Sales operations agents that keep the CRM tidy
A sales operations agent in Definable keeps your CRM tidy, prepares every meeting and posts the pipeline to Slack before Monday stand-up. It works in the apps your team already uses, like HubSpot, Gmail, Google Calendar and Slack, runs on a schedule, and asks a person before it sends anything you mark.
How a sales agent works
- 01
Works in your CRM and inbox
Connect HubSpot, Gmail, Google Calendar and Slack with one sign-in each, from more than 1,000 apps.
Apps - 02
Starts before stand-up
A weekly task posts the pipeline to Slack every Monday morning, in your time zone. Each run is a chat you can read later.
Schedules - 03
Your playbook, written once
A skill holds how your team preps a meeting or writes a follow-up, and the agent reads it when the task matches.
Skills - 04
Nothing sent without a yes
Emails and other actions you mark wait for approval. On a scheduled run, the agent's publisher approves them in the app.
Approvals
Sales operations FAQ
Which apps can agents use?
Over 1,000, through Composio: Gmail, Slack, GitHub, HubSpot, Notion, Google Sheets and many more. Apps can start an agent too: a new email, a new row or a webhook can trigger a run.
Can agents run on a schedule?
Yes. A task runs once at a set time, or daily, weekly, monthly or on any cron schedule, in your time zone. Each run starts a new chat you can open later. Builder can set one up for you.
How do agents use my apps safely?
You connect each app yourself, or each customer connects their own account. Actions that write or send can wait for a person to approve them, and every call is in the trace.
What are skills?
A skill teaches an agent how your team does a task: instructions, and sometimes scripts, in a folder. Add one from the open catalog at skills.sh, upload your own, write one in the editor, copy one from a public GitHub repo or ask Builder to draft it. Catalog skills show what five security auditors found, and the agent's owner approves every skill.