Salesforce Agent that automates opportunities, leads and overdue tasks
Sales & CRM salesforce.com
A Katteb Agent for Salesforce that reads your Salesforce pages and returns clear lists and screenshots. It is for sales reps, managers and ops teams who need up-to-date opportunities, lead summaries and overdue follow-ups without manual report building.
What a Salesforce agent does
The jobs people usually do here by hand. Tap one in the app and it becomes a plan.
- Open Salesforce and list the opportunities closing this month with stage and amount.
- Summarise the leads created in Salesforce this week and which are unassigned.
- Find Salesforce tasks and follow-ups that are overdue, by owner.
Anything else you would do in this site by hand can be described in your own words: the planner turns it into a plan you approve before it runs.
What people use it for
List opportunities closing this month
Open Salesforce and produce a table of opportunities that close this month with stage and amount, plus a screenshot of the source report or list so sales managers can review the active pipeline quickly.
Summarize new leads and unassigned records
Summarise leads created this week and flag which leads are unassigned, including counts by owner and the lead source so SDRs and managers can reassign and prioritize outreach.
Find overdue tasks and follow-ups by owner
Search tasks and follow-ups in Salesforce, list those past their due date grouped by owner, and include links or screenshots so reps can clear backlogs before they impact deals.
Why it is worth it
- Saves time compared with building custom reports in Salesforce.
- Delivers ready-to-act lists with screenshots. no guesswork about what the agent saw.
- Runs on a private Chrome session you sign into; Katteb never sees your password.
- Charges are per run and reflect the agent’s actual browser activity.
Questions people ask
How does the agent access our Salesforce data?
You sign into a private Chrome browser on Katteb’s servers once; the agent then clicks, reads and screenshots pages like a person. Katteb never receives your password and the agent stops if a page asks for credentials.
Which Salesforce jobs does this agent already do?
Out of the box it opens Salesforce and lists opportunities closing this month with stage and amount; summarizes leads created this week and which are unassigned; and finds overdue tasks and follow-ups grouped by owner.
Will using the agent affect our Salesforce account or trigger restrictions?
Automated activity inside a third-party account can increase the risk of rate limits or account restrictions. The agent operates through a browser like a user, but you should review any terms of service and monitor activity; never rely on it for actions you cannot safely repeat.
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