Meet the agents inside Orbis
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The Orbis agents

Context in.
Next steps out.

Four focused agents, working from the records you already have. Less time piecing things together. More clarity on what to do next.

01

GTM agent

Find the fit. Prepare the approach.

Rank the companies already in your CRM against your ideal customer profile. Build an account shortlist and prepare a campaign brief with outreach drafts.

Works with
Saved profile + company records
Prepares
Ranked accounts and campaign drafts
02

Follow-up agent

Give every conversation a next step.

Use the deal context already in Orbis to prepare a follow-up. Keep the draft connected to the account so the owner can review it before acting.

Works with
Open deals + account context
Prepares
Follow-up drafts for review
03

Pipeline agent

Make the next move visible.

Spot open deals that need an action and prepare a next-step task. Put an owner and a clear action alongside the opportunity.

Works with
Deal stages + existing tasks
Prepares
Tasks tied to your pipeline
04

Finance agent

Keep outstanding invoices in view.

Identify invoices past your overdue threshold and prepare reminder drafts. Review the proposed action before creating a collection task.

Works with
Invoice status + overdue threshold
Prepares
Reminder drafts and collection tasks

See the workflow

From context
to something useful.

Explore these illustrative workflows. Rule-based actions can work without live AI; AI generation and external integrations depend on configuration.

GTM agent

A better-fit pipeline

The GTM agent ranks the companies already in Orbis against the customer profile you saved.

You provide
An ideal customer profile
Orbis prepares
Fit scores with supporting account facts
You get
A clear shortlist of recorded accounts
Grounded in your workspace records
ORBIS / IN MOTIONSample workspace
Run manually or on record changesRules work without an AI connectionReview actions and run history

The human part stays human

Prepared by Orbis.
Decided by you.

Review the draft, make it yours, then approve the next step. Approval creates an internal task with your reviewed text—it never sends the message.

A place to review
Every draft waits for your go-ahead.
A record of the work
See what ran, what changed, and what comes next.
Follow-up agentTry a review
N
NotionProposal follow-up
Your review

Keep the conversation going

Hi Sam, following up on the proposal from last week. Happy to walk through the implementation timeline whenever suits you.

Based onOpen deal · Last conversation
Interactive preview. No messages are sent.
A clearer way to run your businessSample workspace ready

Bring the work
back together.

From the first deal to the last invoice.
Make room for a more connected way to work.

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