Build Outreach workflows with AI Agents

Outreach is one of the world’s leading sales engagement platforms, empowering sales teams with the tools they need to execute successful campaigns and accelerate deal pipelines. But even with its robust capabilities, jumping between Outreach and your collaboration tools can slow team momentum. Enter Runbear: by connecting an AI agent directly into Slack, Microsoft Teams, or Discord, you can bring Outreach data, sales insights, and workflow automation into the heart of your daily team communication.

About Outreach

Outreach is a cloud-based sales engagement platform trusted by thousands of teams worldwide for accelerating deal closures and orchestrating modern remote selling. Its core features include customizable email sequences, sales playbook management, real-time CRM synchronization, powerful A/B testing, and AI-powered sentiment analysis. Outreach is designed for sales teams, managers, and revenue operations professionals seeking to maximize productivity, improve follow-up consistency, and gain insights into campaign effectiveness. Its market leadership stems from helping teams increase conversion rates, standardize best practices, and drive more predictable revenue streams—making it a staple of high-performance sales organizations everywhere. Teams adopt Outreach to standardize sales outreach, centralize data, and leverage actionable analytics.

Use Cases in Practice

Let’s explore four real-world ways your team can transform Outreach workflows using a Runbear AI agent. Imagine starting your morning with an Outreach activity digest, instantly answering deal status questions, quickly referencing winning sales messages, and running real-time data analyses—all without ever leaving your team chat. These use cases aren’t just futuristic—they’re practical tools you can enable in minutes with Runbear. For example, your sales manager might request, “Show me yesterday’s Outreach activity leaderboard,” and the AI agent delivers a chart right in Slack. Or a rep could ask, “What’s the latest status of the Acme deal?” and get a direct answer, removing the need to dig through Outreach manually. Teams benefit from AI-driven search, scheduled updates, and context-rich analytics, transforming business-as-usual into a seamless, collaborative engine. This approach builds on the kind of time-saving workflow you’ll find in Instantly Query Excel Reports in Slack—No More Manual Data Checks and makes your sales operation more data-driven—just like the strategies in How to Automate KPI Reporting.

Outreach vs Outreach + AI Agent: Key Differences

Integrating Runbear with Outreach transforms manual, siloed workflows into AI-powered team collaboration. With Outreach alone, team members must switch apps, manually pull reports, or search knowledge bases one by one. Runbear AI agents bring Outreach data, reporting, and process automation directly into your team’s chat—making updates, search, and insights seamless, collaborative, and always available where teams work.

Implementation Considerations

When rolling out Runbear with Outreach, your team should plan for a smooth transition. First, ensure Outreach permissions allow read-access for data the AI agent will surface. Teams may need a brief onboarding session to get familiar with interacting with the AI agent in Slack or Teams, and to understand natural language command formats. Consider data governance—ensure only authorized users can access sensitive pipeline or prospect data through Runbear. Budget time for initial integration setup (usually under an hour with Runbear’s no-code interface), and plan ongoing reviews to tune scheduled reports or analytics for evolving team needs. Change management is key: communicate benefits early, offer hands-on demos, and invite feedback to refine new workflows. Be mindful of the total cost of ownership, weighing productivity gains and reduced manual reporting against any additional SaaS spend. Finally, maintain compliance with any industry regulations (e.g., SOC 2, GDPR) for data shared in chat channels.

Get Started Today

Combining Runbear’s AI agent platform with Outreach isn’t just a technical integration—it’s a leap forward in team productivity and collaboration. By bringing Outreach insights, analysis, and automation into everyday team conversations, sales teams work smarter, make faster decisions, and stay focused on closing deals. Start exploring this integration today: empower your team with an AI agent that understands both your business and your Outreach workflows, and discover how automation makes every sales moment count.