AI agents for fuel & oil distribution
Four agent workflows to set up for your team
These are workflows you configure in CRMCoPilot, not ready-made templates. Each card shows what's available today.
Build it todayCommercial Fuel Buyer Finder
You need every fleet-heavy business within your delivery radius.
Runs a saved search by industry, size and location, including local businesses through Google Maps search, and delivers new matches on a schedule.
- Example input
- Construction, trucking, equipment rental and agriculture companies within 75 miles of Fresno, CA
- Expected output
- Accounts with company and industry details and verified contacts
Built with: Saved search + Google Maps search + Autopilot (paid plans)
Build an agent for this workflow →Build it todayFleet & Operations Decision-Maker Finder
Fuel decisions sit with different people at different companies.
Finds fleet, procurement, operations and facilities leaders at each account.
- Example input
- Fleet Manager, Procurement Director, Operations Director, Facilities Manager, General Manager
- Expected output
- Contact profiles ready for outreach
Built with: Title filters + decision-maker search (paid plans)
Build an agent for this workflow →Partly availableFuel Demand Research Agent
Reps need to know why a business might buy fuel before they call.
Researches each prospect from public information, such as fleet-oriented business model, equipment operations, industry, locations and expansion news, and writes notes with sources.
- Example input
- A target account + the products you deliver
- Expected output
- Research notes with a suggested use case and an estimated need
Built with: AI research + industry and size filters
Needs are estimates from public business information. CRMCoPilot has no fuel consumption data, purchase volumes or visibility into existing supplier contracts.
Build an agent for this workflow →Available nowCommercial Fuel Outreach Agent
A generic "we deliver fuel" email doesn't move an account away from its supplier.
Drafts outreach about the services you actually offer, such as on-site fleet fueling, bulk diesel, heating oil or lubricants, and runs a follow-up sequence.
- Example input
- Account contact + your service list and territory
- Expected output
- A personalized sequence that stops on reply
Built with: AI research and pitch + sequences (paid plans)
Start using this today →