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.

155 agents that connect to Salesforce, MS Teams or Notion

Consulting

Competitive intelligence

Landscape maps & positioning

Notion, Snowflake, Slack
Legal

Contract review

Standard positions & redlines

Box, Salesforce, Notion
Telecom

Customer experience

CX scoring & churn signals

Zendesk, Salesforce, Snowflake
Financial Services

Due diligence

Data rooms at deal speed

Box, Snowflake, Notion
Public Sector

Policy analysis

Rules & impact briefings

Snowflake, Notion, Box
Consulting

Account planning

Client account plans from relationships and pipeline

Salesforce, MS Teams, Box
Insurance BPO

Agent commission statements

Producer commissions computed and the statements sent

SAP, NetSuite, Salesforce
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
Telecom

Billing dispute resolution

Disputed charges investigated with the usage record

SAP, Zendesk, Salesforce
Legal

Board minutes drafting

Minutes and resolutions drafted from the meeting record

Box, MS Teams, SharePoint
Insurance BPO

Call quality review

Calls scored against the client's quality form

Zendesk, Snowflake, MS Teams
Business Operations

Call summary to CRM

Sales calls summarized and logged with the next steps

Gong, Salesforce, Slack
Consulting

Candidate pipeline updates

Recruiting stages and interviewer feedback in one view

Greenhouse, Workday, MS Teams
Financial Services

Capital call notices

Call and distribution notices per investor

NetSuite, Box, Salesforce
Industrials

Capital project tracking

Plant projects tracked on spend, schedule and approvals

SAP, Smartsheet, MS Teams
Legal

Case management

Deadlines & chronology

Box, ServiceNow, Notion
Public Sector

Case note summarization

Case histories summarized for the next caseworker

Salesforce, Box, MS Teams
Public Sector

Citizen services

Intake, routing & response

ServiceNow, Zendesk, Salesforce
Insurance BPO

Claim file summary

The claim's facts, coverage and reserves on one page

Box, Salesforce, Snowflake
Legal

Clause library maintenance

Approved clauses and fallbacks kept current

Box, Notion, Salesforce
Legal

Client alert drafting

Legal developments explained for clients within the day

Notion, HubSpot, SharePoint

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