Agent Builder

Build agents to automate busywork and generate insights.

Automate manual reps and RevOps tasks. Use AI agents to create strategic insights.

Create AI agents in minutes

Run AI agents to create, research, and analyze

Generate deal, pipeline, and forecast insights at scale

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Trusted by RevOps & CROs in 300+ fast-growing companies
Case Study

"With Weflow, we’re now capturing all relevant activities and have full transparency into the performance of each sales rep. It’s a game changer."

Irina Smirnova
Senior Sales Operations Manager
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Quote

"Weflow gives us better visibility and predictability of our business."

Andreas Bodczek
CEO
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Case Study

"Weflow eliminated the need for our VP to ask, ‘Did you follow up with that deal?’. It tracks customer interactions automatically, creating a framework that drives accountability across the team."

Leslie Phillips
Director of Operations
Case Study

"None of the other tools gave us a solution like Weflow. From the beginning, we had a really smooth process."

Rugile Pudzevelyte
Senior Revenue Operations Manager
Case Study

"I had a first introductory call with Weflow. I think I was sold after 15 minutes. There’s no question that the people at Weflow understood the problems that we were trying to solve."

Louisa Winnik
VP Business Systems
Case Study

"I’ve worked with Gong before, but Weflow’s simplicity and real-time sync are game-changing."

Bastian Stosic
Head of Media Sales Operations
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"We use Weflow to auto-capture activity data, run deal reviews, and analyze our pipeline to inform our forecast. Being able to spot deal risks early has improved win rates and pipeline health."

Mark Reich
CRO

What you can do with AI Workflows:

1

Automate your reps’ non-selling activities with AI.

Build agents that free up selling time. Provide your reps the right insights at the right time to help them close more deals.

  • Auto-update Salesforce fields
  • Create AI meeting briefs and follow-ups
  • Run account research to get the insights you need to win

96%

of MEDDIC fields populated in Salesforce

99%

of customer interactions captured Salesforce

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2

Schedule AI agents that run routine RevOps tasks for you.

Stop spending endless hours on compiling reports or nudging reps to follow your process. Just build an agent instead.

  • Automate routine tasks such as report creation
  • Auto-nudge reps on deal follow-ups or process compliance
  • Run AI workflows to flag deal, pipeline, or forecast risks

+24%

win rate using AI deal insights

-60%

slipped deals using AI deal warnings

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3

Generate strategic insights with agents that analyze your data.

No more digging through Salesforce data. Just run AI agents to mine your CRM, calls, emails, and more.

  • Understand why you win or lose deals
  • See how you stack up against competitors
  • Analyze objections and how to handle them

93%

forecast accuracy running by combining

99%

of customer interactions captured Salesforce

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Use Cases

How Revenue Teams use Agent Builder

Automate Salesforce updates

Automate Salesforce data entry with AI to improve rep productivity.

Auto-create reports

Schedule AI agents that create deal, pipeline, and forecast reports.

Generate AI meeting briefs

Give your reps key deal context before every meeting so they walk in prepared.

Create prioritized deal lists

Give reps and managers a list of deals that need the most attention.

Next best deal actions

Guide reps with clear next steps on every deal to improve velocity.

Nudge reps

Auto-send emails to nudge reps on deal follow-ups or process compliance.

Flag deals at risk

Understand which deals are at risk and why - so you can take action.

Competitor intelligence

Analyze competitor mentions across conversations and emails.

Win-loss analysis

Analyze and understand why you’re winning and losing deals.

Pipeline Analysis

Risks, metrics, reports. Just run an AI agent to get the answers you need.

Objection handling

Understand common objections and how top performers handle them.

Forecast intelligence

Analyze risks in your forecast and act on them to improve forecast accuracy.

Security

Security on enterprise level

SOC 2 Type II
GDPR
CCPA
HIPAA
Zero AI data retention

Try before you buy

We get it. You want to make sure you’re getting the right tool to fit your needs. That's why you should try before you buy. Get your 14-day free trial today.

Let's get started...
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Trusted by top-performing revenue teams