Reps don't skip CRM hygiene out of laziness — they skip it because it's a tax on selling time. A sales ops agent pays the tax for them and flags what only a human can answer.
Stage and forecast changes need approval
Every record change logged both ways
Digests and nudges run without you
The repeatable, unglamorous work that determines whether your pipeline data is trustworthy.
A sales ops agent is only useful if it can change records, and only safe if you decide which changes it makes unattended. Field updates and note-writing can run automatically while stage changes, forecast edits and outbound messages wait for approval.
Briefs, nudges and digests first. Record writes once you've watched it work.
"You keep our CRM clean. Every weekday, list deals with no activity in 14 days and draft a nudge to the owner. Before any scheduled call, write a brief with the last three touchpoints, open questions, and the deal's current stage. Never change a deal stage, amount, or close date — flag those for the owner instead."
Salesforce and HubSpot are in build; Google Workspace is live, so calendar-driven briefs and email-thread summaries work today. Register interest on the Salesforce or HubSpot page and we'll notify you when write access ships.
Only what you allow. Notes and field completion can run unattended; stage, amount and close-date changes are approval-gated by default, and every write is logged with a before/after trail.
Partly. Calendar-driven call briefs and email-thread summaries work today through the live Google Workspace integration. CRM read/write arrives with those integrations, which are in build.
Yes — agents are per workspace with per-agent tool scopes, so a rep's agent can see their pipeline while an ops agent sees everything.
Triggers are explicit: you set the schedule and the thresholds in the brief. A daily digest and a 14-day inactivity rule is a common starting point.
Free to start. No credit card, no setup calls, no engineering ticket.