Does the Clientify agent actually execute tasks?

Yes. Unlike AI copilots that only suggest text, the Clientify agent executes the work, such as updating records, sending emails, or moving data between apps.

How is this different from native Clientify AI?

Native AI in Clientify focuses on internal CRM features. DoMyWork acts across your entire stack, connecting Clientify to your email, spreadsheets, and messaging tools.

Is this better than Zapier for Clientify tasks?

Zapier requires building manual logic for every step. With DoMyWork, you describe the task in plain English and the agent figures out the steps across Clientify and your other apps.

Does the Clientify agent monitor my data 24/7?

Yes. You can set up agents on autopilot to handle tasks like lead enrichment or deal follow-ups the moment new data arrives in Clientify.

Is my Clientify data safe?

We prioritise security and only access the data required to complete the specific tasks you assign to your Clientify agent.

Can the Clientify agent connect to multiple apps?

Absolutely. You can instruct the agent to pull data from a spreadsheet, update a contact in Clientify, and notify your team in Slack all in one task.

AI Agent for Clientify

Update your CRM records, qualify leads, and manage outreach automatically. DoMyWork AI agents work with Clientify and 1,500+ apps to turn your contacts into closed deals.

Find leads in my sheet and add them to Clientify

Draft follow-up emails for my stale deals

Update company info in Clientify from their website

Find contacts who haven't been emailed in a month

Summarise my open deals for this week

Move unqualified leads from Clientify to a spreadsheet

Agent for

Clientify

A Product by

Trusted by

42,000+ businesses worldwide

Certified

💬 Chat with agent

Get every contact, deal, and follow-up working for you

Qualify new leads, enrich contact details, draft outreach, update deal stages, and notify your team.

24 contacts added to Clientify

Catch up on every stale deal that needs attention

"Check my open deals in Clientify that haven't moved in 14 days, find the contact's email, and draft a personalised follow-up in Gmail for each one. Post the list of drafts to Slack."

Send Message

Find contact info for new leads

"Search LinkedIn for the website of my new Clientify leads and update their contact record."

Send Message

Summarise deal history before a call

"Pull the last 5 interactions for this Clientify deal and summarise them in a brief note."

Send Message

Clean up duplicate contacts

"Find duplicates in my Clientify contact list based on email and merge them into one."

Send Message

Prioritise my daily call list

"Rank my Clientify tasks for today by deal value and post the list to Slack."

Send Message

Got a different task in mind? Describe it

Send Message

Sort new leads by industry

"Check my new Clientify contacts, identify their industry from their website, and add a tag to their record."

Send Message

Draft campaign outreach

"Write a tailored email for my new Clientify contacts based on their recent form submission."

Send Message

Report on lead sources

"Summarise which lead sources in Clientify brought the most contacts this month."

Send Message

Clean up lead data

"Check my Clientify contacts for missing phone numbers and search the web to fill them in."

Send Message

Sync event attendees to CRM

"Take the list of event attendees from my sheet and add them as new contacts in Clientify."

Send Message

Got a different task in mind? Describe it

Send Message

Audit contact data quality

"Scan my Clientify contacts for missing fields and flag them in a spreadsheet."

Send Message

Archive old leads

"Identify Clientify leads with no activity for 6 months and move them to an archive list."

Send Message

Standardise company names

"Fix formatting for company names in Clientify to match official records."

Send Message

Check for missing deal owners

"Find deals in Clientify without an assigned owner and list them in a sheet."

Send Message

Verify email addresses

"Check my Clientify contact emails for validity and flag the invalid ones."

Send Message

Got a different task in mind? Describe it

Send Message

Identify churn risk in deals

"Find deals in Clientify with negative sentiment in notes and flag them for review."

Send Message

Prepare for renewal calls

"Summarise the last 3 months of activity for this Clientify account."

Send Message

Draft renewal reminders

"Create a renewal reminder draft in Gmail for accounts expiring in 30 days."

Send Message

Update account health scores

"Calculate health scores for Clientify accounts based on recent support tickets."

Send Message

Send feedback surveys

"Identify accounts that closed last week and draft a feedback survey email in Gmail."

Send Message

Got a different task in mind? Describe it

Send Message

How Does a Clientify AI Agent Work

Connect Your Apps

Type Your Task

Agent Executes & Reports Back

See it in action

Try Clientify AI Agent

🛸 Autopilot

Act on your CRM data as soon as it lands — with agents on autopilot

The agents work across your apps 24/7.

They catch new entries, enrich data, and trigger follow-up actions before you even open the file.

Setting up an autopilot is too easy

New contact is created in Clientify

Describe...

1. Enrich new leads the moment they arrive

WhenNew contact is created in Clientify

Then

Search the web for the contact's company size and industry, update the Clientify record, and alert the sales rep in Slack if it's a high-value lead.

Put on Autopilot

2. Flag deals that have gone quiet

WhenEvery Monday at 09:00 AM

Then

Identify Clientify deals with no activity for 10 days and post a warning to the sales channel.

Put on Autopilot

3. Assign new leads to reps

WhenNew contact is created in Clientify

Then

Check the lead's location and assign the contact to the correct regional rep in Clientify.

Put on Autopilot

4. Follow up after a meeting

WhenDeal stage is updated in Clientify

Then

If the stage is 'Meeting Held', draft a thank-you email in Gmail and save it for the rep.

Put on Autopilot

5. Alert on large deal wins

WhenDeal is won in Clientify

Then

When a deal over $10k is won, post a celebration message to the team Slack channel.

Put on Autopilot

1. Capture and route form leads

WhenNew form submission is received in Clientify

Then

Read the form data, determine the lead's interest, and add them to the relevant Clientify list.

Put on Autopilot

2. Notify on campaign interest

WhenNew contact is created in Clientify

Then

If the contact arrived via a specific campaign, add a tag to their Clientify record.

Put on Autopilot

3. Weekly lead summary

WhenEvery Friday at 04:00 PM

Then

Summarise all new Clientify leads from the week and email the report to the marketing manager.

Put on Autopilot

4. Validate lead emails

WhenNew contact is created in Clientify

Then

Check the email address for validity and flag the contact in Clientify if it bounces.

Put on Autopilot

5. Sync webinar signups

WhenNew contact is created in Clientify

Then

Add webinar attendees to a specific Clientify list for follow-up.

Put on Autopilot

1. Clean up contact formatting

WhenNew contact is created in Clientify

Then

Standardise the name and company formatting in Clientify to ensure clean data.

Put on Autopilot

2. Monitor for duplicates

WhenNew contact is created in Clientify

Then

Check if the contact exists in Clientify already and merge if necessary.

Put on Autopilot

3. Daily data audit

WhenEvery day at 08:00 AM

Then

Identify Clientify records with missing phone numbers and list them in a sheet for review.

Put on Autopilot

4. Sync CRM to Sheets

WhenNew contact is created in Clientify

Then

Add the new contact details to a master spreadsheet for backup.

Put on Autopilot

5. Check for dead leads

WhenEvery month on the 1st

Then

Find Clientify leads with no activity in 6 months and mark them as 'Inactive'.

Put on Autopilot

1. Monitor for churn risk

WhenDeal stage is updated in Clientify

Then

If the stage changes to 'At Risk', create a task in Clientify for the account manager.

Put on Autopilot

2. Automate renewal notices

WhenEvery Monday at 09:00 AM

Then

Check for Clientify accounts expiring in 30 days and draft a renewal email in Gmail.

Put on Autopilot

3. Track support satisfaction

WhenNew contact is created in Clientify

Then

If a contact is a new customer, add them to the 'Onboarding' list in Clientify.

Put on Autopilot

4. Alert on account changes

WhenDeal stage is updated in Clientify

Then

Post an update to Slack whenever a major account changes their deal stage.

Put on Autopilot

5. Weekly account review

WhenEvery Friday at 02:00 PM

Then

Summarise the week's support interactions for key Clientify accounts and email the manager.

Put on Autopilot

Build your own autopilot

Set the trigger. Describe the action. Done.

1. Select when agent is executed

App

Clientify

When

Select

2. Describe the task to agent

Put on Autopilot

Playbooks

Turn any repetitive process into a
click-to-complete workflow.

Collect inputs through forms, run AI agents on the spot — all on one page.

Lead Qualification Playbook

FormCollect data with form

1. Enter Lead Details

Enter Lead Details

Fill fields below 👇

Lead Name *

Work Email *

Company *

AI AgentExecute agent from playbook

2. Research company

Agent

Research {{Company}} for size, industry, and LinkedIn.

AI AgentExecute agent from playbook

3. Score lead

Agent

Score {{Company}} against ICP and write a reason.

4. Update Clientify

Update ContactinClientify

Lead Qualification Playbook

Qualify and enrich new leads in one click.

Clone This Playbook

Deal Handover Playbook

Hand over won deals to the success team.

Clone This Playbook

Meeting Prep Playbook

Get ready for your next sales call.

Clone This Playbook

Outreach Draft Playbook

Draft personalised emails for cold leads.

Clone This Playbook

Competitor Analysis Playbook

Analyse competitor threats in deals.

Clone This Playbook

Content Idea Playbook

Turn CRM insights into content ideas.

Clone This Playbook

Lead Source Report Playbook

Report on lead quality by source.

Clone This Playbook

Event Follow-up Playbook

Follow up with event attendees.

Clone This Playbook

Competitor Blog Watch Playbook

Track competitor blog updates.

Clone This Playbook

Social Sentiment Playbook

Analyse brand sentiment.

Clone This Playbook

Data Cleanup Playbook

Fix CRM data issues.

Clone This Playbook

Duplicate Merge Playbook

Merge duplicate contacts.

Clone This Playbook

CRM Audit Playbook

Audit CRM data health.

Clone This Playbook

Lead Routing Playbook

Route leads by region.

Clone This Playbook

Field Sync Playbook

Sync custom fields.

Clone This Playbook

Churn Risk Playbook

Identify accounts at risk.

Clone This Playbook

Renewal Prep Playbook

Prep for renewal meetings.

Clone This Playbook

Feedback Survey Playbook

Send feedback surveys.

Clone This Playbook

Ticket Escalation Playbook

Escalate support issues.

Clone This Playbook

Onboarding Review Playbook

Review onboarding progress.

Clone This Playbook

1500+ App Integrations

Connect Clientify + Your Favourite Apps With AI Agents

Google Sheets

Webhook / API Integration

Freshworks CRM (Freshsales Suite)

TikTok Lead Generation

SafetyCulture (iAuditor)

Clientjoy

Salesforce Marketing Cloud

RSS

Builderall Mailingboss

Facebook Custom Audiences

Wix

FastField Mobile Forms

Thrive Themes (Thrive Automator)

Instagram for business

Microsoft Dynamics 365 CRM

QuickEmailVerification

Adobe Commerce (Magento)

Google Search Console

Ora

CompanyCam (In Review)

Quentn

Vonage SMS API

Katana Cloud Manufacturing

CalendarHero (Zoom.ai)

Microsoft Dynamics 365 Business Central

Vyper

GrowSurf

Vectera

Alchemer (SurveyGizmo)

Brilliant Directories

Accredible Credential

Box

You Need A Budget (YNAB)

Cisco Webex (Meetings)

GREEN-API (In Review)

Agolix (Assessment Generator)

The Conversion Engine

WhatsApp V3 by OnlineLiveSupport

LinkupAPI for LinkedIn

Autobound

SignWell

PDF Export by PDFCrowd

PropertyRadar

Clio Grow

Cloudflare R2

Facebook Ads Management And Insights

Lob

Vooplayer - ( Spotlightr )

Instabot: Chatbot Platform

The Course Creator's Kit

Really Simple Systems CRM

SMS Online Live Support

SolarWinds Service Desk

Eko

Manifestly Checklists

Tango Card (Under Review)

Unsplash (Under Review)

Sempico Solutions SMS

WhatsApp Blast, APIs & CRM by WAToolsonline

Planyo Online Booking

PagePixels Screenshots

NioLeads

Xoal

PostGrid Print and Mail

Crypto Valley Journal

Projekly – Project Management, CRM, HR & Invo

Google Photos(Under Review)

8x8

Email List Validation

BPC

Moz

WhatsApp Notifications and Alerts by SyncMate

Automate any manual work with AI Agents

One-off tasks in one message

Chat

When

New contact is created in Clientify

Then

Recurring Work on autopilot

Autopilot

Lead Qualification

Enter lead details

Research company data

Update Clientify record

Repetitive Processes in 1 click

Playbooks

Why DoMyWork

Most Tools Call Themselves Agents.
Few Actually Are.

Capability	DoMyWork AI agent + execution	Claude Code Agentic dev CLI	Anthropic Cowork Desktop file agent	Zapier / Make / n8n Rule-based automation	ChatGPT + Copilot General AI assistants
	Getting Started
Instant To Start, No Setup			App Install Needed	Flows Must Be Built First
No Pre-Mapping Needed				Every Field Must Be Mapped
No Technical Skills Needed		Terminal, Scripts, Infra		Gets Complex Fast
	Reach & Execution
Built-In App Connections	1500+ Apps	Manual Config	Via Connectors Only	Each Needs Its Own Flow	Own Ecosystem Only
Web Research & Scraping	Built-In, No Extra Setup				Not Automation-Grade
	Intelligence
Reasons Through Edge Cases					Reasons, Rarely Acts
Scheduled Tasks					Limited Support
Single Prompt, Multi-App				Each App Pair Needs Own Flow	Conversation-Scoped Only

Agent for

Clientify

A Product by

Trusted by

42,000+ businesses worldwide

Certified

FAQ

Questions
About Clientify AI Agent

An AI agent for Clientify is a digital worker that performs CRM tasks like lead enrichment, data cleanup, and outreach by connecting Clientify to 1,500+ other apps.

Give It a Task.
Watch It Get Done.

Type in your task. The agent accesses your apps, reasons through the data, executes across your stack, and comes back with results.

👇 Tell the AI agent what to do

Run My Agent Free

AI Agent for Clientify

Get every contact, deal, and follow-up working for you

Catch up on every stale deal that needs attention

Find contact info for new leads

Summarise deal history before a call

Clean up duplicate contacts

Prioritise my daily call list

Got a different task in mind? Describe it

Sort new leads by industry

Draft campaign outreach

Report on lead sources

Clean up lead data

Sync event attendees to CRM

Got a different task in mind? Describe it

Audit contact data quality

Archive old leads

Standardise company names

Check for missing deal owners

Verify email addresses

Got a different task in mind? Describe it

Identify churn risk in deals

Prepare for renewal calls

Draft renewal reminders

Update account health scores

Send feedback surveys

Got a different task in mind? Describe it

How Does a Clientify AI Agent Work

Act on your CRM data as soon as it lands — with agents on autopilot

1. Enrich new leads the moment they arrive

2. Flag deals that have gone quiet

3. Assign new leads to reps

4. Follow up after a meeting

5. Alert on large deal wins

1. Capture and route form leads

2. Notify on campaign interest

3. Weekly lead summary

4. Validate lead emails

5. Sync webinar signups

1. Clean up contact formatting

2. Monitor for duplicates

3. Daily data audit

4. Sync CRM to Sheets

5. Check for dead leads

1. Monitor for churn risk

2. Automate renewal notices

3. Track support satisfaction

4. Alert on account changes

5. Weekly account review

Playbooks

Turn any repetitive process into a click-to-complete workflow.

What are playbooks?

Lead Qualification Playbook

Deal Handover Playbook

Meeting Prep Playbook

Outreach Draft Playbook

Competitor Analysis Playbook

Content Idea Playbook

Lead Source Report Playbook

Event Follow-up Playbook

Competitor Blog Watch Playbook

Social Sentiment Playbook

Data Cleanup Playbook

Duplicate Merge Playbook

CRM Audit Playbook

Lead Routing Playbook

Field Sync Playbook

Churn Risk Playbook

Renewal Prep Playbook

Feedback Survey Playbook

Ticket Escalation Playbook

Onboarding Review Playbook

Connect Clientify + Your Favourite Apps With AI Agents

Automate any manual work with AI Agents

One-off tasks in one message

Recurring Work on autopilot

Repetitive Processes in 1 click

Most Tools Call Themselves Agents. Few Actually Are.

Questions About Clientify AI Agent

Turn any repetitive process into a
click-to-complete workflow.

Most Tools Call Themselves Agents.
Few Actually Are.

Questions
About Clientify AI Agent