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Meet the AI Sales Agent That Turns Strangers Into Booked Meetings

It finds perfect leads, writes personalized messages, follows up and books meetings. Automatically. Set up in 30 seconds from your website.

Get startedBook a demo

One agent, four jobs, always running

Watch it take one lead from stranger to booked meeting. No handoffs.

  1. Step 1

    Finds the right buyers

    Searches for buyers that match your exact ICP, industry, size, role and intent signals, then enriches every lead with verified contact data.

    AI Sales Agent
    1. Find
    2. Write
    3. Follow up
    4. Book

    Searching 450M+ B2B contacts

    Role: sales leadersIndustry: B2B SaaSIntent: hiring SDRs
    MC

    Maya Chen

    VP of Sales, Northwind

    maya@northwind.co

    EnrichedVerified

  2. Step 2

    Writes a personalized email

    Tailored outreach for every prospect. Not templates, not blasts.

    AI Sales Agent
    1. Find
    2. Write
    3. Follow up
    4. Book
    To maya@northwind.coBuying signal: hiring SDRs

    Northwind’s new SDR roles

    Hi Maya, Saw Northwind is hiring SDRs. Congrats on the growth. Quick question: how are you filling their pipeline while they ramp? Fieldnote gives new reps verified, ready-to-email accounts from day one. Worth a look?

    Sent from a warmed-up inbox

  3. Step 3

    Follows up until they reply

    Handles every follow-up for you, without you touching a thing.

    AI Sales Agent
    1. Find
    2. Write
    3. Follow up
    4. Book
    Sam: Hi Maya, bumping this in case it got buried. Worth a quick look next week?
    Yes, worth a look. Thursday afternoon works.
    Maya Chen, NorthwindInterested

  4. Step 4

    Books the meeting

    Gets replies onto your calendar, automatically.

    AI Sales Agent
    1. Find
    2. Write
    3. Follow up
    4. Book
    MonTueWedThuFri

    Thu 2:00 PM: Intro call

    Sam, Maya Chen

    5. Example lead for illustration.

Everything a great rep does, done for you

  • Learns your business

    Reads your website and understands what you sell, who you sell to and what makes you different.

    • What you sell
    • Who you sell to
    • What makes you different

  • Finds perfect leads

    Searches 450M+ B2B contacts for buyers that match your exact profile.

    • Ideal customer profile
    • Industry
    • Size
    • Role
    • Intent signals

  • Enriches every lead

    Every lead gets enriched before a single message is sent.

    • Verified contact data
    • Firmographics
    • Buying signals

  • Writes tailored outreach

    Messages for every prospect that feel like they were written by your best rep.

    • Not templates
    • Not blasts

  • Follows up and books meetings

    Handles every follow-up and gets replies onto your calendar, automatically.

    • Every follow-up
    • Replies to your calendar

Live in 30 seconds

Drop your URL. The agent reads your website and learns what you sell, who you sell to and what makes you different.

No forms, no configuration, no onboarding calls.

New AI Sales Agent

Your website

fieldnote.io
Read fieldnote.io
What you sell
Sales onboarding software that gets new reps productive faster
Ideal customer
Sales leaders at growing B2B SaaS companies
Offer
A short walkthrough of a ramp plan for your team
Tone of voice
FriendlyDirectNo jargon
Profile ready

Example business for illustration.

While you were asleep

The agent works through the night, then tells you what it did.

Good morning, Sam

AI Sales Agent, overnight activity

Example
  1. 11:40 PMFound new buyers that match your ideal customer
  2. 12:15 AMEnriched and verified every lead
  3. 1:05 AMSent personalized first emails
  4. 3:30 AMFollowed up with earlier prospects
  5. 6:12 AMMaya Chen at Northwind replied: interested
  6. 6:14 AMMeeting booked: Thu 2:00 PM with Maya Chen

Example activity for illustration.

You stay in control

Let it run on autopilot, or approve every email first. Tell it what to do in plain English.

Agent settings

Sent to Maya Chen, NorthwindSent automatically

The agent sends as soon as an email is ready.

Guidance rules

  • Only reach out to B2B SaaS companies
  • Never mention pricing in the first email
  • Keep emails short and friendly
  • Skip anyone who already said no
  • Offer Tuesday or Thursday meetings

Rules are written in plain English. No code, no workflows.

Built on Instantly

The agent runs on the Instantly platform. Every part is connected.

AI Sales Agent

Working for FieldnoteRunning

Lead database

450M+ B2B contacts

Maya Chen, VP of SalesVerified

Warmed-up inboxes

  • sam@fieldnote.ioWarm
  • sam@getfieldnote.comWarm
  • hello@fieldnote.ioWarm

Unibox

All replies in one inbox

Maya Chen: Yes, worth a look.Interested

Your calendar

Thu 2:00 PM

Intro call

Example data for illustration.

Real results. Real customers.

“We’ve tested a lot of sequencers and ultimately Instantly has been the most helpful in generating revenue for our clients. It has all the functionality any advanced cold email initiative needs, while still being super user friendly and intuitive.”

Mike Ellis

Co-Founder, Kale Acquisition

Questions, answered

Still curious? See it on a short call.

Book a demo

Your next meeting is one website away

Set up your AI Sales Agent in about 30 seconds.

Get startedBook a demo
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