AI-Agents for Sales Development Representatives in Exception Handling working with Airtable
Chase unsigned agreements, compare invoices, flag purchase changes. Every one is ready to run, and you can adjust it in plain language.
Send personalized prospect emails from an approved draft.
Your approved draft becomes personal emails, while your shared sheet shows who was sent a message and who needs attention.
11 toolsSend approved prospect batches without emailing opted-out contacts.
Your scheduled mail merge uses the latest recipient list, so you can see who was emailed and which rows need attention.
15 toolsSend approved prospect emails and flag contacts that need fixes.
Your mail merge goes out after you approve the sheet, with send results and rows needing attention visible beside recipients.
14 toolsSend approved prospect emails and avoid duplicate outreach.
Your mail merge keeps up with new recipients in your spreadsheet, with sends recorded and problem rows flagged for your outreach coordinator.
12 toolsSend approved prospect emails and identify skipped contacts.
Your mail merge goes out when due using current recipient rows and the suppression list, with a clear account of sends and skips.
12 toolsShow which approved prospect emails went out and which need attention.
Your outreach email tracking sheet shows send results and a daily list of messages that need your attention.
15 toolsAssign prepared prospects to available reps for follow-up.
Your sales lead tracking shows who owns queued leads and whether follow-up can start or sales operations needs to review a gap.
4 toolsMark assigned prospects ready for follow-up when details are complete.
Your sales lead tracker shows which leads are ready for follow-up and which need a routing decision, with links in a dated task.
6 toolsFind supported public profiles for contacts before prospecting.
You get public profile links when the details line up, plus clear notes on matches that need your review.
4 toolsPrepare assigned ad leads for first contact.
Your sales team gets ad leads with clear owners and follow-up tasks, while leads with missing details go to your chosen review owner.
12 toolsVerify prospect roles before sending outreach.
Your outreach queue gets confirmed title and employer updates before outreach, while disputed profiles go to contact owners for review.
