Agentic Builders
Integrated agentic workflows, built live, every week
The Agentic Builders webinar series is your step-by-step guide to designing powerful, AI-powered workflows that transform how work gets done. Across five live sessions, SnapLogic experts will 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 agentic workflows built live, 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 leave each session with practical examples and ready-to-use ideas. Sign up for the full series or join the sessions most relevant to you.
Join your favorite sessions
Explore the series
August 28 | 9am PT
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
Redner
Jordan Millhausen
Solutions Engineer, SnapLogic
Jeffrey Wong
Technical Product Marketing Director SnapLogic
September 4 | 9am PT
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
Redner
Chris Ward
AI Center of Enablement Director, SnapLogic
Nicole Houts
Senior Finance Manager, SnapLogic
September 11 | 9am PT
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
Redner
Bhavin Patel
Principal Solutions Engineer, SnapLogic
Maria Hercules
Director of Customer Success EMEA, SnapLogic
September 18 | 9am PT
Accelerate Learning Certifications with an LMS Agentic Workflow
Join us to 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
Redner
Kory Knickerbocker
Senior Professional Services Architect, SnapLogic
Adam Bewley
Learning & Enablement Operations Manager, SnapLogic
September 25 | 9am PT
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
Sprecher
Jordan Millhausen
Solutions Engineer, SnapLogic