AI-Agents for Handoffs in Software

Pass on decisions, carry revision notes, open supplier setup. Every one is ready to run, and you can adjust it in plain language.

Extract Data for Review

Tabulate product API data and highlight incomplete records.

Your morning extract arrives in a shared table, with missing values marked and a chat message pointing to records that need review.

Works with18 tools
Draft and Send Outreach

Find buyers who fit the target profile and draft personalized first emails.

Your automated outreach starts with buyers who fit your profile. Review tailored emails before sending, then see every message and result in your sheet.

Works with25 tools
Export Lead Lists

Rank buyers from saved searches for software sales outreach.

Your saved prospect search becomes a ranked lead list in a spreadsheet after you email its link.

Works with12 tools
Triage Support Emails

Track product support requests and flag urgent customer issues.

Your support queue stays current as emails arrive. Your lead hears about critical issues or upset customers, while routine requests get a reply using text you approve.

Works with11 tools
Convert HTML to PDF

Turn linked HTML guides into checked PDFs for sharing.

Your team gets checked PDF links in the spreadsheet, with clear issues on rows that need a fix.

Works with10 tools
Log Lead Ad Submissions

Log product inquiries from paid campaigns for sales follow-up.

Get Facebook Lead Ads submissions into Google Sheets with cleaner contact details and a status your team can use to review leads.

Works with19 tools
Refresh Sales Lead Sheet

Keep software sales prospect sheets current as buyers change roles.

Get a refreshed sales lead sheet every Monday, plus a short report of new prospects and entries that need review.

Works with9 tools
Create UTM Tracking Links

Build tagged links for each product launch channel.

Your launch links land in a shared sheet, ready for each placement, with clear notes on URLs or tags that need fixing.

Works with7 tools
Upload Qualified Leads

Add qualified campaign leads to the software sales prospect list.

Your sales team gets a shared lead list with qualified new contacts. Your campaign team gets row numbers and reasons for every row left out.

Works with9 tools
Build Social Lead Lists

Verify company handles and recent posts for software prospecting.

Your lead list gains checked social handles and recent LinkedIn clues, so you can see which target companies deserve a closer look.

Works with7 tools
Create Custom Short Links

Put verified short links in kits for software sales teams.

Give your sales team a copyable list of custom short links for each ready sales kit, with destination conflicts called out for review.

Works with7 tools
Run Prompt Batches

Run approved AI prompt batches and flag responses that fail.

Your prompt batch comes back in the shared sheet, with answers beside prompts and failed rows marked for follow-up.

Works with7 tools
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