Marketplace

Agents built for the work your team already does. Each one connects to the systems you use and runs with the permissions you set.

97 agents that connect to Greenhouse, Workday or MS Teams

Consulting

Account planning

Client account plans from relationships and pipeline

Salesforce, MS Teams, Box
Public Sector

Applicant screening

Applications rated against the announcement criteria

Workday, SharePoint, MS Teams
Insurance BPO

Automation exception handling

Failed automated transactions fixed and fed back

ServiceNow, SAP, MS Teams
Consulting

Benefits tracking

Program savings tracked from initiative to the ledger

Asana, Snowflake, MS Teams
Public Sector

Bill tracking

Legislation that affects the agency, followed to a vote

SharePoint, MS Teams, Box
Legal

Board minutes drafting

Minutes and resolutions drafted from the meeting record

Box, MS Teams, SharePoint
Public Sector

Budget planning

Forecasts & allocation models

Workday, SAP, Tableau
Insurance BPO

Call quality review

Calls scored against the client's quality form

Zendesk, Snowflake, MS Teams
Consulting

Candidate pipeline updates

Recruiting stages and interviewer feedback in one view

Greenhouse, Workday, MS Teams
Business Operations

Candidate screening summaries

Applications summarized against the role's requirements

Greenhouse, Workday, Slack
Industrials

Capital project tracking

Plant projects tracked on spend, schedule and approvals

SAP, Smartsheet, MS Teams
Public Sector

Case note summarization

Case histories summarized for the next caseworker

Salesforce, Box, MS Teams
Insurance BPO

Client escalation handling

Client escalations answered with the root cause and the fix

Salesforce, ServiceNow, MS Teams
Consulting

Client feedback synthesis

Engagement feedback turned into practice actions

Salesforce, MS Teams, Notion
Financial Services

Client review prep

Wealth client meetings prepared from the accounts

Salesforce, Box, MS Teams
Insurance BPO

Client transition planning

A new client's book moved in on a tracked plan

Smartsheet, MS Teams, Box
Business Operations

Compliance

Policy monitoring & audit prep

ServiceNow, Box, Workday
Financial Services

Control testing workpapers

Audit samples pulled and tested with the evidence

ServiceNow, Box, Workday
Industrials

Cycle count reconciliation

Count differences investigated and the record corrected

SAP, Snowflake, MS Teams
Financial Services

Daily cash position

Cash by entity and currency, before the funding cut-off

SAP, Snowflake, MS Teams
Financial Services

Daily P&L attribution

Each desk's P&L explained and signed off by noon

Snowflake, Tableau, MS Teams
Industrials

Daily plant brief

Yesterday's output, downtime and safety on one page

SAP, MS Teams, Tableau
Financial Services

Deal closing checklist

Conditions precedent tracked to signing and funding

Box, Asana, MS Teams
Legal

Deposition summary

Transcripts summarized by topic with page and line cites

Box, MS Teams, Notion

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