AI Agent for Daylite

Read the contact's industry, decide if they are a high-priority lead, and draft a tailored intro email in Gmail.

Scan all open deals in Daylite, identify those inactive for 2 weeks, and post a list to Slack.

Create a new meeting record in Daylite and link it to the existing contact.

Check if the deal value exceeds $50k, and if so, post an alert to the #sales-wins Slack channel.

Check for missing job titles, search the web to find them, and update the Daylite record.

Check for tasks in Daylite due yesterday, identify the owner, and send a polite reminder in Slack.

Extract project requirements from the form, create a new project in Daylite, and assign it to the lead.

If the task status changes to 'Blocked', find the project manager and send an urgent notification in Slack.

Detect status updates in #project-updates, find the matching project in Daylite, and update the description.

Summarise all completed tasks in Daylite for the week and email the report to the client.

Add the deal value to a running total in Google Sheets and alert me if we hit a monthly target.

Analyse the sentiment of the feedback, log it in Daylite, and flag negative reviews for my attention.

Add the contact to the correct Mailchimp audience based on their industry field.

If the project is marked 'Completed', move all associated files to Google Drive and archive the project.

If the deal is 'Won' and value >$20k, send me a celebratory email with the client name.

Find clients in Daylite with renewals due in 30 days and draft a renewal email in Gmail.

Check if the sender is a Daylite contact, if so, add the email body as a note in their Daylite record.

If the note contains 'issue' or 'problem', create a follow-up task in Daylite and assign it to support.

Extract the satisfaction score and update the custom field in the client's Daylite record.

If the project is 'Onboarding', email the welcome packet from Google Drive to the client.