Does DoMyWork actually execute tasks in Upnify?

Yes. Unlike AI copilots that only suggest text, DoMyWork executes the work. It reads your Upnify data, makes decisions, and performs the necessary actions across your apps.

How is this different from native AI in Upnify?

Native AI is often limited to the app's own interface. DoMyWork connects Upnify to 1,500+ other apps, allowing it to perform complex, multi-step tasks that span your entire stack.

Is DoMyWork better than Zapier for Upnify tasks?

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

Can the agent monitor Upnify for me?

Yes. You can set up agents on autopilot to watch for specific triggers in Upnify, like new leads or deal changes, and act on them instantly without you needing to intervene.

Is my Upnify data safe?

We prioritise security. Your data is processed only to execute the tasks you assign. We do not use your CRM data to train our AI models.

Can the agent connect Upnify to other apps?

Absolutely. The power of the agent is its ability to connect Upnify to your email, helpdesk, project management tools, and more to complete end-to-end business outcomes.

AI Agent for Upnify

Qualify, update, and route your CRM records automatically. DoMyWork AI agents work with Upnify and 1,500+ apps to turn your contact data into revenue.

Find leads in Upnify that haven't been contacted in 5 days

Enrich my new Upnify contacts with LinkedIn data

Draft follow-up emails for my stale Upnify deals

Summarise the last 30 days of sales activity in Upnify

Add new website form entries to Upnify as leads

Check Upnify for duplicate contacts and merge them

Agent for

Upnify

A Product by

Trusted by

42,000+ businesses worldwide

Certified

💬 Chat with agent

Get every contact and deal to the right next step

Qualify leads, enrich CRM data, draft follow-ups, and update deal statuses.

12 leads identified and flagged

Catch up on every lead from last week that nobody followed up on

"Check last week's leads in Upnify, see who hasn't been contacted, and draft a follow-up email in Gmail for each one. Post the list to Slack when done."

Send Message

Find the deals that have quietly stopped moving

"Scan my Upnify deals for any that haven't been updated in 10 days and create a task for me to reach out."

Send Message

Draft responses for my most urgent deal inquiries

"Read the latest emails in Gmail related to my Upnify deals and draft replies for the ones asking for pricing."

Send Message

Clean up my contact list by removing outdated records

"Identify contacts in Upnify with invalid email formats and move them to a 'Cleanup' list."

Send Message

Prepare a briefing for my upcoming meetings

"Find the Upnify contact details for my meetings today and summarise their recent activity."

Send Message

Got a different task in mind? Describe it

Send Message

Enrich my new event leads with company context

"Take the list of new Upnify leads from my event, find their company websites, and add the industry and size to their profile."

Send Message

Segment my contact list based on recent engagement

"Check Upnify for contacts who opened my last three emails and tag them as 'High Interest'."

Send Message

Draft personalised follow-up content for new signups

"Read the details of new Upnify contacts and write a personalised intro email based on their company industry."

Send Message

Identify which marketing campaigns are driving the best leads

"Cross-reference Upnify leads with my campaign data and report which source has the highest conversion."

Send Message

Update my contact list with new social media handles

"Search for the LinkedIn profiles of my Upnify contacts and update their records with the links."

Send Message

Got a different task in mind? Describe it

Send Message

Flag accounts that haven't logged in recently

"Check Upnify for customer accounts with no activity in 30 days and create an escalation task."

Send Message

Summarise recent support tickets for account reviews

"Pull the last 5 support tickets from Zendesk for my Upnify contacts and create a summary for their account health."

Send Message

Draft check-in emails for my active customers

"Identify customers in Upnify who haven't had a check-in call in 90 days and draft a friendly outreach email."

Send Message

Update customer records with feedback from surveys

"Read the latest survey results in Typeform and update the corresponding Upnify contact with their score."

Send Message

Prepare onboarding status reports for the team

"List all new Upnify accounts in the onboarding stage and their current progress."

Send Message

Got a different task in mind? Describe it

Send Message

Identify and merge duplicate contact records

"Scan Upnify for contacts with the same email address and merge them into a single record."

Send Message

Audit my CRM data for missing fields

"Find all Upnify leads missing a phone number and generate a report for the sales team to fill."

Send Message

Standardise my contact naming conventions

"Check all Upnify contacts for lowercase names and fix the capitalisation."

Send Message

Sync my CRM data to my billing system

"Compare active Upnify accounts with my QuickBooks records and flag any discrepancies."

Send Message

Generate a weekly report on CRM health

"Analyse the total number of contacts, active deals, and missing data points in Upnify and email the report to me."

Send Message

Got a different task in mind? Describe it

Send Message

How Does a Upnify AI Agent Work

Connect Your Apps

Type Your Task

Agent Executes & Reports Back

See it in action

Try Upnify AI Agent

🛸 Autopilot

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

The agents work across your apps 24/7.

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

Setting up an autopilot is too easy

New contact is created in Upnify

Describe...

1. Qualify new leads the moment they arrive

WhenNew contact is created in Upnify

Then

Check the company size and industry, compare against our ICP, and tag the lead as 'Qualified' or 'Nurture'.

Put on Autopilot

2. Assign new leads to representatives instantly

WhenNew contact is created in Upnify

Then

Determine the lead's region and assign the contact to the correct account manager.

Put on Autopilot

3. Send a welcome email to new leads

WhenNew contact is created in Upnify

Then

Draft and send a personalised introduction email from the assigned rep.

Put on Autopilot

4. Flag deals that have gone cold

WhenEvery Monday at 09:00 AM

Then

Review all open Upnify deals and flag any that haven't been updated in 14 days.

Put on Autopilot

5. Notify the team of closed deals

WhenDeal stage is changed in Upnify

Then

If the deal is 'Closed Won', post a celebration message to the sales Slack channel.

Put on Autopilot

1. Route form submissions to the CRM

WhenNew entry is received in Typeform

Then

Create a new contact in Upnify and add the form answers to the notes field.

Put on Autopilot

2. Sync new newsletter subscribers to CRM

WhenNew subscriber is added in Mailchimp

Then

Add the subscriber as a new contact in Upnify with the 'Newsletter' tag.

Put on Autopilot

3. Alert marketing when a lead becomes a deal

WhenNew deal is created in Upnify

Then

Notify the marketing team in Slack so they can track the lead source.

Put on Autopilot

4. Clean up contact data from new imports

WhenNew contact is created in Upnify

Then

Standardise the phone number format and ensure the name is properly capitalised.

Put on Autopilot

5. Weekly digest of new leads

WhenEvery Friday at 04:00 PM

Then

Summarise all new Upnify contacts from the week and email the list to the marketing lead.

Put on Autopilot

1. Create support tickets for unhappy customers

WhenContact tag is updated in Upnify

Then

If the tag is 'At Risk', create a ticket in Zendesk for the success team.

Put on Autopilot

2. Send check-in emails to new customers

WhenNew deal is created in Upnify

Then

If the deal is 'Closed Won', schedule a check-in email for 7 days later.

Put on Autopilot

3. Update account health scores

WhenContact is updated in Upnify

Then

Recalculate the health score based on the latest activity and update the field.

Put on Autopilot

4. Notify success managers of account changes

WhenContact is updated in Upnify

Then

If the account manager changes, alert the new manager via Slack.

Put on Autopilot

5. Monthly account review reminders

WhenEvery 1st of the month at 09:00 AM

Then

List all customers due for a review and create tasks for the success team.

Put on Autopilot

1. Ensure all new contacts have a company

WhenNew contact is created in Upnify

Then

If the company field is empty, search the web to find the company and update the record.

Put on Autopilot

2. Verify email addresses for new leads

WhenNew contact is created in Upnify

Then

Use an email validation tool to check the address and flag it if invalid.

Put on Autopilot

3. Sync CRM changes to internal databases

WhenContact is updated in Upnify

Then

Update the corresponding record in our SQL database with the new contact info.

Put on Autopilot

4. Daily report on CRM data quality

WhenEvery day at 08:00 AM

Then

Identify all Upnify contacts with missing critical data and report them to the ops team.

Put on Autopilot

5. Backup CRM data to cloud storage

WhenEvery Sunday at 11:00 PM

Then

Export all Upnify contacts to a CSV and save it to Google Drive.

Put on Autopilot

Build your own autopilot

Set the trigger. Describe the action. Done.

1. Select when agent is executed

App

Upnify

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. Enrich Lead

Agent

Enrich {{Lead Name}} at {{Company}} with size, industry, LinkedIn.

AI AgentExecute agent from playbook

3. Score Lead

Agent

Score against ICP and write a one-line reason.

Complete in a clickSend data to 1500+ apps

4. Add to Upnify

Create ContactinUpnify

5. Notify Owner

Send MessageinSlack

Lead Qualification Playbook

Run for every new lead. Scores, enriches, and routes in one click.

Clone This Playbook

Deal Follow-up Playbook

Generate tailored follow-ups for stalled deals.

Clone This Playbook

Meeting Briefing Playbook

Prepare for sales calls in seconds.

Clone This Playbook

Competitor Analysis Playbook

Track competitor mentions in deals.

Clone This Playbook

Reference Request Playbook

Automate reference outreach.

Clone This Playbook

Campaign Lead Sync Playbook

Sync leads from ads to Upnify.

Clone This Playbook

Content Promotion Playbook

Promote content to targeted leads.

Clone This Playbook

Event Attendee Sync Playbook

Sync event attendees to CRM.

Clone This Playbook

Social Lead Capture Playbook

Capture leads from social media.

Clone This Playbook

Lead Nurture Sequence Playbook

Set up a nurture sequence.

Clone This Playbook

Onboarding Checklist Playbook

Generate onboarding tasks.

Clone This Playbook

Renewal Risk Playbook

Identify renewal risks.

Clone This Playbook

Feedback Loop Playbook

Process customer feedback.

Clone This Playbook

QBR Preparation Playbook

Prepare for QBRs.

Clone This Playbook

Upsell Opportunity Playbook

Identify upsell potential.

Clone This Playbook

Data Cleanup Playbook

Clean CRM data.

Clone This Playbook

Duplicate Merge Playbook

Merge duplicates.

Clone This Playbook

CRM Audit Playbook

Audit CRM health.

Clone This Playbook

Integration Sync Playbook

Sync CRM to external tools.

Clone This Playbook

Backup Playbook

Backup CRM data.

Clone This Playbook

1500+ App Integrations

Connect Upnify + 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 contact is created in Upnify

Then

Recurring Work on autopilot

Autopilot

Lead Qualification

Enter lead details

Research company data

Update Upnify 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

Upnify

A Product by

Trusted by

42,000+ businesses worldwide

Certified

FAQ

Questions
About Upnify AI Agent

An AI agent for Upnify is a digital worker that executes tasks across your CRM and connected tools. It doesn't just suggest; it performs actions like updating records, drafting emails, and routing leads.

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 Upnify

Get every contact and deal to the right next step

Catch up on every lead from last week that nobody followed up on

Find the deals that have quietly stopped moving

Draft responses for my most urgent deal inquiries

Clean up my contact list by removing outdated records

Prepare a briefing for my upcoming meetings

Got a different task in mind? Describe it

Enrich my new event leads with company context

Segment my contact list based on recent engagement

Draft personalised follow-up content for new signups

Identify which marketing campaigns are driving the best leads

Update my contact list with new social media handles

Got a different task in mind? Describe it

Flag accounts that haven't logged in recently

Summarise recent support tickets for account reviews

Draft check-in emails for my active customers

Update customer records with feedback from surveys

Prepare onboarding status reports for the team

Got a different task in mind? Describe it

Identify and merge duplicate contact records

Audit my CRM data for missing fields

Standardise my contact naming conventions

Sync my CRM data to my billing system

Generate a weekly report on CRM health

Got a different task in mind? Describe it

How Does a Upnify AI Agent Work

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

1. Qualify new leads the moment they arrive

2. Assign new leads to representatives instantly

3. Send a welcome email to new leads

4. Flag deals that have gone cold

5. Notify the team of closed deals

1. Route form submissions to the CRM

2. Sync new newsletter subscribers to CRM

3. Alert marketing when a lead becomes a deal

4. Clean up contact data from new imports

5. Weekly digest of new leads

1. Create support tickets for unhappy customers

2. Send check-in emails to new customers

3. Update account health scores

4. Notify success managers of account changes

5. Monthly account review reminders

1. Ensure all new contacts have a company

2. Verify email addresses for new leads

3. Sync CRM changes to internal databases

4. Daily report on CRM data quality

5. Backup CRM data to cloud storage

Playbooks

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

What are playbooks?

Lead Qualification Playbook

Deal Follow-up Playbook

Meeting Briefing Playbook

Competitor Analysis Playbook

Reference Request Playbook

Campaign Lead Sync Playbook

Content Promotion Playbook

Event Attendee Sync Playbook

Social Lead Capture Playbook

Lead Nurture Sequence Playbook

Onboarding Checklist Playbook

Renewal Risk Playbook

Feedback Loop Playbook

QBR Preparation Playbook

Upsell Opportunity Playbook

Data Cleanup Playbook

Duplicate Merge Playbook

CRM Audit Playbook

Integration Sync Playbook

Backup Playbook

Connect Upnify + 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 Upnify AI Agent

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

Most Tools Call Themselves Agents.
Few Actually Are.

Questions
About Upnify AI Agent