InstantlyDocs

Turn buying signals into sales follow‑up.

Describe the task and Instantly AI drafts the workflow.

Build a custom agent
Example request typed into Instantly AI: When an executive visits pricing, write a personal opening, check they have a work email, and add them to my Enterprise campaign.

Workflow/Waiting for a request

Website visitor
Executive visits pricing
Listening for visitsDana Ruiz, VP of Sales
Instantly AI
Personal opening
Written for each visitor“Dana, saw you comparing plans. Want an Enterprise quote for Northwind?”
Condition
Has a work email
Yes continues, no stopsdana@northwind.ioWork email: yes
Add to campaign
Enterprise campaign
When the answer is yesDana added with her opening
End
Stop
When the answer is noSam stays out of the campaign

Connects with

  • HubSpot
  • Slack
  • HighLevel
  • RB2B
  • Webhooks
  • HTTP requests

Used by teams at

  • Sony
  • Stripe
  • Customer logo
  • Customer logo
  • Customer logo
  • Customer logo
  • Customer logo
Made with Instantly