Sales and marketing run on research, lists and follow-ups. Agents are starting to take on that groundwork, freeing people for the conversations that actually close deals. It is one of 63 sightings filed under Sales & Marketing on Agent Sightings (number 33 by interest), and one of 182 involving Custom agent.
How you could try it
Here is a reusable prompt, written by us in our own words, that captures the task. Paste it into your own agent or any similar agent and adjust the details to your situation.
Two days before my meeting with <client>, research their recent news and market, and draft a 6-slide briefing deck plus talking points.
Tip: Start small: run it once on a low-stakes example, read what the agent did, and only then let it run on real work.
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Rebook a work flight to save money· Custom agent · Travel & Booking A published walkthrough shows arden monitored Someone's booked Zurich work flight. It sent a text proposing a rebook that would save $7,750 and…
Get a billing dispute refunded by a support agent· Custom agent · Finance Case study takeaway: the company's AI agent produced and issued a refund to a customer who had a dispute with an incorrect Vercel bill.