# Solutions > AI agents that do real work for Sales, Marketing, Customer Success, Support, and Operations teams. Prompt-native automation that handles nuance. Source: https://cotera.co/solutions --- 176 ready-to-run agents, grouped by the team that uses them. Every agent page carries the full prompt, the tools it needs, and how long it takes to set up. ## Sales (67) Team index: https://cotera.co/solutions/sales.md - [Pre-Meeting Research](https://cotera.co/solutions/sales/apollo-lead-research.md): Research prospects before meetings. Get their background, career history, and recent LinkedIn posts. - [Find Decision Maker](https://cotera.co/solutions/sales/find-decision-maker.md): Find the right person to talk to at any company. Search by team or role and get a complete profile. - [Company Growth Analyzer](https://cotera.co/solutions/sales/company-growth-analyzer.md): Analyze whether a company is growing, identify their competitors, and see who is winning. - [Lead Enricher & Qualifier](https://cotera.co/solutions/sales/lead-enricher-qualifier.md): Qualify leads with BANT/MEDDPICC analysis and sync to your CRM with structured data. - [Attio Call Intelligence Analyzer](https://cotera.co/solutions/sales/attio-call-intelligence-analyzer.md): Analyze Attio call transcripts for buying signals, objections, competitor mentions, and action items. Update records automatically. - [Attio Account Review Prep](https://cotera.co/solutions/sales/attio-account-review-prep.md): Prepare for account reviews by pulling records, notes, call transcripts, and interactions from Attio into a pre-meeting brief. - [Attio Smart List Builder](https://cotera.co/solutions/sales/attio-smart-list-builder.md): Build targeted lists in Attio using natural language. Discover your schema, query records by criteria, and add entries to lists automatically. - [Pre-Meeting Research → Notion](https://cotera.co/solutions/sales/pre-meeting-research-notion.md): Research meeting attendees via email using Apollo and LinkedIn, then create a Notion brief. - [LinkedIn Outreach Builder](https://cotera.co/solutions/sales/linkedin-outreach-builder.md): Find prospects with Apollo, enrich with LinkedIn activity, and add to campaigns with personalization. - [Call Insights Analyzer](https://cotera.co/solutions/sales/call-insights-analyzer.md): Analyze call transcripts for objections, buying signals, and competitor mentions. - [Salesforce Data Cleaner](https://cotera.co/solutions/sales/salesforce-data-cleaner.md): Audit accounts to verify champions are still employed, update stale data, and flag at-risk accounts. - [Salesforce Bulk Lead Importer](https://cotera.co/solutions/sales/salesforce-bulk-lead-importer.md): Import leads from enrichment pipelines, CSV lists, or event attendees into Salesforce in bulk. Check for duplicates first, then create new leads with full field mapping. - [Salesforce Account Enrichment](https://cotera.co/solutions/sales/salesforce-account-enrichment.md): Enrich Salesforce accounts and contacts with external data from Apollo and LinkedIn. Update industry, employee count, revenue, and more automatically. - [Salesforce Deal Intelligence](https://cotera.co/solutions/sales/salesforce-deal-intelligence.md): Enrich open deals with external intelligence. Research accounts via Apollo and LinkedIn, identify buying signals, and update opportunities with notes and next steps. - [Leadership Priorities Finder](https://cotera.co/solutions/sales/leadership-priorities-finder.md): Find a company's leaders and analyze their podcast appearances to understand strategic priorities. - [Local Business Contact Finder](https://cotera.co/solutions/sales/local-business-contact-finder.md): Find phone numbers, emails, and customer insights for local businesses using Google Maps. - [AI Sales Prospecting Agent](https://cotera.co/solutions/sales/ai-sales-prospecting.md): Research any prospect in seconds. Get talking points, pain points, and personalized outreach angles. - [Email Finder & Reverse Lookup](https://cotera.co/solutions/sales/email-finder.md): Find anyone's email or look up who an email belongs to. Get full LinkedIn profiles and contact info. - [LinkedIn Person Finder](https://cotera.co/solutions/sales/linkedin-person-finder.md): Find anyone on LinkedIn. Get their profile, career history, and recent posts from a name and company. - [LinkedIn Company Research](https://cotera.co/solutions/sales/linkedin-company-research.md): Deep-dive company research for sales prep. Pull company overview, recent posts, and insights to get a complete picture before outreach. - [LinkedIn Job Market Scanner](https://cotera.co/solutions/sales/linkedin-job-market-scanner.md): Scan LinkedIn job postings for buying signals. Track open roles at target accounts to time your outreach when companies are actively hiring. - [Lead Enrichment Agent](https://cotera.co/solutions/sales/lead-enrichment-agent.md): Enrich your leads with LinkedIn profiles, company data, and contact info. Turn a name into a full profile. - [Outbound Sales Automation Agent](https://cotera.co/solutions/sales/outbound-sales-automation.md): Scale your outbound without hiring. Research accounts, find decision makers, and generate personalized outreach. - [Hunter Contact Finder](https://cotera.co/solutions/sales/hunter-contact-finder.md): Find anyone's verified email address from their name and company. Cross-reference with LinkedIn for a complete contact profile. - [Email List Verifier & Cleaner](https://cotera.co/solutions/sales/hunter-email-verifier.md): Verify and clean your email list before outreach. Check deliverability, detect disposable addresses, and reduce bounce rates. - [Hunter Domain Prospector](https://cotera.co/solutions/sales/hunter-domain-prospector.md): Find and verify email contacts at any target company. Get a prioritized outreach list filtered by department and seniority. - [Calendly Meeting Prep Agent](https://cotera.co/solutions/sales/calendly-meeting-prep.md): Automatically research upcoming Calendly meeting invitees. Get LinkedIn profiles, company data, and talking points before every call. - [Calendly Invitee Enrichment](https://cotera.co/solutions/sales/calendly-invitee-enrichment.md): Turn your Calendly booking list into a qualified lead database. Enrich every invitee with company data and export to Google Sheets. - [Calendly Event Type Performance Analyzer](https://cotera.co/solutions/sales/calendly-event-type-performance.md): Analyze which Calendly event types get booked most, have the lowest cancellation rates, and attract the most engaged invitees. Use data to optimize your meeting offerings. - [Calendly Booking Conversion Tracker](https://cotera.co/solutions/sales/calendly-booking-conversion-tracker.md): Track how your Calendly bookings convert over time. See which event types, days, and time slots produce the most completed meetings versus cancellations. - [Auto-Generate Sales Deck from CRM](https://cotera.co/solutions/sales/google-slides-sales-deck-generator.md): Pull deal and contact data from HubSpot, research the prospect, and generate a personalized Google Slides presentation for your next call. - [Shopify Draft Order Creator](https://cotera.co/solutions/sales/shopify-draft-order-creator.md): Create Shopify draft orders from a conversation. Look up products, build the order, and send the invoice without touching the admin panel. - [AI Sales Agent](https://cotera.co/solutions/sales/ai-sales-agent.md): An AI sales agent that handles prospect research, outreach drafting, and pipeline management in one prompt. - [AI Lead Generation](https://cotera.co/solutions/sales/ai-lead-generation.md): Generate qualified B2B leads with AI. Build prospect lists, enrich contacts, and score leads by fit. - [HubSpot AI Agent](https://cotera.co/solutions/sales/hubspot-ai-agent.md): An AI agent for HubSpot that enriches contacts, scores deals, cleans CRM data, and generates pipeline reports. - [HeyReach Multi-Channel Prospector](https://cotera.co/solutions/sales/heyreach-multi-channel-prospector.md): Research companies, find the right people, and load them into HeyReach with pers - [Gong Call Summary to Slack](https://cotera.co/solutions/sales/gong-call-summary-slack.md): Turn Gong call recordings into structured Slack recaps. Keep your team in the lo - [Apollo Lead Alerts to Slack](https://cotera.co/solutions/sales/apollo-slack-lead-alerts.md): Find new prospects at your target accounts and drop a formatted lead digest stra - [Attio Deal Pipeline Tracker](https://cotera.co/solutions/sales/attio-deal-pipeline-tracker.md): Spot stalled deals before they die. Sync your pipeline to Sheets and get Slack a - [Gong to Salesforce Deal Updater](https://cotera.co/solutions/sales/gong-salesforce-deal-updater.md): Pull call insights from Gong and push them straight into Salesforce. No more man - [Attio Lead Import & Deduplication](https://cotera.co/solutions/sales/attio-lead-import-deduplication.md): Source leads from Apollo and Crunchbase, import them to Attio, and never create - [Lemlist Campaign Performance Tracker](https://cotera.co/solutions/sales/lemlist-campaign-performance-tracker.md): Pull your Lemlist campaign stats, find your best-performing sequences, and expor - [Crunchbase Competitor Tracker](https://cotera.co/solutions/sales/crunchbase-competitor-tracker.md): Monitor competitor funding moves and get instant Slack alerts so your sales team - [Lemlist + Apollo Outreach Builder](https://cotera.co/solutions/sales/lemlist-apollo-outreach-builder.md): Find leads with Apollo, enrich them through Lemlist, and launch personalized col - [SEC Risk Factor Monitor](https://cotera.co/solutions/sales/sec-risk-factor-monitor.md): Read what your prospects are telling the SEC about their biggest problems — then - [Attio Contact Enrichment](https://cotera.co/solutions/sales/attio-contact-enrichment.md): Fill in the gaps in your CRM. Pull fresh data from Apollo and LinkedIn straight - [Hiring Signal Research](https://cotera.co/solutions/sales/hiring-signal-research.md): Job postings reveal strategy. See what a company is investing in based on who th - [Gong Competitive Intel Tracker](https://cotera.co/solutions/sales/gong-competitive-intel-tracker.md): Mine Gong transcripts for competitor mentions and build a living competitive int - [Apollo Prospect List to Google Sheets](https://cotera.co/solutions/sales/apollo-prospect-list-builder.md): Search Apollo for the right prospects, enrich their profiles, and drop a clean l - [HeyReach Campaign Performance Tracker](https://cotera.co/solutions/sales/heyreach-campaign-performance-tracker.md): Pull your HeyReach campaign stats and build a live performance tracker in Google - [HeyReach Salesforce Lead Sync](https://cotera.co/solutions/sales/heyreach-salesforce-lead-sync.md): Pull leads from Salesforce, verify they're still in role, and load them into Hey - [SEC Earnings Analyzer](https://cotera.co/solutions/sales/sec-earnings-analyzer.md): Break down a company's latest earnings using actual SEC filings — not headlines. - [Lemlist LinkedIn Lead Enrichment](https://cotera.co/solutions/sales/lemlist-linkedin-lead-enrichment.md): Turn LinkedIn profiles into verified, campaign-ready leads. Enrich contact data, - [Outbound Campaign Builder](https://cotera.co/solutions/sales/lemlist-campaign-builder.md): Create and configure lemlist outbound campaigns with personalized sequences, then add leads directly from your CRM or enrichment data. - [Lead Enrichment & Campaign Sync](https://cotera.co/solutions/sales/lemlist-lead-enrichment-sync.md): Enrich leads with verified emails and LinkedIn data via lemlist, then automatically add them to the right outbound campaign. - [Campaign Performance Analyzer](https://cotera.co/solutions/sales/lemlist-campaign-performance.md): Pull campaign stats, lead statuses, and sequence data from lemlist to identify what outreach is working and what needs adjustment. - [Crunchbase Market Mapper](https://cotera.co/solutions/sales/crunchbase-market-mapper.md): Map an entire market segment in minutes. Discover companies, compare funding, an - [Crunchbase Account Research](https://cotera.co/solutions/sales/crunchbase-account-research.md): Walk into every sales meeting knowing the funding stage, key people, and convers - [SEC Financial Research](https://cotera.co/solutions/sales/sec-financial-research.md): Pull quarterly financials straight from SEC filings and build a clean spreadshee - [Crunchbase Investor Research](https://cotera.co/solutions/sales/crunchbase-investor-research.md): Map a company's investors, research their backgrounds on LinkedIn, and find warm - [Crunchbase Lead Prospector](https://cotera.co/solutions/sales/crunchbase-lead-prospector.md): Turn a list of company names into qualified, enriched leads in Salesforce — with - [Crunchbase Funding Tracker](https://cotera.co/solutions/sales/crunchbase-funding-tracker.md): Build a structured funding comparison spreadsheet from Crunchbase data in minute - [Buying Committee Mapper](https://cotera.co/solutions/sales/buying-committee-mapper.md): Map the full buying committee for any target account. Find economic buyers, champions, influencers, and end users with LinkedIn profiles and contact info. - [Champion Tracker](https://cotera.co/solutions/sales/champion-tracker.md): Monitor key contacts for job changes. When a champion moves to a new company, get alerted with their new role, company, and contact info. - [Account Org Chart Builder](https://cotera.co/solutions/sales/account-org-chart-builder.md): Research the org structure at any company from LinkedIn. Map reporting lines, team sizes, and hiring signals to find the right entry point. - [Lead Qualification Agent](https://cotera.co/solutions/sales/lead-qualification-agent.md): Score and qualify enriched leads against your ICP. Route high-fit leads to sales, warm leads to nurture, and bad-fit to disqualify. - [Cold Email Personalizer](https://cotera.co/solutions/sales/cold-email-personalizer.md): Generate personalized cold emails by researching each prospect on LinkedIn, reading their posts, and referencing what they actually care about. ## Marketing (55) Team index: https://cotera.co/solutions/marketing.md - [Website Traffic Checker](https://cotera.co/solutions/marketing/website-traffic-checker.md): Check any website's traffic, rankings, and sources. Compare competitors with charts and visualizations. - [Market Intelligence Agent](https://cotera.co/solutions/marketing/market-intelligence-agent.md): Research competitors automatically. Get hiring, reviews, keywords, founders, and news in one report. - [SEO Competitor Analyzer](https://cotera.co/solutions/marketing/seo-competitor-analyzer.md): Find what keywords competitors rank for and identify gaps. Discover content opportunities. - [Competitor Keyword Analysis](https://cotera.co/solutions/marketing/competitor-keyword-research.md): Find what keywords your competitors rank for. See search volumes and discover keyword gaps. - [Competitor Hiring Tracker](https://cotera.co/solutions/marketing/competitor-hiring-tracker.md): Track what competitors are hiring for. Identify strategic signals from job postings and headcount changes. - [Landing Page Teardown](https://cotera.co/solutions/marketing/landing-page-teardown.md): Analyze a company's landing pages for conversion issues, messaging clarity, and UX improvements. - [Social Listening Alerts](https://cotera.co/solutions/marketing/social-listening-alerts.md): Monitor brand mentions across Twitter, Reddit, and news. Get Slack alerts when people talk about you. - [Competitor Review Analysis](https://cotera.co/solutions/marketing/competitor-review-analysis.md): Analyze competitor reviews on Trustpilot to find messaging opportunities and positioning gaps. - [Google Maps Review Analyzer](https://cotera.co/solutions/marketing/google-maps-review-analyzer.md): Analyze customer reviews from Google Maps to extract sentiment, themes, and actionable insights. - [Competitor Pain Points](https://cotera.co/solutions/marketing/competitor-pain-points.md): Research competitor weaknesses from reviews and employee feedback to build positioning proof points. - [Social Proof Aggregator](https://cotera.co/solutions/marketing/social-proof-aggregator.md): Aggregate reviews from Trustpilot and Google Maps to build buyer personas and messaging insights. - [Negative Mentions Tracker](https://cotera.co/solutions/marketing/negative-mentions-tracker.md): Track negative mentions on Twitter and Trustpilot to monitor reputation or find sales opportunities. - [Reddit Research Deck](https://cotera.co/solutions/marketing/reddit-research-deck.md): Research any product on Reddit and Google, then generate a polished Gamma presentation with insights. - [Review Monitoring & Analysis Agent](https://cotera.co/solutions/marketing/review-monitoring.md): Monitor reviews across Google Maps, Trustpilot, G2, App Store, Google Play, and Google Shopping. Auto-detects product type and pulls from the right sources. - [Brand Monitoring Agent](https://cotera.co/solutions/marketing/brand-monitoring.md): Track brand mentions across Twitter, Reddit, news, and reviews. Get Slack alerts when people talk about you or your competitors. - [Reddit Monitoring Agent](https://cotera.co/solutions/marketing/reddit-monitoring.md): Monitor Reddit for brand mentions, competitor discussions, and industry trends. Get alerts when your category is discussed. - [Sentiment Analysis Tool](https://cotera.co/solutions/marketing/sentiment-analysis.md): Analyze sentiment across Trustpilot, Google Maps, Twitter, Reddit, TikTok, and Instagram. Get themes, scores, and trends in seconds. - [PPC Competitor Analysis Tool](https://cotera.co/solutions/marketing/ppc-competitor-analysis.md): Spy on competitor ads across Google, Meta, TikTok, LinkedIn, and Reddit. See their ad copy, targeting, and active campaigns. - [Competitor Pricing Analyzer](https://cotera.co/solutions/marketing/competitor-pricing-analyzer.md): Analyze competitor pricing strategies. Compare tiers, packaging, and positioning to find gaps and opportunities. - [GA4 Weekly Traffic Report](https://cotera.co/solutions/marketing/ga4-weekly-traffic-report.md): Generate a weekly traffic report from GA4 with sessions, users, pageviews, bounce rate, and session duration broken down by source/medium with week-over-week comparisons. - [GA4 Ecommerce Performance Tracker](https://cotera.co/solutions/marketing/ga4-ecommerce-performance-tracker.md): Track ecommerce metrics like transactions, revenue, conversion rate, and average order value by channel. Cross-tabulate revenue by device and traffic source. - [GA4 Content Performance Auditor](https://cotera.co/solutions/marketing/ga4-content-performance-auditor.md): Audit page-level content performance with pageviews, engagement time, bounce rate, entrances, and exits. Identify top content and pages losing traffic. - [GA4 Channel Attribution Analyzer](https://cotera.co/solutions/marketing/ga4-channel-attribution-analyzer.md): Analyze conversion data by channel grouping and campaign. Compare first-touch vs last-touch attribution to find channels that initiate vs close conversions. - [Google Ads Campaign Monitor](https://cotera.co/solutions/marketing/google-ads-campaign-monitor.md): Monitor your Google Ads campaigns with AI. Get alerts on budget pacing, CPA spikes, and underperforming campaigns sent to Slack. - [Google Ads Spend Tracker](https://cotera.co/solutions/marketing/google-ads-spend-tracker.md): Track Google Ads spend pacing against monthly budgets. Flag overspending campaigns and log data to Google Sheets. - [GA4 Weekly Performance Report](https://cotera.co/solutions/marketing/ga4-weekly-performance-report.md): Pull GA4 analytics data and generate a formatted weekly performance report with traffic, engagement, and conversion metrics sent to Slack. - [GA4 Traffic Source Analysis](https://cotera.co/solutions/marketing/ga4-traffic-source-analysis.md): Analyze GA4 traffic sources to understand which channels drive quality traffic and where to focus marketing budget. - [GA4 Realtime Campaign Monitor](https://cotera.co/solutions/marketing/ga4-realtime-campaign-monitor.md): Monitor live campaign performance with GA4 realtime data. Track active users and compare to historical baselines. - [Google Ads Weekly Performance Report](https://cotera.co/solutions/marketing/google-ads-performance-report.md): Generate a weekly Google Ads report with campaign metrics, keyword insights, and trends. Post to Slack automatically. - [Bulk Update Brand Text Across Decks](https://cotera.co/solutions/marketing/google-slides-brand-update.md): Find and replace outdated branding, taglines, or contact info across multiple Google Slides presentations at once. - [Shopify Product-to-Order Analyzer](https://cotera.co/solutions/marketing/shopify-product-order-analyzer.md): Analyze which products drive orders and revenue. Cross-reference catalog data with order history to find top sellers, underperformers, and repeat purchase patterns. - [LinkedIn Content Tracker](https://cotera.co/solutions/marketing/linkedin-content-tracker.md): Monitor competitor or industry content on LinkedIn. Track what topics they post about, which posts get engagement, and what themes resonate. - [LinkedIn Engagement Analyzer](https://cotera.co/solutions/marketing/linkedin-engagement-analyzer.md): Analyze a person's LinkedIn engagement patterns. See what they post, comment on, and react to for prospect research or content audits. - [LinkedIn Post Performance Tracker](https://cotera.co/solutions/marketing/linkedin-post-performance.md): Track LinkedIn post performance over time. See which posts get the most engagement, what topics work, and generate content reports. - [AI Marketing Agent](https://cotera.co/solutions/marketing/ai-marketing-agent.md): Track competitors, monitor brand mentions, analyze content performance, and surface campaign opportunities. - [Industry News Digest](https://cotera.co/solutions/marketing/newscatcher-industry-news-digest.md): Get a daily briefing of breaking stories and industry headlines, with Salesforce - [Trustpilot Reputation Monitor](https://cotera.co/solutions/marketing/trustpilot-reputation-monitor.md): Combine Trustpilot reviews with web mentions to catch reputation risks early and - [Twitter Competitor Content Analyzer](https://cotera.co/solutions/marketing/twitter-competitor-content-analyzer.md): Break down your competitors' Twitter strategy. See what content works for them, - [NewsAPI Account News Research](https://cotera.co/solutions/marketing/newsapi-account-news-research.md): Pull recent news, LinkedIn insights, and traffic data into a pre-meeting briefin - [PR & Media Coverage Monitor](https://cotera.co/solutions/marketing/newscatcher-pr-media-monitor.md): Track every press mention of your brand, measure sentiment over time, and find t - [Trustpilot Competitor Benchmark](https://cotera.co/solutions/marketing/trustpilot-competitor-benchmark.md): Compare your Trustpilot reviews against competitors side by side. See who wins o - [Competitive News Tracker](https://cotera.co/solutions/marketing/newscatcher-competitive-news-tracker.md): Track what your competitors are doing in the news. Get sentiment-scored alerts a - [Twitter Prospect Engagement Monitor](https://cotera.co/solutions/marketing/twitter-prospect-engagement-monitor.md): Surface warm leads by monitoring what your prospects post and engage with on Twi - [Channel Mix Benchmarker](https://cotera.co/solutions/marketing/similarweb-channel-mix-benchmarker.md): See how your marketing channel mix stacks up against competitors and find where - [NewsAPI Industry Trend Digest](https://cotera.co/solutions/marketing/newsapi-industry-trend-digest.md): Track industry trends across news sources, identify emerging themes, and deliver - [Twitter Brand Sentiment Tracker](https://cotera.co/solutions/marketing/twitter-brand-sentiment-tracker.md): Track what people are saying about your brand on Twitter. Log every mention to a - [G2 Competitive Battlecard Generator](https://cotera.co/solutions/marketing/g2-competitive-battlecard-generator.md): Turn thousands of G2 reviews into actionable battlecards your sales team will ac - [G2 Product Positioning Research](https://cotera.co/solutions/marketing/g2-product-positioning-research.md): Build positioning strategies backed by what customers actually say, not what you - [NewsAPI Competitor News Tracker](https://cotera.co/solutions/marketing/newsapi-competitor-news-tracker.md): Monitor competitor mentions in the news, log everything to Google Sheets, and ge - [Trustpilot Sentiment Tracker](https://cotera.co/solutions/marketing/trustpilot-sentiment-tracker.md): Automatically pull Trustpilot reviews, score sentiment, log everything to a spre - [Market Expansion Planner](https://cotera.co/solutions/marketing/similarweb-market-expansion-planner.md): Find untapped geographic markets by comparing your traffic distribution against - [Lookalike Prospect Finder](https://cotera.co/solutions/marketing/similarweb-lookalike-prospector.md): Turn your best customers into a prospecting engine. Find companies with similar - [Competitor Traffic Analysis](https://cotera.co/solutions/marketing/competitor-traffic-analysis.md): See exactly how much traffic your competitors get, where it comes from, and what - [G2 Review Win/Loss Analyzer](https://cotera.co/solutions/marketing/g2-review-win-loss-analyzer.md): Stop guessing why you win and lose deals. Let G2 reviews tell you what your cust - [Website Visitor Scorer](https://cotera.co/solutions/marketing/website-visitor-scorer.md): Score inbound leads by which pages they visited, how long they stayed, and whether they hit high-intent pages like pricing or demo request. ## Customer Success (10) Team index: https://cotera.co/solutions/customer-success.md - [Automated QBR Brief + Deck Generator](https://cotera.co/solutions/customer-success/automated-qbr-brief-deck-generator.md): Generate a complete QBR brief and slide deck from Attio account data and call transcripts. Supports Grain or Gong for call source and Google Slides or Gamma for output. - [Attio Customer 360 Builder](https://cotera.co/solutions/customer-success/attio-customer-360-builder.md): Build a complete customer profile from Attio. Pull records, notes, calls, transcripts, and schema to create a comprehensive account brief. - [Calendly Follow-Up Automator](https://cotera.co/solutions/customer-success/calendly-follow-up-automator.md): Draft personalized follow-up messages after Calendly meetings. Pull invitee data and post follow-up drafts to Slack. - [Customer Success Monitor](https://cotera.co/solutions/customer-success/customer-success-monitor.md): Monitor customer accounts for news, funding, layoffs, and leadership changes. Alert your CS team via Slack. - [Shopify + HubSpot Customer Sync](https://cotera.co/solutions/customer-success/shopify-hubspot-customer-sync.md): Sync Shopify customer data into HubSpot automatically. Match customers, update contacts with order history and lifetime value, and flag mismatches. - [Customer Feedback Analyzer](https://cotera.co/solutions/customer-success/customer-feedback-analyzer.md): Aggregate and analyze customer feedback from reviews, support tickets, and social media. Identify themes and generate voice-of-customer reports. - [Vitally Customer Health Monitor](https://cotera.co/solutions/customer-success/vitally-customer-health-monitor.md): Pull account data, recent conversations, open tasks, and notes from Vitally to build a health snapshot for any customer. - [Vitally Account Onboarding Tracker](https://cotera.co/solutions/customer-success/vitally-account-onboarding-tracker.md): Track onboarding progress for new accounts by pulling projects, tasks, and milestones from Vitally. - [Vitally NPS Follow-Up Automator](https://cotera.co/solutions/customer-success/vitally-nps-follow-up-automator.md): Log NPS responses and automatically create follow-up tasks and notes for detractors and promoters. - [Vitally Churn Risk Detector](https://cotera.co/solutions/customer-success/vitally-churn-risk-detector.md): Scan Vitally accounts for churn signals like stale conversations, overdue tasks, and missing engagement, then create follow-up tasks. ## Support (14) Team index: https://cotera.co/solutions/support.md - [Shopify Order Lookup & Refund](https://cotera.co/solutions/support/shopify-order-lookup-refund.md): Look up Shopify orders, check fulfillment status, and process refunds without switching between tabs or copy-pasting order IDs. - [Shopify Customer 360 View](https://cotera.co/solutions/support/shopify-customer-360.md): Get a complete customer profile from Shopify in seconds. See order history, total spend, addresses, and recent activity all in one place. - [Shopify Product Catalog Lookup](https://cotera.co/solutions/support/shopify-product-catalog-lookup.md): Answer customer product questions instantly. Search the catalog, pull pricing and availability, and respond without opening Shopify admin. - [Shopify Return & Refund Processor](https://cotera.co/solutions/support/shopify-return-refund-processor.md): Handle return requests end-to-end. Find the customer, pull the order, check the return window, calculate the refund, and process it with safety rails. - [Support Ticket → Linear Bug](https://cotera.co/solutions/support/support-ticket-aggregator.md): Find patterns in Zendesk tickets and automatically create Linear issues for recurring bugs. - [Zendesk Ticket Escalation to Slack](https://cotera.co/solutions/support/zendesk-ticket-escalation-slack.md): Watch incoming Zendesk tickets for escalation triggers like severity, customer tier, or keywords, then route to the right Slack channel with full context. - [Zendesk Ticket to Salesforce Sync](https://cotera.co/solutions/support/zendesk-ticket-to-salesforce.md): Sync Zendesk ticket data to Salesforce so sales and success teams see open issues on every account. Attach ticket summaries to the right opportunity or contact. - [Zendesk Support Trends to Google Sheets](https://cotera.co/solutions/support/zendesk-support-trends-google-sheets.md): Pull Zendesk ticket data into Google Sheets to track volume trends, resolution times, and category breakdowns. Auto-updates so your reporting is always current. - [Intercom Slack Escalation Router](https://cotera.co/solutions/support/intercom-slack-escalation-router.md): Route high-priority Intercom conversations to the right Slack channel based on topic, sentiment, or customer plan. Include conversation summary and direct link. - [Intercom Salesforce Conversation Sync](https://cotera.co/solutions/support/intercom-salesforce-conversation-sync.md): Sync Intercom conversations to Salesforce contacts and accounts. Give your sales team visibility into support interactions without switching tools. - [Intercom Google Sheets Support Tracker](https://cotera.co/solutions/support/intercom-google-sheets-support-tracker.md): Export Intercom conversation data to Google Sheets for custom reporting. Track response times, resolution rates, and team performance in a format you control. - [Vitally Customer 360 View](https://cotera.co/solutions/support/vitally-customer-360-view.md): Pull a complete customer profile from Vitally including account details, users, notes, conversations, tasks, and projects. - [Ticket QA Grader](https://cotera.co/solutions/support/ticket-qa-grader.md): Grade support agent responses against your quality rubric. Score tickets on tone, accuracy, resolution speed, and policy compliance — then surface coaching opportunities. - [Ticket Taxonomy Classifier](https://cotera.co/solutions/support/ticket-taxonomy-classifier.md): Automatically categorize and tag incoming support tickets by topic, product area, urgency, and sentiment. Build a taxonomy that surfaces trends and informs product decisions. ## Operations (30) Team index: https://cotera.co/solutions/ops.md - [GA4 Realtime Site Monitor](https://cotera.co/solutions/ops/ga4-realtime-site-monitor.md): Pull current active users, top pages, traffic sources, and device/geo breakdown from GA4 realtime data. Flag unusual spikes or drops. - [Attio CRM Data Cleanup](https://cotera.co/solutions/ops/attio-crm-data-cleanup.md): Find and clean duplicate records in Attio. Identify duplicates by domain or email, compare records, log findings, and remove confirmed duplicates. - [Salesforce Pipeline Updater](https://cotera.co/solutions/ops/salesforce-pipeline-updater.md): Bulk update deal stages, close dates, amounts, and next steps across your Salesforce pipeline using natural language instructions. - [Salesforce Contact Sync](https://cotera.co/solutions/ops/salesforce-contact-sync.md): Sync contact data from external sources into Salesforce. Find contacts by email, update existing records, and create new contacts for people not yet in the system. - [Shopify Order Monitoring Dashboard](https://cotera.co/solutions/ops/shopify-order-monitoring.md): Monitor your Shopify orders with AI. Track unfulfilled orders, stalled shipments, and revenue trends without manually checking the admin panel. - [Shopify Bulk Order Status Reporter](https://cotera.co/solutions/ops/shopify-bulk-order-status.md): Pull all recent orders, check fulfillment status, flag stuck shipments, and generate a daily operations report. - [Shopify Customer Spending Analyzer](https://cotera.co/solutions/ops/shopify-customer-spending-analyzer.md): Analyze customer spending patterns. Find top spenders, track order frequency, and identify customers at risk of churning. - [Shopify Order Fulfillment Tracker](https://cotera.co/solutions/ops/shopify-order-fulfillment-tracker.md): Track fulfillment across all open orders. Find unfulfilled items, stalled shipments, and orders missing tracking numbers. - [Shopify Refund Analytics Reporter](https://cotera.co/solutions/ops/shopify-refund-analytics-reporter.md): Analyze refund patterns across customers and products. Find repeat refunders, high-refund products, and total refund costs. - [GA4 + Google Ads Cross-Platform Analytics](https://cotera.co/solutions/ops/ga4-cross-platform-analytics.md): Combine Google Analytics traffic data with Google Ads campaign metrics to understand the full picture of paid marketing performance. - [Google Ads Multi-Account Audit](https://cotera.co/solutions/ops/google-ads-multi-account-audit.md): Audit multiple Google Ads accounts at once. Compare performance across accounts and identify inefficiencies. - [Calendly Scheduling Analytics](https://cotera.co/solutions/ops/calendly-scheduling-analytics.md): Analyze your Calendly scheduling patterns. Track meeting volume, cancellation rates, popular event types, and peak booking hours. - [Calendly No-Show Tracker](https://cotera.co/solutions/ops/calendly-no-show-tracker.md): Track meeting no-shows and cancellations across your Calendly events. Identify patterns by day, time, and event type to reduce wasted meeting slots. - [Calendly Availability Optimizer](https://cotera.co/solutions/ops/calendly-availability-optimizer.md): Compare your configured Calendly availability against actual booking patterns. Find underutilized time slots and suggest schedule changes to maximize bookings. - [Calendly Bulk Event Manager](https://cotera.co/solutions/ops/calendly-bulk-event-manager.md): Find and manage Calendly events in bulk. Filter by date range, event type, or status, then cancel events with reasons. Handle schedule disruptions without clicking through each event individually. - [Recruiting Pipeline Builder](https://cotera.co/solutions/ops/recruiting-pipeline-builder.md): Find candidates at target companies, score them against your JD, and export to Google Sheets. - [News Intelligence Monitor](https://cotera.co/solutions/ops/news-intelligence-monitor.md): Monitor news sources with NewsCatcher. Get daily email digests of funding rounds, executive moves, and competitor news. - [AI Candidate Sourcer](https://cotera.co/solutions/ops/ai-candidate-sourcer.md): Find and rank candidates matching your job description. Search Apollo and LinkedIn, score against your requirements, and get a ranked shortlist. - [AI Resume Screener](https://cotera.co/solutions/ops/ai-resume-screener.md): Screen and score resumes against your job description with AI. Get structured scorecards, red flags, and a ranked shortlist. - [LinkedIn Talent Search](https://cotera.co/solutions/ops/linkedin-talent-search.md): Search LinkedIn for candidates with AI. Build boolean searches, research profiles, and get personalized outreach templates. - [Hiring Market Analyzer](https://cotera.co/solutions/ops/hiring-market-analyzer.md): Analyze hiring trends, salary benchmarks, and competitor talent moves. See who is hiring, what they pay, and where talent is flowing. - [Meeting Transcript to Slide Deck](https://cotera.co/solutions/ops/google-slides-meeting-recap.md): Convert Fireflies meeting transcripts into structured Google Slides recap presentations with decisions, action items, and next steps. - [Auto-Generate Weekly Report Deck](https://cotera.co/solutions/ops/google-slides-weekly-report.md): Duplicate a Google Slides template and fill it with this week's metrics using placeholder text replacement. - [AI Data Analyst](https://cotera.co/solutions/ops/ai-data-analyst.md): An AI data analyst that pulls metrics from multiple sources, spots trends, and generates plain-English reports. - [Notion Salesforce Deal Tracker](https://cotera.co/solutions/ops/notion-salesforce-deal-tracker.md): Sync Salesforce accounts into Notion deal pages so your whole team stays aligned - [Multi-Signal Account Scorer](https://cotera.co/solutions/ops/multi-signal-account-scorer.md): Score accounts across fit, intent, and engagement. Pull signals from your CRM, intent data, LinkedIn, and web analytics into one score with reasoning. - [CRM Deal History Checker](https://cotera.co/solutions/ops/crm-deal-history-checker.md): Search your CRM for past deals, closed-lost history, and existing contacts at any account. Never cold-call a warm account again. - [Gmail De-Anonymizer](https://cotera.co/solutions/ops/gmail-deanonymizer.md): Turn Gmail signups into real leads. The agent finds who they are, where they work, their title, LinkedIn, and whether they match your ICP. - [CRM Bulk Enrichment](https://cotera.co/solutions/ops/crm-bulk-enrichment.md): Run enrichment on thousands of CRM contacts at once. Fill in missing fields, verify emails, update stale records, and flag bad data. - [Signal-Based Outreach Router](https://cotera.co/solutions/ops/signal-based-outreach-router.md): Route leads to the right channel and playbook based on signals. LinkedIn-active leads get LinkedIn outreach. Email-only get cold email. Hot leads get Slack alerts.