Agents for the work around your business
Here's a selection of the agents you can put to work. Each one reads only what you allow, and leaves its work as drafts for you to approve.
Finance and reporting
Churn and payment watch
Finds customers you could lose, from cancellations, failed payments and accounts behind on payments, with the monthly revenue at stake.
- Read Stripe
- Draft for approval, never sends
What it can access
- See your Stripe customers and when they joined. Not their names or contact details.
- See your Stripe subscriptions, their prices and when they started or ended.
- See your Stripe payments and refunds.
- Create drafts for you to review. Nothing is sent until you approve it.
Investor update agent
Drafts a monthly investor update from revenue data and team highlights.
- Read Stripe
- Read Slack
- Draft for approval, never sends
What it can access
- See your Stripe subscriptions, their prices and when they started or ended.
- See your Stripe payments and refunds.
- Read messages in the Slack channels you choose.
- Create drafts for you to review. Nothing is sent until you approve it.
Sales
Call follow-up agent
Turns a sales call transcript into a call summary, a proposed HubSpot deal change and a follow-up email. You review each one, and the email and deal change happen only when you approve them.
- Read the transcript you give it
- Drafts for your approval
- Sends email once you approve
- Updates HubSpot once you approve
What it can access
- Read the one call transcript each run is for: the one you give it, or one added on the Transcripts page. Nothing else.
- Create drafts for you to review. Nothing is sent until you approve it.
- Propose follow-up emails. Each one is sent only once someone approves it, from that person's own Gmail or Outlook, after a 10 second chance to undo. It can't send anything itself.
- Propose changes to a deal's stage, amount, close date and next step. Each change is made only once someone approves it and picks the deal. It can't change HubSpot itself.
Call notes for HubSpot
After each sales call Fireflies records, drafts a note for the deal in HubSpot: what the customer needs, their objections and the next steps. It's logged only once someone approves it.
- Read Fireflies
- Read HubSpot
- Updates HubSpot once you approve
- Drafts for your approval
What it can access
- Read your Fireflies meeting transcripts and summaries, and who was in each meeting.
- See your HubSpot deals: their names, stages, amounts and close dates.
- Propose notes to log on a HubSpot deal. Each one is logged only once someone approves it and picks the deal, after a 10 second chance to undo. It can't change HubSpot itself.
- Create drafts for you to review. Nothing is sent until you approve it.
Deal qualifier
Qualifies a deal from a sales call on budget, authority, need and timeline, and proposes the CRM changes to match.
- Read the transcript you give it
- Draft for approval, never sends
What it can access
- Read the one call transcript each run is for: the one you give it, or one added on the Transcripts page. Nothing else.
- Create drafts for you to review. Nothing is sent until you approve it.
Sales call coach
Reviews a sales call transcript and coaches the rep: what worked, what was missed and what to try on the next call.
- Read the transcript you give it
- Draft for approval, never sends
What it can access
- Read the one call transcript each run is for: the one you give it, or one added on the Transcripts page. Nothing else.
- Create drafts for you to review. Nothing is sent until you approve it.
Customer support
Bug reports from support
Spots the bugs customers report in Intercom and drafts a Linear issue for each, with what went wrong and who reported it. It's created in Linear only once someone approves it.
- Read Intercom
- Updates Linear once you approve
- Drafts for your approval
What it can access
- Read conversations in Intercom: what customers and your team wrote, and the customer's name. Not their email address.
- Propose Linear issues. Each one is created only once someone approves it and picks the team, after a 10 second chance to undo. It can't change Linear itself.
- Create drafts for you to review. Nothing is sent until you approve it.
Customer feedback sorter
Sorts customer feedback you paste or upload, such as survey answers, reviews or support emails, into themes ranked by how often they come up.
- Read the feedback you give it
- Draft for approval, never sends
What it can access
- Read the customer feedback each run is given, which you paste or upload. Nothing else.
- Create drafts for you to review. Nothing is sent until you approve it.
Customer feedback themes
Groups what customers asked for, praised and complained about, as your team reported it in Slack, into themes ranked by how often they came up.
- Read Slack
- Draft for approval, never sends
What it can access
- Read messages in the Slack channels you choose.
- Create drafts for you to review. Nothing is sent until you approve it.
Customer health check
Checks every customer account from its Stripe history and picks out who needs saving and who has room to grow.
- Read Stripe
- Draft for approval, never sends
What it can access
- See your Stripe customers and when they joined. Not their names or contact details.
- See your Stripe subscriptions, their prices and when they started or ended.
- See your Stripe payments and refunds.
- Create drafts for you to review. Nothing is sent until you approve it.
Support reply drafts
Drafts a reply to each customer waiting on your team in Intercom, using only what the conversation says. It's sent in Intercom only once someone approves it.
- Read Intercom
- Updates Intercom once you approve
- Drafts for your approval
What it can access
- Read conversations in Intercom: what customers and your team wrote, and the customer's name. Not their email address.
- Propose replies to customers in Intercom. Each one is sent only once someone approves it and picks the conversation, after a 10 second chance to undo, as the teammate who connected Intercom. It can't reply itself.
- Create drafts for you to review. Nothing is sent until you approve it.
Marketing
Changelog writer
Turns what your team posts about the product in Slack into a customer-facing changelog and a short newsletter blurb.
- Read Slack
- Draft for approval, never sends
What it can access
- Read messages in the Slack channels you choose.
- Create drafts for you to review. Nothing is sent until you approve it.
Release notes
Writes release notes your customers can follow from the pull requests merged and releases published in GitHub. Once someone approves them, they can be added to Notion.
- Read GitHub
- Updates Notion once you approve
- Drafts for your approval
What it can access
- See pull requests in the GitHub repositories you share with AgentMereo: their titles, descriptions and whether they're merged. Not their code.
- Read release notes in the GitHub repositories you share with AgentMereo.
- Propose pages to add in Notion. Each one is added only once someone approves it and picks the page it goes under, after a 10 second chance to undo. It can't change Notion itself.
- Create drafts for you to review. Nothing is sent until you approve it.
People and hiring
New starter guide
Drafts a guide for someone joining your team, from the Notion pages you share: what the company does, how the team works, who does what and where to find things. It can be added to Notion once someone approves it.
- Read Notion
- Updates Notion once you approve
- Drafts for your approval
What it can access
- Read the Notion pages you share with AgentMereo, and the pages under them, and only those.
- Propose pages to add in Notion. Each one is added only once someone approves it and picks the page it goes under, after a 10 second chance to undo. It can't change Notion itself.
- Create drafts for you to review. Nothing is sent until you approve it.
Operations
Engineering update
Sums up a week of work in Linear for everyone outside engineering: what was finished, what's in progress and what's stuck. Once someone approves it, it can be posted in a Slack channel you choose.
- Read Linear
- Posts in Slack once you approve
- Drafts for your approval
What it can access
- Read issues in your Linear workspace: their titles, descriptions, states, teams and comments.
- Propose Slack posts. Each one is posted only once someone approves it, in a channel you choose, after a 10 second chance to undo. It can't post anything itself.
- Create drafts for you to review. Nothing is sent until you approve it.
Meeting notes and actions
Turns a meeting's notes or transcript into short notes, the decisions made and action items with owners and dates.
- Read the notes you give it
- Draft for approval, never sends
What it can access
- Read the one set of meeting notes or transcript each run is for: the one you give it, or one added on the Transcripts page. Nothing else.
- Create drafts for you to review. Nothing is sent until you approve it.
Meeting notes for Notion
Turns each meeting Fireflies records into short notes with the decisions made and the action items, ready to add to Notion once someone approves them.
- Read Fireflies
- Updates Notion once you approve
- Drafts for your approval
What it can access
- Read your Fireflies meeting transcripts and summaries, and who was in each meeting.
- Propose pages to add in Notion. Each one is added only once someone approves it and picks the page it goes under, after a 10 second chance to undo. It can't change Notion itself.
- Create drafts for you to review. Nothing is sent until you approve it.
Outlook catch-up
Sums up what came into your Outlook inbox and what's in your calendar: what needs a reply, what can wait and what to prepare for.
- Read Microsoft 365
- Draft for approval, never sends
What it can access
- Read the emails in your Outlook inbox: who sent them, who they went to and what they say. Not attachments.
- See the events in your Outlook calendar: their titles, times, descriptions and who's invited.
- Create drafts for you to review. Nothing is sent until you approve it.
Week ahead
A brief on the week's meetings in your Google Calendar: who's coming, what each is for, what to prepare and any clashes. It can be saved as a Google Doc once someone approves it.
- Read Google Workspace
- Updates Google Workspace once you approve
- Drafts for your approval
What it can access
- See the events in your Google Calendar: their titles, times, descriptions and who's invited.
- Propose documents to save in Google Drive. Each one is saved as a new Google Doc only once someone approves it and picks the folder, after a 10 second chance to undo. It can't change Google Drive itself.
- Create drafts for you to review. Nothing is sent until you approve it.
Weekly team digest
Sums up a week of your team's Slack for anyone who missed it: what shipped, wins, decisions, problems and who needs help. Once someone approves it, it can be posted in a channel you choose.
- Read Slack
- Posts in Slack once you approve
- Drafts for your approval
What it can access
- Read messages in the Slack channels you choose.
- Propose Slack posts. Each one is posted only once someone approves it, in a channel you choose, after a 10 second chance to undo. It can't post anything itself.
- Create drafts for you to review. Nothing is sent until you approve it.
Can't find the one you need?
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