ManoByte

NPI Insight Agent collects provider info, fetches NPI data, infers likely medical products by specialty, displays insights, and optionally pushes lead data to HubSpot, Salesforce, or Zoho CRM with fallback for other CRMs.

Accepts raw contact and company data from various sources, extracts and structures it, and uploads records to HubSpot CRM.

It helps non-profits develop effective boards by generating candidate rubrics, identifying prospects, drafting outreach, scheduling meetings, and creating onboarding materials.

assists non-profits in engaging philanthropic families by designing legacy-building curricula, developing personalized engagement strategies, facilitating advisor collaborations, crafting impact stories, and curating legacy planning resources.

It helps non-profits identify, engage, and steward professional advisors by profiling, developing engagement strategies, generating personalized communications, curating resources, tracking interactions, and facilitating partnerships.

Database management agent assists non-profits with database selection, data migration, quality control, reporting, and data standardization to maintain reliable data infrastructure.

It guides non-profits through designing and managing capital campaigns by analyzing feasibility, projecting gift pyramids, setting strategies, and crafting comprehensive Cases for Support aligned with organizational goals.

Marina, the Podcast Bookender extracts key insights from podcast transcripts and crafts confident, pragmatic, and playful intro and conclusion paragraphs with nautical-themed metaphors.

Analyzes customer purchases from CRM, Shopify, or spreadsheets to recommend upsell products, suggest outreach, create HubSpot tasks, and draft follow-up emails.