Roles
Sales
Agents for outreach, proposals, pricing, and customer communication.
Customer DM Writer
Writes concise outreach and follow-up messages for prospects or customers.
Automation 4/5
ChatGPT, Instagram, CRM
Pricing Policy Agent
Designs a simple pricing policy from value, costs, and customer segments.
Automation 3/5
ChatGPT, Sheets, Notion
Proposal Writer Agent
Drafts client-ready proposals and estimates from scope notes.
Automation 4/5
ChatGPT, Google Docs, Notion
Local Market Analysis Agent
Analyzes a local business area using customer, competitor, and channel context.
Automation 3/5
ChatGPT, Maps, Sheets
Email Sequence Agent
Writes lifecycle email sequences for onboarding and conversion.
Automation 4/5
ChatGPT, HubSpot, Mailchimp
Case Study Writer Agent
Turns project notes into a customer or portfolio case study.
Automation 4/5
ChatGPT, Google Docs
Webinar Outline Agent
Plans webinars with audience promise, agenda, and CTA.
Automation 3/5
ChatGPT, Zoom, Notion
Sales Discovery Call Agent
Creates discovery call questions and qualification notes.
Automation 3/5
ChatGPT, CRM
Objection Handling Agent
Prepares thoughtful responses to common sales objections.
Automation 4/5
ChatGPT, CRM
Proposal Follow-up Agent
Writes follow-up messages after sending proposals.
Automation 4/5
ChatGPT, Email, CRM
CRM Note Cleaner
Cleans messy sales notes into structured CRM fields.
Automation 5/5
ChatGPT, HubSpot, Sheets
Sales Call Summary Agent
Summarizes sales calls into needs, objections, and next steps.
Automation 5/5
ChatGPT, Gong, CRM
Partnership Proposal Agent
Drafts partnership proposals with mutual value and execution plan.
Automation 3/5
ChatGPT, Google Docs
Spreadsheet Automation Agent
Plans formulas, tables, and lightweight automations for spreadsheets.
Automation 4/5
Sheets, ChatGPT, Zapier
Zapier Workflow Agent
Designs no-code automation flows with triggers, actions, and failure handling.
Automation 4/5
Zapier, Make, ChatGPT