Does DoMyWork actually execute tasks or just suggest them?

DoMyWork actually executes the work. You describe the task, and the agent performs the actions across Solve CRM and your other connected apps, not just suggesting what you should do.

How is this different from native AI in Solve CRM?

Native AI features in Solve CRM are limited to the platform itself. DoMyWork agents work across your entire tech stack, connecting Solve CRM with 1,500+ other apps to complete end-to-end processes.

Is DoMyWork better than Zapier for Solve CRM?

Zapier requires you to build and maintain logic workflows manually. DoMyWork uses an AI agent that understands your intent, allowing you to simply describe the work you need done in plain English.

Can the agent monitor Solve CRM for me?

Yes, you can set up agents on autopilot to watch Solve CRM for specific events, like new leads or deal updates, and act on them instantly without you needing to lift a finger.

Is my data safe with DoMyWork?

Data security is our priority. DoMyWork uses enterprise-grade encryption and only accesses the specific data needed to complete the tasks you explicitly authorise.

Can the agent connect Solve CRM to multiple apps at once?

Yes, DoMyWork agents are designed for multi-step intelligence. A single instruction can trigger actions across Solve CRM, Gmail, Slack, and other apps simultaneously.

AI Agent for Solve CRM

Update records, route leads, and coordinate your client follow-ups automatically. DoMyWork AI agents work with Solve CRM and 1,500+ apps to keep your business moving forward.

Find all leads from last week and add them to my newsletter list

Summarise the last 5 emails from our top client and update their Solve CRM record

Check my calendar for meetings and create follow-up tasks in Solve CRM

Draft a personalised follow-up email for every deal marked as stale

Export all contacts from the last month to a new Google Sheet

Research the website of every new lead and add their industry to Solve CRM

Agent for

Solve CRM

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 data, draft follow-ups, update records, and sync your client activity across apps.

24 leads added to Mailchimp

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

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

"Identify deals in Solve CRM that haven't been updated in 14 days and flag them in our team Slack channel."

Send Message

Prepare for your upcoming sales calls

"Find the next 3 meetings in my calendar, pull the relevant Solve CRM contact history, and send a summary to my inbox."

Send Message

Clean up duplicate contacts from my recent import

"Review my recent Solve CRM import, identify duplicate entries based on email, and merge them into the primary record."

Send Message

Draft responses to urgent deal inquiries

"Find emails from active prospects in Gmail, draft a response using the latest Solve CRM deal status, and save as drafts."

Send Message

Got a different task in mind? Describe it

Send Message

Reconcile recent CRM entries with my spreadsheet

"Compare the last 50 entries in my Google Sheet against Solve CRM and flag any missing records."

Send Message

Standardise contact formatting across the database

"Review all contacts in Solve CRM and ensure phone numbers and addresses follow our standard format."

Send Message

Generate a weekly activity report for the team

"Summarise all new contacts and closed deals from Solve CRM this week and email the report to the team."

Send Message

Identify contacts missing critical business data

"Search Solve CRM for contacts missing industry or company size fields and list them for manual review."

Send Message

Route new leads to the correct regional folder

"Review new Solve CRM leads, determine their region from the address, and move them to the corresponding list."

Send Message

Got a different task in mind? Describe it

Send Message

Flag clients who haven't been contacted this quarter

"Check all active clients in Solve CRM, identify those with no activity in the last 90 days, and create a follow-up task."

Send Message

Summarise recent support tickets for a client check-in

"Pull the last 5 tickets from Zendesk for this client and add a summary to their Solve CRM record."

Send Message

Draft renewal reminders for upcoming expirations

"Find all contracts expiring in 30 days in Solve CRM and draft a renewal email for each client."

Send Message

Update client records with new feedback from surveys

"Take the latest Typeform survey results and update the corresponding client records in Solve CRM."

Send Message

Create a welcome sequence for new onboarded clients

"Find all clients moved to 'Onboarding' in Solve CRM and trigger the welcome email sequence in Mailchimp."

Send Message

Got a different task in mind? Describe it

Send Message

Summarise the week's biggest wins and losses

"Analyse deal changes in Solve CRM this week and provide a bulleted summary of our top wins and losses."

Send Message

Identify high-value leads for personal outreach

"Filter Solve CRM for leads with a deal value over $10k and create a list for me to review."

Send Message

Check the health of our current sales pipeline

"Compare our current Solve CRM pipeline value against last month and identify any major gaps."

Send Message

Research potential partners from my contact list

"Scan my Solve CRM contacts for potential strategic partners and draft an introductory email for each."

Send Message

Get a bird's-eye view of client sentiment

"Review recent notes in Solve CRM for all major accounts and flag any that mention 'churn' or 'risk'."

Send Message

Got a different task in mind? Describe it

Send Message

How Does a Solve CRM AI Agent Work

Connect Your Apps

Type Your Task

Agent Executes & Reports Back

See it in action

Try Solve CRM AI Agent

🛸 Autopilot

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

The agents work across your apps 24/7.

They catch new entries, update records, and trigger follow-up actions before you even open the file.

Setting up an autopilot is too easy

New contact is created in Solve CRM

Describe...

1. Qualify new leads the moment they land

WhenNew contact is created in Solve CRM

Then

Research the company website, check if they match our ICP, and tag the contact accordingly in Solve CRM.

Put on Autopilot

2. Notify the team of high-value deal changes

WhenDeal is updated in Solve CRM

Then

If the deal value exceeds $50k, post a summary of the change to the #sales-wins Slack channel.

Put on Autopilot

3. Send a personalised welcome to new leads

WhenNew contact is created in Solve CRM

Then

Draft a personalised email in Gmail referencing their company and save it as a draft.

Put on Autopilot

4. Flag stale deals before they go cold

WhenEvery Monday at 09:00 AM

Then

Identify deals in Solve CRM with no activity for 21 days and flag them for immediate review.

Put on Autopilot

5. Update lead status based on email replies

WhenNew email is received in Gmail

Then

If the email contains 'interested', update the lead status to 'Qualified' in Solve CRM.

Put on Autopilot

1. Sync new contacts to your marketing list

WhenNew contact is created in Solve CRM

Then

Validate the email address and add the contact to the 'Newsletter' list in Mailchimp.

Put on Autopilot

2. Standardise data on every new entry

WhenNew contact is created in Solve CRM

Then

Format the phone number and address fields to our company standard.

Put on Autopilot

3. Log every meeting in your CRM

WhenNew invitee is scheduled in Calendly

Then

Create a note in the corresponding Solve CRM contact record with the meeting details.

Put on Autopilot

4. Alert operations of missing contact details

WhenNew contact is created in Solve CRM

Then

If the phone or email is missing, post an alert to the #data-ops Slack channel.

Put on Autopilot

5. Archive old records on a schedule

WhenEvery first of the month at 08:00 AM

Then

Find contacts with no activity in 12 months and move them to an archive list in Solve CRM.

Put on Autopilot

1. Triage new support requests instantly

WhenNew ticket is created in Zendesk

Then

Check the client's status in Solve CRM and if they are a 'VIP', escalate the ticket to the manager.

Put on Autopilot

2. Update client health scores daily

WhenEvery day at 09:00 AM

Then

Analyse recent Solve CRM notes for negative sentiment and update the client health score.

Put on Autopilot

3. Send renewal reminders 30 days out

WhenEvery day at 09:00 AM

Then

Find contracts expiring in 30 days in Solve CRM and email a renewal reminder to the account owner.

Put on Autopilot

4. Log feedback from surveys

WhenNew entry is received in Typeform

Then

Update the client record in Solve CRM with the survey score and comments.

Put on Autopilot

5. Welcome new onboarded clients

WhenDeal is updated in Solve CRM

Then

If the status changes to 'Onboarding', trigger the welcome email sequence in Mailchimp.

Put on Autopilot

1. Get a daily summary of new business

WhenEvery day at 05:00 PM

Then

Summarise all new deals and contacts added to Solve CRM today and email me the report.

Put on Autopilot

2. Track competitor mentions in emails

WhenNew email is received in Gmail

Then

If the email mentions a known competitor, log the context in a 'Market Intel' sheet.

Put on Autopilot

3. Monitor high-value lead activity

WhenDeal is updated in Solve CRM

Then

If a deal over $100k is lost, alert me immediately via Slack.

Put on Autopilot

4. Identify potential upsell opportunities

WhenNew contact is created in Solve CRM

Then

If the new contact is from an existing client company, flag it for an upsell discussion.

Put on Autopilot

5. Weekly pipeline health check

WhenEvery Monday at 09:00 AM

Then

Calculate the total pipeline value in Solve CRM and compare it to our monthly target.

Put on Autopilot

Build your own autopilot

Set the trigger. Describe the action. Done.

1. Select when agent is executed

App

Solve 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 👇

Name *

Email *

Company *

AI AgentExecute agent from playbook

2. Research and Score

Agent

Research {{Company}}, score against ICP, and write a summary.

Complete in a clickSend data to 1500+ apps

3. Update Solve CRM

Create ContactinSolve CRM

4. Notify Slack

Send MessageinSlack

Lead Qualification Playbook

Qualify new leads, enrich data, and route to the right owner.

Clone This Playbook

Deal Handover Playbook

Pass deals from sales to account management.

Clone This Playbook

Meeting Prep Playbook

Gather context before a sales call.

Clone This Playbook

Lost Deal Analysis Playbook

Understand why a deal was lost.

Clone This Playbook

Follow-up Batch Playbook

Batch process stagnant leads.

Clone This Playbook

Data Cleanup Playbook

Standardise CRM contact data.

Clone This Playbook

Import Reconciliation Playbook

Clean new lead imports.

Clone This Playbook

Audit Report Playbook

Generate CRM health reports.

Clone This Playbook

Field Mapping Playbook

Map new form data to CRM fields.

Clone This Playbook

User Access Audit Playbook

Review CRM user permissions.

Clone This Playbook

Client Onboarding Playbook

Automate client setup steps.

Clone This Playbook

Churn Risk Playbook

Manage at-risk accounts.

Clone This Playbook

Feedback Loop Playbook

Log and act on feedback.

Clone This Playbook

Renewal Prep Playbook

Prepare for client renewals.

Clone This Playbook

Client Health Check Playbook

Automate health reviews.

Clone This Playbook

Strategic Review Playbook

Review company performance.

Clone This Playbook

Competitor Insight Playbook

Track competitor activity.

Clone This Playbook

Pipeline Forecast Playbook

Forecast future revenue.

Clone This Playbook

Networking Outreach Playbook

Automate networking emails.

Clone This Playbook

Investor Update Playbook

Prepare investor updates.

Clone This Playbook

1500+ App Integrations

Connect Solve CRM + Your Favourite Apps With AI Agents

Google Sheets

Webhook / API Integration

Freshworks CRM (Freshsales Suite)

SafetyCulture (iAuditor)

Swipe Pages

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

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

Accredible Credential

Box

You Need A Budget (YNAB)

Wix

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

Facebook Ads Management And Insights

Lob

Forminit.com (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

Automate any manual work with AI Agents

One-off tasks in one message

Chat

When

New contact is created in Solve CRM

Then

Recurring Work on autopilot

Autopilot

Lead Qualification

Enter lead details

Research company

Update Solve 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

Solve CRM

A Product by

Trusted by

42,000+ businesses worldwide

Certified

FAQ

Questions
About Solve CRM AI Agent

An AI agent for Solve CRM is a digital worker that reads your CRM data and executes tasks across your apps, such as updating records, drafting emails, or routing leads, based on plain English instructions.

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 Solve 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 deals that have quietly stopped moving

Prepare for your upcoming sales calls

Clean up duplicate contacts from my recent import

Draft responses to urgent deal inquiries

Got a different task in mind? Describe it

Reconcile recent CRM entries with my spreadsheet

Standardise contact formatting across the database

Generate a weekly activity report for the team

Identify contacts missing critical business data

Route new leads to the correct regional folder

Got a different task in mind? Describe it

Flag clients who haven't been contacted this quarter

Summarise recent support tickets for a client check-in

Draft renewal reminders for upcoming expirations

Update client records with new feedback from surveys

Create a welcome sequence for new onboarded clients

Got a different task in mind? Describe it

Summarise the week's biggest wins and losses

Identify high-value leads for personal outreach

Check the health of our current sales pipeline

Research potential partners from my contact list

Get a bird's-eye view of client sentiment

Got a different task in mind? Describe it

How Does a Solve CRM AI Agent Work

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

1. Qualify new leads the moment they land

2. Notify the team of high-value deal changes

3. Send a personalised welcome to new leads

4. Flag stale deals before they go cold

5. Update lead status based on email replies

1. Sync new contacts to your marketing list

2. Standardise data on every new entry

3. Log every meeting in your CRM

4. Alert operations of missing contact details

5. Archive old records on a schedule

1. Triage new support requests instantly

2. Update client health scores daily

3. Send renewal reminders 30 days out

4. Log feedback from surveys

5. Welcome new onboarded clients

1. Get a daily summary of new business

2. Track competitor mentions in emails

3. Monitor high-value lead activity

4. Identify potential upsell opportunities

5. Weekly pipeline health check

Playbooks

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

What are playbooks?

Lead Qualification Playbook

Deal Handover Playbook

Meeting Prep Playbook

Lost Deal Analysis Playbook

Follow-up Batch Playbook

Data Cleanup Playbook

Import Reconciliation Playbook

Audit Report Playbook

Field Mapping Playbook

User Access Audit Playbook

Client Onboarding Playbook

Churn Risk Playbook

Feedback Loop Playbook

Renewal Prep Playbook

Client Health Check Playbook

Strategic Review Playbook

Competitor Insight Playbook

Pipeline Forecast Playbook

Networking Outreach Playbook

Investor Update Playbook

Connect Solve 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 Solve CRM AI Agent

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

Most Tools Call Themselves Agents.
Few Actually Are.

Questions
About Solve CRM AI Agent