Agentic Builders
Your step-by-step guide to
designing integrated, agentic workflows
In the Agentic Builders webinar series, now available on-demand, SnapLogic experts show you how to connect your data, automate complex tasks, and empower teams to put AI to work across departments including: sales, finance, customer success, learning services, and revenue operations.
What you’ll take away:
- See how to build agentic workflows, integrating data sources and tools you already use.
- Learn how to automate high-value, high-effort tasks across your organization.
- Discover best practices for connecting CRM, support, LMS, and financial systems.
- Walk away with actionable steps to design your first (or next) agentic workflow.
Whether you’re looking to accelerate processes, improve accuracy, or reduce manual effort, you’ll learn practical examples and ready-to-use ideas.
Watch all five sessions on demand now.
Enjoy all five sessions
Explore the series
Automate Smarter Selling with a Custom Sales Agentic Workflow
Discover how to build a sales agentic workflow that transforms call transcripts into action by automating grading conversations, providing summaries, and updating Salesforce in real time.
INTEGRATIONS
Speakers
Jordan Millhausen
Solutions Engineer, SnapLogic
Jeffrey Wong
Technical Product Marketing Director, SnapLogic
Accelerate Month-End Close with a Finance Agentic Workflow
Learn how to create a finance agentic workflow that reconciles revenue by connecting contract data, CRM records, and billing systems to reduce manual work and speed up the month-end close process.
INTEGRATIONS
Speakers
Chris Ward
AI Center of Enablement Director, SnapLogic
Nicole Houts
Senior Finance Manager, SnapLogic
Deliver Proactive Support with a Customer 360 Agentic Workflow
Find out how to build a customer 360 agentic workflow that unifies signals across CRM, support, and engagement tools to surface insights and power a proactive customer success strategy.
INTEGRATIONS
Speakers
Bhavin Patel
Principal Solutions Engineer, SnapLogic
Maria Hercules
Director of Customer Success EMEA, SnapLogic
Streamline Contract Reconciliation with a RevOps Agentic Workflow
See how to design a RevOps agentic workflow combined with our APIM solution to reconcile contract data with Salesforce records, giving teams the context they need to close deals faster and strengthen customer communication while keeping data safe and secure.
INTEGRATIONS
Speaker
Jordan Millhausen
Solutions Engineer, SnapLogic
Jeffrey Wong
Technical Product Marketing Director, SnapLogic
Accelerate Learning Certifications with an LMS Agentic Workflow
Learn how to design an LMS agentic workflow that automates grading and feedback for recorded presentations, helping teams scale evaluations and speed up certification processes.
INTEGRATIONS
Speakers
Kory Knickerbocker
Senior Professional Services Architect, SnapLogic
Adam Bewley
Learning & Enablement Operations Manager, SnapLogic