ATAKO

Use Cases

See how our AI agents transform everyday work, team by team.

Check out our complete guide to autonomous AI agents to understand the fundamentals before choosing your use case. Autonomous AI agents

Sales

AI Agent for RevOps: Automated CRM Hygiene, Pipeline, and Reporting

An autonomous AI agent watches the CRM continuously, fixes damaged data, and reconciles pipeline with billing, replacing a manual ritual that eats hours out of the RevOps team's week.

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Sales

Sales ops in the chat: an AI agent queries HubSpot and notes every new lead

Two agents take over the background work of the CRM: an assistant you question in the chat about contacts, companies and deals, and an analyst that adds a research note to every new lead each morning. Changes are made after your confirmation.

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Sales

AI Sales Report Agent: Your HubSpot Pipeline Summarized Every Morning in a Wiki

One autonomous agent reads your HubSpot pipeline and drops a dated "Sales update" page into a project wiki every morning: deals created, won and lost, gaps with the previous week, and deals at risk with their owner, with nobody compiling anything.

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Sales

AI Agent for Lead Research: One Trello Card per Qualified Lead

An autonomous agent takes over the lead research that small teams never have time for: it studies each target account on the public web, qualifies it and opens one Trello card per lead, ready for you to decide.

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Sales

AI Agent for Meeting Preparation: a One-Page Brief from HubSpot and the Web

An autonomous agent prepares your meetings for you: it reads the account history in HubSpot, looks up what happened recently on the web, then drops a one-page brief in a wiki with five questions to ask, the risks and a proposed next step.

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Sales

AI Agent for Outbound Prospecting with Human Approval: Nothing Goes Out Without Your OK

An autonomous agent prepares your outbound prospecting: it researches each target account, checks the fit with your ideal customer, creates the company and the contact in HubSpot and drafts a personalized message. Nothing goes out until you have approved it.

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Sales

AI Agent for Sales Proposals: a Draft Written from the HubSpot Deal, Ready to Review

An autonomous agent turns a HubSpot deal into a draft sales proposal: it rereads the client context, writes the document in a wiki following your outline, leaves every amount to complete and asks the deal owner to review it.

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