Does the Opportify AI agent actually execute tasks?

Yes. Unlike copilots that only suggest, this agent performs the actions across your apps, such as creating records in Opportify, drafting emails in Gmail, or posting to Slack.

How is this different from Opportify's native AI features?

Opportify's native AI focuses on internal CRM insights. DoMyWork connects Opportify to 1,500+ other apps, allowing for cross-tool execution that native features cannot handle.

Is this better than using Zapier for Opportify?

Zapier requires you to build rigid, step-by-step logic. DoMyWork lets you describe a task in plain English, and the agent figures out the steps to execute it across your apps.

Can the Opportify agent monitor my pipeline automatically?

Yes. You can set up agents on autopilot to watch for specific triggers—like a new deal—and automatically perform actions like data validation, enrichment, or team alerts.

Is my data safe when using this Opportify agent?

Yes. We use secure, encrypted connections to interact with your Opportify data and do not store your credentials or sensitive information longer than required to execute tasks.

Can I connect Opportify to multiple apps at once?

Absolutely. You can give the agent instructions that span Opportify, Gmail, Slack, Google Sheets, and any of our 1,500+ supported apps in a single plain-English prompt.

AI Agent for Opportify

Qualify, update, and route your sales opportunities automatically. DoMyWork AI agents work with Opportify and 1,500+ apps to turn your CRM data into closed deals.

Find deals in Opportify that haven't moved in 14 days

Summarise my open opportunities for this week

Enrich these new Opportify leads with LinkedIn data

Draft follow-up emails for my [Pipeline] deals

Check my Opportify tasks and add them to Google Calendar

Flag deals missing a next-step date

Agent for

Opportify

A Product by

Trusted by

42,000+ businesses worldwide

Certified

💬 Chat with agent

Move your best deals forward before they go cold

Identify stale opportunities, enrich lead data, draft follow-up emails, and update your CRM records instantly.

12 stale deals identified

Catch up on every Opportify deal that went quiet last week

"Check my Opportify deals that haven't been updated in 7 days, find the contact email for each, and draft a personalised follow-up in Gmail. Post a list of these deals to Slack."

Send Message

Enrich new leads from Opportify with web context

"Find all new leads in Opportify from the last 24 hours, scrape their company website for recent news, and add a summary note to the deal record."

Send Message

Prepare for all your Opportify meetings today

"Look at my Opportify deals with meetings today, find the latest email thread in Gmail for each, and paste a summary into the deal notes."

Send Message

Flag deals missing a next-step date

"Scan my active Opportify deals, identify any missing a 'next step' date, and list them in a Google Sheet for me to review."

Send Message

Draft responses to prospect questions

"Find the latest unanswered prospect question in my Opportify deal notes, draft a professional response in Gmail, and save it as a draft."

Send Message

Got a different task in mind? Describe it

Send Message

Find data inconsistencies across Opportify and your other tools

"Compare my Opportify deal stages with my project tracker, identify mismatches, and list the deals that need a status update."

Send Message

Summarise monthly deal velocity for your sales team

"Calculate the average time deals spend in each Opportify stage this month and post a report to the sales Slack channel."

Send Message

Clean up duplicate records in Opportify

"Search for duplicate company names in Opportify, identify the most recent record, and merge the contact history."

Send Message

Audit Opportify field completion rates

"Check which Opportify deals are missing key fields like 'Budget' or 'Decision Maker' and send a reminder to the deal owner."

Send Message

Sync Opportify deal values to your finance spreadsheet

"Pull all closed-won deals from Opportify for this week and add them to my 'Revenue' Google Sheet."

Send Message

Got a different task in mind? Describe it

Send Message

Get a high-level view of your Opportify pipeline

"Summarise the current total value of my Opportify pipeline by stage and highlight the top 3 deals by value."

Send Message

Identify deals at risk of stalling

"Find Opportify deals that have been in the 'Negotiation' stage for over 30 days and flag them for my attention."

Send Message

Review recent wins in Opportify

"List all Opportify deals marked 'Closed-Won' this week and draft a quick congratulatory note for the team."

Send Message

Prepare a summary for your board meeting

"Extract the key metrics from Opportify, including total pipeline and win rate, and format them into a brief email draft."

Send Message

Reconcile Opportify data with bank deposits

"Match my 'Closed-Won' Opportify deals with my Stripe transactions and flag any missing payments."

Send Message

Got a different task in mind? Describe it

Send Message

Check in on your Opportify clients

"Identify Opportify accounts that haven't had a meeting in 60 days and draft a 'touching base' email for each."

Send Message

Update client records after a call

"Take my meeting notes from Slack, extract the key action items, and update the corresponding Opportify deal record."

Send Message

Flag renewal opportunities in Opportify

"Find Opportify deals with a renewal date in the next 30 days and create a task for me to reach out."

Send Message

Track client sentiment from recent emails

"Search Gmail for recent emails from my Opportify clients, summarise the sentiment, and add it to the deal record."

Send Message

Prepare account review decks

"Pull the latest deal history from Opportify for my top 5 accounts and list the key milestones achieved."

Send Message

Got a different task in mind? Describe it

Send Message

How Does a Opportify AI Agent Work

Connect Your Apps

Type Your Task

Agent Executes & Reports Back

See it in action

Try Opportify 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 deals, validate data, and trigger follow-ups before you even open Opportify.

Setting up an autopilot is too easy

New deal is created in Opportify

Describe...

1. Qualify new leads the moment they hit Opportify

WhenNew deal is created in Opportify

Then

Research the company, check if they fit our ICP, and tag the deal as 'Qualified' or 'Review' in Opportify.

Put on Autopilot

2. Send a welcome email when a deal enters a new stage

WhenDeal stage is updated in Opportify

Then

If the stage is 'Proposal Sent', draft a tailored email in Gmail referencing the proposal and send it to the client.

Put on Autopilot

3. Alert the team to large deals in Slack

WhenNew deal is created in Opportify

Then

If the deal value exceeds $50k, post an alert in the #sales-wins channel with the deal value and company name.

Put on Autopilot

4. Remind yourself to follow up on stagnant deals

WhenEvery Monday at 09:00 AM

Then

Identify deals in Opportify with no activity in 10 days and add a reminder to my Google Calendar.

Put on Autopilot

5. Flag deals missing key contact info

WhenDeal stage is updated in Opportify

Then

Check if 'Phone Number' is empty; if so, flag the deal in Opportify and notify the owner via Slack.

Put on Autopilot

1. Standardise deal names as they are created

WhenNew deal is created in Opportify

Then

Check if the deal name follows our format (Company - Project); if not, rename it in Opportify.

Put on Autopilot

2. Sync new deals to your master tracking sheet

WhenNew deal is created in Opportify

Then

Add the deal name, value, and owner to the 'Master Pipeline' Google Sheet.

Put on Autopilot

3. Flag deals with unrealistic close dates

WhenDeal stage is updated in Opportify

Then

If the close date is in the past, flag it as 'Error' in Opportify and email the owner.

Put on Autopilot

4. Generate a weekly pipeline health report

WhenEvery Friday at 04:00 PM

Then

Summarise all deals in Opportify, calculate total value, and post to the RevOps Slack channel.

Put on Autopilot

5. Validate new contact emails

WhenNew deal is created in Opportify

Then

Verify the contact email address; if invalid, mark the deal as 'Data Issue' in Opportify.

Put on Autopilot

1. Get a daily summary of new revenue

WhenEvery day at 08:00 AM

Then

Total the value of deals moved to 'Closed-Won' in Opportify yesterday and send me a Slack message.

Put on Autopilot

2. Monitor high-value deal status changes

WhenDeal stage is updated in Opportify

Then

If the deal value is >$100k, notify me immediately via Slack.

Put on Autopilot

3. Flag deals that have been lost

WhenDeal stage is updated in Opportify

Then

If a deal is marked 'Closed-Lost', extract the reason and add it to my 'Lost Deals' Google Sheet.

Put on Autopilot

4. Track team performance

WhenEvery Monday at 09:00 AM

Then

Compare total deal value created by each owner in Opportify last week and post a leaderboard to Slack.

Put on Autopilot

5. Send a thank you note for big wins

WhenDeal stage is updated in Opportify

Then

If the deal value is >$50k and stage is 'Closed-Won', draft a personalised thank you email in Gmail.

Put on Autopilot

1. Notify the team of new client onboarding

WhenDeal stage is updated in Opportify

Then

If the stage is 'Closed-Won', post a welcome message in the #onboarding Slack channel.

Put on Autopilot

2. Schedule a check-in call for new clients

WhenDeal stage is updated in Opportify

Then

If the stage is 'Closed-Won', create a task in my project tracker to call the client in 7 days.

Put on Autopilot

3. Flag accounts with negative feedback

WhenDeal stage is updated in Opportify

Then

If the deal notes contain negative sentiment, flag the deal as 'At Risk' in Opportify.

Put on Autopilot

4. Remind clients of upcoming renewals

WhenEvery Monday at 09:00 AM

Then

Find deals with a renewal date in 30 days and draft a renewal reminder email in Gmail.

Put on Autopilot

5. Update client contact info

WhenDeal stage is updated in Opportify

Then

If the contact info changes in Opportify, update the corresponding record in my address book.

Put on Autopilot

Build your own autopilot

Set the trigger. Describe the action. Done.

1. Select when agent is executed

App

Opportify

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 *

Email *

Company *

AI AgentExecute agent from playbook

2. Enrich Lead

Agent

Research {{Company}} and find industry and size.

AI AgentExecute agent from playbook

3. Score Lead

Agent

Score {{Company}} against ICP criteria and provide a reason.

4. Add to Opportify

Create DealinOpportify

Lead Qualification Playbook

Qualify and score new leads instantly.

Clone This Playbook

Meeting Prep Playbook

Get ready for sales calls in seconds.

Clone This Playbook

Stale Deal Recovery Playbook

Re-engage cold prospects automatically.

Clone This Playbook

Proposal Follow-Up Playbook

Track proposal status and nudge clients.

Clone This Playbook

Competitor Analysis Playbook

Research competitors mentioned in deals.

Clone This Playbook

Pipeline Audit Playbook

Identify pipeline health issues.

Clone This Playbook

Data Sync Playbook

Align Opportify with your finance tools.

Clone This Playbook

Duplicate Cleanup Playbook

Merge duplicate company records.

Clone This Playbook

Field Completion Playbook

Ensure CRM data quality.

Clone This Playbook

Win Rate Analysis Playbook

Analyse why deals were won or lost.

Clone This Playbook

Board Meeting Prep Playbook

Generate your board report in one click.

Clone This Playbook

Revenue Forecast Playbook

Predict your monthly revenue.

Clone This Playbook

Strategic Hire Playbook

Analyse if you need more sales staff.

Clone This Playbook

Lost Deal Review Playbook

Understand why you lose deals.

Clone This Playbook

Pipeline Velocity Playbook

Measure how fast your deals move.

Clone This Playbook

Client Health Check Playbook

Assess account risk.

Clone This Playbook

Renewal Success Playbook

Ensure smooth renewals.

Clone This Playbook

Upsell Opportunity Playbook

Identify expansion potential.

Clone This Playbook

Client Onboarding Playbook

Set up new clients for success.

Clone This Playbook

Account Review Playbook

Prepare for quarterly reviews.

Clone This Playbook

1500+ App Integrations

Connect Opportify + 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 deal is created in Opportify

Then

Recurring Work on autopilot

Autopilot

Deal Handover

Enter deal ID

Research company

Update Opportify

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

Opportify

A Product by

Trusted by

42,000+ businesses worldwide

Certified

FAQ

Questions
About Opportify AI Agent

It is an autonomous agent that connects to your Opportify account and other tools to perform tasks like lead enrichment, deal updates, and follow-ups without manual input.

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 Opportify

Move your best deals forward before they go cold

Catch up on every Opportify deal that went quiet last week

Enrich new leads from Opportify with web context

Prepare for all your Opportify meetings today

Flag deals missing a next-step date

Draft responses to prospect questions

Got a different task in mind? Describe it

Find data inconsistencies across Opportify and your other tools

Summarise monthly deal velocity for your sales team

Clean up duplicate records in Opportify

Audit Opportify field completion rates

Sync Opportify deal values to your finance spreadsheet

Got a different task in mind? Describe it

Get a high-level view of your Opportify pipeline

Identify deals at risk of stalling

Review recent wins in Opportify

Prepare a summary for your board meeting

Reconcile Opportify data with bank deposits

Got a different task in mind? Describe it

Check in on your Opportify clients

Update client records after a call

Flag renewal opportunities in Opportify

Track client sentiment from recent emails

Prepare account review decks

Got a different task in mind? Describe it

How Does a Opportify AI Agent Work

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

1. Qualify new leads the moment they hit Opportify

2. Send a welcome email when a deal enters a new stage

3. Alert the team to large deals in Slack

4. Remind yourself to follow up on stagnant deals

5. Flag deals missing key contact info

1. Standardise deal names as they are created

2. Sync new deals to your master tracking sheet

3. Flag deals with unrealistic close dates

4. Generate a weekly pipeline health report

5. Validate new contact emails

1. Get a daily summary of new revenue

2. Monitor high-value deal status changes

3. Flag deals that have been lost

4. Track team performance

5. Send a thank you note for big wins

1. Notify the team of new client onboarding

2. Schedule a check-in call for new clients

3. Flag accounts with negative feedback

4. Remind clients of upcoming renewals

5. Update client contact info

Playbooks

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

What are playbooks?

Lead Qualification Playbook

Meeting Prep Playbook

Stale Deal Recovery Playbook

Proposal Follow-Up Playbook

Competitor Analysis Playbook

Pipeline Audit Playbook

Data Sync Playbook

Duplicate Cleanup Playbook

Field Completion Playbook

Win Rate Analysis Playbook

Board Meeting Prep Playbook

Revenue Forecast Playbook

Strategic Hire Playbook

Lost Deal Review Playbook

Pipeline Velocity Playbook

Client Health Check Playbook

Renewal Success Playbook

Upsell Opportunity Playbook

Client Onboarding Playbook

Account Review Playbook

Connect Opportify + 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 Opportify AI Agent

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

Most Tools Call Themselves Agents.
Few Actually Are.

Questions
About Opportify AI Agent