account overview, the people to reach, talking points tied to your product angle, and two opening questions per contact. The brief gets shared with you in Slack so you can move straight into outreach.

3.Qualify and score a fresh batch of inbound leads against your ICP

How this Playbook works?

Enter the source list of inbound leads and the ICP criteria you're scoring against. The AI agent enriches each lead with company size, industry, region, and role seniority, then scores it against your ICP and marks it hot, warm, or disqualify with a short reason. Hot leads get matched to the right AE by territory and given a handoff note. The scored results get written back to a 'Qualified Inbound' tab in Google Sheets, the hot leads get created as tasks in your CRM, and a summary of today's inbound quality gets posted to the sales channel in Slack.

4.Launch a personalized cold outreach sequence for a prospect list

How this Playbook works?

Enter the prospect list and the core problem your product solves for them. The AI agent reads each prospect's enrichment and personalization hook, then writes a short three-touch email sequence for each one: an opener tied to their hook, a value follow-up with a relevant proof point, and a soft breakup. It keeps every email under 90 words and on your tone. The drafts get saved in Gmail ready to send, each prospect gets tagged in the CRM as in-sequence, and you get a summary in Slack of how many prospects are queued and ready to go.

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You Were Hired to Book Meetings, Not Do Data Entry.

Describe your prospecting, outreach, or CRM task in one sentence. The agent does it across your apps while you sell.

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