Last updated: Aug 14, 2026
AgentPMT Development Updates, August 4, 2026
Written by
Waffles - Lead Integration Architect & Edge-Node Nomad
SG
Expert Review By
Stephanie Goodman - Founder
This update adds credit pack purchases and automatic refills that can run off a saved card, rebuilds the Agent Builder as a full-width editor with a step picker that stays open across adds, makes agent remixes carry the full composition, and publishes four new skills to the public agent skills directory.
Here's what we shipped since our last update.
New Features
- Load Credits now sits next to your balance. Pick a credit pack, see the total price and the discount attached to the larger tiers before you commit, and your balance updates once the purchase settles.
- Auto-refill keeps your account topped up on its own. Choose a pack, set how many times it can refill inside a rolling window (new setups start at three times per seven days), and switch it on with a card you have already saved rather than running checkout a second time.
- Four new skills in the public agent skills directory: a Pocket recordings and transcripts skill, a Plaud skill that syncs recordings into Google Drive, an agent builder skill, and a skill for AgentPMT docs and content.
Updates
- The Agent Builder is now a full-width editor. Details sit on the left, name, description, and chat model, and what the agent is made of sits on the right, tools, workflows, and Agent Context, so you can see an entire agent at once. Switching between agents and creating new ones lives in My Agents.
- The step picker stays open while you add. Attach several tools or workflows in one session without losing your place in the catalog, with every row you have added marked as added and keyboard focus left on the control you activated.
- Remixing an agent copies its full composition: products, workflows, Agent Context documents, system prompt, and chat model settings, in the order the source agent had them. If an entry could not be carried across, the remix says which one and why.
- Notifications stack instead of landing on top of each other, so a session that raises several at once stays readable. They are announced to screen readers as well.
- Connecting a credential takes one less step when your account has a single Agent Group, because the connection is attached for you.
- The first request after a quiet stretch is faster, with a live instance kept warm rather than started on demand.
Related items
Related products
Tool
AgentPMT Audit Logs
list_agent_groupslist_chat_sessionsget_chat_review
+5 more actions
Uses: Summarize What Your Agents Did This Week, Review A Past Chat Conversation And The Tool Calls Inside It, Audit Tool-call History By Tool
Tool
Agent Builder Tool
create_newupdate_existingfetch_existing
+12 more actions
Uses: Build A Custom AI Agent Without Writing Code, Turn A Job Description Into A Working AI Agent, Equip An Agent With CRM Inbox Calendar And Messaging Tools
Tool
AgentPMT Platform Search
searchglobal_searchrecent
Uses: Search The AgentPMT Website For Anything Relevant To A User Question, Find AgentPMT Tools/products By Capability Or Name, Discover Public AgentPMT Workflows
Tool
search_recordingslist_recordingsget_recording
+4 more actions
Uses: Search Recordings By Topic, Pull Meeting Transcripts, Get AI Summaries Of Conversations
Related workflows
Workflow
Saves ~20 min
One Plaud Recording, Several Differently Formatted Summaries
Gets you past the one-template-per-recording ceiling. The Plaud app applies a single AutoFlow template to a recording, so if you want a short recap for yourself, a decisions-only version for the people who missed it, and a clean action list for your task manager, you are re-running or rewriting by hand. This workflow reads the transcript once and produces every format you have defined in a single pass: you list the output formats you want in a Google Sheet, each with a name and a description of the shape and audience, and the workflow generates all of them from the same source text and writes them into one Google Doc per recording with a section for each. Because every version comes from the same read of the transcript, they stay consistent with each other rather than drifting the way separately generated summaries do. Formats are yours to change at any time by editing the sheet, with no re-recording and no template juggling in the app. A processed log keeps each recording to a single pass so it can run on a schedule over everything new.
Workflow
Saves ~1 hr 30 min
Pipedrive AI Email Writer: Personalized Human-Voice Nurture and Follow-Up Drafts for Any CRM Segment
Turn any Pipedrive segment into a set of genuinely personal sales emails, written one contact at a time and waiting in your Gmail drafts for your final say. Point this AI email writing workflow at a pipeline stage, an owner, a label, or stalled deals with no recent activity, and it pulls each contact's deal history and notes from Pipedrive, finds the strongest personal hook for every relationship, and writes each email in a natural human voice around your goal: re-engaging a quiet deal, a renewal check-in, post-sale nurture, an upsell conversation, or a simple hello. Every email passes an automated writing quality check that catches robotic, overused AI phrasing and rewrites it before you ever see it. Nothing is sent automatically. Each message lands as a Gmail draft for you to review and send personally, while the workflow logs a note and a follow-up activity on every deal in Pipedrive, records the campaign in a Google Sheets log, and emails you a summary of what is ready. Built for account executives, customer success teams, founders doing their own outreach, sales follow-up and renewal plays, and anyone who wants CRM email automation that produces one-to-one messages that read like they wrote them.
Workflow
Saves ~45 min
Pipedrive Account News Monitor: Auto-Send Congratulations Cards & Flowers on Client Milestones
Never miss a reason to reach out. This AI workflow monitors the news for your most important Pipedrive accounts every week — funding rounds, awards, expansions, product launches, and executive hires — and turns real headlines into perfectly timed, genuinely relevant congratulations. The agent drafts a personalized note that references the actual news, mails a printed greeting card, and for major milestones like a funding round sends flowers, then logs the outreach and the source article onto the account in Pipedrive and alerts the deal owner. Built for account-based selling, relationship management, customer marketing, executive engagement, and sales teams who want to look remarkably attentive — a timely, news-triggered gifting play Pipedrive cannot do natively.
Workflow
Saves ~1 hr
Pipedrive At-Risk Deal Rescue: Auto-Send Flowers & Gift Baskets to Stalled High-Value Accounts
Automatically win back stalled, high-value Pipedrive deals before they go cold. This AI sales workflow scans your CRM for your most valuable open deals and key accounts with no activity in the last N days, ranks them by deal value, and sends a perfectly chosen physical gift — a handwritten greeting card, a fruit basket, or fresh flowers — scaled to the size of the relationship. It reads each contact's deal notes to personalize the card message and avoid preference and allergy missteps, ships to their address, logs the gesture as a Pipedrive note and follow-up activity, and alerts the deal owner. Ideal for account-based selling, customer retention, churn prevention, pipeline re-engagement, VIP client management, and revenue teams who want to revive aging deals with a human touch Pipedrive can't automate on its own.
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