CRM workflows

Compiles the past week of dedupe activity from the Coda queue and both CRMs into a leadership-ready report covering pairs found, merged, rejected, and still pending.

Transcribes a dictated note, classifies whether it is a CRM update, a task, or a meeting to book, then routes each item to HubSpot, Asana, or Google Calendar accordingly.

Turns support-line voicemails into HubSpot tickets, separating billing, technical, and sales intents into the right pipeline.

Turns support-line voicemails into HubSpot tickets, separating billing, technical, and sales intents into the right pipeline.

Compiles all org-chart changes across the named-account portfolio into a single weekly digest in Notion and Slack, ranked by deal impact.

Scans new and updated company records flowing between Salesforce and HubSpot, scores likely duplicates with an LLM.

Runs every night to pull the full company lists from both CRMs, block-and-match them into candidate duplicate pairs, and top up the Coda review queue with any new pairs found.

For duplicate pairs where the two CRMs disagree on critical fields like owner, contract value, or billing address.

When a confirmed champion job change is approved, this agent researches the person and their new company, drafts a tailored re-engagement email referencing the prior relationship.

Detects high-urgency or at-risk-deal voicemails from transcripts and pages the on-call rep immediately while logging the call to Salesforce, so hot inbound never waits in a queue.

When a reviewer marks a queued duplicate pair as approved in Coda, this workflow merges the agreed fields into the Salesforce survivor record, archives the HubSpot loser.

Detects callback requests in voicemail transcripts, extracts the requested time window, books a tentative slot on the rep's Google Calendar.

A Paperclip agent works through a queue of merge conflicts that rules couldn't resolve, enriches each candidate with web and CRM context.

On a daily schedule, collects each rep's voice debrief, transcribes and summarizes them, logs activities per account in Salesforce, and emails the manager a rolled-up team digest.

Each quarter, an agent works through every closed-lost account, researches what has changed, ranks the best revival candidates.

An agent investigates each incoming duplicate candidate by enriching both records, auto-resolving clear-cut matches and non-matches.

Transcribes a voice memo describing a new lead met at an event, researches the company online, and creates a fully enriched Person and linked Company record in Attio.

Takes pasted or transcribed meeting notes, has an LLM pull out every action item and owner.

When a webhook reports a key contact has left their company, finds every open deal that depended solely on that person and pages the owning reps with a backfill plan…

Surfaces dormant HubSpot contacts, scores each by deal value and tier, drafts a re-intro only for high-value ones.

On a schedule, pulls the day's completed Zoom calls, summarizes each transcript, and appends a structured call log row to the matching deal in an Airtable pipeline so every deal…

Takes ambiguous duplicate pairs from the merge queue, enriches each company with a web lookup to confirm whether they are the same legal entity.

Every week, aggregates Attio decay scores into a portfolio-health report — tier distribution, biggest decliners, and at-risk revenue.

Monitors email engagement from each deal's mapped champion, and when their reply activity drops below normal it scores single-threading risk and recommends backup contacts…

Watches inbound Gmail for signature blocks that differ from the title on record in Attio, and flags contacts whose job title has changed so the buying committee stays accurate.

Watches inbound Gmail for signature blocks that differ from the title on record in Attio, and flags contacts whose job title has changed so the buying committee stays accurate.

Parses reporting hints and titles from Gmail signatures across an account, reconstructs the implied reporting hierarchy.

Detects expansion news (new office, new region, new product line) at closed-lost accounts and auto-creates a follow-up task with a drafted opener in Salesforce.

An agent reviews accounts whose meeting frequency is decaying, weighs cadence, deal stage, and recent signals to decide the right next move.

Listens for a posted voice memo, transcribes it, extracts the deal name and any stage change the rep mentions, and updates the HubSpot deal with a timeline note and new stage.

Before a new Salesforce lead is created, checks it against a Postgres canonical-identity index and blocks the insert when a confident duplicate exists.

Reads each Zoom call transcript with an LLM to extract names and roles of people mentioned but not in Salesforce.

On each badge scan, checks Salesforce for an existing contact, routes net-new visitors into a fresh-lead nurture track and known contacts to their account owner.

Scores the sentiment and risk signals in each post-meeting transcript, and when a call shows churn or stall risk it lowers confidence on the Salesforce opportunity and alerts…

After a Zoom meeting ends, transcribe the call, extract deal signals with an LLM, and update the matching Salesforce opportunity with a summary, next steps, and stage…

Detects negative competitor news (outage, breach, acquisition, layoffs) for deals lost to that competitor, then opens a Salesforce win-back opportunity and notifies the rep.

Monitors news for leadership changes at closed-lost accounts and posts a Slack alert to the deal's original rep explaining why the new exec is a fresh opening.

Spots high-intent buying replies in Outlook, advances the HubSpot deal and sets next step, then alerts the deal owner in Slack with a ready-to-send reply draft.

Classifies the sentiment of each inbound Front reply, and when a customer message reads frustrated or cancellation-leaning.

Detects title changes and promotions among mapped contacts on key accounts, updates their role and influence on the Salesforce opportunity.

Watches key accounts for org-chart changes (departures, title changes, new hires) and automatically re-maps the buying committee in Salesforce.

Scans key accounts for newly hired executives in relevant departments and creates pre-researched outreach tasks in Salesforce so reps can engage the new decision maker during…

Scans new inbound Front messages for negative or churn-risk sentiment and posts an escalation card to a Slack channel with the customer's HubSpot account details so an owner can…

Detects when a known contact's signature title shifts toward a departure or backfill pattern, flags the HubSpot contact.

Each Monday it aggregates per-account usage trends from BigQuery and renewal pipeline from Salesforce.

When a HubSpot deal sits in the same stage past a threshold, it compiles the contact's recent email history into an AI-written reactivation brief and posts it as a Notion page…

Detects when a mapped champion or economic buyer disappears from an account's org chart and immediately alerts the deal team in Slack with deal context and a recommended…

Aggregates the past week of Intercom conversations by company, summarizes the top recurring topics with OpenAI, updates the Attio company record.

Classifies new Intercom conversations by topic, tracks rolling volume in Postgres.

Picks up merge pairs a reviewer approved in the Postgres queue, applies field-level survivorship rules.

Scans Salesforce and HubSpot on a schedule, fuzzy-matches company records across both systems.

When a company is created in HubSpot, checks Salesforce in real time for an existing match and either links them silently or routes an uncertain pair to a human for a merge…

On a schedule, aggregates the last 90 days of Zoom call attendees per open Salesforce opportunity, computes a stakeholder-coverage score.

Detects when an email bounces or an out-of-office reply names a successor, marks the contact as departed in Attio.

Detects when a contact tied to a closed-lost deal moves to a new company, then opens a fresh opportunity at the new employer and drafts a warm reintroduction email for the rep…

On demand, audits all champions across your CRM, detects every recent job change.

Scans HubSpot and Attio for likely-duplicate contacts that share no exact email match, scores each candidate pair.

Runs every night, compares each HubSpot company's billing-critical fields against the matching Stripe customer.

Watches inbound replies in Front and, when a contact replies three or more times within a rolling window, marks them a marketing-qualified lead in HubSpot and alerts sales…

Detects when a dormant account replies to a win-back email, logs the response back to HubSpot, marks the Coda queue row as re-engaged, and pings the owner.