Does it actually execute work or just suggest it?

It executes. You describe the task in plain English, and the agent performs the actions in Act! 365 and your other tools.

Is this different from native Act! 365 features?

Yes. Native features are often limited to the app itself. DoMyWork executes complex, multi-step tasks across your entire software stack.

How does it compare to Zapier for Act! 365?

Zapier requires you to build logical workflows step by step. With DoMyWork, you just describe the outcome, and the agent handles the execution.

Does the agent monitor my Act! 365 account 24/7?

Yes. When you set up an autopilot job, the agent watches for specific events and acts on them instantly, without you needing to remember.

Is my data safe with DoMyWork?

We prioritise security and use encrypted connections to interact with your Act! 365 account. We only perform the actions you explicitly authorise.

Can I connect Act! 365 to other apps?

Absolutely. You can connect Act! 365 to 1,500+ apps, allowing the agent to move data and complete tasks between your CRM, email, Slack, and more.

AI Agent for Act! 365

Qualify, update, and follow up on your CRM contacts automatically. DoMyWork AI agents work with Act! 365 and 1,500+ apps to keep your pipeline moving and your data clean.

Find contacts in Act! 365 with no recent interaction

Enrich new leads with company data from the web

Draft follow-up emails for my hot leads

Update contact fields based on recent meeting notes

Summarise this week's new deals into a report

Check for duplicate contacts in Act! 365

Agent for

Act! 365

A Product by

Trusted by

42,000+ businesses worldwide

Certified

💬 Chat with agent

Get every contact and deal to the right next step

Clean contact lists, enrich missing details, draft follow-ups, and update your records.

12 contacts identified

Catch up on every lead from last week that nobody followed up on

"Check last week's leads in Act! 365, see who hasn't been contacted, and draft a follow-up email in Gmail for each one. Post the list to Slack when done."

Send Message

Enrich new leads with missing company size and industry data

"Find all new leads in Act! 365 without company info, search the web to fill in the gaps, and update the records."

Send Message

Find deals that have quietly stopped moving

"Identify deals in Act! 365 that haven't been updated in 14 days and flag them for my attention."

Send Message

Draft personalised emails for prospects after a demo

"Look for contacts in Act! 365 tagged 'Demo Completed', draft a thank-you email in Gmail for each, and save to drafts."

Send Message

Clean up contact records with inconsistent formatting

"Scan my Act! 365 contact list, fix phone number and address formatting, and standardise naming conventions."

Send Message

Got a different task in mind? Describe it

Send Message

Flag customers who have not been checked on recently

"Find accounts in Act! 365 with no activity in 30 days and list them for a check-in."

Send Message

Update account notes from recent support tickets

"Check my Zendesk tickets from today, find the matching Act! 365 contact, and add a summary of the issue to their record."

Send Message

Prepare a list of customers due for a renewal

"Identify all customers in Act! 365 with a renewal date in the next 30 days and create a summary list."

Send Message

Check for missing contact details in key accounts

"Search Act! 365 for key accounts missing a primary email or phone number and flag them for update."

Send Message

Draft check-in emails for at-risk customers

"Find contacts in Act! 365 marked as 'At Risk', draft a helpful check-in email in Gmail, and save to drafts."

Send Message

Got a different task in mind? Describe it

Send Message

Remove duplicate contacts across my database

"Identify duplicate contacts in Act! 365 by name and email, then merge them into single records."

Send Message

Standardise job titles in my contact records

"Scan all contact job titles in Act! 365 and correct common typos or abbreviations."

Send Message

Report on new contact growth for the month

"Count the new contacts added to Act! 365 this month and post a summary to Slack."

Send Message

Verify email addresses for my active leads

"Check the email addresses for all leads in Act! 365 and flag any that appear invalid."

Send Message

Sync new contact tags with my email marketing list

"Identify contacts in Act! 365 with the 'Newsletter' tag and add them to my Mailchimp audience."

Send Message

Got a different task in mind? Describe it

Send Message

Summarise the week's sales performance

"Review new deals in Act! 365, calculate the total value, and post a summary to Slack."

Send Message

Find high-value leads that need personal outreach

"Scan Act! 365 for leads with a high potential value and flag them for my personal follow-up."

Send Message

Check if our biggest partners have been contacted

"List our top 10 partners in Act! 365 and check the date of our last contact."

Send Message

Identify trends in our new lead sources

"Analyse the lead source field in Act! 365 and tell me which channel is performing best."

Send Message

Draft a company update for our top clients

"Find our top 50 clients in Act! 365 and draft a personal update email in Gmail for each."

Send Message

Got a different task in mind? Describe it

Send Message

How Does a Act! 365 AI Agent Work

Connect Your Apps

Type Your Task

Agent Executes & Reports Back

See it in action

Try Act! 365 AI Agent

🛸 Autopilot

Act on your CRM data the moment it changes — with agents on autopilot

The agents work across your apps 24/7.

They catch new entries, validate them, and trigger follow-up actions before you even open the file.

Setting up an autopilot is too easy

New contact is created

Describe...

1. Qualify new leads the moment they arrive

WhenNew contact is created

Then

Enrich the lead with company data, score them against our ICP, and alert the sales team in Slack if they are a high-value prospect.

Put on Autopilot

2. Send a personal welcome email to new leads

WhenNew contact is created

Then

Draft a welcome email in Gmail tailored to the lead's industry and save it for review.

Put on Autopilot

3. Log every meeting note from your calendar

WhenNew invitee is scheduled

Then

Find the contact in Act! 365 and append the meeting details to their record.

Put on Autopilot

4. Re-engage leads that have gone quiet

WhenEvery Monday at 09:00 AM

Then

Find leads in Act! 365 with no activity for 21 days and create a task for the owner to follow up.

Put on Autopilot

5. Alert the team when a deal closes

WhenDeal is updated

Then

If the deal status is 'Closed Won', post a celebratory message to Slack with the deal value.

Put on Autopilot

1. Triage new support tickets for VIP customers

WhenNew ticket is created

Then

Check if the customer is a VIP in Act! 365, and if so, escalate the ticket to the priority queue.

Put on Autopilot

2. Check in with customers after a support resolution

WhenTicket is solved

Then

Find the contact in Act! 365 and set a task to follow up in 3 days to ensure satisfaction.

Put on Autopilot

3. Flag churn risk based on usage drops

WhenSubscription is cancelled

Then

Find the customer in Act! 365, mark them as 'Churn Risk', and notify the account manager in Slack.

Put on Autopilot

4. Send renewal reminders to long-term clients

WhenEvery month on the 1st

Then

Find clients in Act! 365 with contracts expiring in 60 days and email the account manager a list.

Put on Autopilot

5. Update account status after a successful project

WhenTask is completed

Then

Find the client in Act! 365 and update their status to 'Active Success'.

Put on Autopilot

1. Validate contact info for every new entry

WhenNew contact is created

Then

Check the email domain validity and flag the record in Act! 365 if it looks suspicious.

Put on Autopilot

2. Sync new contacts to your email newsletter

WhenNew contact is created

Then

If the contact has the 'Newsletter' tag, add them to your Mailchimp audience.

Put on Autopilot

3. Clean up formatting on new records

WhenNew contact is created

Then

Capitalise names and standardise phone formats in the new record.

Put on Autopilot

4. Weekly audit of duplicate records

WhenEvery Friday at 05:00 PM

Then

Scan Act! 365 for duplicates and send a report to the operations team.

Put on Autopilot

5. Backup new contact data to a spreadsheet

WhenNew contact is created

Then

Add the new contact details to a master Google Sheet for safe keeping.

Put on Autopilot

1. Track daily sales progress

WhenEvery day at 06:00 PM

Then

Summarise total new deal value from Act! 365 and post to Slack.

Put on Autopilot

2. Monitor high-value lead intake

WhenNew contact is created

Then

If the lead company is on our target list, notify me via Slack immediately.

Put on Autopilot

3. Check for missed follow-ups on big deals

WhenEvery Monday at 08:00 AM

Then

Find deals over $10k with no activity in 7 days and flag them for my review.

Put on Autopilot

4. Review new client onboarding

WhenDeal is updated

Then

If a deal moves to 'Closed Won', create a task for the team to start onboarding.

Put on Autopilot

5. Weekly lead source analysis

WhenEvery Sunday at 08:00 PM

Then

Analyse lead sources in Act! 365 and email me a summary of which sources are growing.

Put on Autopilot

Build your own autopilot

Set the trigger. Describe the action. Done.

1. Select when agent is executed

App

Act! 365

When

Select

2. Describe the task to agent

Put on Autopilot

Playbooks

Turn any repetitive process into a
click-to-complete workflow.

Collect inputs through forms, run AI agents on the spot — all on one page.

Lead Research Playbook

FormCollect data with form

1. Enter Lead Details

Enter Lead Details

Fill fields below 👇

Lead Name *

Work Email *

Company *

AI AgentExecute agent from playbook

2. Research and Score

Agent

Research {{Company}} and score {{Lead Name}} against ICP.

3. Add to Act! 365

Create ContactinAct! 365

Lead Research Playbook

Enrich and qualify new leads in one click.

Clone This Playbook

Meeting Follow-up Playbook

Draft post-meeting emails instantly.

Clone This Playbook

Deal Update Playbook

Update deal status and notify team.

Clone This Playbook

Prospecting List Playbook

Generate targeted lists for outreach.

Clone This Playbook

Competitor Analysis Playbook

Research competitor activity.

Clone This Playbook

Onboarding Playbook

Streamline new client setup.

Clone This Playbook

Escalation Playbook

Manage urgent customer issues.

Clone This Playbook

Renewal Playbook

Prepare for contract renewals.

Clone This Playbook

Feedback Playbook

Collect and act on feedback.

Clone This Playbook

Health Check Playbook

Run a customer health check.

Clone This Playbook

Database Cleanup Playbook

Remove stale data.

Clone This Playbook

Data Import Playbook

Clean and import new contacts.

Clone This Playbook

Tagging Playbook

Automate contact tagging.

Clone This Playbook

Email Validation Playbook

Verify contact emails.

Clone This Playbook

Report Export Playbook

Automate report generation.

Clone This Playbook

Strategy Review Playbook

Analyse business trends.

Clone This Playbook

Investor Update Playbook

Prepare investor reports.

Clone This Playbook

Growth Opportunity Playbook

Identify new markets.

Clone This Playbook

Networking Playbook

Manage professional network.

Clone This Playbook

Product Launch Playbook

Coordinate launch outreach.

Clone This Playbook

1500+ App Integrations

Connect Act! 365 + Your Favourite Apps With AI Agents

Google Sheets

Webhook / API Integration

Freshworks CRM (Freshsales Suite)

TikTok Lead Generation

SafetyCulture (iAuditor)

Clientjoy

Salesforce Marketing Cloud

RSS

Builderall Mailingboss

Facebook Custom Audiences

Wix

FastField Mobile Forms

Thrive Themes (Thrive Automator)

Instagram for business

Microsoft Dynamics 365 CRM

QuickEmailVerification

Adobe Commerce (Magento)

Google Search Console

Ora

CompanyCam (In Review)

Quentn

Vonage SMS API

Katana Cloud Manufacturing

CalendarHero (Zoom.ai)

Microsoft Dynamics 365 Business Central

Vyper

GrowSurf

Vectera

Alchemer (SurveyGizmo)

Brilliant Directories

Accredible Credential

Box

You Need A Budget (YNAB)

Cisco Webex (Meetings)

GREEN-API (In Review)

Agolix (Assessment Generator)

The Conversion Engine

WhatsApp V3 by OnlineLiveSupport

LinkupAPI for LinkedIn

Autobound

SignWell

PDF Export by PDFCrowd

PropertyRadar

Clio Grow

Cloudflare R2

Facebook Ads Management And Insights

Lob

Vooplayer - ( Spotlightr )

Instabot: Chatbot Platform

The Course Creator's Kit

Really Simple Systems CRM

SMS Online Live Support

SolarWinds Service Desk

Eko

Manifestly Checklists

Tango Card (Under Review)

Unsplash (Under Review)

Sempico Solutions SMS

WhatsApp Blast, APIs & CRM by WAToolsonline

Planyo Online Booking

PagePixels Screenshots

NioLeads

Xoal

PostGrid Print and Mail

Crypto Valley Journal

Projekly – Project Management, CRM, HR & Invo

Google Photos(Under Review)

8x8

Email List Validation

BPC

Moz

WhatsApp Notifications and Alerts by SyncMate

Automate any manual work with AI Agents

One-off tasks in one message

Chat

When

New contact is created

Then

Recurring Work on autopilot

Autopilot

Lead Qualification

Enter lead name

Research company

Add to Act! 365

Repetitive Processes in 1 click

Playbooks

Why DoMyWork

Most Tools Call Themselves Agents.
Few Actually Are.

Capability	DoMyWork AI agent + execution	Claude Code Agentic dev CLI	Anthropic Cowork Desktop file agent	Zapier / Make / n8n Rule-based automation	ChatGPT + Copilot General AI assistants
	Getting Started
Instant To Start, No Setup			App Install Needed	Flows Must Be Built First
No Pre-Mapping Needed				Every Field Must Be Mapped
No Technical Skills Needed		Terminal, Scripts, Infra		Gets Complex Fast
	Reach & Execution
Built-In App Connections	1500+ Apps	Manual Config	Via Connectors Only	Each Needs Its Own Flow	Own Ecosystem Only
Web Research & Scraping	Built-In, No Extra Setup				Not Automation-Grade
	Intelligence
Reasons Through Edge Cases					Reasons, Rarely Acts
Scheduled Tasks					Limited Support
Single Prompt, Multi-App				Each App Pair Needs Own Flow	Conversation-Scoped Only

Agent for

Act! 365

A Product by

Trusted by

42,000+ businesses worldwide

Certified

FAQ

Questions
About Act! 365 AI Agent

It is an autonomous agent that connects to your Act! 365 account to perform tasks like lead qualification, data entry, and follow-ups across 1,500+ apps.

Give It a Task.
Watch It Get Done.

Type in your task. The agent accesses your apps, reasons through the data, executes across your stack, and comes back with results.

👇 Tell the AI agent what to do

Run My Agent Free

AI Agent for Act! 365

Get every contact and deal to the right next step

Catch up on every lead from last week that nobody followed up on

Enrich new leads with missing company size and industry data

Find deals that have quietly stopped moving

Draft personalised emails for prospects after a demo

Clean up contact records with inconsistent formatting

Got a different task in mind? Describe it

Flag customers who have not been checked on recently

Update account notes from recent support tickets

Prepare a list of customers due for a renewal

Check for missing contact details in key accounts

Draft check-in emails for at-risk customers

Got a different task in mind? Describe it

Remove duplicate contacts across my database

Standardise job titles in my contact records

Report on new contact growth for the month

Verify email addresses for my active leads

Sync new contact tags with my email marketing list

Got a different task in mind? Describe it

Summarise the week's sales performance

Find high-value leads that need personal outreach

Check if our biggest partners have been contacted

Identify trends in our new lead sources

Draft a company update for our top clients

Got a different task in mind? Describe it

How Does a Act! 365 AI Agent Work

Act on your CRM data the moment it changes — with agents on autopilot

1. Qualify new leads the moment they arrive

2. Send a personal welcome email to new leads

3. Log every meeting note from your calendar

4. Re-engage leads that have gone quiet

5. Alert the team when a deal closes

1. Triage new support tickets for VIP customers

2. Check in with customers after a support resolution

3. Flag churn risk based on usage drops

4. Send renewal reminders to long-term clients

5. Update account status after a successful project

1. Validate contact info for every new entry

2. Sync new contacts to your email newsletter

3. Clean up formatting on new records

4. Weekly audit of duplicate records

5. Backup new contact data to a spreadsheet

1. Track daily sales progress

2. Monitor high-value lead intake

3. Check for missed follow-ups on big deals

4. Review new client onboarding

5. Weekly lead source analysis

Playbooks

Turn any repetitive process into a click-to-complete workflow.

What are playbooks?

Lead Research Playbook

Meeting Follow-up Playbook

Deal Update Playbook

Prospecting List Playbook

Competitor Analysis Playbook

Onboarding Playbook

Escalation Playbook

Renewal Playbook

Feedback Playbook

Health Check Playbook

Database Cleanup Playbook

Data Import Playbook

Tagging Playbook

Email Validation Playbook

Report Export Playbook

Strategy Review Playbook

Investor Update Playbook

Growth Opportunity Playbook

Networking Playbook

Product Launch Playbook

Connect Act! 365 + Your Favourite Apps With AI Agents

Automate any manual work with AI Agents

One-off tasks in one message

Recurring Work on autopilot

Repetitive Processes in 1 click

Most Tools Call Themselves Agents. Few Actually Are.

Questions About Act! 365 AI Agent

Turn any repetitive process into a
click-to-complete workflow.

Most Tools Call Themselves Agents.
Few Actually Are.

Questions
About Act! 365 AI Agent