Agents for the work that keeps reps out of the deal
Your sellers lose hours a day to research, data entry, and follow-up admin. We deploy agents that take over the busywork — under your oversight — so the human time goes back to conversations that close.
- Lead research & enrichment
- CRM hygiene on autopilot
- Drafted, approved follow-ups
- Quote, renewal & forecast prep
Selling is the smallest part of a seller's day
The manual workflows that surround a deal quietly eat the hours that should go to customers.
A rep starts the morning copying lead details between an enrichment tool and the CRM, hunting LinkedIn for a title that's already three jobs out of date, and writing the same intro email for the fifth time this week. By the time the calendar opens up, half the selling window is gone.
Meanwhile the data rots. Stages don't get updated, activities go unlogged, and the forecast is a Friday-afternoon work of fiction stitched together from memory. Managers don't trust the pipeline, so they ask for status decks — which costs reps even more selling time.
None of that work is judgment work. It's pattern work: look something up, normalize it, write it somewhere, nudge someone. That is exactly the shape of a task an agent does well, and a person resents doing.
Manual workflows, handed to agents
Each play runs with the oversight you set — fully autonomous for safe tasks, draft-and-approve for anything customer-facing.
Lead research & enrichment
Agents pull firmographics, recent news, tech stack, and buying signals from your sources, dedupe against the CRM, and write a clean, cited record — in minutes, not days.
CRM hygiene & data entry
Activities logged, stages advanced, contacts merged, and fields backfilled automatically from email, calendar, and call notes — so the pipeline reflects reality.
Follow-up & outreach drafts
Personalized follow-ups, recap emails, and next-step nudges drafted from the actual conversation history, queued for one-click rep approval.
Lead scoring & routing
Inbound leads scored against your ICP and routed to the right rep instantly, with the reasoning attached so nobody argues with the assignment.
Quote & renewal prep
Agents assemble quotes from CPQ rules, flag expiring contracts, and prep renewal packets with usage and pricing context ready for the AE.
Forecast & deal hygiene
Stale deals surfaced, missing close dates flagged, and a defensible roll-up assembled from live CRM data instead of Friday guesswork.
From one play to a revenue fleet
We start with the workflow stealing the most selling hours and earn trust before expanding.
Map
We shadow a sales day and score each manual workflow by hours lost and risk, then pick the highest-leverage first play.
Wire
We connect the agent to your CRM, enrichment, and email through a governed action layer with field-level permissions.
Gate
We set the autonomy line per task — autonomous data work, approval gates on anything a customer will see.
Expand
As accuracy proves out, we widen autonomy and add adjacent plays until the fleet covers the full deal lifecycle.
Automation reps actually trust
Sellers have been burned by tools that spam prospects and pollute the CRM. So we build the opposite. Agents draft; reps decide. Every customer-facing message waits for a human until you've seen enough to loosen the leash.
Behind the scenes, every enriched field is cited, every CRM write is attributed to the agent, and every stage or forecast change leaves a trail. When a manager asks why a deal moved, the answer is in the lineage — not in someone's memory.
- Draft-and-approve on all outreach
- Sourced, cited enrichment — no invented data
- Per-field CRM permissions & full write lineage
A sales copilot vs. a revenue agent
Suggesting an email is not the same as running the workflow.
| A sales copilot | An Automatic.co agent | |
|---|---|---|
| Research | You ask, it summarizes | Enriches and writes the record itself |
| CRM | Reminds you to update it | Updates it, attributed and logged |
| Follow-up | Drafts on request | Queues drafts proactively for approval |
| Forecast | Answers questions | Assembles a roll-up from live data |
| Oversight | None to speak of | Gates, citations, and audit trail |
Frequently asked questions
Will agents email or message prospects on their own?
Only if you let them. By default agents draft outreach and follow-ups for a rep to approve. You set the autonomy line per play — research and CRM updates fully autonomous, outbound messages gated until you trust the quality.
Do agents write to our CRM directly?
Yes, through a governed action layer. Every field update, stage change, and logged activity is attributed to the agent and traceable. You decide which objects and fields it can touch, and high-impact changes can require sign-off.
How does this work with our existing stack?
We integrate with Salesforce, HubSpot, and the tools around them — your data warehouse, enrichment vendors, email and calendar, and quoting or CPQ systems. Agents read and write where your reps already work, not in a separate silo.
How do you keep agents from inventing pipeline or sending bad data?
Sourced facts only: agents cite where each enriched field or claim came from, low-confidence outputs route to a human, and forecast or quote changes carry an audit trail. Hallucinated values are caught before they reach the CRM.
Automate the next function
Agentic workflows for the rest of the business.
Give your reps their selling hours back
Bring the workflow eating your team's day. We'll map the agent that takes it over and the path to production in your CRM.