Does the Avoma agent actually execute tasks?

Yes. Unlike copilots that only suggest text, DoMyWork executes the work, such as updating HubSpot fields, creating Jira issues, or drafting emails in Gmail, based on your instructions.

How is this different from Avoma's native AI?

Avoma's native AI focuses on conversation intelligence and meeting notes. DoMyWork uses that intelligence to take action across your entire tech stack, like updating Salesforce or Slack.

Is this better than Zapier for Avoma automation?

Zapier requires you to build complex logic step by step. With DoMyWork, you describe the task in plain English, and the agent handles the multi-step execution across your apps.

Can the agent monitor Avoma for new meetings?

Yes. You can set up an agent on autopilot to watch for new completed meetings in Avoma and automatically trigger actions like updating your CRM or alerting your team in Slack.

Is my data safe with the Avoma agent?

Yes. We use enterprise-grade security and your data is only accessed to perform the specific tasks you authorise. We do not train our models on your private meeting transcripts.

Can the agent connect Avoma to multiple apps at once?

Absolutely. You can instruct the agent to take data from an Avoma meeting and simultaneously update your CRM, create a task in your project tracker, and send a summary to Slack.

AI Agent for Avoma

Summarise calls, update CRM records, and trigger follow-ups automatically. DoMyWork AI agents work with Avoma and 1,500+ apps to turn conversation data into revenue.

Summarise my last 5 sales calls and update the deals in HubSpot

Find all action items from today's meetings and add them to Asana

Draft a follow-up email for the prospect in my latest call

Flag all calls where the customer mentioned a competitor

Sync meeting notes to the relevant Salesforce opportunity

Send a Slack summary of my team's calls from this morning

Agent for

Avoma

A Product by

Trusted by

42,000+ businesses worldwide

Certified

💬 Chat with agent

Turn your meeting transcripts into resolved follow-ups

Summarise calls, update CRM records, draft follow-ups, and route insights across your apps.

5 call summaries posted to HubSpot

Catch up on every call from last week that needs a follow-up

"Review my calls from last week in Avoma, identify who hasn't received a follow-up email, draft a personalised message in Gmail based on the transcript, and add a task to HubSpot for me to call them."

Send Message

Update deal stages for every call where the client showed high intent

"Check my recent Avoma calls for buying signals, identify deals that are ready to move to 'Negotiation', and update the stage in HubSpot."

Send Message

Find the competitors mentioned in my recent discovery calls

"Scan my last 10 discovery calls in Avoma for competitor names, compile a list, and post it to my #sales-intelligence Slack channel."

Send Message

Create meeting briefs for my upcoming calls

"Look at my calendar, pull the last meeting notes from Avoma for these prospects, and create a brief in Notion."

Send Message

Clean up CRM data after a busy week of calls

"Extract new contact details from my Avoma transcripts and ensure they are correctly mapped in HubSpot."

Send Message

Got a different task in mind? Describe it

Send Message

Flag churn-risk signals from your recent account reviews

"Review the transcripts of my recent QBRs in Avoma, identify any mention of 'cancellation' or 'dissatisfaction', and create a high-priority ticket in Zendesk."

Send Message

Summarise customer feedback for the product team

"Gather all feature requests from my Avoma calls this week and send a summary email to the product manager."

Send Message

Update onboarding status for new accounts

"Check the latest onboarding call transcripts in Avoma, confirm if the user reached the 'Activation' milestone, and update the status in Salesforce."

Send Message

Draft responses to technical questions from calls

"Find questions about API integration in my Avoma calls and draft a technical response in Jira."

Send Message

Compile a list of customer success stories

"Identify calls where the customer praised a specific feature, extract the quote, and add it to our internal success stories sheet."

Send Message

Got a different task in mind? Describe it

Send Message

Audit CRM data quality against meeting transcripts

"Compare the 'Budget' field in HubSpot against what was discussed in the latest Avoma calls and flag any discrepancies."

Send Message

Track call volume and meeting coverage across the team

"Summarise the number of calls held by each rep in Avoma and export the data to a Google Sheet."

Send Message

Standardise meeting note formats across the sales team

"Take the raw notes from Avoma calls and rewrite them into a standard format in Salesforce."

Send Message

Identify coaching opportunities based on talk-time metrics

"Find calls in Avoma where the rep spoke for more than 70% of the time and notify the sales manager in Slack."

Send Message

Analyse deal progression versus meeting frequency

"Correlate the number of meetings in Avoma with the deal velocity in HubSpot over the last quarter."

Send Message

Got a different task in mind? Describe it

Send Message

Extract product requirements from user interviews

"Review my user interview transcripts in Avoma, pull out all requested features, and create user stories in Jira."

Send Message

Identify recurring friction points in user calls

"Scan my last 20 user calls in Avoma for complaints about the UI, summarise the top 3 issues, and post to Slack."

Send Message

Update product documentation based on call insights

"Find clarifications about our new feature in Avoma transcripts and update the relevant Confluence page."

Send Message

Track feature adoption discussions in sales calls

"Search Avoma transcripts for mentions of our new 'Analytics' feature and report the sentiment to the product team."

Send Message

Map user feedback to the product roadmap

"Compare user requests from Avoma calls against our roadmap in Productboard and flag any gaps."

Send Message

Got a different task in mind? Describe it

Send Message

How Does a Avoma AI Agent Work

Connect Your Apps

Type Your Task

Agent Executes & Reports Back

See it in action

Try Avoma AI Agent

🛸 Autopilot

Act on every meeting insight the moment it lands — with agents on autopilot

The agents work across your apps 24/7.

They catch new transcripts, extract key actions, and update your tools before you finish your coffee.

Setting up an autopilot is too easy

New meeting is completed in Avoma

Describe...

1. Update CRM records immediately after every discovery call

WhenNew meeting is completed in Avoma

Then

Extract the prospect's budget and timeline, and update the corresponding deal in HubSpot.

Put on Autopilot

2. Send meeting recaps to prospects automatically

WhenNew meeting is completed in Avoma

Then

Summarise the call, highlight the agreed next steps, and draft an email in Gmail.

Put on Autopilot

3. Alert the team when a competitor is mentioned

WhenNew meeting is completed in Avoma

Then

Detect competitor mentions, check if it's a priority threat, and post to Slack.

Put on Autopilot

4. Log every call as an activity in Salesforce

WhenNew meeting is completed in Avoma

Then

Create a new task in Salesforce with the meeting summary and duration.

Put on Autopilot

5. Notify manager of high-value deal progression

WhenNew meeting is completed in Avoma

Then

Check if the deal value is over $10k and notify the manager in Slack.

Put on Autopilot

1. Create support tickets from customer complaints

WhenNew meeting is completed in Avoma

Then

Identify technical issues in the transcript and create a ticket in Zendesk.

Put on Autopilot

2. Send post-onboarding surveys automatically

WhenNew meeting is completed in Avoma

Then

Confirm the call was an onboarding session and send a Typeform link.

Put on Autopilot

3. Update account health scores after check-ins

WhenNew meeting is completed in Avoma

Then

Analyse sentiment and update the health score in Gainsight.

Put on Autopilot

4. Log feature requests in the product backlog

WhenNew meeting is completed in Avoma

Then

Extract feature requests and add them to the Jira board.

Put on Autopilot

5. Schedule follow-up meetings for at-risk accounts

WhenNew meeting is completed in Avoma

Then

If sentiment is negative, schedule a follow-up in Calendly.

Put on Autopilot

1. Verify meeting notes against CRM requirements

WhenNew meeting is completed in Avoma

Then

Check if required fields are filled in the notes and alert the rep if missing.

Put on Autopilot

2. Sync call metadata to data warehouses

WhenNew meeting is completed in Avoma

Then

Push call duration and participant count to Google Sheets for reporting.

Put on Autopilot

3. Flag meetings without a booked follow-up

WhenNew meeting is completed in Avoma

Then

Check for upcoming meetings and alert the rep if none are scheduled.

Put on Autopilot

4. Track sales rep activity metrics

WhenNew meeting is completed in Avoma

Then

Log call time to the rep's performance dashboard in Looker.

Put on Autopilot

5. Archive transcripts for compliance

WhenNew meeting is completed in Avoma

Then

Save the transcript to a secure folder in Google Drive.

Put on Autopilot

1. Categorise user feedback automatically

WhenNew meeting is completed in Avoma

Then

Tag feedback by feature area and add it to the relevant Notion database.

Put on Autopilot

2. Notify the team of major product bugs

WhenNew meeting is completed in Avoma

Then

Identify bug reports and post them to the #engineering channel.

Put on Autopilot

3. Summarise user sentiment for weekly reports

WhenEvery Friday at 04:00 PM

Then

Compile all feedback from the week into a summary for the team.

Put on Autopilot

4. Update user personas based on call trends

WhenNew meeting is completed in Avoma

Then

Update the persona profile if new user roles are mentioned.

Put on Autopilot

5. Alert product team of new use cases

WhenNew meeting is completed in Avoma

Then

Identify new use cases and add to the 'Discovery' board in Trello.

Put on Autopilot

Build your own autopilot

Set the trigger. Describe the action. Done.

1. Select when agent is executed

App

Avoma

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.

Deal Qualification Playbook

FormCollect data with form

1. Enter Meeting Link

Enter Meeting Link

Fill fields below 👇

Meeting Link *

AI AgentExecute agent from playbook

2. Extract and Score

Agent

Extract budget, decision process, timeline. Score against ICP and justify.

Complete in a clickSend data to 1500+ apps

3. Update HubSpot

Update DealinHubSpot

4. Notify Manager

Send MessageinSlack

Deal Qualification Playbook

Qualify leads using call insights.

Clone This Playbook

Follow-up Draft Playbook

Draft personalised emails.

Clone This Playbook

Competitor Intelligence Playbook

Track competitor mentions.

Clone This Playbook

Meeting Brief Playbook

Prepare for calls.

Clone This Playbook

Reference Collection Playbook

Gather success quotes.

Clone This Playbook

Escalation Playbook

Handle unhappy customers.

Clone This Playbook

Feedback Loop Playbook

Log feature requests.

Clone This Playbook

Onboarding Review Playbook

Check onboarding progress.

Clone This Playbook

QBR Summary Playbook

Summarise QBR meetings.

Clone This Playbook

Technical FAQ Playbook

Answer technical questions.

Clone This Playbook

Data Audit Playbook

Audit CRM data quality.

Clone This Playbook

Performance Report Playbook

Analyse team performance.

Clone This Playbook

Process Standardisation Playbook

Standardise meeting notes.

Clone This Playbook

Coaching Insight Playbook

Identify coaching gaps.

Clone This Playbook

Velocity Correlation Playbook

Analyse deal velocity.

Clone This Playbook

User Story Playbook

Convert interviews to stories.

Clone This Playbook

UI Friction Playbook

Identify UI complaints.

Clone This Playbook

Documentation Update Playbook

Update product docs.

Clone This Playbook

Feature Adoption Playbook

Track feature sentiment.

Clone This Playbook

Roadmap Gap Playbook

Map feedback to roadmap.

Clone This Playbook

1500+ App Integrations

Connect Avoma + Your Favourite Apps With AI Agents

Google Sheets

Webhook / API Integration

Freshworks CRM (Freshsales Suite)

SafetyCulture (iAuditor)

Google My Business

LearnDash

TikTok Lead Generation

Salesforce Marketing Cloud

RSS

Builderall Mailingboss

Facebook Custom Audiences

FastField Mobile Forms

Thrive Themes (Thrive Automator)

Instagram for business

Microsoft Dynamics 365 CRM

Google Search Console

QuickEmailVerification

Adobe Commerce (Magento)

Ora

CompanyCam (In Review)

Quentn

BaseLinker

Vonage SMS API

Katana Cloud Manufacturing

CalendarHero (Zoom.ai)

Microsoft Dynamics 365 Business Central

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

Facebook Ads Management And Insights

Lob

Forminit.com (Getform.io)

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

Wix

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 meeting is completed in Avoma

Then

Recurring Work on autopilot

Autopilot

Post-Call Handoff

Enter meeting link

Extract insights

Update CRM

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

Avoma

A Product by

Trusted by

42,000+ businesses worldwide

Certified

FAQ

Questions
About Avoma AI Agent

It is an autonomous agent that connects to your Avoma account to execute tasks like summarising calls, updating CRM records, and routing insights to other apps without manual intervention.

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 Avoma

Turn your meeting transcripts into resolved follow-ups

Catch up on every call from last week that needs a follow-up

Update deal stages for every call where the client showed high intent

Find the competitors mentioned in my recent discovery calls

Create meeting briefs for my upcoming calls

Clean up CRM data after a busy week of calls

Got a different task in mind? Describe it

Flag churn-risk signals from your recent account reviews

Summarise customer feedback for the product team

Update onboarding status for new accounts

Draft responses to technical questions from calls

Compile a list of customer success stories

Got a different task in mind? Describe it

Audit CRM data quality against meeting transcripts

Track call volume and meeting coverage across the team

Standardise meeting note formats across the sales team

Identify coaching opportunities based on talk-time metrics

Analyse deal progression versus meeting frequency

Got a different task in mind? Describe it

Extract product requirements from user interviews

Identify recurring friction points in user calls

Update product documentation based on call insights

Track feature adoption discussions in sales calls

Map user feedback to the product roadmap

Got a different task in mind? Describe it

How Does a Avoma AI Agent Work

Act on every meeting insight the moment it lands — with agents on autopilot

1. Update CRM records immediately after every discovery call

2. Send meeting recaps to prospects automatically

3. Alert the team when a competitor is mentioned

4. Log every call as an activity in Salesforce

5. Notify manager of high-value deal progression

1. Create support tickets from customer complaints

2. Send post-onboarding surveys automatically

3. Update account health scores after check-ins

4. Log feature requests in the product backlog

5. Schedule follow-up meetings for at-risk accounts

1. Verify meeting notes against CRM requirements

2. Sync call metadata to data warehouses

3. Flag meetings without a booked follow-up

4. Track sales rep activity metrics

5. Archive transcripts for compliance

1. Categorise user feedback automatically

2. Notify the team of major product bugs

3. Summarise user sentiment for weekly reports

4. Update user personas based on call trends

5. Alert product team of new use cases

Playbooks

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

What are playbooks?

Deal Qualification Playbook

Follow-up Draft Playbook

Competitor Intelligence Playbook

Meeting Brief Playbook

Reference Collection Playbook

Escalation Playbook

Feedback Loop Playbook

Onboarding Review Playbook

QBR Summary Playbook

Technical FAQ Playbook

Data Audit Playbook

Performance Report Playbook

Process Standardisation Playbook

Coaching Insight Playbook

Velocity Correlation Playbook

User Story Playbook

UI Friction Playbook

Documentation Update Playbook

Feature Adoption Playbook

Roadmap Gap Playbook

Connect Avoma + 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 Avoma AI Agent

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

Most Tools Call Themselves Agents.
Few Actually Are.

Questions
About Avoma AI Agent