Does the Nutshell agent actually execute work?

Yes. Unlike a copilot that just suggests text, our agent executes the work across Nutshell and your other apps, such as updating records, sending emails, and posting to Slack.

How is this different from native Nutshell AI?

Native AI in Nutshell is often limited to text generation within the platform. Our agent works across your entire stack, connecting Nutshell to Gmail, Slack, and other tools to complete cross-app workflows.

Is this just another automation tool like Zapier?

Zapier requires you to build logic and 'if-then' workflows. With DoMyWork, you just describe the task in plain English and our agent handles the steps, multi-app intelligence, and execution for you.

Can the agent monitor my Nutshell account 24/7?

Yes, our Autopilot feature allows the agent to watch for specific triggers in Nutshell or other apps and act immediately, ensuring your CRM work happens even when you are offline.

Is my Nutshell data safe?

We prioritise security and only access the data necessary to complete the specific tasks you assign. We do not train our models on your private CRM data.

Can the agent connect Nutshell to multiple apps at once?

Absolutely. You can give the agent a single instruction to pull data from Nutshell, research it on the web, and post the result to Slack, all in one seamless execution.

AI Agent for Nutshell

Enrich, qualify, and move your sales deals forward automatically. DoMyWork AI agents work with Nutshell and 1,500+ apps to turn your CRM data into closed business.

Find the deals in Nutshell that haven't moved in 14 days

Draft follow-up emails for my open Nutshell leads

Research the companies of my new Nutshell leads

Summarise my weekly sales performance from Nutshell

Add new Nutshell contacts to my Mailchimp list

Check for duplicate contacts in my Nutshell account

Agent for

Nutshell

A Product by

Trusted by

42,000+ businesses worldwide

Certified

💬 Chat with agent

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

Enrich lead profiles, draft tailored follow-ups, clean stale deal data, and route tasks across your tools.

12 stale deals identified

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

"Check last week's leads in Nutshell, 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 open deals in Nutshell, identify those with no activity for 2 weeks, and flag them for me in a Slack message."

Send Message

Draft personalised emails for my top-tier prospects

"Find my hot leads in Nutshell, research their recent company news, and draft a personalised email in Gmail for each."

Send Message

Update my deal stages based on recent call notes

"Read the latest call notes in my Nutshell tasks and update the deal stage if the prospect expressed high interest."

Send Message

Prepare a briefing for my upcoming prospect meetings

"Find my meetings for tomorrow in my calendar, look up the contacts in Nutshell, and post a summary of their recent activity to Slack."

Send Message

Got a different task in mind? Describe it

Send Message

Enrich new leads with missing company intelligence

"Find all new leads in Nutshell missing company data, research their website, and fill in the industry and size fields."

Send Message

Segment my contacts based on their recent activity

"Analyse contact activity in Nutshell and group them into lists for my next email campaign."

Send Message

Prepare a list of leads for my next webinar

"Extract contacts from Nutshell who match my target persona and create a CSV file for my webinar platform."

Send Message

Check for missing contact information

"Review my Nutshell contacts for missing phone numbers or emails and flag them for cleanup."

Send Message

Summarise feedback from my latest campaign

"Look at the leads generated in Nutshell from my recent campaign and summarise the common themes in a report."

Send Message

Got a different task in mind? Describe it

Send Message

Review the health of my sales pipeline

"Analyse my current pipeline in Nutshell and highlight the deals at risk of stalling."

Send Message

Get a high-level update on new revenue

"Summarise the new deals won in Nutshell this week and post the total value to our team Slack."

Send Message

Check for any urgent customer escalations

"Scan my Nutshell tasks for any high-priority customer issues and flag them for my attention."

Send Message

Identify my most active prospects this week

"Find the contacts in Nutshell with the most interactions this week and list them in a Slack message."

Send Message

Prepare for my investor update

"Extract the key sales metrics from Nutshell and draft a summary for my investor update email."

Send Message

Got a different task in mind? Describe it

Send Message

Clean up duplicate records in my CRM

"Search for duplicate contacts in Nutshell and provide a list of records to merge."

Send Message

Standardise my deal stage naming

"Review my deal stages in Nutshell and flag any that don't match our standard naming convention."

Send Message

Check for data quality issues in my leads

"Scan Nutshell leads for invalid email formats or missing required fields and report the findings."

Send Message

Verify my sales team's task completion

"Check the task completion rates for my sales team in Nutshell and identify those who are behind."

Send Message

Update my CRM custom fields

"Bulk update the custom fields in Nutshell based on the data I have in my Google Sheet."

Send Message

Got a different task in mind? Describe it

Send Message

How Does a Nutshell AI Agent Work

Connect Your Apps

Type Your Task

Agent Executes & Reports Back

See it in action

Try Nutshell 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 entries, validate them, and trigger follow-up actions before you even open the file.

Setting up an autopilot is too easy

New lead is created in Nutshell

Describe...

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

WhenNew lead is created in Nutshell

Then

Read the lead's company info, check if they match our target profile, and draft a personalised intro email in Gmail.

Put on Autopilot

2. Flag churn-risk messages the moment they appear

WhenNew message is posted in Slack

Then

Check if the message mentions a Nutshell deal and flag it in the CRM if it sounds like a complaint.

Put on Autopilot

3. Update deal status when a contract is signed

WhenEnvelope is completed in DocuSign

Then

Find the related deal in Nutshell and move it to 'Closed Won'.

Put on Autopilot

4. Remind reps to follow up on stale deals

WhenEvery Monday at 09:00 AM

Then

Identify deals in Nutshell with no activity for 10 days and send a Slack reminder to the owner.

Put on Autopilot

5. Log meeting notes automatically after a call

WhenNew recording is available in Zoom

Then

Transcribe the recording, summarise the key points, and add them as a note to the corresponding Nutshell deal.

Put on Autopilot

1. Route new form submissions to the right rep

WhenNew entry is received in Typeform

Then

Check the lead's company size, assign them to the correct rep in Nutshell, and notify the rep via Slack.

Put on Autopilot

2. Enrich every new lead with company data

WhenNew lead is created in Nutshell

Then

Search the web for the lead's company details and update the Nutshell record.

Put on Autopilot

3. Add new leads to my nurture campaign

WhenNew lead is created in Nutshell

Then

Verify the lead's email and add them to the appropriate Mailchimp list.

Put on Autopilot

4. Alert the team when a VIP lead signs up

WhenNew lead is created in Nutshell

Then

Check the lead's company revenue, and if it's over $1M, alert the sales manager in Slack.

Put on Autopilot

5. Clean up lead data weekly

WhenEvery Friday at 05:00 PM

Then

Scan Nutshell for malformed emails and flag them for review.

Put on Autopilot

1. Get a daily summary of new revenue

WhenEvery day at 08:00 AM

Then

Summarise the deals won in Nutshell yesterday and post the total to Slack.

Put on Autopilot

2. Track progress on key accounts

WhenDeal stage is updated in Nutshell

Then

If the deal is over $50k, post an update to the leadership Slack channel.

Put on Autopilot

3. Monitor for lost deal patterns

WhenDeal is lost in Nutshell

Then

Analyse the loss reason and flag any recurring patterns in a monthly report.

Put on Autopilot

4. Check for new high-value opportunities

WhenNew deal is created in Nutshell

Then

If the deal value exceeds $100k, send a notification to my email.

Put on Autopilot

5. Weekly pipeline health check

WhenEvery Monday at 09:00 AM

Then

Identify any deals in Nutshell that are behind schedule and post a list to Slack.

Put on Autopilot

1. Standardise new contact data

WhenNew contact is created in Nutshell

Then

Format the phone number and address fields to match our internal standards.

Put on Autopilot

2. Sync new deals to the finance sheet

WhenNew deal is created in Nutshell

Then

Add the deal details to our 'Revenue Forecast' Google Sheet.

Put on Autopilot

3. Flag duplicate leads for merge

WhenNew lead is created in Nutshell

Then

Check if a contact with the same email already exists and alert the ops team.

Put on Autopilot

4. Monitor field usage for CRM hygiene

WhenEvery Sunday at 11:00 PM

Then

Check which Nutshell fields are rarely used and report them to the team.

Put on Autopilot

5. Update lead source attribution

WhenNew lead is created in Nutshell

Then

Extract the UTM parameters from the lead and update the source field in Nutshell.

Put on Autopilot

Build your own autopilot

Set the trigger. Describe the action. Done.

1. Select when agent is executed

App

Nutshell

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 *

Work Email *

Company *

AI AgentExecute agent from playbook

2. Research company

Agent

Research {{Company}} and find industry, size, and LinkedIn.

AI AgentExecute agent from playbook

3. Score fit

Agent

Score {{Company}} against ICP and provide a reason.

Complete in a clickSend data to 1500+ apps

4. Update Nutshell

Update LeadinNutshell

5. Notify Slack

Send MessageinSlack

Lead Qualification Playbook

Qualifies new leads against ICP criteria and routes them.

Clone This Playbook

Meeting Prep Playbook

Prepares a briefing note for prospect meetings.

Clone This Playbook

Deal Stalling Investigation

Investigates why a deal has stopped moving.

Clone This Playbook

Competitor Analysis Playbook

Compares prospect needs against competitor data.

Clone This Playbook

Post-Call Summary Playbook

Logs call highlights and sets follow-ups.

Clone This Playbook

Campaign Lead Cleanup

Cleans lead data after a campaign.

Clone This Playbook

Competitor News Monitor

Tracks competitor news for marketing.

Clone This Playbook

Lead Persona Mapping

Maps leads to marketing personas.

Clone This Playbook

Content Idea Generator

Generates content ideas from CRM data.

Clone This Playbook

Email Campaign Performance

Reports on campaign results.

Clone This Playbook

Revenue Forecast Playbook

Forecasts revenue based on pipeline.

Clone This Playbook

Customer Feedback Review

Reviews feedback for product improvements.

Clone This Playbook

Team Performance Review

Reviews sales team performance.

Clone This Playbook

Strategic Deal Review

Reviews high-value deals.

Clone This Playbook

Market Trend Report

Reports on market trends.

Clone This Playbook

CRM Data Audit

Audits CRM for data quality.

Clone This Playbook

Field Mapping Playbook

Maps fields between apps.

Clone This Playbook

User Access Audit

Audits user access in CRM.

Clone This Playbook

Deal Stage History Audit

Audits deal stage changes.

Clone This Playbook

Sales Process Compliance

Audits sales process compliance.

Clone This Playbook

1500+ App Integrations

Connect Nutshell + 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 lead is created in Nutshell

Then

Recurring Work on autopilot

Autopilot

Lead Qualification

Enter lead email

Research company data

Update Nutshell 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

Nutshell

A Product by

Trusted by

42,000+ businesses worldwide

Certified

FAQ

Questions
About Nutshell AI Agent

An AI agent for Nutshell is a task-execution tool that connects to your CRM to perform real work like enriching leads, drafting emails, and updating deals without you needing to click through the interface.

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 Nutshell

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

Draft personalised emails for my top-tier prospects

Update my deal stages based on recent call notes

Prepare a briefing for my upcoming prospect meetings

Got a different task in mind? Describe it

Enrich new leads with missing company intelligence

Segment my contacts based on their recent activity

Prepare a list of leads for my next webinar

Check for missing contact information

Summarise feedback from my latest campaign

Got a different task in mind? Describe it

Review the health of my sales pipeline

Get a high-level update on new revenue

Check for any urgent customer escalations

Identify my most active prospects this week

Prepare for my investor update

Got a different task in mind? Describe it

Clean up duplicate records in my CRM

Standardise my deal stage naming

Check for data quality issues in my leads

Verify my sales team's task completion

Update my CRM custom fields

Got a different task in mind? Describe it

How Does a Nutshell AI Agent Work

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

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

2. Flag churn-risk messages the moment they appear

3. Update deal status when a contract is signed

4. Remind reps to follow up on stale deals

5. Log meeting notes automatically after a call

1. Route new form submissions to the right rep

2. Enrich every new lead with company data

3. Add new leads to my nurture campaign

4. Alert the team when a VIP lead signs up

5. Clean up lead data weekly

1. Get a daily summary of new revenue

2. Track progress on key accounts

3. Monitor for lost deal patterns

4. Check for new high-value opportunities

5. Weekly pipeline health check

1. Standardise new contact data

2. Sync new deals to the finance sheet

3. Flag duplicate leads for merge

4. Monitor field usage for CRM hygiene

5. Update lead source attribution

Playbooks

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

What are playbooks?

Lead Qualification Playbook

Meeting Prep Playbook

Deal Stalling Investigation

Competitor Analysis Playbook

Post-Call Summary Playbook

Campaign Lead Cleanup

Competitor News Monitor

Lead Persona Mapping

Content Idea Generator

Email Campaign Performance

Revenue Forecast Playbook

Customer Feedback Review

Team Performance Review

Strategic Deal Review

Market Trend Report

CRM Data Audit

Field Mapping Playbook

User Access Audit

Deal Stage History Audit

Sales Process Compliance

Connect Nutshell + 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 Nutshell AI Agent

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

Most Tools Call Themselves Agents.
Few Actually Are.

Questions
About Nutshell AI Agent