Does the Kartra agent actually execute work?

Yes. It doesn't just suggest tasks. It performs them, such as updating lead tags, sending emails, or moving data between Kartra and your CRM.

How is this different from native Kartra automation?

Kartra's native tools are rule-based and limited to within Kartra. DoMyWork agents use AI to make decisions and act across your entire app stack.

Is this better than Zapier for Kartra?

Zapier requires you to build rigid, step-by-step logic. With DoMyWork, you describe the task in plain English and the agent handles the multi-step execution.

Can the agent monitor my Kartra account 24/7?

Yes. You can set up autopilot jobs that watch for new events like failed payments or new leads and trigger immediate, intelligent responses.

Is my Kartra data safe?

Yes. We use secure connections and never store your data longer than required to complete the task. We only access the specific data needed for your instructions.

Can I connect Kartra to other apps?

Absolutely. You can connect Kartra to your CRM, email tools, Slack, Google Sheets, and 1,500+ other apps to create truly cross-functional workflows.

AI Agent for Kartra

Manage your marketing funnels, leads, and course members automatically. DoMyWork AI agents work with Kartra and 1,500+ apps to turn your manual admin into growth.

Find leads in Kartra who haven't bought and email them a discount

Move new Kartra course members to my Slack onboarding channel

Check Kartra for failed payments and send a retry link

Summarise last week's Kartra campaign performance for my team

Add new Kartra leads to my Google Sheets master list

Tag inactive Kartra subscribers and move them to a re-engagement list

Agent for

Kartra

A Product by

Trusted by

42,000+ businesses worldwide

Certified

💬 Chat with agent

Turn your Kartra data into revenue and resolved tasks

Clean lead lists, follow up on failed payments, sync course members, and update your CRM instantly.

12 leads emailed via Gmail

Follow up with every lead who abandoned their checkout

"Find leads in Kartra who abandoned their cart last week, check their email history in Gmail to see if they were contacted, and draft a personalised follow-up email for those who weren't. Post the summary to Slack."

Send Message

Clean up duplicate leads across your marketing lists

"Identify duplicate leads in Kartra based on email address, merge their history into the most recent record, and delete the redundant entries."

Send Message

Summarise campaign performance for your monthly review

"Pull the conversion stats for my last 3 Kartra campaigns, compare them to my targets, and draft a summary email for my manager."

Send Message

Segment leads based on recent page visit behaviour

"Find leads in Kartra who visited my pricing page twice this week but haven't bought, and tag them as 'High Intent' for my sales team."

Send Message

Update lead tags based on survey responses

"Check my latest Kartra survey entries, determine the lead's primary interest, and update their tags accordingly."

Send Message

Got a different task in mind? Describe it

Send Message

Onboard new course members to your community

"Identify new members who joined my Kartra course today and send them a personal welcome message in Slack."

Send Message

Check for course members who are falling behind

"Find students in Kartra who haven't logged in for 14 days and send them a check-in email."

Send Message

Generate certificates for students who finished the course

"Check which students completed all modules in Kartra, create a PDF certificate, and email it to them."

Send Message

Sync new enrolments to your student database

"Export new Kartra course enrolments to my Google Sheets student tracker."

Send Message

Gather feedback from students who completed the course

"Email students who finished the course yesterday and ask for a testimonial."

Send Message

Got a different task in mind? Describe it

Send Message

Report monthly client results from Kartra

"Extract lead and sales data from my client's Kartra account and build a performance summary in Google Sheets."

Send Message

Audit client funnels for broken links

"Scan all pages in my client's Kartra funnel, check for 404 errors, and list the broken links for my team."

Send Message

Onboard a new client's Kartra account

"Set up the initial email sequence and lead capture form for my new client's Kartra setup."

Send Message

Calculate monthly agency revenue from Kartra sales

"Sum up all sales across my client's Kartra accounts for the month and email me the total."

Send Message

Backup client lead lists to secure storage

"Export all lead lists from my client's Kartra account to my secure Google Drive folder."

Send Message

Got a different task in mind? Describe it

Send Message

Route high-value leads to your sales reps

"Find leads in Kartra with a lead score over 50 and assign them to my sales reps in the CRM."

Send Message

Follow up on failed payments for high-ticket items

"Identify failed payments for my premium course in Kartra and email the customer a payment retry link."

Send Message

Update sales pipeline based on Kartra activity

"Check if any Kartra leads booked a discovery call and move them to the 'Booked' stage in my CRM."

Send Message

Draft sales outreach for cold Kartra leads

"Find leads who haven't engaged in 30 days and draft a 'Checking In' email for my team to review."

Send Message

Notify sales team of new webinar signups

"Post a message in Slack whenever a new lead registers for my webinar in Kartra."

Send Message

Got a different task in mind? Describe it

Send Message

How Does a Kartra AI Agent Work

Connect Your Apps

Type Your Task

Agent Executes & Reports Back

See it in action

Try Kartra AI Agent

🛸 Autopilot

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

The agents work across your apps 24/7.

They catch new leads, failed payments, and course signups to ensure no opportunity goes cold.

Setting up an autopilot is too easy

New lead is created in Kartra

Describe...

1. Qualify new leads the moment they land

WhenNew lead is created in Kartra

Then

Read the lead's company info, check if they match my ICP, and add them to my CRM only if they qualify.

Put on Autopilot

2. Flag urgent support requests from Kartra forms

WhenNew form submission is received in Kartra

Then

Analyse the form content for urgency, and if it's a critical issue, alert the team in Slack.

Put on Autopilot

3. Send a weekly summary of new signups

WhenEvery Monday at 09:00 AM

Then

Count all new Kartra leads from the past week and post the total to our marketing Slack channel.

Put on Autopilot

4. Detect and remove duplicate leads automatically

WhenNew lead is created in Kartra

Then

Check if the email exists in Kartra, and if so, merge the new data into the existing record.

Put on Autopilot

5. Alert the team when a campaign goal is met

WhenNew sale is created in Kartra

Then

Check if the total sales for the current campaign hit the target, and notify the team if we do.

Put on Autopilot

1. Welcome new students instantly

WhenNew customer is created in Kartra

Then

Check the course name, and send a specific welcome email via Gmail based on the course topic.

Put on Autopilot

2. Re-engage students who stop progressing

WhenEvery day at 10:00 AM

Then

Find students in Kartra who haven't completed a module in 7 days and send a nudge email.

Put on Autopilot

3. Notify community managers of new enrolments

WhenNew customer is created in Kartra

Then

Post the student's name and course to the community Slack channel.

Put on Autopilot

4. Handle failed payments for course access

WhenNew failed payment is created in Kartra

Then

Email the student immediately with a link to update their billing info.

Put on Autopilot

5. Celebrate course completion milestones

WhenNew module completion is recorded in Kartra

Then

If it's the final module, trigger the certificate generation and email it.

Put on Autopilot

1. Monitor client funnel health

WhenEvery day at 08:00 AM

Then

Check the conversion rate of my client's main Kartra funnel and alert me in Slack if it drops below 5%.

Put on Autopilot

2. Sync new client leads to their own CRM

WhenNew lead is created in Kartra

Then

Identify the client account, and push the lead to their specific CRM.

Put on Autopilot

3. Alert me to high-value client sales

WhenNew sale is created in Kartra

Then

If the sale amount is over $500, send me a text or Slack alert.

Put on Autopilot

4. Weekly report on client lead growth

WhenEvery Friday at 05:00 PM

Then

Calculate the lead growth for each client and email me the summary.

Put on Autopilot

5. Detect broken Kartra pages for clients

WhenEvery day at 09:00 AM

Then

Crawl the client's Kartra pages and report any new 404 errors.

Put on Autopilot

1. Route high-intent leads for immediate call

WhenNew lead is created in Kartra

Then

Check the lead's score, and if over 80, create a task in the CRM for a sales rep to call.

Put on Autopilot

2. Follow up on abandoned high-value carts

WhenNew abandoned cart is created in Kartra

Then

If the cart value is over $200, draft a personal email for the sales team to send.

Put on Autopilot

3. Update CRM status for webinar attendees

WhenNew webinar attendee is added in Kartra

Then

Find the lead in the CRM and set their status to 'Attended Webinar'.

Put on Autopilot

4. Daily sales performance digest

WhenEvery day at 06:00 PM

Then

Summarise total sales from Kartra and post the numbers to the sales Slack channel.

Put on Autopilot

5. Re-assign leads when reps are busy

WhenNew lead is created in Kartra

Then

Check the current workload of each rep in the CRM and assign the new lead to the one with the fewest tasks.

Put on Autopilot

Build your own autopilot

Set the trigger. Describe the action. Done.

1. Select when agent is executed

App

Kartra

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.

Campaign Launch Playbook

FormCollect data with form

1. Enter Campaign Details

Enter Campaign Details

Fill fields below 👇

Campaign Name *

Target Audience *

Offer *

AI AgentExecute agent from playbook

2. Draft Assets

Agent

Draft email sequence and landing page copy for {{Campaign Name}} targeting {{Target Audience}} with offer {{Offer}}.

Complete in a clickSend data to 1500+ apps

3. Create Kartra Pages

Create PageinKartra

4. Save to Drive

Create FolderinGoogle Drive

Campaign Launch Playbook

Set up all assets and tracking for a new marketing campaign.

Clone This Playbook

Lead Enrichment Playbook

Enrich new leads with company data.

Clone This Playbook

Content Promotion Playbook

Promote new blog posts.

Clone This Playbook

Webinar Setup Playbook

Configure webinar funnels.

Clone This Playbook

Competitor Analysis Playbook

Research competitor funnels.

Clone This Playbook

Student Onboarding Playbook

Automate welcome process.

Clone This Playbook

Course Update Playbook

Update module content.

Clone This Playbook

Feedback Review Playbook

Collate student feedback.

Clone This Playbook

Student Milestone Playbook

Reward student progress.

Clone This Playbook

Launch Prep Playbook

Prepare course assets.

Clone This Playbook

Client Onboarding Playbook

Standardise client setup.

Clone This Playbook

Monthly Reporting Playbook

Automate client reports.

Clone This Playbook

Funnel Audit Playbook

Audit client funnels.

Clone This Playbook

Lead List Backup Playbook

Backup client data.

Clone This Playbook

Revenue Reconciliation Playbook

Reconcile client sales.

Clone This Playbook

Lead Handoff Playbook

Assign leads to reps.

Clone This Playbook

Payment Recovery Playbook

Recover failed payments.

Clone This Playbook

Webinar Follow-up Playbook

Follow up with attendees.

Clone This Playbook

Sales Performance Playbook

Analyse rep performance.

Clone This Playbook

Lead Nurture Playbook

Nurture cold leads.

Clone This Playbook

1500+ App Integrations

Connect Kartra + Your Favourite Apps With AI Agents

Google Sheets

Webhook / API Integration

SafetyCulture (iAuditor)

Freshworks CRM (Freshsales Suite)

TikTok Lead Generation

Salesforce Marketing Cloud

RSS

Builderall Mailingboss

Facebook Custom Audiences

FastField Mobile Forms

Thrive Themes (Thrive Automator)

Instagram for business

Microsoft Dynamics 365 CRM

Google Search Console

QuickEmailVerification

Adobe Commerce (Magento)

Ora

CalendarHero (Zoom.ai)

CompanyCam (In Review)

Microsoft Dynamics 365 Business Central

Alchemer (SurveyGizmo)

Katana Cloud Manufacturing

Brilliant Directories

You Need A Budget (YNAB)

Wix

Accredible Credential

Box

Cisco Webex (Meetings)

GREEN-API (In Review)

Clio Grow

Facebook Ads Management And Insights

Agolix (Assessment Generator)

The Conversion Engine

WhatsApp V3 by OnlineLiveSupport

PDF Export by PDFCrowd

Lob

Forminit (Getform.io)

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

LinkupAPI for LinkedIn

Moz

WhatsApp Notifications and Alerts by SyncMate

E2B

Automate any manual work with AI Agents

One-off tasks in one message

Chat

When

New lead is created in Kartra

Then

Recurring Work on autopilot

Autopilot

Lead Handoff

Enter lead email

Research lead profile

Update CRM and Kartra

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

Kartra

A Product by

Trusted by

42,000+ businesses worldwide

Certified

FAQ

Questions
About Kartra AI Agent

It is an autonomous agent that handles your Kartra tasks like lead management, course updates, and payment recovery by executing actions across Kartra and 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 Kartra

Turn your Kartra data into revenue and resolved tasks

Follow up with every lead who abandoned their checkout

Clean up duplicate leads across your marketing lists

Summarise campaign performance for your monthly review

Segment leads based on recent page visit behaviour

Update lead tags based on survey responses

Got a different task in mind? Describe it

Onboard new course members to your community

Check for course members who are falling behind

Generate certificates for students who finished the course

Sync new enrolments to your student database

Gather feedback from students who completed the course

Got a different task in mind? Describe it

Report monthly client results from Kartra

Audit client funnels for broken links

Onboard a new client's Kartra account

Calculate monthly agency revenue from Kartra sales

Backup client lead lists to secure storage

Got a different task in mind? Describe it

Route high-value leads to your sales reps

Follow up on failed payments for high-ticket items

Update sales pipeline based on Kartra activity

Draft sales outreach for cold Kartra leads

Notify sales team of new webinar signups

Got a different task in mind? Describe it

How Does a Kartra AI Agent Work

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

1. Qualify new leads the moment they land

2. Flag urgent support requests from Kartra forms

3. Send a weekly summary of new signups

4. Detect and remove duplicate leads automatically

5. Alert the team when a campaign goal is met

1. Welcome new students instantly

2. Re-engage students who stop progressing

3. Notify community managers of new enrolments

4. Handle failed payments for course access

5. Celebrate course completion milestones

1. Monitor client funnel health

2. Sync new client leads to their own CRM

3. Alert me to high-value client sales

4. Weekly report on client lead growth

5. Detect broken Kartra pages for clients

1. Route high-intent leads for immediate call

2. Follow up on abandoned high-value carts

3. Update CRM status for webinar attendees

4. Daily sales performance digest

5. Re-assign leads when reps are busy

Playbooks

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

What are playbooks?

Campaign Launch Playbook

Lead Enrichment Playbook

Content Promotion Playbook

Webinar Setup Playbook

Competitor Analysis Playbook

Student Onboarding Playbook

Course Update Playbook

Feedback Review Playbook

Student Milestone Playbook

Launch Prep Playbook

Client Onboarding Playbook

Monthly Reporting Playbook

Funnel Audit Playbook

Lead List Backup Playbook

Revenue Reconciliation Playbook

Lead Handoff Playbook

Payment Recovery Playbook

Webinar Follow-up Playbook

Sales Performance Playbook

Lead Nurture Playbook

Connect Kartra + 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 Kartra AI Agent

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

Most Tools Call Themselves Agents.
Few Actually Are.

Questions
About Kartra AI Agent