AI-Agents working with Streak

Choose a ready-to-run Agent that connects to Streak and handles recurring work for you.

Send Sales Pipeline Report

Your sales lead gets a Monday view of open deal counts and values by stage, with the reporting period and any missing amounts clear.

Works with47 tools
Write Outreach Subject Lines

Choose from three subject lines grounded in your draft and recipient's role, with complete emails ready for review.

Works with16 tools
Notify Deal Owners

Your deal owners get rejection emails when someone else created the proposal, so they know which offer needs revision.

Works with29 tools
Send Sales Follow-Ups

Keep your sales follow-up process moving with relevant emails at key deal stages and a clear record of every send or hold.

Works with31 tools
Answer Sales Pipeline Questions

Get a sales pipeline report in the same email thread, with the deal count or value and the filters behind it.

Works with33 tools
Compile CRM Lead List

Get a lead list from your existing sales records, with duplicates handled and a CSV that links back to the records behind every row.

Works with25 tools
Flag Quote Differences

Your reviewer sees what changed in a forwarded quote before deciding whether to approve it, without digging through the deal.

Works with20 tools
Reply to Sales Prospects

Get a relevant reply when the next step is open, plus a task that tells your rep what the prospect said and what comes next.

Works with23 tools
Send First Outreach Email

Warm introductions get a personal first email in their original conversation, and you see the exact message or why it was held.

Works with9 tools
Reconcile Lead Ad Inquiries

Your sales lead list catches up with yesterday's ad inquiries, while your team gets a short chat list of matches and missing details to review.

Works with36 tools
Answer Pipeline Questions

Get answers from your data analysis chatbot when teammates ask about the sales pipeline, with the deal filters behind each figure.

Works with34 tools
Compare Deal Terms

See where a revised quote differs from the deal before your reviewer decides. Find the details on the quote and in team chat.

Works with27 tools
Published by Approvals Essentials
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