AI agents for Sales ops

19 ready-to-adopt AI agents for Sales ops — Quote / CPQ Builder, Deal Desk Reviewer, Lead Router and more — each with its steps, systems and approval points.…

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  • Assistant mode

    Quote / CPQ Builder

    Turns a deal and chosen products into a clean, priced, policy-compliant quote.

    Salesforce · HubSpot · Microsoft Dynamics 365

  • Autonomous

    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

  • Automation

    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

  • Automation

    CRM Hygiene Fixer

    Nightly, dedupes records and fills missing required fields across the CRM.

    Salesforce · HubSpot · Microsoft Dynamics 365 · ZoomInfo · SalesLoft

  • Assistant mode

    Renewal Prep

    Assembles a renewal packet — usage, history, and pricing — before the renewal conversation.

    Salesforce · HubSpot · Microsoft Dynamics 365 · ServiceNow · Zendesk · Intercom

  • Automation

    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

  • Autonomous

    Account Owner Reassigner

    Applies your territory rules and reassigns account ownership in bulk — with a per-book review.

    Salesforce · HubSpot · Microsoft Dynamics 365

  • Automation

    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

  • Automation

    HubSpot → Salesforce Lead Handoff

    Reads marketing-qualified contacts from HubSpot and creates matching leads/opportunities in Salesforce.

    Salesforce · HubSpot · Microsoft Dynamics 365

  • Assistant mode

    Cross-CRM Reconciliation Auditor

    Compares HubSpot and Salesforce and reports records that are missing or mismatched between them.

    Salesforce · HubSpot · Microsoft Dynamics 365

  • Assistant mode

    Salesforce Data Quality Auditor

    Profiles a Salesforce object and reports duplicates, blank required fields, malformed values, and stale records.

    Salesforce · HubSpot · Microsoft Dynamics 365

  • Autonomous

    Duplicate Finder & Merger

    Finds duplicate Accounts, Contacts, and Leads and proposes safe merges for your approval.

    Salesforce · HubSpot · Microsoft Dynamics 365

  • Automation

    Field Standardizer

    Normalizes formats across records — phone, state/country, job titles, and casing — to one house style.

    Salesforce · HubSpot · Microsoft Dynamics 365

  • Autonomous

    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

  • Assistant mode

    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

  • Assistant mode

    Account Research Brief

    Assembles a pre-meeting brief on an account — news, org, history, openers.

    Salesforce · HubSpot · Microsoft Dynamics 365 · ZoomInfo

  • Assistant mode

    Proposal Generator

    Drafts a tailored proposal from the deal and a chosen template.

    Salesforce · HubSpot · Microsoft Dynamics 365

  • Automation

    Follow-up Sequencer

    Schedules and sends timely follow-ups to no-shows and stalled threads.

    Salesforce · HubSpot · Microsoft Dynamics 365 · SalesLoft

  • Automation

    Order Form Validator

    Validates a signed order form against the quote before it’s processed.

    Salesforce · HubSpot · Microsoft Dynamics 365 · DocuSign Agreement Manager

Crew — several agents, one outcome

Salesforce Data Hygiene

Cleaning up messy CRM data and re-importing it cleanly — the manual, slow, error-prone job companies hand to interns or contractors.

A crew of governed domain agents that audits your Salesforce data, removes duplicates, standardizes formats, re-imports cleaned records idempotently, and reconciles the result — with a human approving every write.

What it delivers

  • A prioritized data-quality report before anything changes
  • Duplicates merged (human-approved) so routing and reporting work
  • Consistent formats — phone, state/country, titles, casing
  • Cleaned data re-imported idempotently — no duplicate records on re-run
  • A reconciliation report proving the load matched the source

The process

  1. 1 · Audit — Salesforce Data Quality Auditor · Know exactly what to fix
  2. 2 · De-duplicate — Duplicate Finder & Merger · Merge dupes, human-approved
  3. 3 · Standardize — Field Standardizer · One consistent house style
  4. 4 · Re-import — Data Re-import Loader · Idempotent upsert of cleaned data
  5. 5 · Reconcile — Import Reconciliation Auditor · Proof the load is correct

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.
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