AI Automation B2B SaaS CRM Integration

Fathom → HubSpot
Automation Agent

An AI agent that activates the moment a Fathom call recording is transcribed.

45–60 min saved per call, per rep
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Workflow Automation Finance Ops AI Data Resolution

Invoiced Address
Automation Workflow

An automated n8n workflow that runs every morning without any human trigger.

Daily automated reconciliation, zero manual effort
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AI Analysis B2B SaaS Sales Enablement

Win/Loss Analysis Agent

Turns a team's full call history into data-backed patterns behind why deals are won and lost.

V1 live · client pleased with results
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AI Automation Productivity Meeting Ops

Meeting Checklist Agent

Extracts owner-tagged action items from any meeting transcript and writes them straight into Notion.

Live and in active use
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