Sales follow-up worker
Qualifies leads, drafts replies, enriches records, updates CRM fields, and nudges owners.
For small business teams
FoxGrove builds AI workers that live where your team already works: Microsoft 365, Teams, Slack, email, CRMs, shared docs, and browser portals.
They handle repeatable roles across sales, operations, support, finance, marketing, reporting, and coordination, with approval points where they matter.
Agent roles
Small businesses often run on scattered requests: Teams, Slack, email, CRMs, spreadsheets, documents, browser portals, and half-finished follow-ups.
FoxGrove turns those repeated processes into managed AI workers that use your existing tools and ask for approval where needed.
Qualifies leads, drafts replies, enriches records, updates CRM fields, and nudges owners.
Sorts customer requests, checks history, drafts replies, and escalates edge cases.
Builds agendas, pulls notes, prepares briefs, and creates follow-up tasks after the call.
Pulls inputs, chases missing context, drafts weekly updates, and records decisions.
Finds stale records, missing fields, duplicate contacts, and overdue next steps.
Prepares invoice reminders, payment follow-ups, expense sorting, and finance summaries.
Drafts content, repurposes updates, researches competitors, and reports campaign activity.
Routes requests, creates tasks, updates docs, and keeps Slack or Teams threads moving.
Managed safely
Good small-business automation is not unchecked automation. It uses clear roles, limited permissions, review points, and visible records.
Workers only get the tool access needed for the role.
Customer-sensitive, financial, legal, HR, and unusual actions pause for review.
Workers use your docs, templates, examples, CRM fields, and existing processes.
Important actions, approvals, exceptions, and summaries can be written back where the team works.
How we start
We do not start by automating the whole company. We pick one repeated role, prove the work is useful, then expand into a managed team of AI workers across the business.
Get startedSales follow-up, support triage, reporting, finance admin, meeting prep, CRM hygiene, marketing, or coordination.
We document the people, tools, templates, handoffs, exceptions, and approval points already in use.
Microsoft 365, Teams, Slack, Google Workspace, Notion, CRMs, finance tools, spreadsheets, and browser portals where access allows.
Customer replies, payments, discounts, record changes, and unusual edge cases can wait for human sign-off.
We monitor the workflow, tune the rules, review edge cases, and expand into the next useful worker when ready.
FAQ
No. The point is finished work, not chat.
A chatbot answers questions. A FoxGrove worker follows an agreed process: checks context, drafts the next step, updates records, asks for approval, and reports back.
That is one of the best places to start.
Many small-business workflows already start in Teams, Slack, email, or forms. FoxGrove can design workers that listen for the right request, run the steps, then post a clear result back into the same workspace.
Start focused, then grow into a team.
A first worker might handle lead follow-up or support triage. Later workers can cover reporting, CRM hygiene, finance admin, marketing tasks, research, and internal coordination.
Start small
We will review the request, the tools, the approval point, and the smallest useful result.