Does DoMyWork actually execute tasks in CloudYa?

Yes. Unlike AI copilots that only suggest actions, DoMyWork executes the work across CloudYa and your other connected apps.

How is this different from native AI in CloudYa?

Native AI often stays within the app. DoMyWork connects CloudYa to 1,500+ other apps to perform multi-step work beyond the CloudYa interface.

Is this just another automation tool like Zapier?

Zapier requires you to build logical workflows. DoMyWork uses an AI agent that understands your instructions and executes the work without you needing to build triggers or paths.

Can the agent monitor my CloudYa calls 24/7?

Yes. You can set up agents on autopilot to watch for new CloudYa calls and act on them the moment they arrive.

Is my CloudYa data safe?

Data security is our priority. DoMyWork uses secure connections to interact with your CloudYa data and only performs the actions you explicitly authorise.

Can I connect CloudYa to multiple apps at once?

Yes. You can instruct the agent to take data from a CloudYa call and update your CRM, notify your team in Slack, and email a summary all in one instruction.

AI Agent for CloudYa

Log calls, update CRM records, and manage communication data automatically. DoMyWork AI agents work with CloudYa and 1,500+ apps to keep your business records accurate.

Summarise my missed calls from yesterday and email them to me

Find the last 5 CloudYa calls and add them to my CRM

Check my CloudYa call logs for any mentions of billing

Post a summary of today's call volume to Slack

Update my contact list with details from recent CloudYa calls

Draft follow-up emails for my last 3 CloudYa conversations

Agent for

CloudYa

A Product by

Trusted by

42,000+ businesses worldwide

Certified

💬 Chat with agent

Turn your CloudYa call data into actionable business records

Log call summaries, update contact details, draft follow-ups, and notify your team.

12 missed calls summarised

Catch up on every call that wasn't logged in your CRM

"Check my CloudYa call logs from last week, identify calls not linked to a CRM record, summarise them, and create a note for each in HubSpot. Post a summary of the work to Slack."

Send Message

Summarise the week's call volume for the leadership team

"Gather all CloudYa call logs from the past 7 days, categorise them by duration and intent, and draft a summary report for the leadership team."

Send Message

Identify recurring technical issues from call transcripts

"Scan my CloudYa call transcripts from the last 3 days for mentions of technical bugs and list the top 3 issues."

Send Message

Clean up duplicate contact records created from call logs

"Review my CRM contacts created from CloudYa calls, identify duplicates, and merge them into the primary record."

Send Message

Audit call logs for compliance and quality assurance

"Review the last 20 CloudYa calls for compliance markers and flag any that require a manager review."

Send Message

Got a different task in mind? Describe it

Send Message

Draft follow-up emails for unresolved support calls

"Find the last 10 support calls in CloudYa that were marked as unresolved and draft a follow-up email for each in Gmail."

Send Message

Create support tickets from detailed customer calls

"Review the last 5 CloudYa calls where a customer reported an issue and create a ticket in Zendesk for each."

Send Message

Summarise customer feedback from recent calls

"Extract feedback from today's CloudYa calls and add it to the product feedback spreadsheet."

Send Message

Flag urgent customer concerns for the success team

"Scan today's CloudYa calls for urgent customer issues and alert the success team in Slack."

Send Message

Update customer profiles with new information from calls

"Take the new contact info from my last 5 CloudYa calls and update their existing profiles in my CRM."

Send Message

Got a different task in mind? Describe it

Send Message

Draft custom follow-up emails after sales calls

"Summarise my last 3 sales calls in CloudYa and draft personalised follow-up emails in Gmail for each lead."

Send Message

Update deal stages based on call outcomes

"Review my last 5 sales calls, determine if the deal stage should be moved forward, and update the deal in Pipedrive."

Send Message

Log call outcomes in the CRM for better pipeline visibility

"Summarise my CloudYa call outcomes from today and log them as activities in my CRM."

Send Message

Identify leads that need an immediate follow-up call

"Scan my CloudYa call logs for leads who expressed high interest and create a follow-up task in my project tracker."

Send Message

Prepare a briefing for upcoming sales meetings

"Summarise the last 3 calls with this lead from my CloudYa logs to help me prepare for our next meeting."

Send Message

Got a different task in mind? Describe it

Send Message

Extract key strategic insights from investor calls

"Summarise my last investor call from CloudYa and highlight the 3 most important strategic points."

Send Message

Summarise the week's top customer concerns

"Scan the week's CloudYa call logs and provide a summary of the top 3 customer concerns."

Send Message

Review the impact of recent marketing campaigns on call volume

"Compare call volume from CloudYa before and after our last campaign and summarise the trend."

Send Message

Identify potential partnership opportunities from call logs

"Scan my CloudYa call transcripts for mentions of potential partners and list them for me."

Send Message

Summarise my personal call activity for the week

"Provide a summary of my total call duration and top contacts from CloudYa for this week."

Send Message

Got a different task in mind? Describe it

Send Message

How Does a CloudYa AI Agent Work

Connect Your Apps

Type Your Task

Agent Executes & Reports Back

See it in action

Try CloudYa AI Agent

🛸 Autopilot

Act on your call data the moment it happens — with agents on autopilot

The agents work across your apps 24/7.

They catch new call logs, summarise the content, and trigger follow-up actions before you even open your CRM.

Setting up an autopilot is too easy

New call is logged in CloudYa

Describe...

1. Log every call to your CRM automatically

WhenNew call is logged in CloudYa

Then

Summarise the call and update the corresponding contact record in HubSpot.

Put on Autopilot

2. Alert the team to high-volume call spikes

WhenEvery hour

Then

Check CloudYa call volume and post an alert to Slack if we exceed 50 calls per hour.

Put on Autopilot

3. Flag calls that contain sensitive keywords

WhenNew call is logged in CloudYa

Then

Scan the call transcript for sensitive keywords like 'refund' or 'legal' and alert the manager in Slack.

Put on Autopilot

4. Archive call transcripts to your drive

WhenNew call is logged in CloudYa

Then

Save the call transcript as a PDF in my Google Drive folder.

Put on Autopilot

5. Weekly digest of call activity

WhenEvery Friday at 05:00 PM

Then

Summarise the week's CloudYa call activity and email it to the operations team.

Put on Autopilot

1. Create tickets for unresolved support calls

WhenNew call is logged in CloudYa

Then

Analyse the call, decide if it's a support request, and create a ticket in Zendesk if needed.

Put on Autopilot

2. Flag urgent calls for immediate attention

WhenNew call is logged in CloudYa

Then

Determine if the customer is angry or urgent, and if so, post a priority alert to Slack.

Put on Autopilot

3. Send a satisfaction survey after support calls

WhenNew call is logged in CloudYa

Then

Check if the call was a support request and send a survey link to the customer via email.

Put on Autopilot

4. Log support call feedback in your tracking sheet

WhenNew call is logged in CloudYa

Then

Extract feedback from the call and add a row to my 'Support Feedback' Google Sheet.

Put on Autopilot

5. Notify the success team of recurring issues

WhenNew call is logged in CloudYa

Then

Check for recurring keywords and alert the success team if a known issue is mentioned.

Put on Autopilot

1. Draft follow-up emails for sales calls

WhenNew call is logged in CloudYa

Then

Summarise the sales conversation and draft a follow-up email in Gmail for the lead.

Put on Autopilot

2. Update deal stages for successful calls

WhenNew call is logged in CloudYa

Then

Detect if the lead expressed interest and move the deal to 'Qualified' in Pipedrive.

Put on Autopilot

3. Add new leads to your nurture sequence

WhenNew call is logged in CloudYa

Then

Identify if the lead is new and add them to my ActiveCampaign nurture list.

Put on Autopilot

4. Log call notes in Pipedrive

WhenNew call is logged in CloudYa

Then

Summarise the call and log it as a note in the Pipedrive deal record.

Put on Autopilot

5. Alert the sales manager to large deals

WhenNew call is logged in CloudYa

Then

Check if the call mentioned a deal size over $10k and alert the manager in Slack.

Put on Autopilot

1. Flag investor interest from calls

WhenNew call is logged in CloudYa

Then

Scan the call for investor-related keywords and flag it for my review.

Put on Autopilot

2. Daily summary of customer calls

WhenEvery day at 06:00 PM

Then

Summarise all customer calls from the day and email the key points to me.

Put on Autopilot

3. Identify strategic opportunities

WhenNew call is logged in CloudYa

Then

Scan for mentions of partnerships and flag them for my attention.

Put on Autopilot

4. Monitor call quality for key accounts

WhenNew call is logged in CloudYa

Then

Check if the call was with a key account and summarise the sentiment.

Put on Autopilot

5. Weekly summary of call trends

WhenEvery Monday at 09:00 AM

Then

Summarise call trends from the previous week and email them to me.

Put on Autopilot

Build your own autopilot

Set the trigger. Describe the action. Done.

1. Select when agent is executed

App

CloudYa

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.

Call Log Audit Playbook

FormCollect data with form

1. Enter Call Data

Enter Call Data

Fill fields below 👇

Call Batch ID *

AI AgentExecute agent from playbook

2. Analyse Logs

Agent

Analyse {{Call Batch ID}} logs for compliance and intent.

Complete in a clickSend data to 1500+ apps

3. Log to Sheet

Add RowinGoogle Sheets

4. Notify Slack

Send MessageinSlack

Call Log Audit Playbook

Review and categorise call logs for compliance and reporting.

Clone This Playbook

CRM Sync Playbook

Sync call data to CRM records.

Clone This Playbook

Call Volume Report Playbook

Generate a weekly call volume report.

Clone This Playbook

Transcript Archive Playbook

Archive transcripts to cloud storage.

Clone This Playbook

Call Quality Review Playbook

Review calls for quality assurance.

Clone This Playbook

Support Ticket Playbook

Create a ticket from a call.

Clone This Playbook

Customer Feedback Playbook

Log feedback from calls.

Clone This Playbook

Escalation Playbook

Escalate urgent issues.

Clone This Playbook

Survey Playbook

Send follow-up surveys.

Clone This Playbook

Issue Tracking Playbook

Track recurring issues.

Clone This Playbook

Sales Follow-up Playbook

Draft follow-ups for sales calls.

Clone This Playbook

Deal Update Playbook

Update deal stages.

Clone This Playbook

Meeting Prep Playbook

Prepare for meetings.

Clone This Playbook

Lead Qualification Playbook

Qualify new leads.

Clone This Playbook

Task Creation Playbook

Create follow-up tasks.

Clone This Playbook

Investor Brief Playbook

Prepare investor briefs.

Clone This Playbook

Customer Trend Playbook

Identify trends.

Clone This Playbook

Partnership Playbook

Identify partnerships.

Clone This Playbook

Sentiment Playbook

Monitor sentiment.

Clone This Playbook

Weekly Call Review Playbook

Review weekly activity.

Clone This Playbook

1500+ App Integrations

Connect CloudYa + 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 call is logged in CloudYa

Then

Recurring Work on autopilot

Autopilot

Post-Call Handoff

Enter call ID

Transcribe and summarise

Update CRM record

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

CloudYa

A Product by

Trusted by

42,000+ businesses worldwide

Certified

FAQ

Questions
About CloudYa AI Agent

An AI agent for CloudYa is a digital worker that connects to your CloudYa account to perform tasks like logging calls, summarising transcripts, and updating your CRM automatically.

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 CloudYa

Turn your CloudYa call data into actionable business records

Catch up on every call that wasn't logged in your CRM

Summarise the week's call volume for the leadership team

Identify recurring technical issues from call transcripts

Clean up duplicate contact records created from call logs

Audit call logs for compliance and quality assurance

Got a different task in mind? Describe it

Draft follow-up emails for unresolved support calls

Create support tickets from detailed customer calls

Summarise customer feedback from recent calls

Flag urgent customer concerns for the success team

Update customer profiles with new information from calls

Got a different task in mind? Describe it

Draft custom follow-up emails after sales calls

Update deal stages based on call outcomes

Log call outcomes in the CRM for better pipeline visibility

Identify leads that need an immediate follow-up call

Prepare a briefing for upcoming sales meetings

Got a different task in mind? Describe it

Extract key strategic insights from investor calls

Summarise the week's top customer concerns

Review the impact of recent marketing campaigns on call volume

Identify potential partnership opportunities from call logs

Summarise my personal call activity for the week

Got a different task in mind? Describe it

How Does a CloudYa AI Agent Work

Act on your call data the moment it happens — with agents on autopilot

1. Log every call to your CRM automatically

2. Alert the team to high-volume call spikes

3. Flag calls that contain sensitive keywords

4. Archive call transcripts to your drive

5. Weekly digest of call activity

1. Create tickets for unresolved support calls

2. Flag urgent calls for immediate attention

3. Send a satisfaction survey after support calls

4. Log support call feedback in your tracking sheet

5. Notify the success team of recurring issues

1. Draft follow-up emails for sales calls

2. Update deal stages for successful calls

3. Add new leads to your nurture sequence

4. Log call notes in Pipedrive

5. Alert the sales manager to large deals

1. Flag investor interest from calls

2. Daily summary of customer calls

3. Identify strategic opportunities

4. Monitor call quality for key accounts

5. Weekly summary of call trends

Playbooks

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

What are playbooks?

Call Log Audit Playbook

CRM Sync Playbook

Call Volume Report Playbook

Transcript Archive Playbook

Call Quality Review Playbook

Support Ticket Playbook

Customer Feedback Playbook

Escalation Playbook

Survey Playbook

Issue Tracking Playbook

Sales Follow-up Playbook

Deal Update Playbook

Meeting Prep Playbook

Lead Qualification Playbook

Task Creation Playbook

Investor Brief Playbook

Customer Trend Playbook

Partnership Playbook

Sentiment Playbook

Weekly Call Review Playbook

Connect CloudYa + 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 CloudYa AI Agent

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

Most Tools Call Themselves Agents.
Few Actually Are.

Questions
About CloudYa AI Agent