Does the AI agent actually execute work?

Yes. DoMyWork agents don't just suggest actions or create drafts; they complete the work across Force Manager and your other apps, such as updating records or sending messages.

How is this different from native AI in Force Manager?

Native AI is often limited to the app's own environment. DoMyWork agents connect Force Manager to 1,500+ other apps, allowing you to execute complex workflows that span your entire tech stack.

Is this just another automation tool like Zapier?

Zapier requires you to build rigid, step-by-step logic. DoMyWork uses AI to interpret your plain English instructions, allowing for flexible, intelligent execution that adapts to your specific needs.

Can the agent work autonomously?

Yes. You can set up agents on autopilot to watch for specific triggers in Force Manager, such as a new visit log, and automatically perform follow-up actions without you needing to do anything.

Is my sales data safe?

Yes. DoMyWork is built with enterprise-grade security. Your data is processed only to complete the tasks you request, and we do not use your information to train our models.

Can I connect Force Manager to multiple apps at once?

Absolutely. You can instruct the agent to pull data from Force Manager, enrich it with web research, and then post the final result to Slack or update a spreadsheet in one single motion.

AI Agent for Force Manager

Log field visits, update CRM records, and plan your daily route automatically. DoMyWork AI agents work with Force Manager and 1,500+ apps to keep your sales data accurate.

Log my last three client visits in Force Manager

Update the deal stage for my top 5 prospects

Find new leads in my area and add to Force Manager

Draft follow-up emails for today's meeting notes

Check my route for tomorrow and update client addresses

Summarise my weekly sales performance for my manager

Agent for

Force Manager

A Product by

Trusted by

42,000+ businesses worldwide

Certified

💬 Chat with agent

Get every client interaction into your CRM right now

Log field visits, update deal stages, enrich lead profiles, and draft follow-up emails.

3 visits logged in CRM

Log every visit from today that is still missing

"Check my calendar for today's meetings, look for missing logs in Force Manager, and create a new visit record for each one using the meeting notes."

Send Message

Update deal stages for all my active prospects

"Review my active deals in Force Manager and move any that have had a meeting in the last 48 hours to the next stage."

Send Message

Draft follow-ups for my last five meetings

"Read the notes from my last five Force Manager visits and draft a personalised follow-up email for each client in Gmail."

Send Message

Find contact details for my next three meetings

"Look up the next three clients in my Force Manager schedule, find their latest company news online, and add a summary to the CRM record."

Send Message

Sync my meeting notes to my project tracker

"Find all visit notes created today in Force Manager and post a summary to my 'Sales Updates' board in Trello."

Send Message

Got a different task in mind? Describe it

Send Message

Summarise the weekly performance for my team

"Pull all visit logs from the last week in Force Manager and create a summary report of total visits and deal progress."

Send Message

Flag deals that have not moved in two weeks

"Scan all open deals in Force Manager and list any that have not been updated in the last 14 days."

Send Message

Check the team's visit volume for this month

"Calculate the total number of visits logged by each team member in Force Manager this month and draft a summary email."

Send Message

Identify high-value accounts with no recent activity

"Find accounts with a deal value over $50k that have no logged visits in the last 30 days."

Send Message

Prepare a list of top-performing clients

"Extract the clients with the most closed-won deals from Force Manager and compile them into a spreadsheet."

Send Message

Got a different task in mind? Describe it

Send Message

Optimise my route for tomorrow's visits

"Check my Force Manager schedule for tomorrow, find the addresses, and reorder them for the shortest travel time."

Send Message

Update client addresses from my recent notes

"Scan my visit notes in Force Manager for any address changes and update the client records accordingly."

Send Message

Check for new leads near my current location

"Find all prospects in Force Manager within 10 miles of my current location and add them to my visit list."

Send Message

Log my mileage for the last week

"Calculate the distance between my visit locations in Force Manager for the last week and create a mileage report."

Send Message

Prepare a briefing for my next visit

"Find the last three interactions for my next client in Force Manager and summarise them for my briefing."

Send Message

Got a different task in mind? Describe it

Send Message

Check for duplicate contacts in the CRM

"Scan Force Manager for duplicate client records based on email address and merge them into the primary record."

Send Message

Validate the data quality of recent logs

"Review the last 50 visit logs in Force Manager for missing fields and flag any incomplete records."

Send Message

Sync CRM data with our accounting tool

"Export all closed-won deals from Force Manager and format them for import into our accounting software."

Send Message

Clean up old lead records

"Find all leads in Force Manager that have been inactive for over 90 days and move them to a 'Cold' list."

Send Message

Audit the deal stage distribution

"Count the number of deals in each stage in Force Manager and report any anomalies in the distribution."

Send Message

Got a different task in mind? Describe it

Send Message

How Does a Force Manager AI Agent Work

Connect Your Apps

Type Your Task

Agent Executes & Reports Back

See it in action

Try Force Manager AI Agent

🛸 Autopilot

Act on your sales data the moment it changes — with agents on autopilot

The agents work across your apps 24/7.

They catch new entries, update your CRM records, and trigger follow-up actions before you even open the file.

Setting up an autopilot is too easy

New visit is logged in Force Manager

Describe...

1. Draft follow-up emails after every client visit

WhenNew visit is logged in Force Manager

Then

Read the visit notes, identify the next steps, and draft a professional follow-up email in Gmail for the client.

Put on Autopilot

2. Alert the team when a deal stage changes

WhenDeal stage is updated in Force Manager

Then

Check the new stage, determine if it is a major win, and post an update to the #sales-wins Slack channel.

Put on Autopilot

3. Create a task when a new lead is assigned

WhenNew lead is assigned in Force Manager

Then

Create a task in Todoist to research the lead and schedule an initial discovery call.

Put on Autopilot

4. Sync new contacts to your email list

WhenNew contact is created in Force Manager

Then

Add the new contact to the 'Prospects' list in Mailchimp.

Put on Autopilot

5. Log missed calls as notes in the CRM

WhenNew missed call is received in Aircall

Then

Create a note in the corresponding Force Manager client record about the missed call.

Put on Autopilot

1. Notify me of high-value deal updates

WhenDeal is updated in Force Manager

Then

If the deal value is over $10k, send a summary of the update to my Slack.

Put on Autopilot

2. Send a weekly summary of team activity

WhenEvery Friday at 05:00 PM

Then

Compile all visit logs from Force Manager for the week and email a summary report.

Put on Autopilot

3. Alert me when a deal is lost

WhenDeal stage is updated in Force Manager

Then

If the stage is changed to 'Lost', send me a Slack alert with the reason.

Put on Autopilot

4. Track team performance against monthly targets

WhenEvery Monday at 09:00 AM

Then

Check the total closed deals in Force Manager and update the team dashboard in Google Sheets.

Put on Autopilot

5. Flag inactive accounts for review

WhenEvery 1st of the month

Then

Find accounts with no activity in Force Manager for 60 days and list them in a report.

Put on Autopilot

1. Update my calendar when a visit is scheduled

WhenNew visit is scheduled in Force Manager

Then

Add the visit details to my Google Calendar with the client address.

Put on Autopilot

2. Send a 'running late' alert to clients

WhenTraffic delay is detected in Google Maps

Then

Find the next client in my Force Manager schedule and send them an email regarding the delay.

Put on Autopilot

3. Save visit receipts to my expense tracker

WhenNew receipt email is received in Gmail

Then

Extract the receipt details and log them as an expense in my accounting app.

Put on Autopilot

4. Check for weather-related route changes

WhenSevere weather alert is issued in Weather

Then

Check my Force Manager schedule and suggest route alternatives if needed.

Put on Autopilot

5. Log completed visits to my timesheet

WhenNew visit is logged in Force Manager

Then

Add the visit duration to my weekly timesheet in Google Sheets.

Put on Autopilot

1. Validate new lead data quality

WhenNew lead is created in Force Manager

Then

Check if the email is valid and the company name is present; flag the record if incomplete.

Put on Autopilot

2. Archive old deal records

WhenEvery month

Then

Find all deals closed over a year ago in Force Manager and move them to an archive folder.

Put on Autopilot

3. Sync CRM changes to our data warehouse

WhenRecord is updated in Force Manager

Then

Push the updated record details to our BigQuery database.

Put on Autopilot

4. Monitor for CRM data inconsistencies

WhenEvery day at 08:00 AM

Then

Scan Force Manager for records with conflicting data and report them in a Slack channel.

Put on Autopilot

5. Standardise company names in the CRM

WhenNew contact is created in Force Manager

Then

Search for the company name online and update the CRM record with the official name.

Put on Autopilot

Build your own autopilot

Set the trigger. Describe the action. Done.

1. Select when agent is executed

App

Force Manager

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.

Client Visit Log Playbook

FormCollect data with form

1. Enter Visit Details

Enter Visit Details

Fill fields below 👇

Client Name *

Visit Notes *

AI AgentExecute agent from playbook

2. Summarise Notes

Agent

Summarise {{Visit Notes}} into key takeaways and action items.

Complete in a clickSend data to 1500+ apps

3. Update Force Manager

Create Visit RecordinForce Manager

4. Notify in Slack

Send MessageinSlack

Client Visit Log Playbook

Log a visit and sync notes to the CRM and team channel.

Clone This Playbook

Lead Enrichment Playbook

Research a lead and update the CRM.

Clone This Playbook

Follow-up Email Playbook

Draft a follow-up email based on meeting notes.

Clone This Playbook

Meeting Prep Playbook

Gather info before a client meeting.

Clone This Playbook

Deal Stage Update Playbook

Update deal stage and notify manager.

Clone This Playbook

Team Report Playbook

Generate a weekly team performance report.

Clone This Playbook

Deal Review Playbook

Review a high-value deal.

Clone This Playbook

Target Setting Playbook

Set and distribute monthly targets.

Clone This Playbook

Performance Alert Playbook

Alert on low performance.

Clone This Playbook

Onboarding Playbook

Onboard a new sales rep.

Clone This Playbook

Route Planning Playbook

Plan the most efficient route.

Clone This Playbook

Expense Logging Playbook

Log travel expenses.

Clone This Playbook

Client Research Playbook

Quick research before a visit.

Clone This Playbook

Mileage Report Playbook

Create a mileage report.

Clone This Playbook

Visit Summary Playbook

Draft a visit summary.

Clone This Playbook

Data Cleanup Playbook

Clean up CRM data.

Clone This Playbook

Data Validation Playbook

Validate CRM data quality.

Clone This Playbook

CRM Sync Playbook

Sync CRM with data warehouse.

Clone This Playbook

Lead Routing Playbook

Route leads to reps.

Clone This Playbook

Audit Trail Playbook

Audit CRM changes.

Clone This Playbook

1500+ App Integrations

Connect Force Manager + 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 visit is logged in Force Manager

Then

Recurring Work on autopilot

Autopilot

Visit Log Playbook

Enter visit details

Summarise notes

Update CRM

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

Force Manager

A Product by

Trusted by

42,000+ businesses worldwide

Certified

FAQ

Questions
About Force Manager AI Agent

An AI agent for Force Manager is a digital worker that performs tasks directly inside your CRM. Unlike basic integrations, it understands your sales goals and executes multi-step work like logging visits or drafting emails.

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 Force Manager

Get every client interaction into your CRM right now

Log every visit from today that is still missing

Update deal stages for all my active prospects

Draft follow-ups for my last five meetings

Find contact details for my next three meetings

Sync my meeting notes to my project tracker

Got a different task in mind? Describe it

Summarise the weekly performance for my team

Flag deals that have not moved in two weeks

Check the team's visit volume for this month

Identify high-value accounts with no recent activity

Prepare a list of top-performing clients

Got a different task in mind? Describe it

Optimise my route for tomorrow's visits

Update client addresses from my recent notes

Check for new leads near my current location

Log my mileage for the last week

Prepare a briefing for my next visit

Got a different task in mind? Describe it

Check for duplicate contacts in the CRM

Validate the data quality of recent logs

Sync CRM data with our accounting tool

Clean up old lead records

Audit the deal stage distribution

Got a different task in mind? Describe it

How Does a Force Manager AI Agent Work

Act on your sales data the moment it changes — with agents on autopilot

1. Draft follow-up emails after every client visit

2. Alert the team when a deal stage changes

3. Create a task when a new lead is assigned

4. Sync new contacts to your email list

5. Log missed calls as notes in the CRM

1. Notify me of high-value deal updates

2. Send a weekly summary of team activity

3. Alert me when a deal is lost

4. Track team performance against monthly targets

5. Flag inactive accounts for review

1. Update my calendar when a visit is scheduled

2. Send a 'running late' alert to clients

3. Save visit receipts to my expense tracker

4. Check for weather-related route changes

5. Log completed visits to my timesheet

1. Validate new lead data quality

2. Archive old deal records

3. Sync CRM changes to our data warehouse

4. Monitor for CRM data inconsistencies

5. Standardise company names in the CRM

Playbooks

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

What are playbooks?

Client Visit Log Playbook

Lead Enrichment Playbook

Follow-up Email Playbook

Meeting Prep Playbook

Deal Stage Update Playbook

Team Report Playbook

Deal Review Playbook

Target Setting Playbook

Performance Alert Playbook

Onboarding Playbook

Route Planning Playbook

Expense Logging Playbook

Client Research Playbook

Mileage Report Playbook

Visit Summary Playbook

Data Cleanup Playbook

Data Validation Playbook

CRM Sync Playbook

Lead Routing Playbook

Audit Trail Playbook

Connect Force Manager + 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 Force Manager AI Agent

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

Most Tools Call Themselves Agents.
Few Actually Are.

Questions
About Force Manager AI Agent