11 deals marked Closed Won in Salesforce have no matching paid invoice, $480K of commit that hasn't turned into cash. Most slipped past their close date last week.
How an agent works
An agent watches one thing and acts on it. Not a workflow, just a standing watch that usually does nothing and acts the moment it should.
You stay in control
An agent does what you'd do, and only what you've authorized.
The same trusted numbers
It acts on the same governed metrics as your dashboards, and every action is logged and traceable.
You approve anything that writes
It alerts and recommends on its own; anything that changes data is yours to approve.
Try it on a test channel first
Point a new agent at a throwaway channel and watch its judgment before it touches anything real.
No false alarms
It remembers what it already flagged and waits before acting again, so it won't alert you about the same thing twice.
What you can put an agent on
Tie your closed-won pipeline to the revenue that actually landed
It reconciles your Salesforce deals against the invoices and payments in your billing system, and flags the commit that closed in the CRM but never turned into cash. You walk into the forecast call knowing your number ties out, instead of defending a pipeline that drifted from reality.
Catch stuck and slipping deals before the forecast breaks
When a deal sits past its close date or stalls in stage, it tells you which deals are at risk and how much of the quarter is exposed, reads the recent activity to see why it stalled, and lines up the next step for you to approve. You find slippage while there's still time to work it, not on the last day of the quarter.
Keep the pipeline clean enough to trust the report
It watches for the hygiene gaps that quietly break your reporting, duplicate companies, contacts with no owner, deals missing an amount or a close date, and tracks who changed what in the records that matter. The number on your dashboard stays defensible because the data under it stays clean.
Run any Python it needs to get the job done
Beyond alerts and write-backs, an agent can run arbitrary Python, so it can do whatever the task actually requires: call an API, kick off a job, reshape the data, or wire into your own tooling. The action space is yours to define.
Why not just build it yourself?
You could rig one of these with a cron job and a Slack webhook in an afternoon. The watching is the easy part. Here's what you'd own forever, and don't, here:
- →The cross-source join: not one tool's data, but it reconciled against the rest of your stack
- →A trusted, consistent metric: the same number your dashboards use
- →The investigation into why, when something fires
- →A full audit trail of everything it did
- →The upkeep, when the schema drifts or the script breaks at 2am
The data it works from
Every Salesforce object, modeled and query-ready the moment you connect.
It runs on your real Salesforce org (custom fields, half-filled records, the duplicate accounts reps keep creating), not a tidy demo.
Where it acts
Slack
A message in the channel you choose, with the context and a button to act on it.
A summary in the inbox of the people who need to see it.
Webhook
A payload to your own systems, to wire the agent into whatever you already run.
Warehouse write-back
A flag written back to your warehouse for everything downstream to pick up.
Hand off to Fi
Kick the question to Fi to investigate the why and propose the fix.
MCP
Expose it to your own agents and tools over MCP, and drive it from your stack.
Run it in your own VPC or fully self-hosted. Everything it does is pure SQL and Python you can inspect.
Build your agents with Fi
Fi is your AI analyst. It helps you build and customize everything in Definite, including the agents that watch and act.
Fi
Your AI analyst. Ask questions in plain English, and let it help you build and customize everything in Definite, including your agents.
Meet Fi →Agents
The watchers and actors. Once you've built one, it runs on its own, keeping an eye on what matters and acting the way you would.
Autonomous agents →Get started
- 1Connect Salesforce, and the sources it needs to reconcile against. Synced and modeled in an afternoon.
- 2See the numbers tie out to what you already trust.
- 3Put an agent on one thing you can't afford to miss. Fi helps you build it.