10 sales tasks you can delegate today.
Each workflow runs as a structured plan — with parallel execution, human approvals and context flowing between agents automatically.
Prospect research and account briefing
Every rep knows they should research a prospect before the first call. Few actually do it well. There's never enough time. You check LinkedIn, skim the company's website, maybe glance at a recent press release — and hope you've got enough to sound informed. Meanwhile, the technical fit, the competitive landscape and the stakeholder map remain blank.
In Agentican, you drop a company name and three agents research in parallel — company intel, tech stack and competitive positioning. By the time you open the briefing, you know who to talk to, what they care about and how to differentiate. The rep walks into the first call knowing more about the prospect than the prospect expects.
Prospect research & account briefing
Research a target account across company intel, tech stack and competitive positioning in parallel, then compile and deliver a structured briefing.
Company overview, recent news, key stakeholders via LinkedIn and ZoomInfo
Current tech stack, potential integration points and technical fit
Who else they might be evaluating and how to differentiate
Synthesize all research into a structured briefing in Google Docs
Send summary and link to full briefing via Slack
Personalized outbound sequence
Outbound works when it's personal. It doesn't work when every email feels like a template — because it is one. The problem is that real personalization doesn't scale. Researching 50 prospects, writing unique sequences for each, referencing their company, their news, their likely pain points — that's a week of work for one SDR. So teams choose volume over quality and wonder why reply rates keep dropping.
In Agentican, you provide a list of target accounts. For each one, the SDR researches the prospect and drafts a personalized multi-touch sequence — every email grounded in real context. The Sales Enablement Manager checks messaging consistency. You review a sample. Then the sequences load into your outreach tool, ready to send. Fifty personalized sequences that would take a week, done in a single task.
Personalized outbound sequence
Research each prospect, draft personalized email sequences, review for consistency, approve and load into outreach tool.
Research each target account and identify the right contact via LinkedIn and Apollo
4-touch sequences referencing each prospect's company, news and pain points
Check sequences for messaging consistency and sales methodology alignment
Review a sample of sequences before activation
Load approved sequences into Woodpecker or Gmail for execution
Deal qualification and research
A new lead comes in and the clock starts. How fast can you qualify it? How quickly can the AE get the context they need for a sharp discovery call? In most orgs, the answer is "not fast enough." The SDR qualifies against a checklist, but the enrichment — company details, stakeholder mapping, technical fit, competitive intel — happens piecemeal over days, if it happens at all. The AE goes into discovery half-prepared.
In Agentican, qualification and enrichment happen simultaneously. The moment a lead arrives, agents qualify it against your ICP, research the company, assess technical fit and update the CRM — all in parallel. The AE gets a complete picture before the first call, not a name and a phone number.
Deal qualification & research
Qualify inbound lead against ICP, enrich with parallel research across company, tech fit and competitive context, then update CRM and deliver.
Check company size, industry, funding and fit against ICP via ZoomInfo and Clearbit
Company size, funding, industry, recent news and key contacts
Technical requirements, current stack and integration compatibility
Who else they might be evaluating and competitive positioning
Write enriched data to Salesforce with recommended deal stage
Send qualified lead summary and full context via Slack
Competitive battlecard creation
Your reps encounter the same competitors every week. They ask the same questions in Slack. "How do we position against X?" "What do we say when they bring up Y?" The answers exist — scattered across old decks, Gong calls and someone's memory. The battlecard, if there is one, was written six months ago and nobody trusts it anymore.
In Agentican, you name the competitor and two agents work in parallel — one researching the product (features, pricing, limitations, architecture), the other gathering field intelligence from past deals (what prospects say, what objections come up, what messaging wins). A third synthesizes everything into a structured battlecard your reps can use today. Schedule it monthly and your competitive intel stays current without anyone maintaining it manually.
Competitive battlecard creation
Research competitor product and gather field intelligence in parallel, then synthesize into a structured battlecard and deliver to the team.
Features, limitations, pricing, technical architecture and integration gaps
How competitor shows up in deals, common objections and winning messaging
Differentiators, talk tracks, objection responses, landmines and proof points
Save to Google Docs and notify the team via Slack
Proposal and business case generation
A deal reaches proposal stage and suddenly the AE is a project manager. They need to pull context from the CRM, write a narrative that connects discovery to value, get the SE to add technical details, ask deal desk for pricing and an ROI model, then stitch it all together into something the buyer can present to their CFO. It takes days. And every day the proposal isn't sent is a day the deal's momentum fades.
In Agentican, the AE provides the opportunity name. Deal context is pulled from Salesforce. Three agents draft in parallel — the proposal narrative, the technical solution and the pricing model — all working from the same deal context. The sales manager reviews the complete package. The proposal goes out in hours, not days.
Proposal & business case generation
Pull deal context from CRM, draft proposal narrative, technical solution and pricing in parallel, approve and compile.
Company details, stakeholders, pricing tier and non-standard terms from Salesforce
Connect prospect pain points to product value from discovery notes
Architecture diagram, integration details and implementation approach
Pricing, payment terms and ROI projections based on prospect's data
Review the complete proposal and business case before sending
Proposal in Google Docs, ROI model in Google Sheets
Pipeline review preparation
Monday morning pipeline reviews should be about coaching and strategy. Instead, the first 30 minutes are spent collecting updates. "Where does this deal stand?" "When was the last activity?" "Is the close date still realistic?" The manager walks in blind, the reps recite updates, and the real coaching — the deal strategy, the risk mitigation, the hard conversations about stalled pipeline — gets squeezed into whatever time is left.
In Agentican, the pipeline review prep runs automatically every Monday morning. Pipeline data is pulled from Salesforce, risk flags are identified (stalled deals, slipped dates, no activity in two weeks), and a structured coaching brief is organized by rep — each deal with a status, risk level and recommended action. The manager walks in knowing exactly where to focus. The meeting is coaching from minute one.
Pipeline review preparation
Pull pipeline data, identify risk flags, compile a structured coaching brief by rep and deliver before the weekly review.
Active deals, stage, close date, amount, last activity and next steps
Stalled deals, slipped close dates, no activity in 14+ days, stuck in stage
Each deal with status summary, risk level and recommended coaching action
Report in Google Sheets, summary in Slack before the meeting
Schedule this every Monday and pipeline reviews will never start with "give me an update" again.
Customer expansion opportunity analysis
Your existing customers are your best source of new revenue. But identifying expansion opportunities requires connecting dots that live in different systems — contract details in the CRM, usage data in the product, health scores in CS, support ticket trends in the helpdesk. No one person has the full picture, and the account manager is too busy managing renewals to do the analysis.
In Agentican, three agents work in parallel — one reviewing contracts and usage, one pulling customer health data, one identifying whitespace. The result is a prioritized list of expansion opportunities ranked by revenue potential and likelihood. Run it quarterly before planning season and your expansion pipeline builds itself.
Customer expansion analysis
Analyze contracts, customer health and whitespace in parallel, then prioritize expansion opportunities and deliver to leadership.
Products, seats, usage levels and renewal dates per account
Adoption metrics, support ticket trends, NPS scores and engagement
Unused products, under-capacity seats and strong-health renewal accounts
Rank by revenue potential and likelihood, with recommended actions
Opportunity list in Google Sheets, executive summary via email
RFP and security questionnaire response
RFPs arrive at the worst possible time — when the deal is moving fast and the team is stretched. A 200-question document lands in the AE's inbox and suddenly the SE is spending three days answering technical questions, deal desk is pulling compliance docs, and everyone is working from a different version of the response. It's the most time-consuming, least differentiated work in the sales cycle.
In Agentican, two agents work in parallel — the Solutions Engineer handles technical and product questions (pulling from your knowledge base of past responses), while the Deal Desk Analyst addresses commercial sections. The Sales Enablement Manager reviews the complete response for consistency and positioning. You approve before submission. What used to take a week takes hours — and the quality improves because every response draws from your best previous answers.
RFP & security questionnaire response
Answer technical and commercial sections in parallel, review for consistency, approve and compile the final response.
Reference product docs and past RFP responses from knowledge base
Pricing, contract terms, SLAs and compliance certifications
Check tone, messaging consistency and competitive positioning
Review the complete response before submission
Merge all sections into a polished response in Google Docs
Save the plan and reuse it. Security questionnaires in particular repeat across prospects — same questions, same answers, fraction of the effort.
New rep onboarding kit
A new rep starts Monday. Enablement scrambles to pull together product docs. The manager drafts a ramp plan in a Google Doc. Someone sends a link to the competitive deck from last quarter (which is outdated). CRM access gets set up on day two. The rep spends their first week tracking down materials instead of learning the business.
In Agentican, four agents build the onboarding kit in parallel — curriculum, product knowledge, competitive quick-reference cards, CRM guides and a personalized 30/60/90 plan. Everything is compiled into a single package and shared before day one. The new hire walks in with everything they need, organized and ready. Their first week is learning, not searching.
New rep onboarding kit
Build onboarding curriculum, product knowledge, competitive cards, CRM guides and 30/60/90 plan in parallel, then compile and deliver before day one.
Weekly learning plan, certification milestones and key resources
Architecture overview, key features, common questions and demo environments
One-page cards for the top three competitors
Dashboard orientation, activity logging guidelines and CRM setup
Personalized ramp milestones, pipeline targets and key activities by phase
Merge all materials into a single structured package in Google Docs
Share via email before day one with welcome note
Weekly forecast and revenue report
Forecasting is the most important and least trusted process in sales. Every week, managers chase reps for updates, ops pulls data from the CRM, someone builds a spreadsheet, and leadership gets a number that everyone knows is a guess. The problem isn't the people — it's that assembling an accurate forecast requires pulling data from multiple systems, analyzing stage movement, flagging risks and adding context, all under time pressure.
In Agentican, two agents extract and analyze pipeline data in parallel — one pulls deal-level detail from Salesforce, the other calculates coverage ratios, conversion rates and risk flags. The Sales Director adds context on key deals. The VP of Sales receives a structured forecast package — commit, best case, upside and risk — broken down by rep, segment and product line. Every Friday, automatically.
Weekly forecast & revenue report
Extract pipeline data and calculate coverage in parallel, add leadership context, then deliver the forecast package.
Deal amounts, stages, close dates, probability and rep assignments
Coverage ratios, conversion rates, downgrades, slips and stalled deals
Key deals, strategic opportunities, at-risk accounts and escalation needs
Commit, best case, upside and risk in Google Sheets, summary in Slack
The forecast that used to consume Friday afternoon now arrives in Slack before lunch.