Does the Raynet CRM agent actually execute tasks?

Yes. It doesn't just suggest actions or show dashboards; it directly adds contacts, updates deal stages, and sends emails across your Raynet CRM and connected tools.

How is this different from native AI in Raynet CRM?

Native AI often stays within the CRM. Our agent works across your entire stack—connecting Raynet CRM to your email, Slack, and web tools to complete end-to-end workflows.

Is this better than Zapier for Raynet CRM?

Zapier requires you to build rigid, step-by-step logic. With DoMyWork, you describe the task in plain English, and the agent figures out the steps to complete it across Raynet CRM and 1,500+ apps.

Can the agent monitor Raynet CRM for me?

Yes. You can set up agents on autopilot to watch for new leads or deal changes in Raynet CRM and trigger immediate actions like enrichment or routing.

Is my sales data safe with this agent?

Data security is our priority. The agent only accesses the data necessary to complete the tasks you describe, and we do not use your private sales data to train our models.

Can it connect Raynet CRM to multiple apps at once?

Absolutely. You can instruct the agent to pull data from a lead source, update Raynet CRM, and notify your team in Slack all in one single, natural language instruction.

AI Agent for Raynet CRM

Update records, enrich lead data, and draft client communications automatically. DoMyWork AI agents work with Raynet CRM and 1,500+ apps to keep your sales cycle moving forward.

Find leads in my email that aren't in Raynet CRM yet

Draft follow-up emails for deals stuck in negotiation

Summarise my Raynet CRM meetings from this week

Check for missing contact info in my latest leads

Create tasks for overdue follow-ups in Raynet CRM

Pull a report of deals closing this month

Agent for

Raynet CRM

A Product by

Trusted by

42,000+ businesses worldwide

Certified

💬 Chat with agent

Move your best deals forward before they go cold

Enrich lead data, draft follow-ups, update records, and flag urgent tasks across your sales stack.

12 new contacts added

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

"Check last week's leads in Raynet CRM, 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 missing contact details for my new leads

"Scan my new leads in Raynet CRM, search the web for missing phone numbers or LinkedIn profiles, and update the records."

Send Message

Draft replies to my latest client emails

"Read the latest emails from clients in my inbox, check their status in Raynet CRM, and draft a response based on the deal stage."

Send Message

Organise my daily task list

"Review my Raynet CRM tasks for today, prioritise them by deal value, and send me a summary in Slack."

Send Message

Clean up duplicate contacts

"Find duplicate contacts in Raynet CRM by email address and merge them into the most recent record."

Send Message

Got a different task in mind? Describe it

Send Message

Summarise deal progress for my team

"Pull all deals in negotiation stage from Raynet CRM, summarise the latest activity, and post a report to our team Slack."

Send Message

Spot deals at risk of stalling

"Identify deals in Raynet CRM that haven't been updated in 14 days and list them for review."

Send Message

Prepare a weekly pipeline report

"Aggregate deal values from Raynet CRM by salesperson and email me a summary report."

Send Message

Check team activity against targets

"Compare completed tasks in Raynet CRM against monthly goals and flag any gaps."

Send Message

Review lost deal feedback

"Extract reasons for lost deals from Raynet CRM and provide a summary of common objections."

Send Message

Got a different task in mind? Describe it

Send Message

Prepare for upcoming renewal meetings

"Pull the last 6 months of interaction history from Raynet CRM for clients renewing this month and summarise key points."

Send Message

Identify upsell opportunities in my accounts

"Scan my accounts in Raynet CRM for clients who haven't purchased in 6 months and suggest potential follow-ups."

Send Message

Log client feedback from support tickets

"Find recent support tickets for my accounts and add a summary note to the client record in Raynet CRM."

Send Message

Update client records after a meeting

"Take my meeting notes from Google Docs and update the account record in Raynet CRM."

Send Message

Flag accounts with low engagement

"Find accounts in Raynet CRM with no activity in the last 3 months and create a task to reach out."

Send Message

Got a different task in mind? Describe it

Send Message

Analyse high-value lead sources

"Lookup where our closed-won deals originated in Raynet CRM and summarise the top 3 sources."

Send Message

Review company-wide sales health

"Get a snapshot of total pipeline value from Raynet CRM and compare it to last quarter."

Send Message

Identify key customer segments

"Group our Raynet CRM customers by industry and list the top 5 by deal value."

Send Message

Summarise feedback from top clients

"Find notes on 'feature requests' in Raynet CRM and summarise the most common ones."

Send Message

Draft a company update for investors

"Pull key sales metrics from Raynet CRM and draft a brief update email."

Send Message

Got a different task in mind? Describe it

Send Message

How Does a Raynet CRM AI Agent Work

Connect Your Apps

Type Your Task

Agent Executes & Reports Back

See it in action

Try Raynet 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, enrich them, and flag urgent tasks so you never lose a deal to a slow response.

Setting up an autopilot is too easy

New lead is created

Describe...

1. Enrich new leads the moment they arrive

WhenNew lead is created

Then

Search the web for company size and industry, update the lead in Raynet CRM, and notify me in Slack.

Put on Autopilot

2. Flag urgent follow-ups for new deals

WhenNew deal is created

Then

Check if the deal value is over 10k, and if so, create a high-priority task in Raynet CRM.

Put on Autopilot

3. Send a summary of daily tasks

WhenEvery day at 08:00 AM

Then

Get all Raynet CRM tasks due today and post a summary to Slack.

Put on Autopilot

4. Watch for deal stage changes

WhenDeal stage is updated

Then

If deal moves to 'Closed Won', send a celebration message to the team Slack.

Put on Autopilot

5. Detect duplicate contacts

WhenNew contact is created

Then

Check if a contact with this email already exists, and if so, flag it for merging.

Put on Autopilot

1. Alert on stalled high-value deals

WhenEvery Monday at 09:00 AM

Then

Find deals over 50k inactive for 10 days and alert me in Slack.

Put on Autopilot

2. Report on weekly pipeline growth

WhenEvery Friday at 04:00 PM

Then

Summarise total pipeline value added this week and email the team.

Put on Autopilot

3. Flag deals lost to competitors

WhenDeal is marked as lost

Then

If 'competitor' is mentioned in the loss reason, log it in a spreadsheet.

Put on Autopilot

4. Monitor team task completion

WhenEvery day at 05:00 PM

Then

Check how many tasks were completed today in Raynet CRM and report the count.

Put on Autopilot

5. Notify of large deal wins

WhenDeal is marked as won

Then

If deal value is over 20k, post a congratulatory message to the company Slack.

Put on Autopilot

1. Flag accounts approaching renewal

WhenEvery 1st of the month

Then

Find accounts in Raynet CRM renewing in 30 days and create a preparation task.

Put on Autopilot

2. Track support ticket escalations

WhenNew ticket is created

Then

Check if the customer is a high-value account in Raynet CRM and alert me if so.

Put on Autopilot

3. Notify of account engagement drops

WhenEvery Monday at 09:00 AM

Then

Identify accounts without activity in 30 days and create a follow-up task.

Put on Autopilot

4. Log new account contacts

WhenNew email is received

Then

If the sender is a new contact for an existing account, add them to Raynet CRM.

Put on Autopilot

5. Summarise monthly account health

WhenEvery 30th of the month

Then

Aggregate account notes from Raynet CRM and email a monthly health report.

Put on Autopilot

1. Track new high-value customers

WhenDeal is marked as won

Then

If value is over 50k, send an email alert to the leadership team.

Put on Autopilot

2. Monitor overall sales velocity

WhenEvery Friday at 05:00 PM

Then

Calculate average deal cycle time from Raynet CRM and log it in a sheet.

Put on Autopilot

3. Flag negative feedback patterns

WhenAccount note is created

Then

If the note contains negative sentiment, flag it for my review in Slack.

Put on Autopilot

4. Report on lead source performance

WhenEvery 1st of the month

Then

Summarise lead conversion by source from Raynet CRM and email the report.

Put on Autopilot

5. Alert on pipeline dips

WhenEvery Monday at 09:00 AM

Then

If total pipeline value drops by 10% compared to last week, alert me.

Put on Autopilot

Build your own autopilot

Set the trigger. Describe the action. Done.

1. Select when agent is executed

App

Raynet 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 *

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 Raynet CRM

Create LeadinRaynet CRM

4. Notify in Slack

Send MessageinSlack

Lead Qualification Playbook

Qualify and route new leads in one click.

Clone This Playbook

Meeting Follow-up Playbook

Draft emails and log notes instantly.

Clone This Playbook

Deal Handover Playbook

Transition deals to account management.

Clone This Playbook

Contact Cleanup Playbook

Merge duplicates and fix formatting.

Clone This Playbook

Outreach Campaign Playbook

Send personalised emails to a list.

Clone This Playbook

Pipeline Audit Playbook

Check deals for missing data.

Clone This Playbook

Team Performance Review Playbook

Summarise team activity.

Clone This Playbook

Lost Deal Analysis Playbook

Find patterns in lost deals.

Clone This Playbook

Goal Setting Playbook

Set targets based on history.

Clone This Playbook

Competitor Intelligence Playbook

Track competitor mentions.

Clone This Playbook

Renewal Readiness Playbook

Prepare for renewals.

Clone This Playbook

Client Onboarding Playbook

Set up new clients.

Clone This Playbook

Upsell Opportunity Playbook

Identify upsell potential.

Clone This Playbook

Client Feedback Playbook

Log and act on feedback.

Clone This Playbook

Account Review Playbook

Summarise account activity.

Clone This Playbook

Sales Strategy Playbook

Analyse sales performance.

Clone This Playbook

Market Expansion Playbook

Identify new markets.

Clone This Playbook

Investor Update Playbook

Generate investor reports.

Clone This Playbook

Customer Sentiment Playbook

Track customer satisfaction.

Clone This Playbook

Revenue Forecasting Playbook

Predict future revenue.

Clone This Playbook

1500+ App Integrations

Connect Raynet 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 lead is created

Then

Recurring Work on autopilot

Autopilot

Lead Qualification

Enter lead details

Enrich and score

Update Raynet 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

Raynet CRM

A Product by

Trusted by

42,000+ businesses worldwide

Certified

FAQ

Questions
About Raynet CRM AI Agent

It is an autonomous tool that connects to Raynet CRM and your other apps to perform tasks like lead enrichment, data entry, and follow-up drafting without manual intervention.

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 Raynet CRM

Move your best deals forward before they go cold

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

Find missing contact details for my new leads

Draft replies to my latest client emails

Organise my daily task list

Clean up duplicate contacts

Got a different task in mind? Describe it

Summarise deal progress for my team

Spot deals at risk of stalling

Prepare a weekly pipeline report

Check team activity against targets

Review lost deal feedback

Got a different task in mind? Describe it

Prepare for upcoming renewal meetings

Identify upsell opportunities in my accounts

Log client feedback from support tickets

Update client records after a meeting

Flag accounts with low engagement

Got a different task in mind? Describe it

Analyse high-value lead sources

Review company-wide sales health

Identify key customer segments

Summarise feedback from top clients

Draft a company update for investors

Got a different task in mind? Describe it

How Does a Raynet CRM AI Agent Work

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

1. Enrich new leads the moment they arrive

2. Flag urgent follow-ups for new deals

3. Send a summary of daily tasks

4. Watch for deal stage changes

5. Detect duplicate contacts

1. Alert on stalled high-value deals

2. Report on weekly pipeline growth

3. Flag deals lost to competitors

4. Monitor team task completion

5. Notify of large deal wins

1. Flag accounts approaching renewal

2. Track support ticket escalations

3. Notify of account engagement drops

4. Log new account contacts

5. Summarise monthly account health

1. Track new high-value customers

2. Monitor overall sales velocity

3. Flag negative feedback patterns

4. Report on lead source performance

5. Alert on pipeline dips

Playbooks

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

What are playbooks?

Lead Qualification Playbook

Meeting Follow-up Playbook

Deal Handover Playbook

Contact Cleanup Playbook

Outreach Campaign Playbook

Pipeline Audit Playbook

Team Performance Review Playbook

Lost Deal Analysis Playbook

Goal Setting Playbook

Competitor Intelligence Playbook

Renewal Readiness Playbook

Client Onboarding Playbook

Upsell Opportunity Playbook

Client Feedback Playbook

Account Review Playbook

Sales Strategy Playbook

Market Expansion Playbook

Investor Update Playbook

Customer Sentiment Playbook

Revenue Forecasting Playbook

Connect Raynet 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 Raynet CRM AI Agent

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

Most Tools Call Themselves Agents.
Few Actually Are.

Questions
About Raynet CRM AI Agent