HeyReach Automation

Good question! When you use tools inside Omnimind, its not just about automating one task—it’s about combining multiple tools into one smart workflow, handled by your AI agent. Instead of jumping between apps, logging into each one, and doing things manually, your agent connects the dots for you.

Even better? Not all tools in Omnimind require you to have an account with the original service. So you save time and money, all while letting your agent do the heavy lifting behind the scenes.

Almost anything, really. Every tool inside Omnimind helps you handle specific tasks—whether it’s finding and verifying emails for outreach, enriching your database with LinkedIn data, tech stack info, and more, writing personalized content, or automatically updating your CRM. Each tool comes with a set of “actions”—these are the actual steps your AI agent can take to get things done for you. From research to content creation to data syncing, it’s like giving your workflows a serious productivity upgrade—minus the manual work.

Tools are the “apps”—actions are the “moves” they can make. So if the tool is LinkedIn, the action might be “find leads based on filters” or “send a connection request.” Simple as that.

Absolutely. That’s what agents are for. You can build an agent that uses several tools in a row—like fetching leads from LinkedIn, enriching them with data from Clearbit, then updating your CRM and sending a follow-up email. One prompt, zero manual work.

Nope. Omnimind is 100% no-code. You just choose the tools you need and describe what you want the agent to do in plain English (we call this a workflow prompt)—and the platform figures out the rest. Magic? Kinda. But mostly just really smart automation.

An AI agent in Omnimind isn’t just a simple bot—it’s a smart assistant that can handle complex, multi-step tasks by using different tools in sequence. You tell it what to do (in plain English), and it gets to work.

There are three main types of agents you can build:

• ⚙️ Workflow Agents – These run quietly in the background. They’re trigger-based, meaning they get activated when something happens (like a new lead in your CRM) and automatically follow a set of instructions. Ideal for “if this, then do that” scenarios.
• 📊 Omnitable Agents – These are made for working with large datasets—like enriching, qualifying, or doing outreach to 1,000+ contacts at once. But here’s the cool part: even though they’re built for bulk tasks, you can totally use them for regular automations too. It’s all about what feels easier for you to manage.
• 💬 AI Chat Agents – These are the interactive ones. You can embed them on your website, use them in support or sales, or share them as a link. They’re great for talking directly to leads or customers. And unlike traditional chatbots, these chats are trained specifically on your company’s data, so they actually know what they’re talking about.

Whether you need silent background automation, bulk processing, or direct client interaction—there’s an agent for that.

No stress—there’s no need to start from scratch. We’ve got ready-made templates for popular use cases you can try right away. Whether you’re building a full-blown workflow agent or just experimenting with a single tool in Omnitable, there are pre-written prompt templates to guide you. You can easily tweak them to fit your needs—and they’re perfect for beating the blank page syndrome.

Book a free demo with our team—we’ll walk you through everything and help set up agents tailored to your business needs. Book a demo