AI Workflows | Create a Customer 360 Agent

Celigo
137 views November 10, 2025

🎯 Get instant, AI-generated executive summaries of your customer accounts — directly in Slack. In this demo, we show how Celigo’s Customer 360 Agent automates the gathering of key customer data from Salesforce, Gong, Zendesk, and Snowflake, summarizes it using OpenAI, and delivers a polished PDF report — all within seconds. Perfect for account executives, success managers, and revenue leaders, this agentic workflow gives you everything you need to walk into customer meetings aligned, prepared, and focused. ✋ Get a demo: https://www.celigo.com/request-a-demo/ Learn more about AI workflow automation: https://www.celigo.com/platform/ai-workflows/ ✅ No more scrambling for data ✅ No more digging through tools ✅ Just smart, streamlined customer insights Explore more: 🌐 Visit our site: https://www.celigo.com 📚 Builder’s Hub: https://www.celigo.com/builders-hub 🎓 Free Celigo University: https://training.celigo.com Subscribe for more tutorials! 🎥 : @celigoinc Connect on LinkedIn 💼: www.linkedin.com/company/celigo-inc #Celigo #Customer360 #AI #SlackBot #Integration #Salesforce #Gong #Zendesk #Snowflake #Automation #iPaaS

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