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AI Agents We've Built

Real automation systems deployed for real business operations. Each agent is purpose-built around a specific workflow — designed to save time, reduce errors, and run reliably without human intervention.

4 agents built
Research Sales Meetings Onboarding Document Automation
/ 01

AI Research & Intelligence Agent

Automatically finds, reads, and summarizes the latest industry articles every week — then emails a curated intelligence report so you never have to do manual research again.

Research Content Intelligence Scheduled · Weekly Decodo OpenAI Gmail
How it works
01 A weekly schedule trigger fires and fetches the latest articles via Decodo's Google Search API — filtering out video and low-quality noise.
02 Each article URL is visited and scraped, extracting clean body text by stripping scripts and HTML tags.
03 An LLM summarizes every article individually, extracting key technical insights concisely.
04 A Research Analyst Agent scores each summary for relevance, then compiles and emails a single high-quality intelligence report.
[ Agent Flow ]
Weekly Schedule Trigger
Fires every 7 days at 6:00 AM
Trigger
Decodo Search & Scrape
Google organic results · filtered
Search
LLM Article Summarizer
GPT · per-article summaries
AI
Analyst Agent → Email Report
Relevance scoring · Gmail delivery
Report
Live · Runs weekly Decodo · GPT-4o · Gmail
/ 02

Meeting Notes & Action Items Agent

Turns any meeting recording into structured notes and a tagged action item list — automatically logged to Google Sheets within minutes of the call ending.

Meetings Productivity Webhook-triggered AssemblyAI GPT-4 Google Sheets
How it works
01 Your meeting platform sends a webhook when a recording is ready — the agent receives the audio URL and fires automatically.
02 AssemblyAI downloads and transcribes the recording with speaker labels, producing a clean transcript.
03 GPT-4 analyzes the transcript to generate structured meeting notes: agenda, key decisions, next steps, and an executive summary.
04 All meeting details and extracted action items are logged to Google Sheets for team-wide tracking.
[ Agent Flow ]
Recording Ready Webhook
POST · audio_url received
Webhook
AssemblyAI Transcription
Speaker labels · full transcript
Transcribe
GPT-4 Notes Generator
Decisions · action items · summary
AI
Log to Google Sheets
Meeting record · action items
Logged
Live · Webhook-triggered AssemblyAI · GPT-4 · Sheets
/ 03

AI Proposal Generator

After a sales call, fill out a 3-minute form. This agent generates polished proposal copy, builds a branded PandaDoc document, updates your CRM, and drafts the follow-up email — ready to send.

Sales Document Automation Form-triggered OpenAI PandaDoc ClickUp Gmail
How it works
01 After a call, the rep fills a short form: prospect name, pain points, solution pitched, and price.
02 GPT-4o generates structured proposal copy — problem statement, solution, scope, deliverables, and timeline — in a consistent, professional voice.
03 The proposal is sent to PandaDoc via API, creating a formatted, branded document ready for client review.
04 The ClickUp lead record is updated with the proposal link and quote, and a Gmail draft with the proposal link is created — ready to send in one click.
[ Agent Flow ]
Post-Call Form Submission
Prospect · pain points · price
Form
GPT-4o Proposal Writer
Problem · solution · scope · timeline
AI
PandaDoc Document Created
Formatted · branded · shareable
Doc
CRM Updated · Email Drafted
ClickUp lead · Gmail draft ready
Done
Live · Form-triggered GPT-4o · PandaDoc · ClickUp · Gmail
/ 04

Client Onboarding Agent

When a new client submits your onboarding form, this agent structures their data, generates a fully personalized welcome email with Gemini AI, and sends it via Gmail — zero manual effort.

Onboarding Client Success Form-triggered Google Sheets Gemini Gmail
How it works
01 A new row added to Google Sheets (from the client's onboarding form) triggers the workflow automatically.
02 The client's name, company, services needed, and other details are extracted and structured into a clean data package for the AI.
03 Gemini 2.0 Flash generates a personalized onboarding email body — including the client's name, company, selected services, and a standard onboarding checklist.
04 Gmail sends the email to the client instantly. Built-in error handling ensures failed runs are logged and visible.
[ Agent Flow ]
Google Sheets Trigger
New row · client form submitted
Trigger
Structure Client Data
Name · company · services · extras
Process
Gemini Email Generator
Personalized · checklist included
AI
Gmail · Send to Client
Instant delivery · error handling
Sent
Live · Form-triggered Google Sheets · Gemini · Gmail
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