The trust and execution layer for GTM agents.
Six lines of work that ship inside the tools your team already runs, and the layer that makes an agent safe to let near a customer. Alongside, each one drawn as the system it really is: what goes in, who says yes, and the receipt it leaves.
- 01
Post-call execution
Every commitment from a call becomes the CRM update, the ticket and the recap, drafted for a one-click yes.
✓ opp updated → Salesforce14:36✓ ticket filed → Jira14:37✓ recap drafted → Gmail14:38 - 02
CRM hygiene
Three records for one person become one, matched on what is actually unique, without overwriting your master data.
✓ 3 records → 1 · matched on phone✓ duplicates merged → HubSpot✓ required fields enforced - 03
Sales-to-CS handoffs
The package a CSM needs on day one, assembled from the calls, the thread and the CRM, not from the AE’s memory.
✓ handoff pack assembled · 4 stakeholders✓ 3 promises sourced to calls✓ kickoff booked → day 3 - 04
Follow-ups and outbound
Replies routed, sequences fed, meetings booked into the calendar and the CRM, with a human on every send.
✓ reply routed · meeting bookedThu 11:00✓ contact + opp created → HubSpot✓ follow-up scheduled · approved - 05
Renewal risk
Ticket volume, usage and sentiment read weekly, so risk is flagged and worked months before the churn call.
✓ renewal risk flagged → HubSpot90 days✓ owner nudged → Slack✓ save play drafted · awaiting yes - 06
Onboarding
The first 90 days run as a tracked sequence: kickoff, milestones, nudges, and the day-30 check against what was sold.
✓ milestones tracked · day 22 / 90✓ go-live nudge → Gmail✓ day-30 check vs. what was sold
- T1
Approval line
Nothing customer-facing ships until a named human says yes. One queue, one click, edit or reject.
drafted · credit $1,200 → Brooksawaiting yes ········14:40APPROVED14:41 - T2
Receipt on every write
Who approved, what changed, how to undo it. Logged, reversible, kept.
✓ write logged · who · what · when✓ undo path recorded✓ reversible · 30 days - T3
Scoped identity
Its own login, least privilege, no admin scopes. Revoke it in one place.
✓ own identity · least privilege✓ no admin scopes · no billing✓ revoked in one place
System 01
Post-call execution
One call in, three finished writes out
Discovery call · Acme
Tue 14:32 to 14:41 · recorded
- 01Move the deal to ProposalAE
- 02Fix the SSO redirect bugEng
- 03Send the security pack FridayAE
CRM update
Opp → Proposal
Salesforce
Ticket
ENG-2291 filed
Jira
Recap
Drafted to Brooks
Gmail
Brooks Hale, AE
One click for all three · 14:41
By team and platform
The same systems, in the stack and the team you already have.
- By platformAgentic AI for SalesforceWhat agentic AI in Salesforce actually does, the use cases teams start with, the risk of letting agents write to your org, and how to add a human approval gate.Read how it runs
- By platformAgentic AI for HubSpotHow agentic AI works in HubSpot, the tasks teams automate first, the risks of agents acting on your CRM, and how to add human approval and an audit trail.Read how it runs
- By teamAI Agents for Sales TeamsThe real use cases for AI agents on a sales team, what to automate first, the risks of autonomous outreach, and how to keep a human on the customer-facing steps.Read how it runs
- By teamAgentic AI for Customer SuccessHow AI agents help customer success teams with health, renewals, and follow-through, the risks of acting on customer accounts, and how to keep a human in command.Read how it runs
- By teamAgentic AI for RevOpsHow agentic AI helps RevOps with data hygiene, routing, and forecasting inputs, the governance risks it introduces, and how to keep an approval and audit layer in place.Read how it runs
- By platformAgentic AI for ApolloHow agentic AI works across Apollo's data and engagement stack, the prospecting tasks agents take over, the risk of a short path from list to send, and how to keep approval in the loop.Read how it runs
- By platformAgentic AI for ClayHow agentic AI extends Clay's enrichment and research tables, the risk of AI-sourced data flowing into your CRM and outbound unreviewed, and how to add a human gate before anything ships.Read how it runs
- By platformAgentic AI for Microsoft Dynamics 365What agentic AI does in Dynamics 365, the sales and service work agents take on, the governance questions enterprises should ask, and how to add approval and audit.Read how it runs
- By platformAgentic AI for GongHow agentic AI acts on what Gong captures, the post-call tasks teams automate first, the risk of letting insights trigger unattended actions, and how to add human approval.Read how it runs
- By platformAgentic AI for monday CRMHow agentic AI works in monday CRM, the board and deal tasks agents handle well, the risk of agents feeding automation cascades, and how to keep a person on the gate.Read how it runs
- By platformAgentic AI for OutreachWhat agentic AI does in a sales engagement platform like Outreach, the drafting and enrollment work agents handle well, the risks of autonomous sending, and how to gate the send.Read how it runs
- By platformAgentic AI for PipedriveWhat agentic AI can do inside Pipedrive, the pipeline tasks teams automate first, the risk of letting agents edit deals unattended, and how to add a human approval gate.Read how it runs
- By platformAgentic AI for Zoho CRMHow agentic AI works in Zoho CRM, the record and routine tasks teams hand to agents first, the risk of unattended writes across a connected suite, and how to add human approval.Read how it runs
- LibraryEvery system, step by step, in the systems library.Open the library