Does the WhatConverts agent actually execute tasks?

Yes. Unlike suggestions or reports, the WhatConverts agent performs the work across your apps, such as updating lead statuses, drafting emails, or routing data to your CRM.

How is this different from native WhatConverts AI?

While native tools might help with basic reporting, the DoMyWork agent executes multi-step tasks across WhatConverts and 1,500+ other apps, handling complex workflows end-to-end.

Is this better than Zapier for WhatConverts?

Zapier requires you to build and maintain every step of a workflow. With DoMyWork, you simply describe the task in plain English and the agent figures out how to execute it.

Does the agent monitor my WhatConverts account 24/7?

Yes. Our autopilot feature acts as a 24/7 agent, watching for new leads or status changes in WhatConverts and acting on them instantly without you needing to do anything.

Is my lead data safe with DoMyWork?

We prioritise security. Your data is processed securely to execute tasks and is never used to train public AI models. You maintain full control over what the agent accesses.

Can the agent connect WhatConverts to other apps?

Absolutely. The agent can bridge WhatConverts with your CRM, email tools, project management software, and over 1,500 other apps to ensure your lead data is always where it needs to be.

AI Agent for WhatConverts

Attribute, qualify, and route your marketing leads to revenue automatically. DoMyWork AI agents work with WhatConverts and 1,500+ apps to turn every lead into actionable business data.

Find all leads from last month with no quote value

Summarise the last 50 call transcripts in WhatConverts

Check for duplicate leads created in the last 24 hours

Identify top-performing sources by total lead value

Draft follow-up emails for new qualified leads

Move high-value leads to my CRM pipeline

Agent for

WhatConverts

A Product by

Trusted by

42,000+ businesses worldwide

Certified

💬 Chat with agent

Turn your lead data into revenue-driving actions today

Qualify new leads, enrich contact details, flag high-value calls, and update your CRM records.

12 leads identified and updated

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

"Check last week's leads in WhatConverts, see which ones lack a quote value, and draft a follow-up email in Gmail for each one. Post the list to Slack when done."

Send Message

Find leads that originated from your most expensive campaigns

"Filter leads in WhatConverts by high-cost campaigns, calculate the total lead value, and generate a summary report for me."

Send Message

Flag call transcripts that mention competitor names

"Scan the last 100 call transcripts in WhatConverts for competitor mentions, list the leads, and save them to a Google Sheet."

Send Message

Identify leads missing contact information

"Search WhatConverts for leads from the last 7 days that are missing an email address, then attempt to find them via web search."

Send Message

Prepare a monthly lead source performance review

"Pull lead counts and total quote values by source from WhatConverts for the last month and format it into a table."

Send Message

Got a different task in mind? Describe it

Send Message

Review call transcripts for high-intent buying signals

"Analyse the latest call transcripts in WhatConverts for buying signals, then create tasks in my CRM for the hottest leads."

Send Message

Find leads that have been sitting in 'New' status for too long

"Identify leads in WhatConverts created over 48 hours ago that are still marked as 'New' and send me a daily alert."

Send Message

Check for recent form submissions from existing customers

"Cross-reference new WhatConverts leads with my CRM to see if they are existing customers, then flag them for account manager follow-up."

Send Message

Draft responses to common lead inquiries from call data

"Use the last 20 call transcripts to identify common questions and draft a template response in Gmail for the sales team."

Send Message

Update lead status based on recent call outcomes

"Review the latest call notes in WhatConverts and update the lead stage in my CRM accordingly."

Send Message

Got a different task in mind? Describe it

Send Message

Clean up duplicate lead entries across your systems

"Identify duplicate lead records in WhatConverts based on email and phone number, then merge them into the most recent record."

Send Message

Audit lead source attribution accuracy

"Compare lead sources in WhatConverts with my CRM data to ensure attribution is mapping correctly."

Send Message

Validate lead data quality before CRM sync

"Check new WhatConverts leads for valid formatting and completeness, then flag any errors."

Send Message

Reconcile lead values between WhatConverts and your CRM

"Compare quote values in WhatConverts against closed deal values in my CRM and report any discrepancies."

Send Message

Standardise lead status labels across platforms

"Check that all lead status labels in WhatConverts match the standard values in my CRM and update any that are out of sync."

Send Message

Got a different task in mind? Describe it

Send Message

Summarise the most valuable leads from this week

"Find the top 10 leads by quote value in WhatConverts and provide a brief summary of their source and history."

Send Message

Identify the most effective lead sources for growth

"Analyse WhatConverts lead data to find which sources are driving the highest quote-to-close ratio."

Send Message

Spot trends in customer feedback from call transcripts

"Scan the last 50 call transcripts for recurring pain points or feedback and summarise them for me."

Send Message

Check for missed opportunities in lead data

"Find leads that were marked as 'Lost' but had a high quote value and identify why they were lost."

Send Message

Generate a quick pulse check on marketing ROI

"Calculate the total lead value vs total marketing spend from WhatConverts and my ad platforms."

Send Message

Got a different task in mind? Describe it

Send Message

How Does a WhatConverts AI Agent Work

Connect Your Apps

Type Your Task

Agent Executes & Reports Back

See it in action

Try WhatConverts AI Agent

🛸 Autopilot

Act on every lead the moment it arrives — with agents on autopilot

The agents work across your apps 24/7.

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

Setting up an autopilot is too easy

New lead is created in WhatConverts

Describe...

1. Qualify new leads based on source and value

WhenNew lead is created in WhatConverts

Then

Check the lead source and quote value, then tag the lead in WhatConverts and notify the team in Slack if it meets high-value criteria.

Put on Autopilot

2. Route new leads to the correct sales rep

WhenNew lead is created in WhatConverts

Then

Assign the lead to the appropriate sales rep in my CRM based on the lead's geographic location.

Put on Autopilot

3. Send a weekly digest of lead performance

WhenEvery Monday at 09:00 AM

Then

Summarise lead counts and total value from WhatConverts and email it to the marketing team.

Put on Autopilot

4. Flag leads from underperforming campaigns

WhenNew lead is created in WhatConverts

Then

Monitor campaign performance and alert me if a new lead comes from a campaign with a low conversion rate.

Put on Autopilot

5. Enrich new leads with company data

WhenNew lead is created in WhatConverts

Then

Use the lead's email domain to find company info and update the lead record in WhatConverts.

Put on Autopilot

1. Alert sales reps to high-intent calls

WhenNew call is received in WhatConverts

Then

Transcribe the call, check for buying signals, and ping the sales rep in Slack if the lead is ready to buy.

Put on Autopilot

2. Follow up with leads who haven't been contacted

WhenEvery day at 08:00 AM

Then

Find leads in WhatConverts created 24 hours ago with no activity and create a task in my CRM.

Put on Autopilot

3. Create CRM records for new qualified leads

WhenNew lead is created in WhatConverts

Then

Check if the lead exists in my CRM; if not, create a new contact and associate it with the right company.

Put on Autopilot

4. Notify sales manager of large quote values

WhenNew quote is created in WhatConverts

Then

If a quote value exceeds $10k, send an immediate notification to the sales manager.

Put on Autopilot

5. Update lead status after a successful call

WhenNew call is received in WhatConverts

Then

If the call transcript indicates a positive outcome, update the lead status to 'Qualified' in my CRM.

Put on Autopilot

1. Monitor for lead data inconsistencies

WhenNew lead is created in WhatConverts

Then

Check if the lead's source matches my CRM attribution rules and flag any mismatches for review.

Put on Autopilot

2. Sync lead status changes to your CRM

WhenLead status is updated in WhatConverts

Then

Ensure the status change is reflected in my CRM to keep the pipeline accurate.

Put on Autopilot

3. Detect potential lead fraud or spam

WhenNew lead is created in WhatConverts

Then

Check for common spam patterns in lead data and flag the entry for deletion.

Put on Autopilot

4. Daily log of lead attribution errors

WhenEvery day at 05:00 PM

Then

Review the day's lead attribution logs and email a report of any errors to the team.

Put on Autopilot

5. Archive old lead data to maintain performance

WhenEvery month on the 1st

Then

Identify leads older than 12 months and export them to a backup file, then remove them from WhatConverts.

Put on Autopilot

1. Daily summary of total lead value

WhenEvery day at 06:00 PM

Then

Calculate the total value of all leads captured today and send me a quick Slack message.

Put on Autopilot

2. Alert on sudden drops in lead volume

WhenEvery hour

Then

Compare the last hour's lead volume to the daily average and alert me if it drops by more than 50%.

Put on Autopilot

3. Weekly report on top lead sources

WhenEvery Monday at 09:00 AM

Then

Generate a report of the top 3 lead sources by total value and share it with the team.

Put on Autopilot

4. Notify of high-value lead conversions

WhenLead status is updated in WhatConverts

Then

If a lead with a value over $50k is marked 'Closed', send me a congratulatory notification.

Put on Autopilot

5. Check for lead attribution gaps

WhenEvery day at 09:00 AM

Then

Check for leads with 'Unknown' sources and flag them for investigation.

Put on Autopilot

Build your own autopilot

Set the trigger. Describe the action. Done.

1. Select when agent is executed

App

WhatConverts

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 WhatConverts

Add LeadinWhatConverts

4. Notify Owner in Slack

Send MessageinSlack

Lead Qualification Playbook

Run for every new lead. Scores, enriches, and routes in one click.

Clone This Playbook

Campaign Performance Playbook

Analyse campaign ROI and generate a summary report.

Clone This Playbook

Transcript Review Playbook

Review call transcripts for key insights.

Clone This Playbook

Lead Source Audit Playbook

Verify lead source attribution.

Clone This Playbook

Competitor Insight Playbook

Track competitor mentions in calls.

Clone This Playbook

High-Value Lead Handoff Playbook

Route high-value leads to senior sales reps.

Clone This Playbook

Call Follow-Up Playbook

Draft follow-up after a sales call.

Clone This Playbook

Lead Re-engagement Playbook

Reach out to stale leads.

Clone This Playbook

Meeting Prep Playbook

Prepare for a lead meeting.

Clone This Playbook

Lead Status Update Playbook

Bulk update lead stages.

Clone This Playbook

Data Consistency Playbook

Fix attribution errors.

Clone This Playbook

Duplicate Merge Playbook

Merge duplicate leads.

Clone This Playbook

Attribution Audit Playbook

Verify source mapping.

Clone This Playbook

Data Cleanup Playbook

Standardise data formats.

Clone This Playbook

System Sync Playbook

Sync leads to CRM.

Clone This Playbook

Growth Insight Playbook

Analyse growth drivers.

Clone This Playbook

Lost Lead Analysis Playbook

Find why leads are lost.

Clone This Playbook

High-Value Opportunity Playbook

Track big opportunities.

Clone This Playbook

Marketing ROI Playbook

Calculate marketing efficiency.

Clone This Playbook

Customer Feedback Playbook

Summarise feedback from calls.

Clone This Playbook

1500+ App Integrations

Connect WhatConverts + 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 WhatConverts

Then

Recurring Work on autopilot

Autopilot

Lead Qualification

Enter lead ID

Analyse lead data

Update CRM 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

WhatConverts

A Product by

Trusted by

42,000+ businesses worldwide

Certified

FAQ

Questions
About WhatConverts AI Agent

An AI agent for WhatConverts is a digital worker that connects to your account to attribute leads, analyse call transcripts, and update your CRM records automatically based on your 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 WhatConverts

Turn your lead data into revenue-driving actions today

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

Find leads that originated from your most expensive campaigns

Flag call transcripts that mention competitor names

Identify leads missing contact information

Prepare a monthly lead source performance review

Got a different task in mind? Describe it

Review call transcripts for high-intent buying signals

Find leads that have been sitting in 'New' status for too long

Check for recent form submissions from existing customers

Draft responses to common lead inquiries from call data

Update lead status based on recent call outcomes

Got a different task in mind? Describe it

Clean up duplicate lead entries across your systems

Audit lead source attribution accuracy

Validate lead data quality before CRM sync

Reconcile lead values between WhatConverts and your CRM

Standardise lead status labels across platforms

Got a different task in mind? Describe it

Summarise the most valuable leads from this week

Identify the most effective lead sources for growth

Spot trends in customer feedback from call transcripts

Check for missed opportunities in lead data

Generate a quick pulse check on marketing ROI

Got a different task in mind? Describe it

How Does a WhatConverts AI Agent Work

Act on every lead the moment it arrives — with agents on autopilot

1. Qualify new leads based on source and value

2. Route new leads to the correct sales rep

3. Send a weekly digest of lead performance

4. Flag leads from underperforming campaigns

5. Enrich new leads with company data

1. Alert sales reps to high-intent calls

2. Follow up with leads who haven't been contacted

3. Create CRM records for new qualified leads

4. Notify sales manager of large quote values

5. Update lead status after a successful call

1. Monitor for lead data inconsistencies

2. Sync lead status changes to your CRM

3. Detect potential lead fraud or spam

4. Daily log of lead attribution errors

5. Archive old lead data to maintain performance

1. Daily summary of total lead value

2. Alert on sudden drops in lead volume

3. Weekly report on top lead sources

4. Notify of high-value lead conversions

5. Check for lead attribution gaps

Playbooks

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

What are playbooks?

Lead Qualification Playbook

Campaign Performance Playbook

Transcript Review Playbook

Lead Source Audit Playbook

Competitor Insight Playbook

High-Value Lead Handoff Playbook

Call Follow-Up Playbook

Lead Re-engagement Playbook

Meeting Prep Playbook

Lead Status Update Playbook

Data Consistency Playbook

Duplicate Merge Playbook

Attribution Audit Playbook

Data Cleanup Playbook

System Sync Playbook

Growth Insight Playbook

Lost Lead Analysis Playbook

High-Value Opportunity Playbook

Marketing ROI Playbook

Customer Feedback Playbook

Connect WhatConverts + 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 WhatConverts AI Agent

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

Most Tools Call Themselves Agents.
Few Actually Are.

Questions
About WhatConverts AI Agent