Does the Wealthbox CRM agent actually execute tasks?

Yes. Unlike a copilot that only suggests text, our agent performs the work across Wealthbox CRM and your other apps, such as updating fields or sending emails, based on your instructions.

How is this different from native Wealthbox CRM AI?

Native AI features in Wealthbox CRM are often limited to specific internal functions. Our agent works across your entire stack, connecting Wealthbox CRM to Gmail, Slack, and other tools.

Is this just another automation tool like Zapier?

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

Does the agent monitor my Wealthbox CRM account 24/7?

Yes. Our autopilot agents watch for specific triggers in Wealthbox CRM, such as new notes or contacts, and act immediately, ensuring no client request or data update is missed.

How do you handle my client data safety?

We prioritise security by using encrypted connections and strict access controls. Your client data is processed only to complete the tasks you explicitly authorise.

Can the agent connect Wealthbox CRM to other apps?

Yes. Our platform integrates Wealthbox CRM with 1,500+ other apps, allowing the agent to pull data from one, process it, and update another seamlessly.

AI Agent for Wealthbox CRM

Log meeting notes, update client records, and draft follow-up emails automatically. DoMyWork AI agents work with Wealthbox CRM and 1,500+ apps to keep your practice running smoothly.

Summarise my meeting notes from yesterday and update the contact record

Draft a follow-up email in Gmail for all clients with a meeting today

Find all contacts missing a phone number and search the web for it

Create a task in Wealthbox for every new lead in my spreadsheet

Check for upcoming client birthdays and draft a card note

Export my client list and create a summary report in Google Sheets

Agent for

Wealthbox CRM

A Product by

Trusted by

42,000+ businesses worldwide

Certified

💬 Chat with agent

Turn your client interactions into resolved practice actions

Log meeting notes, enrich contact data, draft follow-up emails, and update your client records instantly.

3 contact records updated

Catch up on every client meeting note from last week

"Check my meeting notes from last week in Wealthbox CRM, summarise the action items, and create a follow-up task for each client in Wealthbox CRM. Post the summary to Slack."

Send Message

Draft responses to urgent client emails

"Review my inbox for emails from high-net-worth clients, draft a polite response acknowledging their request, and save as a draft in Gmail."

Send Message

Find missing contact details for my top clients

"Identify my top 20 clients in Wealthbox CRM, check for missing phone numbers or emails, and search the web to fill in the gaps."

Send Message

Prepare a summary of recent market news for a client

"Search for the latest news on a specific stock mentioned in a client note and draft a brief, professional summary email."

Send Message

Flag clients who need a portfolio review this quarter

"Scan my client list in Wealthbox CRM for anyone who hasn't had a meeting in 6 months and create a task to reach out."

Send Message

Got a different task in mind? Describe it

Send Message

Clean up duplicate contact records

"Find duplicate contacts in Wealthbox CRM based on email address, merge the records while keeping the most recent data, and log the change."

Send Message

Audit task completion rates for the team

"Pull a list of tasks completed by the team last month and create a performance summary in Google Sheets."

Send Message

Standardise client tagging across the database

"Review all client tags in Wealthbox CRM and update them to match our new firm-wide naming convention."

Send Message

Check for incomplete client profiles

"List all contacts lacking a physical address and create a report for the support team to follow up."

Send Message

Sync client data with our billing software

"Compare the client list in Wealthbox CRM with our billing system and flag any discrepancies."

Send Message

Got a different task in mind? Describe it

Send Message

Organise client documents from emails

"Scan my inbox for attachments from clients, save them to the appropriate client folder in Google Drive, and add a note in Wealthbox CRM."

Send Message

Prepare meeting agendas for tomorrow

"Look at my calendar for tomorrow, find the associated client in Wealthbox CRM, and draft an agenda based on their recent activity."

Send Message

Update client birthdays and anniversaries

"Extract birth dates from client emails and update the corresponding fields in Wealthbox CRM."

Send Message

Follow up on pending document signatures

"Check which clients haven't signed their documents yet and draft a friendly reminder email."

Send Message

Log all client phone calls from the last 48 hours

"Review my call logs and create a note in Wealthbox CRM for each client interaction."

Send Message

Got a different task in mind? Describe it

Send Message

Segment clients for a newsletter campaign

"Group clients in Wealthbox CRM by their investment interest and export the list to our email platform."

Send Message

Update the firm website with recent team hires

"Take the bio info from our internal records and format it for the website CMS."

Send Message

Track client event attendance

"Review the RSVPs from our recent webinar and update the 'Event Attended' field in Wealthbox CRM for each contact."

Send Message

Draft social media posts based on firm news

"Take our latest firm announcement and draft three social media posts for LinkedIn."

Send Message

Analyse campaign performance against client engagement

"Match our email campaign click data with client activity in Wealthbox CRM to see what content resonates."

Send Message

Got a different task in mind? Describe it

Send Message

How Does a Wealthbox CRM AI Agent Work

Connect Your Apps

Type Your Task

Agent Executes & Reports Back

See it in action

Try Wealthbox CRM AI Agent

🛸 Autopilot

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

The agents work across your apps 24/7.

They catch new leads, update records, and flag urgent client needs before you even open Wealthbox CRM.

Setting up an autopilot is too easy

New task is created in Wealthbox CRM

Describe...

1. Draft follow-up emails after every client meeting

WhenNew note is added in Wealthbox CRM

Then

Read the note, identify the client and action items, and draft a professional follow-up email in Gmail.

Put on Autopilot

2. Alert the team when a high-value client reaches out

WhenNew email is received in Wealthbox CRM

Then

Check the sender's net worth, and if they are a top client, post an urgent alert to Slack.

Put on Autopilot

3. Update portfolio status when market alerts arrive

WhenEvery morning at 08:00 AM

Then

Check for major market news, and if it affects a client's holdings, draft a brief update note in their Wealthbox profile.

Put on Autopilot

4. Remind me to call clients on their birthdays

WhenEvery day at 09:00 AM

Then

Check for client birthdays today and create a high-priority task in Wealthbox CRM to call them.

Put on Autopilot

5. Flag inactive accounts for review

WhenEvery Monday at 09:00 AM

Then

Identify clients with no contact in 6 months and create a task for the advisor to reach out.

Put on Autopilot

1. Validate new contact information

WhenNew contact is created in Wealthbox CRM

Then

Verify the contact's email format and address, and flag the record in Wealthbox CRM if info is missing.

Put on Autopilot

2. Log all new client activity to the firm dashboard

WhenNew note is added in Wealthbox CRM

Then

Summarise the note and add it to our firm-wide Google Sheets activity log.

Put on Autopilot

3. Notify compliance of new account openings

WhenNew contact is created in Wealthbox CRM

Then

If the contact is marked as a new client, email the compliance team with the details.

Put on Autopilot

4. Clean up old tasks automatically

WhenEvery Friday at 05:00 PM

Then

Find all tasks overdue by more than 30 days and mark them as 'Archived' in Wealthbox CRM.

Put on Autopilot

5. Sync new clients to the billing system

WhenNew contact is created in Wealthbox CRM

Then

Add the new client to our billing system with their contact details.

Put on Autopilot

1. Route support requests to the right advisor

WhenNew email is received in Wealthbox CRM

Then

Classify the email topic and assign it as a task to the primary advisor in Wealthbox CRM.

Put on Autopilot

2. Confirm meeting bookings in the CRM

WhenNew task is created in Wealthbox CRM

Then

If the task is a meeting, add it to the client's record in Wealthbox CRM with the date and time.

Put on Autopilot

3. Send welcome emails to new prospects

WhenNew contact is created in Wealthbox CRM

Then

Send a personalised welcome email from the advisor's Gmail account.

Put on Autopilot

4. Flag document requests for immediate action

WhenNew note is added in Wealthbox CRM

Then

If the note mentions 'signature' or 'document', set the task priority to 'High' in Wealthbox CRM.

Put on Autopilot

5. Update client status after a meeting

WhenNew note is added in Wealthbox CRM

Then

If the note says 'client onboarded', update the status field in Wealthbox CRM to 'Active'.

Put on Autopilot

1. Add webinar attendees to the mailing list

WhenNew note is added in Wealthbox CRM

Then

If the note mentions 'webinar', add the client's email to our newsletter list.

Put on Autopilot

2. Track lead source for new contacts

WhenNew contact is created in Wealthbox CRM

Then

Check the contact's source field and update our marketing report in Google Sheets.

Put on Autopilot

3. Send birthday cards to top clients

WhenEvery month on the 1st

Then

Find top-tier clients with birthdays this month and draft a physical card request for the office manager.

Put on Autopilot

4. Update social media following for clients

WhenNew contact is created in Wealthbox CRM

Then

Search LinkedIn for the client's profile and save the link in their Wealthbox CRM record.

Put on Autopilot

5. Generate monthly marketing engagement report

WhenEvery month on the 30th

Then

Compile all marketing-related notes from Wealthbox CRM and email a summary to the partners.

Put on Autopilot

Build your own autopilot

Set the trigger. Describe the action. Done.

1. Select when agent is executed

App

Wealthbox CRM

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 Review Playbook

FormCollect data with form

1. Enter Client Name

Enter Client Name

Fill fields below 👇

Client Name *

AI AgentExecute agent from playbook

2. Gather and Summarise

Agent

Pull meeting notes for {{Client Name}} from Wealthbox CRM and summarise goals.

3. Save to Wealthbox CRM

Add NoteinWealthbox CRM

Client Review Playbook

Prepare for a client review meeting in one click.

Clone This Playbook

New Lead Qualification Playbook

Qualify a lead and set up their profile.

Clone This Playbook

Market Update Playbook

Draft a market update for a client.

Clone This Playbook

Referral Thank You Playbook

Send a thank you note for a referral.

Clone This Playbook

Compliance Review Playbook

Flag a note for compliance review.

Clone This Playbook

Database Cleanup Playbook

Merge duplicate records.

Clone This Playbook

Report Generation Playbook

Create a monthly activity report.

Clone This Playbook

Tag Audit Playbook

Audit client tags.

Clone This Playbook

Billing Sync Playbook

Sync billing info.

Clone This Playbook

Task Audit Playbook

Audit overdue tasks.

Clone This Playbook

Document Filing Playbook

File client documents.

Clone This Playbook

Agenda Prep Playbook

Prepare meeting agenda.

Clone This Playbook

Birthday Note Playbook

Send birthday wishes.

Clone This Playbook

Signature Follow-up Playbook

Check signatures.

Clone This Playbook

Call Log Playbook

Log client calls.

Clone This Playbook

Segment List Playbook

Segment clients.

Clone This Playbook

Bio Update Playbook

Update team bios.

Clone This Playbook

Webinar Follow-up Playbook

Follow up on webinars.

Clone This Playbook

Social Post Playbook

Draft social post.

Clone This Playbook

Campaign Analysis Playbook

Analyse campaign.

Clone This Playbook

1500+ App Integrations

Connect Wealthbox CRM + 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 task is created in Wealthbox CRM

Then

Recurring Work on autopilot

Autopilot

Client Onboarding

Enter client details

Generate welcome packet

Update Wealthbox 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

Wealthbox CRM

A Product by

Trusted by

42,000+ businesses worldwide

Certified

FAQ

Questions
About Wealthbox CRM AI Agent

It is an intelligent worker that connects to Wealthbox CRM to perform tasks like updating client records, drafting emails, and logging notes, executing the work directly rather than just suggesting it.

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 Wealthbox CRM

Turn your client interactions into resolved practice actions

Catch up on every client meeting note from last week

Draft responses to urgent client emails

Find missing contact details for my top clients

Prepare a summary of recent market news for a client

Flag clients who need a portfolio review this quarter

Got a different task in mind? Describe it

Clean up duplicate contact records

Audit task completion rates for the team

Standardise client tagging across the database

Check for incomplete client profiles

Sync client data with our billing software

Got a different task in mind? Describe it

Organise client documents from emails

Prepare meeting agendas for tomorrow

Update client birthdays and anniversaries

Follow up on pending document signatures

Log all client phone calls from the last 48 hours

Got a different task in mind? Describe it

Segment clients for a newsletter campaign

Update the firm website with recent team hires

Track client event attendance

Draft social media posts based on firm news

Analyse campaign performance against client engagement

Got a different task in mind? Describe it

How Does a Wealthbox CRM AI Agent Work

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

1. Draft follow-up emails after every client meeting

2. Alert the team when a high-value client reaches out

3. Update portfolio status when market alerts arrive

4. Remind me to call clients on their birthdays

5. Flag inactive accounts for review

1. Validate new contact information

2. Log all new client activity to the firm dashboard

3. Notify compliance of new account openings

4. Clean up old tasks automatically

5. Sync new clients to the billing system

1. Route support requests to the right advisor

2. Confirm meeting bookings in the CRM

3. Send welcome emails to new prospects

4. Flag document requests for immediate action

5. Update client status after a meeting

1. Add webinar attendees to the mailing list

2. Track lead source for new contacts

3. Send birthday cards to top clients

4. Update social media following for clients

5. Generate monthly marketing engagement report

Playbooks

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

What are playbooks?

Client Review Playbook

New Lead Qualification Playbook

Market Update Playbook

Referral Thank You Playbook

Compliance Review Playbook

Database Cleanup Playbook

Report Generation Playbook

Tag Audit Playbook

Billing Sync Playbook

Task Audit Playbook

Document Filing Playbook

Agenda Prep Playbook

Birthday Note Playbook

Signature Follow-up Playbook

Call Log Playbook

Segment List Playbook

Bio Update Playbook

Webinar Follow-up Playbook

Social Post Playbook

Campaign Analysis Playbook

Connect Wealthbox CRM + 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 Wealthbox CRM AI Agent

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

Most Tools Call Themselves Agents.
Few Actually Are.

Questions
About Wealthbox CRM AI Agent