Does DoMyWork actually execute tasks in Capsule CRM?

Yes. Unlike AI copilots that only suggest text, DoMyWork executes the work, such as creating records, moving deals, and sending emails across your apps.

How is this different from native Capsule CRM AI?

Native AI often stays within the CRM. DoMyWork agents connect Capsule CRM to 1,500+ other apps, allowing for cross-app execution like updating a sheet based on a CRM change.

Is DoMyWork better than Zapier for Capsule CRM tasks?

Zapier requires building logic step-by-step. With DoMyWork, you simply describe the task in plain English, and the agent handles the multi-step execution.

Does the agent monitor my Capsule CRM account 24/7?

Yes. Our autopilot agents watch for specific triggers in Capsule CRM or connected apps and execute work the moment those events occur.

How is my Capsule CRM data kept safe?

We use encrypted connections and strictly follow security best practices. The agent only accesses the data necessary to complete the tasks you assign.

Can the agent connect Capsule CRM to multiple apps at once?

Absolutely. You can instruct the agent to pull data from Capsule CRM, enrich it with web search, and send a summary to Slack or email in one instruction.

AI Agent for Capsule CRM

Update your pipeline, enrich contact details, and draft follow-up emails automatically. DoMyWork AI agents work with Capsule CRM and 1,500+ apps to keep your sales focus sharp.

Find recent leads in my inbox and add them to Capsule CRM

Check my Capsule CRM deals and draft follow-up emails for those overdue

Research the company of my latest Capsule CRM lead and add notes

Sync my Capsule CRM tasks to Google Calendar

Identify Capsule CRM deals that haven't moved in 30 days

Summarise my weekly Capsule CRM sales activity for the team

Agent for

Capsule CRM

A Product by

Trusted by

42,000+ businesses worldwide

Certified

💬 Chat with agent

Get every contact and deal to the right next step

Enrich lead data, draft personalised follow-ups, identify stale deals, and sync your pipeline across your business apps.

12 new contacts added

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

"Check last week's leads in Capsule CRM, 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

Find the deals that have quietly stopped moving

"Review my Capsule CRM pipeline for deals that have been in the same stage for over 30 days and list them in a Google Sheet."

Send Message

Draft responses to urgent sales emails

"Read the latest emails from my Capsule CRM contacts, identify those asking for pricing, and draft a response in Gmail."

Send Message

Update deal stages after a successful meeting

"Check my recent calendar events, find the ones linked to Capsule CRM deals, and move the deal stage to 'Negotiation' if the meeting was successful."

Send Message

Research prospects before a call

"Take the list of leads in my 'Hot' Capsule CRM category and find their latest company news to add as notes."

Send Message

Got a different task in mind? Describe it

Send Message

Summarise the week's sales wins

"Look at all deals marked 'Won' in Capsule CRM this week and send a summary email to the leadership team."

Send Message

Check for missing contact information

"Find all Capsule CRM contacts without a linked company or phone number and list them for me to fix."

Send Message

Analyse deal velocity

"Compare the time deals spend in each Capsule CRM stage to find where we are losing momentum."

Send Message

Prepare for investor updates

"Pull the total deal value from Capsule CRM and create a summary table in Google Sheets."

Send Message

Review new leads for quality

"Check the last 20 leads added to Capsule CRM and flag any that don't fit our target industry."

Send Message

Got a different task in mind? Describe it

Send Message

Identify accounts due for a check-in

"Find Capsule CRM accounts that haven't had a logged interaction in 90 days and draft a 'touch base' email."

Send Message

Log client feedback from support tickets

"Look at recent solved tickets in Zendesk and add the sentiment to the corresponding Capsule CRM company record."

Send Message

Prepare account renewal reminders

"Find all Capsule CRM deals with a renewal date in the next 30 days and create a task for the account lead."

Send Message

Organise client onboarding tasks

"For every new 'Won' deal in Capsule CRM, create a checklist of onboarding tasks in Trello."

Send Message

Summarise client project health

"Pull notes from Capsule CRM for my top 5 clients and create a weekly status summary."

Send Message

Got a different task in mind? Describe it

Send Message

Clean up duplicate contacts

"Scan Capsule CRM for contacts with the same email address and merge the duplicate records."

Send Message

Sync CRM data to reporting sheets

"Export all Capsule CRM records to a Google Sheet and format the columns for my monthly report."

Send Message

Standardise company names

"Go through Capsule CRM company records and fix common typos or inconsistent naming formats."

Send Message

Archive old leads

"Find all Capsule CRM leads that haven't been touched in over a year and move them to an 'Archive' category."

Send Message

Audit task completion rates

"Calculate how many Capsule CRM tasks were completed on time by each team member last month."

Send Message

Got a different task in mind? Describe it

Send Message

How Does a Capsule CRM AI Agent Work

Connect Your Apps

Type Your Task

Agent Executes & Reports Back

See it in action

Try Capsule CRM AI Agent

🛸 Autopilot

Act on your sales pipeline the moment it changes — with agents on autopilot

The agents work across your apps 24/7.

They catch new leads, update records, and trigger follow-ups before you even open the CRM.

Setting up an autopilot is too easy

New person is created in Capsule CRM

Describe...

1. Email a tailored first touch the moment a new lead lands

WhenNew person is created in Capsule CRM

Then

Research the company, check for existing deals, and draft a relevant first-touch email in Gmail based on their industry.

Put on Autopilot

2. Flag deals that have gone cold for immediate review

WhenEvery Monday at 09:00 AM

Then

Check Capsule CRM for deals inactive for 30 days and post an alert to Slack with the deal name and last contact date.

Put on Autopilot

3. Update deal stages based on meeting outcomes

WhenNew invitee is scheduled in Calendly

Then

Find the matching Capsule CRM deal and update the stage to 'Meeting Booked'.

Put on Autopilot

4. Enrich new leads with public company data

WhenNew person is created in Capsule CRM

Then

Scrape the company website for industry and size, then update the Capsule CRM record.

Put on Autopilot

5. Send a summary of new deals to the sales manager

WhenNew deal is created in Capsule CRM

Then

Summarise the deal value and probability, then email the sales manager once a day.

Put on Autopilot

1. Notify the team of high-value wins

WhenDeal is moved to stage 'Won' in Capsule CRM

Then

Check if the deal value is over $10k, then post a celebratory message to the #sales Slack channel.

Put on Autopilot

2. Track lead source performance

WhenNew person is created in Capsule CRM

Then

Log the lead source in a master Google Sheet to track which channels bring the most business.

Put on Autopilot

3. Alert on significant pipeline drops

WhenEvery Friday at 04:00 PM

Then

Check the total pipeline value in Capsule CRM and alert me if it dropped by more than 10% this week.

Put on Autopilot

4. Assign new leads automatically

WhenNew person is created in Capsule CRM

Then

Check the lead's location and assign the Capsule CRM record to the correct regional sales rep.

Put on Autopilot

5. Monitor for missing contact details

WhenNew person is created in Capsule CRM

Then

Check if phone or email is missing; if so, flag the record for the assistant to research.

Put on Autopilot

1. Catch churn risks before they become losses

WhenNew ticket is created in Zendesk

Then

Check if the customer has an active deal in Capsule CRM; if so, alert the account manager in Slack.

Put on Autopilot

2. Schedule quarterly business reviews

WhenEvery month on the 1st

Then

Find Capsule CRM accounts that haven't had a meeting in 3 months and create a task to schedule a review.

Put on Autopilot

3. Log client project milestones

WhenNew task is completed in Asana

Then

If the task is a milestone, update the Capsule CRM deal notes with the completion status.

Put on Autopilot

4. Send renewal reminders to clients

WhenEvery day at 08:00 AM

Then

Identify Capsule CRM deals expiring in 60 days and draft a renewal email in Gmail.

Put on Autopilot

5. Update client sentiment after calls

WhenNew note is created in Capsule CRM

Then

Analyse the note for sentiment; if negative, trigger an urgent alert to the account manager.

Put on Autopilot

1. Validate new lead data

WhenNew person is created in Capsule CRM

Then

Check the email format and company domain; if invalid, flag the record for review in Capsule CRM.

Put on Autopilot

2. Sync CRM data for weekly reporting

WhenEvery Monday at 07:00 AM

Then

Pull all Capsule CRM deals created last week and add them to a Google Sheet report.

Put on Autopilot

3. Archive inactive leads

WhenEvery month on the 1st

Then

Find Capsule CRM leads with no activity for 12 months and update their category to 'Archived'.

Put on Autopilot

4. Standardise lead naming

WhenNew person is created in Capsule CRM

Then

Capitalise the name and company fields to keep the CRM database clean.

Put on Autopilot

5. Monitor CRM task completion

WhenEvery Friday at 05:00 PM

Then

Count overdue tasks in Capsule CRM per user and send a summary email to the operations lead.

Put on Autopilot

Build your own autopilot

Set the trigger. Describe the action. Done.

1. Select when agent is executed

App

Capsule CRM

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 Qualification Playbook

FormCollect data with form

1. Enter lead details

Enter lead details

Fill fields below 👇

Name *

Email *

Company *

AI AgentExecute agent from playbook

2. Enrich company data

Agent

Enrich {{Company}} with size, industry, and LinkedIn.

AI AgentExecute agent from playbook

3. Score lead quality

Agent

Score {{Company}} against ICP and provide a one-line reason.

Complete in a clickSend data to 1500+ apps

4. Update Capsule CRM

Update PersoninCapsule CRM

5. Notify sales owner

Send MessageinSlack

Lead Qualification Playbook

Qualifies new leads and routes them to the right owner.

Clone This Playbook

Meeting Follow-up Playbook

Drafts follow-up emails after sales meetings.

Clone This Playbook

Deal Strategy Playbook

Analyses deal health and suggests next steps.

Clone This Playbook

Prospecting Research Playbook

Researches prospects before outreach.

Clone This Playbook

Competitor Analysis Playbook

Compares deals against competitors.

Clone This Playbook

Investor Update Playbook

Prepares monthly investor reports.

Clone This Playbook

Pipeline Health Playbook

Checks pipeline health.

Clone This Playbook

Market Expansion Playbook

Researches new market opportunities.

Clone This Playbook

Team Performance Playbook

Reviews team performance metrics.

Clone This Playbook

Strategic Planning Playbook

Helps with strategic planning.

Clone This Playbook

Client Onboarding Playbook

Automates client onboarding.

Clone This Playbook

Account Health Check Playbook

Checks account health.

Clone This Playbook

Renewal Planning Playbook

Prepares for renewals.

Clone This Playbook

Client Feedback Playbook

Processes client feedback.

Clone This Playbook

Upsell Opportunity Playbook

Identifies upsell opportunities.

Clone This Playbook

Data Cleanup Playbook

Cleans CRM data.

Clone This Playbook

Reporting Playbook

Generates CRM reports.

Clone This Playbook

Task Audit Playbook

Audits CRM tasks.

Clone This Playbook

Lead Archive Playbook

Archives old leads.

Clone This Playbook

Process Audit Playbook

Audits CRM processes.

Clone This Playbook

1500+ App Integrations

Connect Capsule CRM + Your Favourite Apps With AI Agents

Google Sheets

Webhook / API Integration

SafetyCulture (iAuditor)

Follow Up Boss

Swipe Pages

Freshworks CRM (Freshsales Suite)

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

Wix

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

TrueReview

Cloudflare R2

Facebook Ads Management And Insights

Lob

Forminit (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

Google Photos(Under Review)

8x8

Email List Validation

BPC

Moz

WhatsApp Notifications and Alerts by SyncMate

E2B

Automate any manual work with AI Agents

One-off tasks in one message

Chat

When

New person is created in Capsule CRM

Then

Recurring Work on autopilot

Autopilot

Lead Handoff Process

Enter lead details

Enrich company data

Update Capsule 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

Capsule CRM

A Product by

Trusted by

42,000+ businesses worldwide

Certified

FAQ

Questions
About Capsule CRM AI Agent

It is an autonomous tool that connects to Capsule CRM to perform tasks like updating deals, enriching contact data, and drafting emails without manual input.

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 Capsule CRM

Get every contact and deal to the right next step

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

Find the deals that have quietly stopped moving

Draft responses to urgent sales emails

Update deal stages after a successful meeting

Research prospects before a call

Got a different task in mind? Describe it

Summarise the week's sales wins

Check for missing contact information

Analyse deal velocity

Prepare for investor updates

Review new leads for quality

Got a different task in mind? Describe it

Identify accounts due for a check-in

Log client feedback from support tickets

Prepare account renewal reminders

Organise client onboarding tasks

Summarise client project health

Got a different task in mind? Describe it

Clean up duplicate contacts

Sync CRM data to reporting sheets

Standardise company names

Archive old leads

Audit task completion rates

Got a different task in mind? Describe it

How Does a Capsule CRM AI Agent Work

Act on your sales pipeline the moment it changes — with agents on autopilot

1. Email a tailored first touch the moment a new lead lands

2. Flag deals that have gone cold for immediate review

3. Update deal stages based on meeting outcomes

4. Enrich new leads with public company data

5. Send a summary of new deals to the sales manager

1. Notify the team of high-value wins

2. Track lead source performance

3. Alert on significant pipeline drops

4. Assign new leads automatically

5. Monitor for missing contact details

1. Catch churn risks before they become losses

2. Schedule quarterly business reviews

3. Log client project milestones

4. Send renewal reminders to clients

5. Update client sentiment after calls

1. Validate new lead data

2. Sync CRM data for weekly reporting

3. Archive inactive leads

4. Standardise lead naming

5. Monitor CRM task completion

Playbooks

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

What are playbooks?

Lead Qualification Playbook

Meeting Follow-up Playbook

Deal Strategy Playbook

Prospecting Research Playbook

Competitor Analysis Playbook

Investor Update Playbook

Pipeline Health Playbook

Market Expansion Playbook

Team Performance Playbook

Strategic Planning Playbook

Client Onboarding Playbook

Account Health Check Playbook

Renewal Planning Playbook

Client Feedback Playbook

Upsell Opportunity Playbook

Data Cleanup Playbook

Reporting Playbook

Task Audit Playbook

Lead Archive Playbook

Process Audit Playbook

Connect Capsule CRM + 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 Capsule CRM AI Agent

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

Most Tools Call Themselves Agents.
Few Actually Are.

Questions
About Capsule CRM AI Agent