AI Agents

AI Agents are pre-built research and summarization tools powered by Sync GTM.

Each agent is designed to run a specific type of AI task — like analyzing financial reports, researching companies, or generating outreach emails — using various integrations like OpenAI and web search APIs.

These agents allow you to automate deep research without writing a single prompt from scratch.

What Can You Do With AI Agents?

Here are some examples of AI Agents available in Sync GTM:

• General Web Research Agent
  Automates online research by scanning websites, articles, or company data to answer a specific question or extract key insights.

• Quarterly Earning Summary
  Summarizes quarterly financial reports into readable insights — revenue, profit, YoY comparisons, and more.

• 10-K Filing Summary
  Converts complex SEC filings into short, digestible takeaways like risk factors, growth areas, and strategic changes.

• Short Email Writer
  Generates personalized cold emails based on target pain points, company context, or scraped signals.

• Summarize Annual Shareholder Meeting
  Creates a summary of company annual meeting transcripts highlighting decisions, forecasts, and leadership quotes.

• New Product Launch Update
  Detects and summarizes recent product announcements with release details, target audience, and feature highlights.

Powered by AI Integrations

Sync GTM AI Agents are powered by leading AI models and research tools:

• OpenAI – for generating summaries, emails, research insights, and images
• Anthropic – for deeper, context-aware reasoning and safer outputs
• Perplexity – for real-time web research and up-to-date answers
• Browser Use – for advanced multi-step Browser automations using AI

These integrations allow each agent to pull from the best model for the task — whether it’s answering a live question, summarizing dense reports, or generating outbound content.

Common use cases

• Qualify accounts against criteria no database holds — “do they sell to enterprise?”, “do they run outbound?”
• Summarize a long document — a filing, an earnings call, a shareholder meeting — into a few lines
• Find one specific, checkable fact to open an email with
• Detect and summarize a recent launch or announcement
• Draft the first line, or the whole short email, from the evidence already in the row

Best practices

• Ask for a specific output shape — one sentence, a yes/no, or JSON — not “tell me about this company”
• Give the agent a URL or scraped page content, not just a company name; grounded agents hallucinate less
• Store the evidence alongside the verdict so you can check why a row scored the way it did
• Test the prompt on five different rows, including a company with almost no web presence
• Agents are among the most expensive columns per row — put them behind a conditional formula
• Bring your own OpenAI or Anthropic key if you already have one

Use AI Agents to automate the parts of research you used to spend hours on.
Just plug them into your Sync GTM tables and go.