Tools behind the cases

Jump to: No-code & low-code agent builders · Workflow automation · Voice AI & phone agents · CRM & sales · Prospecting & outbound · Meeting notes & call capture · Customer-service AI agents · Healthcare & life-sciences AI · Coding agents & model platforms · Work management & docs · AI video, decks & content · Newsletters, sites & SEO

No-code & low-code agent builders

• Relevance AI (Relevance AI)
  Build an 'AI workforce' of agents, e.g. BDR agents that research and book meetings.
  4 cases in the casefile →
• Lindy (Lindy)
  No-code AI agents for inbox, scheduling and sales admin.
  Builder tool; no documented case yet

Workflow automation

• Zapier (Zapier)
  The default app-to-app automation layer, now with AI agents and AI steps.
  3 cases in the casefile →
• n8n (n8n)
  Open-source workflow automation with AI agent nodes; self-host or cloud.
  1 case in the casefile →
• Make (Make)
  Visual no-code automation with AI agents; good for intake, routing and follow-up flows.
  Builder tool; no documented case yet

Voice AI & phone agents

• Teneo.ai (Teneo.ai)
  Enterprise voice AI agents for contact centers.
  1 case in the casefile →
• ElevenLabs (ElevenLabs)
  Voice models and a conversational-agent platform behind many voice agents.
  Builder tool; no documented case yet
• Retell AI (Retell AI)
  Build and deploy phone agents for scheduling, intake and call routing.
  Builder tool; no documented case yet

CRM & sales

• Agentforce (Salesforce)
  Salesforce's agent platform across service, sales and field service.
  16 cases in the casefile →
• Attio (Attio)
  AI-native CRM for go-to-market teams.
  Builder tool; no documented case yet
• Close (Close)
  Sales CRM with built-in calling and email for inside-sales teams.
  Builder tool; no documented case yet
• HubSpot (Breeze agents) (HubSpot)
  SMB-friendly CRM with Breeze AI agents for prospecting and support.
  Builder tool; no documented case yet
• Pipedrive (Pipedrive)
  Pipeline CRM for small sales teams, independent reps and distributors.
  Builder tool; no documented case yet

Prospecting & outbound

• Apollo.io (Apollo.io)
  Prospect data plus sequencing; pairs with SDR agents.
  Builder tool; no documented case yet
• Instantly (Instantly)
  Cold-email infrastructure and outbound automation.
  Builder tool; no documented case yet
• lemlist (lemlist)
  Multichannel outreach (email, LinkedIn, calls) for SDR teams.
  Builder tool; no documented case yet

Meeting notes & call capture

• Fireflies.ai (Fireflies.ai)
  AI meeting notes that sync summaries and action items to your CRM.
  Builder tool; no documented case yet
• tl;dv (tl;dv)
  Meeting recorder and AI notes for sales calls.
  Builder tool; no documented case yet

Customer-service AI agents

• Fin AI Agent (Intercom)
  Intercom's customer-service AI agent; the most-documented tool in the casefile.
  29 cases in the casefile →
• Sierra (Sierra)
  Conversational AI agents for customer service, chat and voice.
  15 cases in the casefile →
• Decagon (Decagon)
  AI customer-support agents for chat, email and voice.
  11 cases in the casefile →
• ServiceNow AI Agents (ServiceNow)
  Agents inside ServiceNow IT and customer workflows.
  1 case in the casefile →

Healthcare & life-sciences AI

• Notable (Notable)
  AI agents for intake, scheduling, prior auth and care-gap outreach.
  19 cases in the casefile →
• Assort Health (Assort Health)
  Voice AI patient-access agents for specialty practices.
  12 cases in the casefile →
• Veeva AI Agents (Veeva Systems)
  Life-sciences CRM and content (PromoMats) with built-in AI agents.
  3 cases in the casefile →
• ACTO (ACTO)
  Field-rep enablement AI for life-sciences sales teams.
  1 case in the casefile →
• Hippocratic AI (Hippocratic AI)
  Healthcare AI agents for non-diagnostic patient outreach.
  1 case in the casefile →
• Infinitus (Infinitus Systems)
  Voice AI for benefit verification and payer calls.
  1 case in the casefile →
• MedScout (MedScout)
  MedTech commercial intelligence with territory agents.
  1 case in the casefile →

Coding agents & model platforms

• Claude & Claude Code (Anthropic)
  Anthropic's models, Claude Code and enterprise plans.
  10 cases in the casefile →
• Devin (Cognition)
  Autonomous AI software engineer from Cognition.
  9 cases in the casefile →
• Gemini / Vertex AI (Google Cloud)
  Google Cloud's model and agent platform.
  2 cases in the casefile →
• Microsoft 365 Copilot (Microsoft)
  Copilot across Microsoft 365, plus Azure OpenAI for custom agents.
  2 cases in the casefile →
• Amazon Bedrock (AWS)
  AWS's managed model and agent service.
  1 case in the casefile →

Work management & docs

• ClickUp (ClickUp)
  Work management with built-in AI.
  Builder tool; no documented case yet
• monday.com (monday.com)
  Work management and CRM with AI agents for ops teams.
  Builder tool; no documented case yet
• Notion (Notion)
  Docs and wiki with Notion AI; a home for your agent playbooks and SOPs.
  Builder tool; no documented case yet

AI video, decks & content

• Descript (Descript)
  Edit audio and video by editing the transcript.
  Builder tool; no documented case yet
• Gamma (Gamma)
  AI-generated decks, e.g. for business reviews and call prep.
  Builder tool; no documented case yet
• HeyGen (HeyGen)
  AI avatar video for training and enablement.
  Builder tool; no documented case yet
• Jasper (Jasper)
  AI marketing content with brand controls.
  Builder tool; no documented case yet
• Synthesia (Synthesia)
  AI video for training content, used by life-sciences L&D teams.
  Builder tool; no documented case yet

Newsletters, sites & SEO

• beehiiv (beehiiv)
  The newsletter platform The Casefile runs on.
  Builder tool; no documented case yet
• Kit (Kit)
  Email platform for creators.
  Builder tool; no documented case yet
• Semrush (Semrush)
  SEO and content research.
  Builder tool; no documented case yet
• Webflow (Webflow)
  Visual website builder.
  Builder tool; no documented case yet

Know a tool with a documented, sourced deployment we're missing? Submit a case.