Plucky
DashboardExplore

Messages

  • RecruitingI can prep the pipeline view for this week’s screens.
  • APMatched 12 bills to POs — 3 need your review.
  • GTMLead scores refreshed from yesterday’s form fills.
  • FinanceExpense policy check: 4 reports flagged for review.
  • TimesheetsFriday reminder sent — 2 people still need to submit.
Settings

Explore

Discover new agents to create and ways to improve the ones you already have.

Create a new agent

Score and route GTM leadsScore inbound leads from campaigns and forms, route the hottest accounts to the right rep, and keep Leads tied to Opportunities.Roll up campaign performanceSummarize spend, pipeline, and stage movement by campaign so GTM can see what's working and where to shift budget.Run the hiring pipelineTrack candidates and open roles, surface stalled screens, and prep pipeline views for weekly recruiting reviews.Match bills to POsMatch incoming bills to purchase orders, flag mismatches for AP, and remind approvers before payment dates.

Improve your agents

Suggested automations you can add to your existing agents.

Recruiting
  • Auto-send rejection after 14d
  • Calendar hold on phone screen booked
  • Duplicate candidate detector
AP
  • Route bills by threshold
  • Vendor onboarding checklist
  • Three-way match exception queue
GTM
  • MQL → SDR round-robin
  • Sync webinar registrants to CRM
  • Stale opp nudge
Finance
  • Receipt OCR → line items
  • Month-end accrual draft
  • Duplicate expense flag
Timesheets
  • Escalate to manager if 2+ weeks missed
  • Weekly compliance report to HR
  • Flag overtime entries above 50 hours