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.
207 agents that connect to Salesforce, ServiceNow or MS Teams
Access review
User access certified by each system owner every quarter
Okta, Azure AD, ServiceNowAccount planning
Client account plans from relationships and pipeline
Salesforce, MS Teams, BoxAgent commission statements
Producer commissions computed and the statements sent
SAP, NetSuite, SalesforceApplicant screening
Applications rated against the announcement criteria
Workday, SharePoint, MS TeamsApplication portfolio inventory
Every application, its owner, cost and overlap
ServiceNow, SharePoint, SnowflakeATO package preparation
Authorization packages assembled with the control evidence
ServiceNow, SharePoint, JiraAudit finding follow-up
Audit recommendations tracked until they are closed
ServiceNow, Box, SharePointAutomation exception handling
Failed automated transactions fixed and fed back
ServiceNow, SAP, MS TeamsBenefits eligibility check
Applications assessed against the program rules
ServiceNow, SAP, BoxBenefits tracking
Program savings tracked from initiative to the ledger
Asana, Snowflake, MS TeamsBill tracking
Legislation that affects the agency, followed to a vote
SharePoint, MS Teams, BoxBilling dispute resolution
Disputed charges investigated with the usage record
SAP, Zendesk, SalesforceBoard minutes drafting
Minutes and resolutions drafted from the meeting record
Box, MS Teams, SharePointCall quality review
Calls scored against the client's quality form
Zendesk, Snowflake, MS TeamsCall summary to CRM
Sales calls summarized and logged with the next steps
Gong, Salesforce, SlackCandidate pipeline updates
Recruiting stages and interviewer feedback in one view
Greenhouse, Workday, MS Teams
Capital call notices
Call and distribution notices per investor
NetSuite, Box, Salesforce
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