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Sales and marketing teams juggle a sprawling ecosystem of tools — CRM (Salesforce), enrichment (ZoomInfo, Clay), outreach (SalesLoft), analytics, SEO, and more. While point-to-point integrations exist between many of these systems, orchestrating an end-to-end flow across all of them remains a major challenge. MyAi acts as the connective layer, turning siloed tools into coordinated workflows.

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The Core Problem

Salespeople and marketers constantly context-switch between platforms. Data lives in one system, analysis happens in another, and reporting is stitched together manually. Specialized tools like Clay address parts of this for sales and marketing specifically, but adopting a siloed platform for every function introduces scale concerns and operational complexity. MyAi provides a unified approach — connecting these tools through Dimensions and Workflows rather than building yet another single-function silo.

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Key Use Cases

Set up scheduled Workflows that pull prospect and account data from your CRM, run deep research enrichment, and surface a Canvas of next steps — delivered to you on a recurring basis. This eliminates the manual cycle of exporting, researching, and compiling account briefs.
Use Functions — Python-based modules that orchestrate tool calls like api_client and sql_client — to pull data directly from your CRM via API, perform complex analytics (close/loss analysis, enrichment gap identification, pipeline health), and transform the results. Outputs are summarized in a Canvas for stakeholders to interact with. Data is zero-copy and only cached — no need to sync it to a separate data warehouse first.
Sales and marketing typically operate in separate stacks and silos. MyAi bridges this gap by allowing marketing to query: “What common themes are emerging in recent opportunities?” and sales to understand: “Which campaigns are actually driving quality pipeline?” — all from shared Dimensions that pull from both toolchains.
For SaaS companies, understanding granular product usage is critical for sales positioning. For physical products, warranty and customer feedback data is often buried in unstructured formats. MyAi can crawl through this data — whether product analytics, warranty claims, or survey responses — and surface actionable insights directly to sales and marketing teams.
Create a Template for your discovery framework (e.g., MEDDPICC). Instantiate it for each deal and populate the Instance with relevant customer data to systematically track:
  • Metrics — What quantifiable outcomes matter?
  • Economic Buyer — Who controls the budget?
  • Decision Criteria — How will they evaluate?
  • Identify Pain — Has pain been implicated?
  • Champion — Who is your internal advocate?
This replaces ad-hoc notes and homegrown spreadsheets with a consistent, queryable structure.
Instead of distributing Excel templates for each salesperson to fill out, create a QBR Template in MyAi. Each rep’s Instance ingests data from the CRM (commit, upside, best-case, worst-case), combines it with free-form qualitative input, and standardizes the output. Executives get a rolled-up view via the Canvas Collector — consistent formatting, no manual aggregation.

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Why MyAi?

Unified Orchestration

Connect CRM, enrichment, outreach, and analytics tools in one Dimension instead of maintaining separate point-to-point integrations.

Zero-Copy Data Access

Pull data directly from source systems via API. No ETL pipelines, no data warehouses, no sync lag.

Living Artifacts

Replace static spreadsheets and slide decks with Canvases that stay current and can be queried by anyone on the team.

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Learn More

Platform Architecture

Understand how Dimensions, Functions, and Canvases work together under the hood.

Guide for Pro Users

Learn how power users build and manage Dimensions and Workflows for their teams.

Finance Use Cases

See how finance teams replace spreadsheet-driven analysis with traceable Canvases.

Integrations

Explore the tools and systems MyAi connects to out of the box.