Does DoMyWork actually execute tasks?

Yes. DoMyWork is not a suggestion engine. When you tell it to qualify a lead or update a deal, it performs the work across OnePageCRM and your connected tools, saving you from manual data entry.

How is this different from native CRM AI?

Native AI in CRMs often just suggests text or analyses existing data. DoMyWork executes multi-step work across your entire app stack, such as researching a lead, updating OnePageCRM, and notifying your team in Slack.

Is DoMyWork better than Zapier for OnePageCRM?

Zapier requires you to build logical workflows step-by-step. With DoMyWork, you simply describe the outcome you want in plain English, and the agent handles the multi-step execution for you.

Does the agent monitor my OnePageCRM account 24/7?

Yes. Our Autopilot agents watch for specific events—like a new lead or an updated deal—and execute your instructions the moment they occur, ensuring your CRM stays current without manual effort.

Is my OnePageCRM data safe?

Data security is our priority. DoMyWork uses secure, encrypted connections to interact with OnePageCRM and your other apps. We only perform the tasks you explicitly authorise.

Can DoMyWork connect OnePageCRM to other apps?

Absolutely. You can instruct the agent to pull data from Gmail, update OnePageCRM, and post updates to Slack or Microsoft Teams in a single command.

AI Agent for OnePageCRM

Qualify leads, draft follow-ups, and update deal stages automatically. DoMyWork AI agents work with OnePageCRM and 1,500+ apps to turn every contact into a closed deal.

Find all leads from last week and draft follow-up emails

Identify deals that have been stagnant for 14 days

Add new contact details from this spreadsheet to OnePageCRM

Summarise my next 5 meetings and post to Slack

Check my inbox for new leads and create OnePageCRM contacts

Update the deal stage for all closed-won accounts

Agent for

OnePageCRM

A Product by

Trusted by

42,000+ businesses worldwide

Certified

💬 Chat with agent

Move your best deals forward before they go cold

Qualify new leads, draft personalised follow-ups, update deal stages, and notify your team.

12 drafts created in Gmail

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

"Check last week's leads in OnePageCRM, 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 deals that have quietly stopped moving

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

Send Message

Draft unique responses for incoming inquiries

"Read the latest emails in Gmail, check if the sender is a contact in OnePageCRM, and draft a reply based on their last interaction."

Send Message

Organise your daily call list

"Filter my OnePageCRM contacts for those with a 'hot' tag and build a priority call list in Google Sheets."

Send Message

Update deal values from your meeting notes

"Read the meeting notes I just added to OnePageCRM and update the deal value field if a new budget was mentioned."

Send Message

Got a different task in mind? Describe it

Send Message

Identify the most active leads this month

"Find all contacts in OnePageCRM with more than 3 interactions this month and summarise their interests."

Send Message

Clean up duplicate contact records

"Search OnePageCRM for duplicate contact entries based on email address and merge them into single records."

Send Message

Report on lead source performance

"Group my OnePageCRM contacts by lead source and calculate the conversion rate for each."

Send Message

Prepare a summary for investor updates

"Extract the total deal value from OnePageCRM and draft a status update email."

Send Message

Research potential partners in your CRM

"Find contacts in OnePageCRM with 'Partner' in their job title and draft a connection request for LinkedIn."

Send Message

Got a different task in mind? Describe it

Send Message

Check for upcoming renewal dates

"List all OnePageCRM accounts with a renewal date in the next 30 days and flag those without a scheduled meeting."

Send Message

Draft check-in emails for at-risk clients

"Find clients in OnePageCRM with 'churn risk' tags and draft a personalised check-in email."

Send Message

Log client feedback from support tickets

"Read the latest resolved tickets in Zendesk and update the corresponding OnePageCRM account notes."

Send Message

Prepare for quarterly business reviews

"Summarise the last 6 months of interaction history for this OnePageCRM account."

Send Message

Update client records after a meeting

"Take the meeting summary from my notes and update the client profile in OnePageCRM."

Send Message

Got a different task in mind? Describe it

Send Message

Review team activity for the week

"Summarise the total number of calls and emails logged by my team in OnePageCRM this week."

Send Message

Identify coaching opportunities

"Find deals in OnePageCRM that were moved to 'lost' and summarise the common reasons provided."

Send Message

Reassign leads from inactive reps

"Find all leads assigned to reps who haven't logged in for 5 days and reassign them to the current team."

Send Message

Check team pipeline health

"Calculate the total value of deals in the 'negotiation' stage in OnePageCRM."

Send Message

Draft performance feedback for reps

"Compare the number of deals closed by each rep in OnePageCRM and draft a monthly performance summary."

Send Message

Got a different task in mind? Describe it

Send Message

How Does a OnePageCRM AI Agent Work

Connect Your Apps

Type Your Task

Agent Executes & Reports Back

See it in action

Try OnePageCRM 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, update records, and trigger follow-ups before you even open your CRM.

Setting up an autopilot is too easy

New contact is created in OnePageCRM

Describe...

1. Catch new leads the moment they land

WhenNew contact is created in OnePageCRM

Then

Check if the contact has a company website, research their role, and create a personalised follow-up task in OnePageCRM.

Put on Autopilot

2. Alert the team to high-value deal changes

WhenDeal stage is updated in OnePageCRM

Then

If the deal value is over $10k, post a summary to the #sales-wins channel in Slack.

Put on Autopilot

3. Follow up on every missed call

WhenNew missed call is received in Aircall

Then

Find the contact in OnePageCRM and create a callback task for the owner.

Put on Autopilot

4. Send a weekly summary of your pipeline

WhenEvery Monday at 09:00 AM

Then

Summarise the deals in OnePageCRM and email the report to me.

Put on Autopilot

5. Flag deals that need attention

WhenDeal is updated in OnePageCRM

Then

Check if the deal has been stagnant for 10 days and add a 'Needs Review' tag.

Put on Autopilot

1. Track new revenue milestones

WhenDeal is marked as closed-won in OnePageCRM

Then

Post a celebratory message to the #company-growth Slack channel.

Put on Autopilot

2. Monitor lead quality from forms

WhenNew entry is received in Typeform

Then

Create a contact in OnePageCRM and assign a 'Lead' tag.

Put on Autopilot

3. Daily digest of new signups

WhenEvery day at 05:00 PM

Then

Summarise all new contacts added to OnePageCRM today and email the list.

Put on Autopilot

4. Notify when a key account is updated

WhenContact is updated in OnePageCRM

Then

Check if the contact is tagged 'VIP' and alert me via Slack.

Put on Autopilot

5. Audit new contact data

WhenNew contact is created in OnePageCRM

Then

Verify the email address and flag if it looks like a personal account.

Put on Autopilot

1. Trigger onboarding for new clients

WhenDeal is marked as closed-won in OnePageCRM

Then

Create a new project in Asana and add the client as a contact.

Put on Autopilot

2. Log support issues automatically

WhenNew ticket is created in Zendesk

Then

Find the client in OnePageCRM and add the ticket ID to their notes.

Put on Autopilot

3. Send renewal reminders

WhenEvery month on the 1st at 09:00 AM

Then

Check OnePageCRM for renewals due next month and email the client.

Put on Autopilot

4. Update client records after feedback

WhenNew entry is received in Typeform

Then

Update the client feedback field in OnePageCRM.

Put on Autopilot

5. Alert to account inactivity

WhenEvery Monday at 09:00 AM

Then

Check OnePageCRM for clients with no activity in 30 days and alert me.

Put on Autopilot

1. Track team performance in real-time

WhenNew task is completed in OnePageCRM

Then

Update a Google Sheet tracking total tasks completed by each team member.

Put on Autopilot

2. Escalate large lost deals

WhenDeal is marked as closed-lost in OnePageCRM

Then

If the deal value is >$5k, email the rep for a post-mortem.

Put on Autopilot

3. Weekly team activity report

WhenEvery Friday at 04:00 PM

Then

Summarise total calls/emails in OnePageCRM and post to Slack.

Put on Autopilot

4. Monitor lead distribution

WhenNew contact is created in OnePageCRM

Then

Check if the lead is assigned to a rep and notify me if unassigned.

Put on Autopilot

5. Identify training needs

WhenDeal is updated in OnePageCRM

Then

If a deal is moved back to 'prospecting', flag for manager review.

Put on Autopilot

Build your own autopilot

Set the trigger. Describe the action. Done.

1. Select when agent is executed

App

OnePageCRM

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. Enrich and Score Lead

Agent

Enrich {{Lead Name}} at {{Company}} with size, industry, LinkedIn. Score against ICP and write a one-line reason.

Complete in a clickSend data to 1500+ apps

3. Add to OnePageCRM

Create ContactinOnePageCRM

4. Post to Slack

Send MessageinSlack

Lead Qualification Playbook

Qualify and enrich new leads in one click.

Clone This Playbook

Stale Deal Recovery Playbook

Revive deals that have gone quiet.

Clone This Playbook

Meeting Brief Playbook

Prepare a summary before your call.

Clone This Playbook

Referral Outreach Playbook

Turn happy clients into sources of new leads.

Clone This Playbook

Competitor Analysis Playbook

Compare your deals against competitors.

Clone This Playbook

Investor Update Playbook

Generate monthly investor reports.

Clone This Playbook

Market Research Playbook

Research new market segments.

Clone This Playbook

Churn Analysis Playbook

Find out why clients leave.

Clone This Playbook

Hiring Outreach Playbook

Find potential sales hires.

Clone This Playbook

CRM Data Audit Playbook

Keep CRM data clean.

Clone This Playbook

Client Onboarding Playbook

Set up new clients quickly.

Clone This Playbook

QBR Preparation Playbook

Prepare for quarterly reviews.

Clone This Playbook

Upsell Opportunity Playbook

Identify upsell potential.

Clone This Playbook

Feedback Loop Playbook

Collect client feedback.

Clone This Playbook

Renewal Management Playbook

Manage client renewals.

Clone This Playbook

Pipeline Review Playbook

Review team pipeline.

Clone This Playbook

Win/Loss Analysis Playbook

Analyse closed deals.

Clone This Playbook

Lead Distribution Playbook

Distribute leads to team.

Clone This Playbook

Performance Review Playbook

Review rep performance.

Clone This Playbook

Sales Target Playbook

Set team targets.

Clone This Playbook

1500+ App Integrations

Connect OnePageCRM + 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 contact is created in OnePageCRM

Then

Recurring Work on autopilot

Autopilot

Lead Qualification

Enter contact details

Research company data

Update OnePageCRM

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

OnePageCRM

A Product by

Trusted by

42,000+ businesses worldwide

Certified

FAQ

Questions
About OnePageCRM AI Agent

An AI agent for OnePageCRM is an intelligent assistant that executes tasks directly within your CRM. Unlike basic tools, it understands your instructions and takes action across OnePageCRM and 1,500+ other apps.

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 OnePageCRM

Move your best deals forward before they go cold

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

Find deals that have quietly stopped moving

Draft unique responses for incoming inquiries

Organise your daily call list

Update deal values from your meeting notes

Got a different task in mind? Describe it

Identify the most active leads this month

Clean up duplicate contact records

Report on lead source performance

Prepare a summary for investor updates

Research potential partners in your CRM

Got a different task in mind? Describe it

Check for upcoming renewal dates

Draft check-in emails for at-risk clients

Log client feedback from support tickets

Prepare for quarterly business reviews

Update client records after a meeting

Got a different task in mind? Describe it

Review team activity for the week

Identify coaching opportunities

Reassign leads from inactive reps

Check team pipeline health

Draft performance feedback for reps

Got a different task in mind? Describe it

How Does a OnePageCRM AI Agent Work

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

1. Catch new leads the moment they land

2. Alert the team to high-value deal changes

3. Follow up on every missed call

4. Send a weekly summary of your pipeline

5. Flag deals that need attention

1. Track new revenue milestones

2. Monitor lead quality from forms

3. Daily digest of new signups

4. Notify when a key account is updated

5. Audit new contact data

1. Trigger onboarding for new clients

2. Log support issues automatically

3. Send renewal reminders

4. Update client records after feedback

5. Alert to account inactivity

1. Track team performance in real-time

2. Escalate large lost deals

3. Weekly team activity report

4. Monitor lead distribution

5. Identify training needs

Playbooks

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

What are playbooks?

Lead Qualification Playbook

Stale Deal Recovery Playbook

Meeting Brief Playbook

Referral Outreach Playbook

Competitor Analysis Playbook

Investor Update Playbook

Market Research Playbook

Churn Analysis Playbook

Hiring Outreach Playbook

CRM Data Audit Playbook

Client Onboarding Playbook

QBR Preparation Playbook

Upsell Opportunity Playbook

Feedback Loop Playbook

Renewal Management Playbook

Pipeline Review Playbook

Win/Loss Analysis Playbook

Lead Distribution Playbook

Performance Review Playbook

Sales Target Playbook

Connect OnePageCRM + 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 OnePageCRM AI Agent

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

Most Tools Call Themselves Agents.
Few Actually Are.

Questions
About OnePageCRM AI Agent