Target account lists
Builds lists of accounts that match your ideal customer profile, with the reason each one fits.
Apollo
HubSpot
Sales agent library
Agents for every part of sales.
Each of these is a sub-agent of your Sales agent: built from the work your reps already do, approved by its owner, and run under the vault's controls. Browse by workflow, or search for the job you have in mind.
- Parent agent
- Sales agent
- Example sub-agents
- 38
- Workflows
- 6
01 · Workflow
Prospecting
Research, routing and first drafts, so reps start each day with accounts worth calling.
Account research
Summarises a target account: what they do, recent news, likely priorities and who to talk to.
Lead enrichment and routing
Adds company size, industry and role to new leads and routes them to the right rep.
Clearbit
Inbound demo replies
Replies to inbound demo requests within minutes with a booking link, and briefs the rep.
Calendly
Outreach drafts
Drafts a first email for each new target in the rep's voice, from the account research.
Outreach
Gmail
Trigger event alerts
Tells a rep when an account hires, raises money or posts a job that matches what you sell.
Slack
Event follow-ups
Drafts follow-ups for event leads from badge scans and the rep's notes.
02 · Workflow
Meetings
Before and after every customer meeting, done before the rep asks.
Meeting booking
Finds times that suit the customer's attendees and sends the invite with an agenda.
Google Calendar
Meeting prep briefs
Writes a one-page brief: who's attending, deal history, open questions and recent news.
Call follow-ups
Drafts the follow-up email with what was agreed, next steps and the resources promised.
Gong
Action capture
Pulls the actions from the call and puts them on the deal with owners and dates.
Fathom
Salesforce
Internal deal summary
Posts a short summary of a key meeting to the deal channel for the wider team.
Objection log
Logs the objections and questions raised on calls so sales, marketing and product can see the patterns.
Notion
03 · Workflow
Pipeline hygiene
A CRM that's right without reps spending Friday afternoon updating it.
CRM updates after calls
Updates the deal stage, next step and notes from the call recording, for the rep to confirm.
Deal stage checks
Checks each deal has what its stage needs, such as a champion or a budget, and asks the owner for the gaps.
Stale deal nudges
Finds deals with no activity or a past close date and asks the owner what's changed.
Duplicate and missing field cleanup
Fills gaps and merges duplicate contacts and companies, and lists what it couldn't resolve.
Closed-lost reasons
Tidies closed-lost reasons and summarises the patterns for the sales lead each month.
Google Sheets
Handover to onboarding
Writes the handover from sales to onboarding: what was sold, what was promised and the key contacts.
04 · Workflow
Forecasting & reporting
The forecast, the weekly numbers and the commission sheet, built from the CRM rather than from memory.
Forecast notes
Drafts each rep's forecast commentary from deal changes since last week.
Weekly pipeline report
Reports pipeline created, moved and closed this week against target, by rep and segment.
Pipeline coverage alerts
Warns when next quarter's pipeline drops below your coverage target, by segment.
Commission statements
Calculates each rep's commission from closed deals and your plan, for finance to check.
Board sales metrics
Prepares the sales section of the board pack: bookings, pipeline coverage and win rates.
Google Slides
05 · Workflow
Proposals & contracts
From verbal yes to signed contract with less back and forth.
Proposal drafts
Drafts the proposal from the deal, discovery notes and your template.
Google Docs
Quote building
Builds the quote from the agreed products and your price book, flagging any discount.
PandaDoc
Pricing approval routing
Sends non-standard discounts to the right approver with the context they need.
Security questionnaire drafts
Drafts answers to security and procurement questionnaires from your approved answer bank.
Google Drive
RFP response drafts
Drafts answers to tenders and RFPs from past responses and your approved content.
Redline summaries
Summarises the customer's contract changes against your standard terms and highlights the risky ones.
DocuSign
Contract hand-off
Prepares the contract from the agreed terms and sends it for signature.
06 · Workflow
Renewals & expansion
No renewal arrives as a surprise, and no expansion goes unnoticed.
Renewal radar
Lists accounts renewing in the next 90 days with usage, health and open issues.
Zendesk
Account health updates
Updates each account's health from usage, support tickets and survey scores, with the reason it changed.
Mixpanel
Usage-drop alerts
Tells the account owner when an account's usage drops, with the likely cause.
Churn-risk briefs
Writes a short brief on an at-risk account: history, contacts and suggested next steps.
Expansion signals
Spots accounts near their plan limits or adding users quickly, and tells the account owner.
QBR prep
Builds the quarterly business review deck from usage, support history and goals.
Renewal quote draft
Drafts the renewal quote from current terms and usage for the account owner to check.
No sub-agents match . Discovery finds the jobs your team actually does, so yours will likely include ones not listed here.
Examples of what discovery typically turns into. Your library is built from the work your own team does, so names, triggers and connectors will differ.
How a library agent becomes yours
From the way your team works today to an agent in the vault.
01 · Discover
We find who does this work today.
Read-only access to your tools' audit logs shows where AI is already doing sales work, and who is behind it. Nothing is installed on laptops.
02 · Interview
A short interview with the person.
They talk or type through how the job runs today. The output is a written spec: trigger, steps, tools, data and owner.
03 · Vault
Tested, approved, live in the vault.
The sub-agent is test-run on real data, its owner approves it, and it joins the Sales agent under the vault's controls.
People ask the parent agent where they already work, in Slack, Teams, Claude or ChatGPT: @Sales agent prep me for the Acme call at 2pm
Controls
The controls sales leaders ask about first.
Every sub-agent runs in the agent vault, with an activity log of every run, versions that need approval, and run history kept for 30 days.
- Customer data stays on company accounts. Call notes, deal data and contacts are read through company connectors, not pasted into a rep's personal chatbot.
- Reps send; agents draft. Outbound email and discounts can be set to need a person, per sub-agent.
- It stays when the rep leaves. The follow-up flow your best rep built keeps running with a named owner after they move on.
FAQ
Questions from sales teams.
Is this a fixed set of agents we switch on?+
No. These are examples of what discovery typically finds in sales. Your library is built from the work your own reps already do, including the shortcuts your best ones built for themselves.
Will it email customers on its own?+
Only if you build it to. Most sales sub-agents draft, and the rep sends. External email can be blocked or held for review per agent.
Where do reps use it?+
In Slack, Teams, Claude or ChatGPT. They ask the Sales agent, and it runs the right sub-agent under the same controls.
Keep reading
Related.
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