AI-Agents working with Holded
Choose a ready-to-run Agent that connects to Holded and handles recurring work for you.
Your sales lead gets a Monday view of open deal counts and values by stage, with the reporting period and any missing amounts clear.
47 toolsYour reviewer gets the invoice, purchase order, and exact differences in a task that's ready for a decision.
10 toolsPurchase order drafts show what parts you need to buy, and an email points out customer orders that may ship late.
28 toolsYour store managers hear when an item runs low, sells out, or recovers, with the latest count and store in the email.
26 toolsGet dated stock answers from public product pages, with relevant changes flagged and confirmed findings recorded in your log.
9 toolsKeep your sales follow-up process moving with relevant emails at key deal stages and a clear record of every send or hold.
31 toolsGet a sales pipeline report in the same email thread, with the deal count or value and the filters behind it.
33 toolsGet a lead list from your existing sales records, with duplicates handled and a CSV that links back to the records behind every row.
25 toolsYour reviewer sees what changed in a forwarded quote before deciding whether to approve it, without digging through the deal.
20 toolsGet a dated customer balance detail report in your inbox for your weekly receivables review, with open invoices and subtotals grouped by customer.
45 toolsGet product stock alerts when your supplier's listed items come back in stock or sell out, with links your purchasing team can use.
7 toolsGet answers from your data analysis chatbot when teammates ask about the sales pipeline, with the deal filters behind each figure.
34 tools
