Does the Ontraport agent actually execute tasks?

Yes. It does not just suggest ideas or build workflows. It performs the work, such as updating records, drafting emails, or routing leads, based on your plain English instructions.

How is this different from native Ontraport automation?

Native Ontraport automation handles pre-defined rules. DoMyWork agents use AI to handle complex, unstructured tasks like web research, sentiment analysis, and cross-app decision making.

Is this better than Zapier for Ontraport?

Zapier requires you to build logic step-by-step. With DoMyWork, you describe the outcome in plain English, and the agent executes the entire process across Ontraport and 1,500+ apps.

Can the agent monitor my Ontraport account?

Yes. You can set up agents on autopilot to watch for specific triggers in Ontraport, such as new leads or deal stage changes, and act on them instantly without your input.

Is my Ontraport data safe?

Yes. We prioritise security and privacy. Your data is processed only to execute the tasks you explicitly authorise, and we do not use your proprietary data to train our models.

Can I connect Ontraport to other apps?

Yes. You can instruct the agent to move data and perform actions between Ontraport and any of the 1,500+ apps supported, including Gmail, Slack, and Google Sheets.

AI Agent for Ontraport

Segment, enrich, and route your contacts automatically. DoMyWork AI agents work with Ontraport and 1,500+ apps to keep your marketing data clean and your engagement high.

Find contacts in Ontraport who haven't opened emails in 30 days and add them to a re-engagement list

Scrape company info for new leads in Ontraport and update their custom fields

Summarise recent campaign performance and post the report to Slack

Draft follow-up emails for leads that reached the 'Demo Requested' stage

Check for duplicate contacts in Ontraport and merge them

Export high-value contacts to a Google Sheet for a direct mail campaign

Agent for

Ontraport

A Product by

Trusted by

42,000+ businesses worldwide

Certified

💬 Chat with agent

Get every contact and campaign to the right next step

Clean data, segment audiences, draft follow-ups, and route leads instantly.

142 contacts added to list

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

"Check last week's leads in Ontraport, 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

Segment your unengaged audience for a refresh

"Find contacts in Ontraport who haven't clicked an email in 60 days and add them to a new 'Sunset' segment."

Send Message

Clean up your campaign tags

"Review all contacts with the 'Old Newsletter' tag and replace it with '2026 Newsletter' across the database."

Send Message

Sync your webinar signups

"Find everyone who signed up for the webinar in Typeform and make sure they exist as contacts in Ontraport."

Send Message

Analyse your top-performing lead sources

"Look at the last 3 months of Ontraport data, find which source brought the most deals, and summarise the findings."

Send Message

Got a different task in mind? Describe it

Send Message

Find the deals that have quietly stopped moving

"Identify deals in Ontraport that haven't changed stage in 14 days and notify me in Slack."

Send Message

Prepare for your morning calls

"Pull all leads with a demo scheduled for today in Ontraport and create a summary sheet in Google Sheets."

Send Message

Draft personalised follow-ups

"For all leads in the 'Negotiation' stage, draft a follow-up email in Gmail referencing their last interaction."

Send Message

Update CRM records after meetings

"Check my calendar for meetings that ended, find the contact in Ontraport, and add a note about the meeting outcome."

Send Message

Reassign stale leads

"Find all leads assigned to the sales team that haven't been touched in 7 days and move them to the 'Re-queue' list."

Send Message

Got a different task in mind? Describe it

Send Message

Standardise your contact data

"Check all contacts in Ontraport for missing phone numbers and search the web to fill them in."

Send Message

Remove duplicate accounts

"Scan Ontraport for contacts with the same email address and merge them into one record."

Send Message

Audit your campaign triggers

"Check if any contacts are stuck in the 'Onboarding' campaign for more than 30 days and move them to the next step."

Send Message

Sync data to your warehouse

"Pull all new contacts from Ontraport and append them to my 'Master Leads' Google Sheet."

Send Message

Verify your email list

"Check all new Ontraport signups against a validation tool and flag any invalid emails."

Send Message

Got a different task in mind? Describe it

Send Message

Get a pulse on your revenue

"Summarise total sales from Ontraport for the last month and compare it to the previous month."

Send Message

Identify your best customers

"Find the top 20 customers by total spend in Ontraport and draft a thank-you email for each."

Send Message

Spot churn risks

"Find customers who have downgraded their plan in Ontraport and alert me in Slack."

Send Message

Review your lead quality

"Analyse the last 100 leads in Ontraport and tell me which industry they most commonly belong to."

Send Message

Summarise your growth

"Look at new signup trends in Ontraport and write a short summary of the growth rate."

Send Message

Got a different task in mind? Describe it

Send Message

How Does a Ontraport AI Agent Work

Connect Your Apps

Type Your Task

Agent Executes & Reports Back

See it in action

Try Ontraport AI Agent

🛸 Autopilot

Act on your marketing 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 contact is created in Ontraport

Describe...

1. Route new leads to the right rep instantly

WhenNew contact is created in Ontraport

Then

Read the contact's company size, check if they match our ICP, and assign them to the correct rep in Ontraport.

Put on Autopilot

2. Send a personalised welcome the moment they sign up

WhenNew contact is created in Ontraport

Then

Draft a welcome email in Gmail based on the lead source.

Put on Autopilot

3. Flag high-intent leads for immediate attention

WhenContact visits a specific page on site

Then

Check if the contact is already a lead, and if so, post an alert to Slack.

Put on Autopilot

4. Clean up contact records as they arrive

WhenNew contact is created in Ontraport

Then

Format the phone number and capitalise the name fields.

Put on Autopilot

5. Weekly campaign recap

WhenEvery Monday at 09:00 AM

Then

Summarise last week's Ontraport signups and post to Slack.

Put on Autopilot

1. Catch unanswered sales inquiries

WhenNew deal is created in Ontraport

Then

Check if a follow-up task exists, and if not, create one.

Put on Autopilot

2. Notify the team of big deals

WhenDeal stage is updated in Ontraport

Then

If the deal value is over $5k, post a celebration message to Slack.

Put on Autopilot

3. Update CRM when a meeting is booked

WhenNew invitee is created in Calendly

Then

Find the contact in Ontraport and update their status to 'Meeting Booked'.

Put on Autopilot

4. Daily deal review

WhenEvery day at 08:00 AM

Then

List all deals in Ontraport that are in the 'Negotiation' stage.

Put on Autopilot

5. Escalate stalled deals

WhenDeal stage is updated in Ontraport

Then

If the stage hasn't changed in 10 days, alert the sales manager.

Put on Autopilot

1. Validate new contact data

WhenNew contact is created in Ontraport

Then

Check if the email is valid, and if not, flag the contact as 'Invalid'.

Put on Autopilot

2. Sync new signups to your master list

WhenNew contact is created in Ontraport

Then

Add the contact details to the Google Sheet.

Put on Autopilot

3. Automate list maintenance

WhenEvery first of the month

Then

Remove all contacts from Ontraport that have been marked 'Hard Bounce'.

Put on Autopilot

4. Monitor system errors

WhenCampaign trigger fails

Then

Summarise the error and post it to the Ops Slack channel.

Put on Autopilot

5. Update records from form submissions

WhenNew entry is received in Typeform

Then

Find the contact in Ontraport and update their custom fields.

Put on Autopilot

1. Daily revenue summary

WhenEvery day at 06:00 PM

Then

Calculate total sales from Ontraport and post to Slack.

Put on Autopilot

2. Alert on customer churn

WhenContact status changes to 'Cancelled'

Then

Draft a personal email to the customer asking for feedback.

Put on Autopilot

3. Track new growth milestones

WhenNew contact is created in Ontraport

Then

If total contact count hits a milestone, alert me in Slack.

Put on Autopilot

4. Weekly lead quality report

WhenEvery Friday at 04:00 PM

Then

Analyse the week's leads and report the top industry.

Put on Autopilot

5. Monitor high-value client activity

WhenContact status changes to 'VIP'

Then

Post an alert to Slack so I can reach out personally.

Put on Autopilot

Build your own autopilot

Set the trigger. Describe the action. Done.

1. Select when agent is executed

App

Ontraport

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 Enrichment Playbook

FormCollect data with form

1. Enter Lead Email

Enter Lead Email

Fill fields below 👇

Email *

AI AgentExecute agent from playbook

2. Enrich Lead

Agent

Find company details for {{Email}} and identify industry and size.

3. Update Ontraport

Update ContactinOntraport

Lead Enrichment Playbook

Enrich and score new leads from Ontraport.

Clone This Playbook

Campaign Launch Playbook

Set up a new campaign in Ontraport.

Clone This Playbook

Webinar Follow-up Playbook

Follow up with webinar attendees.

Clone This Playbook

Content Promotion Playbook

Promote new content to your list.

Clone This Playbook

Survey Feedback Playbook

Analyse survey results.

Clone This Playbook

Deal Handover Playbook

Hand over deals to account management.

Clone This Playbook

Meeting Prep Playbook

Prepare for sales meetings.

Clone This Playbook

Lost Deal Analysis Playbook

Analyse lost deals.

Clone This Playbook

Outreach Sequence Playbook

Start a new outreach sequence.

Clone This Playbook

Referral Request Playbook

Ask for referrals.

Clone This Playbook

Data Cleanup Playbook

Clean up your Ontraport data.

Clone This Playbook

Integration Sync Playbook

Sync data between apps.

Clone This Playbook

Security Audit Playbook

Audit user permissions.

Clone This Playbook

Backup Playbook

Back up your data.

Clone This Playbook

System Health Playbook

Check system health.

Clone This Playbook

Investor Update Playbook

Prepare investor updates.

Clone This Playbook

Competitor Analysis Playbook

Monitor competitors.

Clone This Playbook

Customer Feedback Playbook

Review customer feedback.

Clone This Playbook

Growth Strategy Playbook

Analyse growth strategy.

Clone This Playbook

Hiring Playbook

Streamline hiring.

Clone This Playbook

1500+ App Integrations

Connect Ontraport + 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 Ontraport

Then

Recurring Work on autopilot

Autopilot

Lead Routing Playbook

Enter lead details

Enrich and score

Update Ontraport

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

Ontraport

A Product by

Trusted by

42,000+ businesses worldwide

Certified

FAQ

Questions
About Ontraport AI Agent

An AI agent for Ontraport is an intelligent assistant that executes tasks across your Ontraport CRM and other apps. Unlike simple automation, it can reason, research, and perform multi-step work.

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 Ontraport

Get every contact and campaign to the right next step

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

Segment your unengaged audience for a refresh

Clean up your campaign tags

Sync your webinar signups

Analyse your top-performing lead sources

Got a different task in mind? Describe it

Find the deals that have quietly stopped moving

Prepare for your morning calls

Draft personalised follow-ups

Update CRM records after meetings

Reassign stale leads

Got a different task in mind? Describe it

Standardise your contact data

Remove duplicate accounts

Audit your campaign triggers

Sync data to your warehouse

Verify your email list

Got a different task in mind? Describe it

Get a pulse on your revenue

Identify your best customers

Spot churn risks

Review your lead quality

Summarise your growth

Got a different task in mind? Describe it

How Does a Ontraport AI Agent Work

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

1. Route new leads to the right rep instantly

2. Send a personalised welcome the moment they sign up

3. Flag high-intent leads for immediate attention

4. Clean up contact records as they arrive

5. Weekly campaign recap

1. Catch unanswered sales inquiries

2. Notify the team of big deals

3. Update CRM when a meeting is booked

4. Daily deal review

5. Escalate stalled deals

1. Validate new contact data

2. Sync new signups to your master list

3. Automate list maintenance

4. Monitor system errors

5. Update records from form submissions

1. Daily revenue summary

2. Alert on customer churn

3. Track new growth milestones

4. Weekly lead quality report

5. Monitor high-value client activity

Playbooks

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

What are playbooks?

Lead Enrichment Playbook

Campaign Launch Playbook

Webinar Follow-up Playbook

Content Promotion Playbook

Survey Feedback Playbook

Deal Handover Playbook

Meeting Prep Playbook

Lost Deal Analysis Playbook

Outreach Sequence Playbook

Referral Request Playbook

Data Cleanup Playbook

Integration Sync Playbook

Security Audit Playbook

Backup Playbook

System Health Playbook

Investor Update Playbook

Competitor Analysis Playbook

Customer Feedback Playbook

Growth Strategy Playbook

Hiring Playbook

Connect Ontraport + 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 Ontraport AI Agent

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

Most Tools Call Themselves Agents.
Few Actually Are.

Questions
About Ontraport AI Agent