Ready-to-adopt AI agents for operations teams
56 domain agents across 6 functions, each a working starting point: adopt it, adapt its rules and fields to your team, and tacitrun tests it against its own process, runs it in shadow, and holds every write for a person.
AI agents for Revenue ops8
- Pipeline Hygiene Auditor
Flags stale, mis-staged, or at-risk deals and nudges their owners.
Salesforce · HubSpot · Microsoft Dynamics 365 · Slack · Microsoft Teams
- Forecast Roll-up
Compiles the weekly forecast from CRM data plus manager adjustments.
Salesforce · HubSpot · Microsoft Dynamics 365 · Google Sheets
- Territory & Quota Planner
Drafts balanced territory and quota proposals from historical performance and TAM.
Salesforce · HubSpot · Microsoft Dynamics 365 · ZoomInfo · Google Sheets
- Commission Calculator
Computes draft commissions from closed deals against each rep’s plan.
Salesforce · HubSpot · Microsoft Dynamics 365
- Win/Loss Analyzer
Reviews closed deals, tags why they were won or lost, and surfaces the trends.
Salesforce · HubSpot · Microsoft Dynamics 365
- ARR Bridge Builder
Builds the ARR bridge — new, expansion, contraction, churn — for the period.
Salesforce · HubSpot · Microsoft Dynamics 365 · DocuSign Agreement Manager
- Churn Early-Warning
Watches usage and support signals to flag accounts at risk of churning.
Salesforce · HubSpot · Microsoft Dynamics 365 · ServiceNow · Zendesk · Intercom
- Net Revenue Retention Reporter
Produces NRR/GRR by cohort from billing and CRM data.
Salesforce · HubSpot · Microsoft Dynamics 365
AI agents for Sales ops19
- Quote / CPQ Builder
Turns a deal and chosen products into a clean, priced, policy-compliant quote.
Salesforce · HubSpot · Microsoft Dynamics 365
- Deal Desk Reviewer
Reviews non-standard quotes and discounts against policy and routes them for the right approval.
Salesforce · HubSpot · Microsoft Dynamics 365 · Slack · Microsoft Teams
- Lead Router
On every new lead, enriches it and assigns it to the right rep by territory and rules.
Salesforce · HubSpot · Microsoft Dynamics 365 · ZoomInfo · SalesLoft
- CRM Hygiene Fixer
Nightly, dedupes records and fills missing required fields across the CRM.
Salesforce · HubSpot · Microsoft Dynamics 365 · ZoomInfo · SalesLoft
- Renewal Prep
Assembles a renewal packet — usage, history, and pricing — before the renewal conversation.
Salesforce · HubSpot · Microsoft Dynamics 365 · ServiceNow · Zendesk · Intercom
- Opportunity Contact Role Filler
Fills in missing Opportunity Contact Roles by inferring each contact’s buying role from their title.
Salesforce · HubSpot · Microsoft Dynamics 365
- Account Owner Reassigner
Applies your territory rules and reassigns account ownership in bulk — with a per-book review.
Salesforce · HubSpot · Microsoft Dynamics 365
- Closed-Lost Reason Capturer
On closed-lost deals missing a loss reason, suggests one from the deal’s notes and writes it.
Salesforce · HubSpot · Microsoft Dynamics 365
- HubSpot → Salesforce Lead Handoff
Reads marketing-qualified contacts from HubSpot and creates matching leads/opportunities in Salesforce.
Salesforce · HubSpot · Microsoft Dynamics 365
- Cross-CRM Reconciliation Auditor
Compares HubSpot and Salesforce and reports records that are missing or mismatched between them.
Salesforce · HubSpot · Microsoft Dynamics 365
- Salesforce Data Quality Auditor
Profiles a Salesforce object and reports duplicates, blank required fields, malformed values, and stale records.
Salesforce · HubSpot · Microsoft Dynamics 365
- Duplicate Finder & Merger
Finds duplicate Accounts, Contacts, and Leads and proposes safe merges for your approval.
Salesforce · HubSpot · Microsoft Dynamics 365
- Field Standardizer
Normalizes formats across records — phone, state/country, job titles, and casing — to one house style.
Salesforce · HubSpot · Microsoft Dynamics 365
- Data Re-import Loader
Picks up a cleaned file and re-imports it into Salesforce idempotently, keyed on an external ID.
Salesforce · HubSpot · Microsoft Dynamics 365 · SFTP / FTPS · Google Cloud Storage
- Import Reconciliation Auditor
After a re-import, verifies the loaded data matches the source file and reports exceptions.
Salesforce · HubSpot · Microsoft Dynamics 365 · SFTP / FTPS · Google Cloud Storage
- Account Research Brief
Assembles a pre-meeting brief on an account — news, org, history, openers.
Salesforce · HubSpot · Microsoft Dynamics 365 · ZoomInfo
- Proposal Generator
Drafts a tailored proposal from the deal and a chosen template.
Salesforce · HubSpot · Microsoft Dynamics 365
- Follow-up Sequencer
Schedules and sends timely follow-ups to no-shows and stalled threads.
Salesforce · HubSpot · Microsoft Dynamics 365 · SalesLoft
- Order Form Validator
Validates a signed order form against the quote before it’s processed.
Salesforce · HubSpot · Microsoft Dynamics 365 · DocuSign Agreement Manager
AI agents for Commerce / digital ops10
- Product Listing Enricher
Fills and normalizes product detail-page attributes from the PIM.
SAP · Adobe Commerce · Adobe Commerce (Cloud Service) · Salesforce B2C Commerce · Shopify · Akeneo · Salsify · inRiver
- Catalog QA Auditor
Checks listings for missing images, specs, and compliance issues before they go live.
SAP · Adobe Commerce · Adobe Commerce (Cloud Service) · Salesforce B2C Commerce · Shopify · Akeneo · Salsify · inRiver
- Price Change Publisher
Applies approved price changes across channels — with a human check before anything goes live.
SAP · Adobe Commerce · Adobe Commerce (Cloud Service) · Salesforce B2C Commerce · Shopify
- Order Exception Handler
Triages stuck or failed orders and proposes the fix.
SAP · Adobe Commerce · Adobe Commerce (Cloud Service) · Salesforce B2C Commerce · Shopify
- Promo Setup
Configures a promotion across channels from a plain-language brief.
SAP · Adobe Commerce · Adobe Commerce (Cloud Service) · Salesforce B2C Commerce · Shopify
- Inventory Sync Watcher
Flags stock-level mismatches across storefront and ERP.
SAP · Adobe Commerce · Adobe Commerce (Cloud Service) · Salesforce B2C Commerce · Shopify
- Replenishment Planner
Suggests reorders from stock levels and sales velocity.
SAP · Adobe Commerce · Adobe Commerce (Cloud Service) · Salesforce B2C Commerce · Shopify
- Abandoned Cart Recovery
Triggers the right recovery message when a cart is abandoned.
Gmail · Outlook · SAP · Adobe Commerce · Adobe Commerce (Cloud Service) · Salesforce B2C Commerce · Shopify
- Price Competitiveness Monitor
Flags products priced out of line with the market.
SAP · Adobe Commerce · Adobe Commerce (Cloud Service) · Salesforce B2C Commerce · Shopify
- Vendor Catalog Onboarding
Onboards a new supplier’s catalog into your PIM with clean attributes.
Akeneo · Salsify · inRiver
AI agents for Service / customer ops8
- Ticket Triage
Categorizes, prioritizes, and routes every inbound support ticket.
ServiceNow · Zendesk · Intercom · Slack · Microsoft Teams
- Response Drafter
Drafts ticket replies grounded in the knowledge base and account history.
ServiceNow · Zendesk · Intercom
- Escalation Watcher
Detects at-risk and SLA-breaching tickets and escalates them with context.
ServiceNow · Zendesk · Intercom · Slack · Microsoft Teams
- Knowledge Gap Finder
Mines recent tickets for questions the knowledge base can’t answer.
ServiceNow · Zendesk · Intercom
- Customer Onboarding Driver
Drives a new customer through onboarding steps and nudges blockers.
Salesforce · HubSpot · Microsoft Dynamics 365 · ServiceNow · Zendesk · Intercom
- Customer Health Monitor
Maintains a customer health score and alerts on drops.
Salesforce · HubSpot · Microsoft Dynamics 365 · ServiceNow · Zendesk · Intercom
- Refund Approver
Evaluates refund requests against policy and approves or refers.
ServiceNow · Zendesk · Intercom
- CSAT / NPS Analyzer
Analyzes survey verbatims into themes and recommended fixes.
ServiceNow · Zendesk · Intercom
AI agents for Billing / collections ops2
- Invoice Exception Resolver
Investigates disputed or failed invoices and proposes a resolution.
Salesforce · HubSpot · Microsoft Dynamics 365 · DocuSign Agreement Manager
- Credit Memo Issuer
Evaluates credit requests against policy and prepares the memo.
Salesforce · HubSpot · Microsoft Dynamics 365
AI agents for Staffing & workforce ops9
- Digital Recruiter
Screens and ranks applicants for an open order, then drafts bilingual outreach — you approve every step.
TempWorks
- Digital Scheduler / Dispatcher
Fills open and called-off shifts with eligible, compliant workers and confirms coverage with the client.
TempWorks
- Onboarding Agent
Runs a new placement through a bilingual onboarding checklist and document collection.
TempWorks
- Timecard & Payroll-Q&A Agent
Reconciles timecards against schedules pre-payroll and answers worker pay questions from tenant data.
TempWorks
- HR Agent (bilingual)
Answers worker PTO / benefits / policy questions in English or Spanish, grounded in the tenant's handbook.
TempWorks
- Safety & Compliance Agent
Tracks cert/training expiry and IL Day & Temp Labor Act obligations, and drafts required notices for sign-off.
TempWorks
- Operations / Reporting (Digital Ops Manager)
Computes fill/attendance/turnover KPIs and generates recurring client reports and an internal ops digest.
TempWorks
- Client Customer-Service Agent
Answers client and worker service inquiries (order status, staffing requests, where-is-my-worker) and routes them.
TempWorks
- Sales Development (SDR) Agent
Identifies and qualifies prospective employer clients and drafts personalized outreach for sign-off.
TempWorks
Why offload this process to tacitrun’s AI operating layer
tacitrun is built for exactly this handoff: a business team describes the process it already runs, and the platform turns it into governed domain agents that work across the systems you have, under your IT’s approval, with every write waiting for a person.
- Built from your procedure, not a vendor template
- Describe the process in plain English or hand over the SOP. tacitrun compiles it into a process graph and composes one domain agent per step, so the agents carry your rules, your exceptions and your vocabulary.
- Tested against the process before it can act
- Evaluation cases are derived from the graph itself, so a passing agent is one that does what your process says. Then it runs in shadow beside your team on real work before anyone lets it act.
- Every write stops for a person
- The approval gate sits on the actual call to Salesforce, Shopify, SendGrid, SAP or any connected system. A person accepts, modifies or rejects; the corrected version is what executes; the trace keeps the record.
- Runs across the systems you already have
- Built-in connectors, your own REST APIs or MCP servers, and on the Enterprise plan your own cloud project and your own models. The systems of record stay where they are; the layer does the work between them.
- IT approves, business leads
- Business users build and prove; IT connects the credentials, binds the fields and approves before anything goes live. Neither side inherits the other’s risk.