Sales Agent
Replies to new leads, logs them in your CRM, books calls.
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AI AGENTS FOR OPERATIONS
ABOUT US
Octadots designs, builds and runs AI automations for operations teams, inside the tools you already use.
We start with one slow, repetitive process, automate it in a short pilot, measure the result, then move to the next one.
Within 1 business day
30 minutes
No fixed fees
THE OLD WAY
Four jobs that people at 20 to 200 person companies still do by hand, and what an agent does in their place.
Orders are retyped from Gmail into Xero, then again into HubSpot.
With an agent
Reads the email, raises the Xero invoice, updates HubSpot and flags what it can't match.
Illustration: Order email, then the agent, then Records updated.
Web enquiries sit in a shared inbox until the prospect has moved on.
With an agent
Replies within minutes, logs it in HubSpot and offers call times.
Illustration: New enquiry, then the agent, then Call booked.
Refunds, sales questions and spam all land in one Zendesk queue.
With an agent
Tags and routes each ticket, drafts routine replies, flags urgent ones in Slack.
Illustration: Mixed inbox, then the agent, then Routed.
Every Friday, finance emails late payers one by one.
With an agent
Checks Xero and Stripe daily, sends reminders and lists who is still overdue.
Illustration: Overdue list, then the agent, then Paid or escalated.
Flowmind is the platform these agents run on, inside the tools you already use.
Book a CallTell us which of the four sounds like your week.
MEET FLOWMIND
Flowmind is the platform we build your automations on: it links your apps, runs each agent, and logs every action it takes.
Example connections. Ask us about your stack.
HOW IT WORKS
#01
We map one process with your team, count the hours it takes, and agree what success looks like.
#02
We build the automation in your tools, run it beside your team, and measure it against the audit.
#03
If the pilot pays off, we keep it running, fix what breaks, and move to the next process.
AI AGENTS
Replies to new leads, logs them in your CRM, books calls.
Triages tickets, drafts replies, hands hard cases to staff.
Onboards customers and staff, and keeps records in sync.
Reads invoices, chases late payers, sends weekly reports.
WORKFLOW TEMPLATES
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HOW WE WORK
#01
We review one or two processes and send a written plan with the expected time saved.
Quoted per project
#02
We build one automation, run it with your team, and report the results against the audit.
Quoted per project
#03
When you want it. We monitor the agents, handle changes in your tools, and add new processes when you are ready.
Quoted per project
Who owns what we build, and how we hand it over, is set out in the written agreement for each project.
SECURITY AND DATA
Each agent gets access only to the tools its workflow uses.
Before a pilot, we agree with you which data each workflow may read, and we limit it to that.
Anything sensitive, such as a refund or a payment, waits for a person.
Every action an agent takes is logged, so you can see what it did and when.
Before a pilot starts, we tell you in writing which hosting and AI providers will handle your data.
How long we keep workflow data and logs is set out in the written agreement for each project.
Repetitive, rule-based work: lead follow-up, ticket triage, invoice chasing, onboarding and weekly reporting.
No. We build, test and maintain the automations. Your team reviews each step, approves what agents may do, and tells us what to change.
Usually. We connect to tools that offer an API or export, such as CRMs, helpdesks, accounting and chat apps. We check your stack first.
Only where you allow it. Agents follow rules you approve, and anything sensitive, such as a refund or a payment, waits for a person.
Each agent gets only the access it needs, and its actions are logged. Before a pilot starts, we tell you in writing which providers will handle your data.
GET IN TOUCH
Describe one process you would like off your plate. We reply within 1 business day with next steps.