Does DoMyWork actually execute tasks in EngageBay CRM?

Yes. Unlike copilots that only suggest text, DoMyWork AI agents take direct action in EngageBay CRM and your other tools to complete your work.

How is this different from native AI in EngageBay CRM?

Native AI is often limited to the app itself. DoMyWork acts across EngageBay CRM, Gmail, Slack, and 1,500+ other apps to finish end-to-end tasks.

Is DoMyWork better than Zapier for EngageBay CRM tasks?

Zapier requires you to build logic step by step. With DoMyWork, you describe the task in plain English and the agent figures out the steps to execute it across EngageBay CRM.

Can the agent monitor my EngageBay CRM account?

Yes, you can set up agents on autopilot to watch for new contacts, deal changes, or support tickets and act on them the moment they occur.

How do you handle my EngageBay CRM data safety?

We prioritise security and data privacy. Your EngageBay CRM data is used only to execute the tasks you explicitly assign to your AI agent.

Can I connect EngageBay CRM to other apps?

Yes, DoMyWork connects EngageBay CRM to over 1,500 apps, allowing your AI agent to pull data from one and act in another seamlessly.

AI Agent for EngageBay CRM

Qualify, enrich, and progress your sales opportunities automatically. DoMyWork AI agents work with EngageBay CRM and 1,500+ apps to turn your contact data into closed deals.

Find new leads in my sheet and add them to EngageBay

Draft follow-up emails for deals stuck in negotiation

Summarise the last 5 meetings for my key accounts

Identify duplicate contacts in EngageBay and merge them

Research company details for new inbound leads

Post a weekly sales report to my team channel

Agent for

EngageBay CRM

A Product by

Trusted by

42,000+ businesses worldwide

Certified

💬 Chat with agent

Get every contact, deal, and follow-up working for you

Qualify new leads, enrich their details, draft emails, update deal stages, and notify your team.

24 contacts added to EngageBay

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

"Check last week's leads in EngageBay, 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

"Scan my EngageBay deals for any that haven't been updated in 14 days and flag them for review."

Send Message

Enrich my new inbound leads with company data

"Look at the latest contacts in EngageBay, find their company websites, and update their records with industry and size."

Send Message

Draft responses to urgent deal inquiries

"Check my inbox for emails related to active EngageBay deals and draft professional replies based on the deal status."

Send Message

Prepare a summary of my top accounts for today

"Pull the latest notes from EngageBay for my top 5 accounts and post a briefing to my daily stand-up Slack channel."

Send Message

Got a different task in mind? Describe it

Send Message

Segment contacts based on recent engagement

"Review contact activity in EngageBay and tag everyone who opened my last three emails as 'Highly Engaged'."

Send Message

Clean up my email list from bounced contacts

"Check EngageBay for hard bounces and move those contacts to a 'Suppressed' list."

Send Message

Draft a newsletter based on recent blog posts

"Scrape my latest blog posts and draft a summary email in EngageBay for my subscribers."

Send Message

Analyse lead source performance

"Group new EngageBay contacts by source and create a summary table of conversion rates."

Send Message

Sync social media leads to EngageBay

"Find new leads from my recent Facebook ads and add them to the appropriate list in EngageBay."

Send Message

Got a different task in mind? Describe it

Send Message

Flag high-priority tickets from key accounts

"Check EngageBay for contacts belonging to our 'VIP' list and notify me if they have any open tickets."

Send Message

Draft replies for common support questions

"Review pending support tickets and draft responses based on our standard knowledge base."

Send Message

Update contact records with support feedback

"Scan recent support tickets and add a summary of the feedback to the corresponding contact in EngageBay."

Send Message

Escalate unresolved issues to the account manager

"Find tickets older than 3 days and send an alert to the assigned account manager in EngageBay."

Send Message

Summarise customer sentiment for the product team

"Analyse the last 50 support tickets and report the top three recurring issues."

Send Message

Got a different task in mind? Describe it

Send Message

Get a high-level view of this week's revenue

"Sum up the value of all 'Won' deals in EngageBay for this week and compare it to last week."

Send Message

Check for any major deals at risk

"Identify any deals over $10k that have been stuck in the same stage for more than a month."

Send Message

Draft a personal update for key partners

"Summarise our recent progress from EngageBay notes and draft a personal update email for my top 10 partners."

Send Message

Review team activity for the week

"Calculate how many calls and emails the sales team logged in EngageBay this week."

Send Message

Prepare for my upcoming investor meeting

"Pull the latest growth metrics from EngageBay and draft a slide outline for my investor deck."

Send Message

Got a different task in mind? Describe it

Send Message

How Does a EngageBay CRM AI Agent Work

Connect Your Apps

Type Your Task

Agent Executes & Reports Back

See it in action

Try EngageBay CRM AI Agent

🛸 Autopilot

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

The agents work across your apps 24/7.

They catch new leads, validate details, and trigger follow-up actions before you even open EngageBay.

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

Read the contact details, check if they match our ICP, and tag them as 'Qualified' if they do. Post an alert to Slack.

Put on Autopilot

2. Send a personalised welcome email to new leads

WhenNew contact is created

Then

Draft a welcome email in Gmail using the contact's name and company, then save it as a draft.

Put on Autopilot

3. Alert the team when a deal stage changes

WhenDeal stage is updated

Then

If the deal moves to 'Closed Won', post a celebration message to the #sales-wins Slack channel.

Put on Autopilot

4. Log every meeting note automatically

WhenNew meeting is scheduled

Then

After the meeting, summarise the transcript and add it as a note to the contact record in EngageBay.

Put on Autopilot

5. Re-engage stale leads weekly

WhenEvery Monday at 09:00 AM

Then

Find leads that haven't been contacted in 30 days and add them to a 'Re-engagement' campaign.

Put on Autopilot

1. Enrich every new lead with company data

WhenNew contact is created

Then

Search for the company website, extract industry and size, and update the contact record in EngageBay.

Put on Autopilot

2. Notify marketing of high-value signups

WhenNew contact is created

Then

If the email domain is a known enterprise company, send an alert to the marketing Slack channel.

Put on Autopilot

3. Clean up contact data on entry

WhenNew contact is created

Then

Standardise the phone number format and capitalise the name fields in EngageBay.

Put on Autopilot

4. Weekly summary of new leads

WhenEvery Friday at 04:00 PM

Then

Summarise all new contacts from the week and email the report to the marketing manager.

Put on Autopilot

5. Track campaign performance

WhenNew contact is created

Then

Check if the contact has a campaign tag and update the campaign performance sheet in Google Sheets.

Put on Autopilot

1. Triage support requests from EngageBay

WhenNew contact is created

Then

Check if the contact has an open support ticket and flag it for immediate attention in Slack.

Put on Autopilot

2. Notify account managers of support issues

WhenNew contact is created

Then

If the contact is a 'Key Account', alert the assigned account manager in EngageBay.

Put on Autopilot

3. Auto-respond to common queries

WhenNew contact is created

Then

If the contact message contains 'pricing', send the pricing guide link via email.

Put on Autopilot

4. Log support interactions in the CRM

WhenNew contact is created

Then

Summarise the support interaction and add it as a note to the EngageBay contact record.

Put on Autopilot

5. Weekly support health check

WhenEvery Monday at 08:00 AM

Then

Summarise open tickets for key accounts and post a report to the support Slack channel.

Put on Autopilot

1. Daily revenue snapshot

WhenEvery day at 09:00 AM

Then

Sum the value of all deals closed yesterday and post the total to the #leadership Slack channel.

Put on Autopilot

2. Alert on large deal changes

WhenDeal stage is updated

Then

If a deal over $50k moves, send me a direct message in Slack with the deal details.

Put on Autopilot

3. New partner alert

WhenNew contact is created

Then

If the contact has the tag 'Partner', alert me immediately in Slack.

Put on Autopilot

4. Weekly growth summary

WhenEvery Monday at 09:00 AM

Then

Summarise new contacts, deals won, and total revenue from the previous week.

Put on Autopilot

5. Monitor team outreach

WhenEvery Friday at 05:00 PM

Then

Calculate the total number of calls and emails logged in EngageBay this week.

Put on Autopilot

Build your own autopilot

Set the trigger. Describe the action. Done.

1. Select when agent is executed

App

EngageBay 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 👇

Lead Name *

Email *

Company *

AI AgentExecute agent from playbook

2. Research and Score

Agent

Enrich {{Company}} with industry, size, and LinkedIn. Score against ICP and explain why.

3. Update CRM

Update ContactinEngageBay CRM

Lead Qualification Playbook

Qualify and score new leads instantly.

Clone This Playbook

Deal Review Playbook

Review and update stale deals.

Clone This Playbook

Meeting Follow-up Playbook

Send follow-ups after meetings.

Clone This Playbook

Account Briefing Playbook

Prepare for account meetings.

Clone This Playbook

Competitor Analysis Playbook

Track competitors.

Clone This Playbook

Content Promotion Playbook

Promote new blog posts.

Clone This Playbook

Event Follow-up Playbook

Follow up after events.

Clone This Playbook

Campaign Report Playbook

Generate campaign reports.

Clone This Playbook

Ad Lead Qualification Playbook

Qualify ad leads.

Clone This Playbook

Newsletter Cleanup Playbook

Clean newsletter list.

Clone This Playbook

Ticket Escalation Playbook

Escalate support tickets.

Clone This Playbook

Customer Feedback Playbook

Log feedback.

Clone This Playbook

SLA Risk Playbook

Flag SLA risks.

Clone This Playbook

Knowledge Base Playbook

Draft KB articles.

Clone This Playbook

Support Summary Playbook

Summarise support.

Clone This Playbook

Investor Update Playbook

Draft investor updates.

Clone This Playbook

Revenue Forecast Playbook

Forecast revenue.

Clone This Playbook

Team Performance Playbook

Track team performance.

Clone This Playbook

Market Trend Playbook

Track trends.

Clone This Playbook

Strategic Review Playbook

Conduct reviews.

Clone This Playbook

1500+ App Integrations

Connect EngageBay CRM + Your Favourite Apps With AI Agents

Google Sheets

Webhook / API Integration

SafetyCulture (iAuditor)

Swipe Pages

Manychat

Freshworks CRM (Freshsales Suite)

Click Funnels

Tally

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

Ora

CalendarHero (Zoom.ai)

CompanyCam (In Review)

Adobe Commerce (Magento)

Microsoft Dynamics 365 Business Central

Alchemer (SurveyGizmo)

Katana Cloud Manufacturing

Brilliant Directories

You Need A Budget (YNAB)

Accredible Credential

Wix

Cisco Webex (Meetings)

Box

GREEN-API (In Review)

Clio Grow

Facebook Ads Management And Insights

Agolix (Assessment Generator)

The Conversion Engine

WhatsApp V3 by OnlineLiveSupport

PDF Export by PDFCrowd

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

LinkupAPI for LinkedIn

Moz

WhatsApp Notifications and Alerts by SyncMate

E2B

ReachStream Email Verifier

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 details

Research company data

Update EngageBay 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

EngageBay CRM

A Product by

Trusted by

42,000+ businesses worldwide

Certified

FAQ

Questions
About EngageBay CRM AI Agent

An AI agent for EngageBay CRM is a digital worker that executes tasks across your CRM and connected apps. It doesn't just suggest; it performs actions like enriching contacts, drafting emails, and updating deals.

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 EngageBay CRM

Get every contact, deal, and follow-up working for you

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

Find the deals that have quietly stopped moving

Enrich my new inbound leads with company data

Draft responses to urgent deal inquiries

Prepare a summary of my top accounts for today

Got a different task in mind? Describe it

Segment contacts based on recent engagement

Clean up my email list from bounced contacts

Draft a newsletter based on recent blog posts

Analyse lead source performance

Sync social media leads to EngageBay

Got a different task in mind? Describe it

Flag high-priority tickets from key accounts

Draft replies for common support questions

Update contact records with support feedback

Escalate unresolved issues to the account manager

Summarise customer sentiment for the product team

Got a different task in mind? Describe it

Get a high-level view of this week's revenue

Check for any major deals at risk

Draft a personal update for key partners

Review team activity for the week

Prepare for my upcoming investor meeting

Got a different task in mind? Describe it

How Does a EngageBay CRM AI Agent Work

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

1. Qualify new leads the moment they arrive

2. Send a personalised welcome email to new leads

3. Alert the team when a deal stage changes

4. Log every meeting note automatically

5. Re-engage stale leads weekly

1. Enrich every new lead with company data

2. Notify marketing of high-value signups

3. Clean up contact data on entry

4. Weekly summary of new leads

5. Track campaign performance

1. Triage support requests from EngageBay

2. Notify account managers of support issues

3. Auto-respond to common queries

4. Log support interactions in the CRM

5. Weekly support health check

1. Daily revenue snapshot

2. Alert on large deal changes

3. New partner alert

4. Weekly growth summary

5. Monitor team outreach

Playbooks

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

What are playbooks?

Lead Qualification Playbook

Deal Review Playbook

Meeting Follow-up Playbook

Account Briefing Playbook

Competitor Analysis Playbook

Content Promotion Playbook

Event Follow-up Playbook

Campaign Report Playbook

Ad Lead Qualification Playbook

Newsletter Cleanup Playbook

Ticket Escalation Playbook

Customer Feedback Playbook

SLA Risk Playbook

Knowledge Base Playbook

Support Summary Playbook

Investor Update Playbook

Revenue Forecast Playbook

Team Performance Playbook

Market Trend Playbook

Strategic Review Playbook

Connect EngageBay 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 EngageBay CRM AI Agent

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

Most Tools Call Themselves Agents.
Few Actually Are.

Questions
About EngageBay CRM AI Agent