Describe the process. Let Vera run the work.

Tell Vera what should happen. It works across connected tools to carry the process through, starting from a meeting, schedule, CRM event, or signal.

A job you can give Vera

After every sales meeting, update our CRM, create the next steps, and send a summary to Slack.

Understand

Review the meeting and relevant account context.

Extract

Identify commitments, decisions, owners, dates, objections, and next steps.

Decide

Apply your working rules to determine what needs to happen.

Update

Write approved information to your CRM.

Create

Create the appropriate tasks and follow-up actions.

Notify

Bring the outcome back to the team in Slack.

Check

Confirm completed actions and surface anything unresolved.

Start from a sales event.

The meeting-to-action flow is one example. The same agent can handle other recurring work across your tools.

  • Meeting ends → Update CRM → Create tasks → Prepare follow-up
  • Closed Won → Analyze customer → Find lookalikes → Approved outreach
  • New lead → Research → Enrich → Qualify → Route
  • Quiet opportunity → Investigate → Determine next step → Prepare follow-up
  • Every Friday → Review pipeline → Find risks → Brief the team

Not every workflow needs to be predefined.

Beyond “IF X, THEN Y,” Vera can start with “When this happens, figure out what needs to be done.” The work can include research, reasoning, data processing, and tool actions—not just moving a field.

From one task to an ongoing process.

Start with “Check these opportunities.” Then say “Do this every Friday.” Vera can turn repeatable work into a scheduled process with the same context and approval boundaries.

Your process can improve too.

When your team finds a better way to extract meeting commitments, qualify leads, or route tasks, Vera can carry that updated approach into future runs. Automation doesn’t have to freeze the method.

You set the boundaries

Choose the trigger, permitted tools, and approval requirements. Review writes before enabling them; pause recurring work or update its instructions whenever needed.

Next steps