Custom AI Agents
What can an agent actually do for your business?
Not a platform. Not a chatbot. A custom agent built for your exact workflow. Here are 20 patterns we build most often, across every industry, team size, and function.
Every business has different needs. These are the patterns we see most often. Filter by function or browse all.
Signal-Based Prospecting
Scans news, job boards, and industry feeds for buying signals. Scores each against your ICP, enriches contacts, and delivers a drafted outreach email before 8AM.
Replaces: Manual research, cold list buying, morning prospecting time
Pipeline Health Monitor
Watches your CRM for deal stagnation, missed follow-ups, and at-risk accounts. Drafts re-engagement messages and flags what needs attention today.
Replaces: Manual CRM hygiene, weekly pipeline reviews
Meeting Prep Agent
Pulls company news, recent activity, and your past notes before every sales call. Delivers a one-page brief 30 minutes before the meeting starts.
Replaces: Pre-call Googling, CRM digging
Win/Loss Analyst
Reads closed deal notes and support history. Identifies patterns in what won and what lost. Delivers a monthly insight report with actionable adjustments.
Replaces: Quarterly sales reviews, manual analysis
Competitive Intelligence Agent
Monitors competitor pricing pages, job postings, press releases, and product updates. Delivers a weekly digest of what changed and what it means.
Replaces: Google Alerts, manual competitor tracking
Market Signal Monitor
Scans industry publications, community forums, and trade press for early signals. Surfaces what matters before it becomes mainstream.
Replaces: Newsletter subscriptions, manual reading queues
Regulatory Change Monitor
Watches relevant regulatory feeds for your industry. Alerts when changes affect your operations, with a plain-language summary of the impact.
Replaces: Legal retainer for monitoring, compliance newsletter subscriptions
Customer Sentiment Agent
Reads reviews, support tickets, and social mentions on a schedule. Delivers a weekly patterns report showing what customers love, hate, and keep asking for.
Replaces: Manual NPS analysis, support ticket archaeology
Invoice Routing Agent
Reads incoming invoices, matches to purchase orders, flags discrepancies, and routes to the right approver with a one-tap decision interface.
Replaces: AP clerk time, email-based approval chains
Contract Intake Agent
Extracts key terms from incoming contracts, populates your tracker, and flags non-standard clauses before anyone reads the full document.
Replaces: Paralegal first-pass review, manual CRM entry
Approval Queue Agent
Monitors incoming requests across email, Slack, and your tools. Drafts summaries, routes to the right approver, and logs every decision.
Replaces: Email tag, Slack DMs, missed approval requests
Recurring Report Agent
Pulls data from your tools on a schedule, assembles formatted reports, and delivers to stakeholders automatically. No manual data pulling, no formatting.
Replaces: Manual BI reporting, analyst time
Employee Onboarding Agent
Sends sequenced onboarding tasks, collects required documents, checks completion, and escalates blockers before they become delays.
Replaces: HR coordinator follow-up, onboarding spreadsheets
Compliance Monitoring Agent
Watches internal systems for policy gaps and anomalies. Generates audit-ready logs and alerts on anything that needs human review.
Replaces: Manual compliance reviews, periodic audits
Agent Context Layer
Maintains memory and operational context across all your AI agents. Every session starts informed, not blank. Status, history, and decisions persist automatically.
Replaces: Repeated agent re-training, session restarts, lost context
Support History Agent
Surfaces relevant customer history to your support team before every interaction. Previous issues, resolutions, and account context, ready before the ticket opens.
Replaces: Manual ticket archaeology, CRM tab-switching
KPI Monitoring Agent
Pulls metrics from your stack daily, compares to targets, flags anomalies, and delivers a plain-language digest. Know your numbers before you open a dashboard.
Replaces: Manual BI reporting, morning dashboard rituals
Customer Health Score Agent
Monitors product usage, engagement signals, and support volume across your accounts. Weekly at-risk list delivered to your CS team automatically.
Replaces: Manual CSM tracking, quarterly health reviews
Inventory Alert Agent
Watches stock levels, supplier lead times, and demand signals. Drafts reorder requests when thresholds are crossed, routes for one-tap approval.
Replaces: Manual inventory checks, stockout surprises
Reconciliation Agent
Matches transactions across your systems on a schedule, flags mismatches, and generates a clean reconciliation report. Catches errors before they compound.
Replaces: Accountant reconciliation time, end-of-month scrambles
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2 to 4 week delivery. Fixed project price. You own the code.