Does DoMyWork actually execute tasks in Plecto?

Yes. Unlike tools that only suggest insights, DoMyWork executes the work. It can update dashboard widgets, create reports, and trigger actions in your connected apps based on your instructions.

How is this different from Plecto's native features?

Plecto excels at visualising data. DoMyWork adds an intelligence layer that acts on that data, allowing you to automate cross-app workflows like emailing reports or alerting teams based on specific trends.

Is this just another automation tool like Zapier?

Zapier requires you to build complex logic step-by-step. With DoMyWork, you simply describe the outcome you want in plain English, and the agent handles the multi-step execution across Plecto and your other tools.

Can the agent monitor my Plecto dashboards autonomously?

Yes. You can set up agents on autopilot to watch for specific events, like a goal being reached or a metric dropping, and trigger an immediate response without you needing to intervene.

Is my performance data safe?

Security is our priority. DoMyWork uses secure, encrypted connections to interact with Plecto and your other apps, ensuring your sensitive business data remains protected at all times.

Can I connect Plecto to other apps besides my CRM?

Absolutely. You can connect Plecto to 1,500+ apps, including communication tools like Slack, productivity apps like Gmail, and project management platforms, to create a truly integrated performance ecosystem.

AI Agent for Plecto

Analyse performance data, build custom reports, and trigger actions across your dashboards automatically. DoMyWork AI agents work with Plecto and 1,500+ apps to turn real-time metrics into decisive business actions.

Summarise this week's sales performance from Plecto

Find the team members falling behind their targets

Post a leaderboard update to Slack

Compare this month's churn rate against last month

Create a new KPI widget for our support tickets

Email a performance report to the executive team

Agent for

Plecto

A Product by

Trusted by

42,000+ businesses worldwide

Certified

💬 Chat with agent

Turn your real-time performance data into decisive business actions

Analyse team metrics, identify performance gaps, update your dashboards, and notify your team across your apps.

Weekly sales summary generated

Catch up on every rep currently falling below their weekly target

"Check the latest sales data in Plecto, identify reps who are below 80% of their weekly target, and draft a supportive coaching email in Gmail for each. Post the summary list to Slack when done."

Send Message

Analyse why the team missed the monthly revenue goal

"Pull the last 30 days of revenue data from Plecto, compare it against the previous month, and identify the top three factors contributing to the shortfall."

Send Message

Prepare a leaderboard for the end of the day

"Fetch the current sales leaderboard from Plecto and format it into a motivational message for the team Slack channel."

Send Message

Identify the top-performing lead sources this month

"Analyse lead conversion data in Plecto and list the three sources driving the most revenue."

Send Message

Check for any stale deals in the pipeline

"Scan the current pipeline metrics in Plecto and flag any deals that have not moved in over 14 days."

Send Message

Got a different task in mind? Describe it

Send Message

Identify customers at risk of churn based on recent activity

"Analyse recent support ticket volume and usage metrics in Plecto to flag customers with declining engagement."

Send Message

Summarise the team's response times for the week

"Pull the average response time data from Plecto and generate a summary report for the weekly meeting."

Send Message

Find the most common support topics this month

"Examine the ticket categorisation data in Plecto and list the top five issues customers are facing."

Send Message

Check if any key account metrics have dropped

"Review the health score for our top 20 accounts in Plecto and highlight any that have fallen below 70."

Send Message

Draft a thank you email for high-engagement users

"Identify the top 5 users by activity in Plecto and draft a personalised appreciation email in Gmail."

Send Message

Got a different task in mind? Describe it

Send Message

Validate data consistency across Plecto and your CRM

"Compare the current deal counts in Plecto against our CRM and report any discrepancies found."

Send Message

Clean up outdated dashboard widgets

"List all widgets in Plecto that have not received data updates in the last 30 days."

Send Message

Generate a monthly operational efficiency report

"Compile the key efficiency metrics from Plecto into a structured report for the operations team."

Send Message

Check for any broken data connections

"Review the status of all data sources connected to Plecto and flag any that are currently offline."

Send Message

Update team targets for the new quarter

"Take the new quarterly goals from our spreadsheet and update the target values in Plecto."

Send Message

Got a different task in mind? Describe it

Send Message

Get a high-level pulse check on the business

"Summarise the three most important growth metrics from Plecto and explain what they mean for our current trajectory."

Send Message

Compare our current growth against last year

"Pull the year-over-year revenue data from Plecto and highlight the key growth drivers."

Send Message

Check if we are on track for the annual goal

"Calculate our current run rate based on Plecto data and compare it to our annual target."

Send Message

Flag any major performance anomalies

"Scan all Plecto dashboards for any sudden spikes or drops in performance metrics."

Send Message

Prepare a summary for the board meeting

"Extract the key performance highlights from Plecto and create a concise briefing note."

Send Message

Got a different task in mind? Describe it

Send Message

How Does a Plecto AI Agent Work

Connect Your Apps

Type Your Task

Agent Executes & Reports Back

See it in action

Try Plecto AI Agent

🛸 Autopilot

Act on performance data the moment it changes — with agents on autopilot

The agents work across your apps 24/7.

They catch new trends, flag performance risks, and trigger team updates before you even open your dashboard.

Setting up an autopilot is too easy

Goal is reached in Plecto

Describe...

1. Celebrate big wins in Slack the moment they happen

WhenGoal is reached in Plecto

Then

Read the goal details, check the rep's recent performance, and post a celebratory message to the #sales-wins Slack channel.

Put on Autopilot

2. Flag reps who fall behind their daily pace

WhenEvery day at 05:00 PM

Then

Check the daily sales targets in Plecto, identify anyone under 80% of their pace, and send a private Slack message to the manager.

Put on Autopilot

3. Notify the team of new deal records

WhenNew record is added in Plecto

Then

Summarise the deal value and rep name, then post a notification to the #sales-pipeline channel.

Put on Autopilot

4. Weekly performance digest for the team

WhenEvery Friday at 04:00 PM

Then

Compile the week's top performers from Plecto and post a summary to the team Slack.

Put on Autopilot

5. Alert on pipeline stagnation

WhenEvery Monday at 09:00 AM

Then

Scan for deals inactive for over 10 days in Plecto and flag them for the sales team.

Put on Autopilot

1. Triage urgent support tickets based on volume

WhenThreshold is exceeded in Plecto

Then

Check the support ticket volume, assess if it exceeds our safety threshold, and alert the on-call engineer in Slack.

Put on Autopilot

2. Daily health check for key accounts

WhenEvery day at 08:00 AM

Then

Review health scores in Plecto and flag any accounts that dropped below 60 to the Success team.

Put on Autopilot

3. Notify when response times spike

WhenMetric is updated in Plecto

Then

Check if the response time metric is above 4 hours and send an urgent Slack alert.

Put on Autopilot

4. Weekly churn risk report

WhenEvery Monday at 10:00 AM

Then

Analyse churn risk metrics in Plecto and draft a summary email for the CS team.

Put on Autopilot

5. Celebrate positive customer feedback

WhenGoal is reached in Plecto

Then

Post a shout-out in Slack when a CSAT goal is achieved.

Put on Autopilot

1. Monitor data source health

WhenEvery hour

Then

Check if any Plecto data sources are showing errors and alert the IT team in Slack.

Put on Autopilot

2. Audit dashboard widget updates

WhenEvery day at 06:00 PM

Then

Identify widgets in Plecto that failed to update today and log them in a spreadsheet.

Put on Autopilot

3. Data discrepancy alert

WhenEvery day at 07:00 AM

Then

Compare Plecto metrics with CRM data and flag any variance over 5%.

Put on Autopilot

4. Sync target updates

WhenNew record is added in Plecto

Then

Check if the new record requires a target adjustment and update the relevant Plecto widget.

Put on Autopilot

5. Performance anomaly detection

WhenEvery 4 hours

Then

Scan for unusual metric volatility in Plecto and report findings to the ops team.

Put on Autopilot

1. Daily revenue pulse

WhenEvery day at 06:00 PM

Then

Pull the total daily revenue from Plecto and send a quick update to the founder's email.

Put on Autopilot

2. Alert on significant growth milestones

WhenGoal is reached in Plecto

Then

Check if the reached goal is a major milestone and send a congratulatory Slack message.

Put on Autopilot

3. Weekly executive summary

WhenEvery Monday at 08:00 AM

Then

Compile the top 3 Plecto metrics and email a brief summary to the leadership team.

Put on Autopilot

4. Flag sudden performance drops

WhenMetric is updated in Plecto

Then

Check if the drop is greater than 20% and send an immediate SMS alert.

Put on Autopilot

5. Quarterly goal progress update

WhenEvery Monday at 09:00 AM

Then

Calculate progress toward quarterly goals in Plecto and post to the leadership Slack channel.

Put on Autopilot

Build your own autopilot

Set the trigger. Describe the action. Done.

1. Select when agent is executed

App

Plecto

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.

Weekly Sales Review Playbook

FormCollect data with form

1. Enter Team Metrics

Enter Team Metrics

Fill fields below 👇

Sales Data *

AI AgentExecute agent from playbook

2. Analyse Performance

Agent

Analyse {{Sales Data}} to identify performance gaps and coaching needs.

Complete in a clickSend data to 1500+ apps

3. Draft Feedback Emails

Create DraftinGmail

4. Post Summary to Slack

Send MessageinSlack

Weekly Sales Review Playbook

Analyse rep performance and generate coaching feedback.

Clone This Playbook

New Rep Onboarding Playbook

Set up targets and dashboards for new team members.

Clone This Playbook

Pipeline Cleanup Playbook

Identify and flag stale deals for review.

Clone This Playbook

Incentive Programme Playbook

Calculate and announce sales contest winners.

Clone This Playbook

Quarterly Target Setting Playbook

Distribute and update new quarterly targets.

Clone This Playbook

Churn Risk Assessment Playbook

Analyse health scores and identify churn risks.

Clone This Playbook

Feedback Loop Playbook

Summarise customer feedback and share with product.

Clone This Playbook

Onboarding Progress Playbook

Monitor and support new customer onboarding.

Clone This Playbook

Monthly CS Report Playbook

Generate and distribute CS performance reports.

Clone This Playbook

Support Escalation Playbook

Identify and escalate complex support issues.

Clone This Playbook

Data Integrity Playbook

Identify and fix data errors in Plecto.

Clone This Playbook

Dashboard Audit Playbook

Identify unused widgets and dashboards.

Clone This Playbook

Integration Health Playbook

Check status of all Plecto integrations.

Clone This Playbook

KPI Definition Playbook

Document and update KPI definitions.

Clone This Playbook

Access Control Playbook

Review and update user access levels.

Clone This Playbook

Growth Strategy Playbook

Analyse growth trends and identify opportunities.

Clone This Playbook

Board Meeting Prep Playbook

Compile key metrics for board meetings.

Clone This Playbook

Market Expansion Playbook

Analyse performance in new markets.

Clone This Playbook

Investment Readiness Playbook

Prepare financial metrics for investors.

Clone This Playbook

Culture & Engagement Playbook

Monitor team engagement metrics.

Clone This Playbook

1500+ App Integrations

Connect Plecto + 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

Goal is reached in Plecto

Then

Recurring Work on autopilot

Autopilot

Performance Review

Enter target metric

Analyse performance data

Send report to manager

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

Plecto

A Product by

Trusted by

42,000+ businesses worldwide

Certified

FAQ

Questions
About Plecto AI Agent

An AI agent for Plecto is a tool that connects directly to your performance data to execute tasks. It doesn't just show you metrics; it analyses them, generates reports, and triggers actions in your 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 Plecto

Turn your real-time performance data into decisive business actions

Catch up on every rep currently falling below their weekly target

Analyse why the team missed the monthly revenue goal

Prepare a leaderboard for the end of the day

Identify the top-performing lead sources this month

Check for any stale deals in the pipeline

Got a different task in mind? Describe it

Identify customers at risk of churn based on recent activity

Summarise the team's response times for the week

Find the most common support topics this month

Check if any key account metrics have dropped

Draft a thank you email for high-engagement users

Got a different task in mind? Describe it

Validate data consistency across Plecto and your CRM

Clean up outdated dashboard widgets

Generate a monthly operational efficiency report

Check for any broken data connections

Update team targets for the new quarter

Got a different task in mind? Describe it

Get a high-level pulse check on the business

Compare our current growth against last year

Check if we are on track for the annual goal

Flag any major performance anomalies

Prepare a summary for the board meeting

Got a different task in mind? Describe it

How Does a Plecto AI Agent Work

Act on performance data the moment it changes — with agents on autopilot

1. Celebrate big wins in Slack the moment they happen

2. Flag reps who fall behind their daily pace

3. Notify the team of new deal records

4. Weekly performance digest for the team

5. Alert on pipeline stagnation

1. Triage urgent support tickets based on volume

2. Daily health check for key accounts

3. Notify when response times spike

4. Weekly churn risk report

5. Celebrate positive customer feedback

1. Monitor data source health

2. Audit dashboard widget updates

3. Data discrepancy alert

4. Sync target updates

5. Performance anomaly detection

1. Daily revenue pulse

2. Alert on significant growth milestones

3. Weekly executive summary

4. Flag sudden performance drops

5. Quarterly goal progress update

Playbooks

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

What are playbooks?

Weekly Sales Review Playbook

New Rep Onboarding Playbook

Pipeline Cleanup Playbook

Incentive Programme Playbook

Quarterly Target Setting Playbook

Churn Risk Assessment Playbook

Feedback Loop Playbook

Onboarding Progress Playbook

Monthly CS Report Playbook

Support Escalation Playbook

Data Integrity Playbook

Dashboard Audit Playbook

Integration Health Playbook

KPI Definition Playbook

Access Control Playbook

Growth Strategy Playbook

Board Meeting Prep Playbook

Market Expansion Playbook

Investment Readiness Playbook

Culture & Engagement Playbook

Connect Plecto + 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 Plecto AI Agent

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

Most Tools Call Themselves Agents.
Few Actually Are.

Questions
About Plecto AI Agent