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.
149 agents that connect to SAP, NetSuite or Salesforce
Account planning
Client account plans from relationships and pipeline
Salesforce, MS Teams, BoxAgent commission statements
Producer commissions computed and the statements sent
SAP, NetSuite, SalesforceAssembly yield tracking
Package and assembly yield across subcontractors
SAP, Snowflake, SlackAutomation exception handling
Failed automated transactions fixed and fed back
ServiceNow, SAP, MS TeamsBenefits eligibility check
Applications assessed against the program rules
ServiceNow, SAP, BoxBilling dispute resolution
Disputed charges investigated with the usage record
SAP, Zendesk, Salesforce
Call summary to CRM
Sales calls summarized and logged with the next steps
Gong, Salesforce, Slack
Capital call notices
Call and distribution notices per investor
NetSuite, Box, SalesforceCapital project tracking
Plant projects tracked on spend, schedule and approvals
SAP, Smartsheet, MS TeamsCase note summarization
Case histories summarized for the next caseworker
Salesforce, Box, MS TeamsClaim file summary
The claim's facts, coverage and reserves on one page
Box, Salesforce, SnowflakeClient escalation handling
Client escalations answered with the root cause and the fix
Salesforce, ServiceNow, MS TeamsClient feedback synthesis
Engagement feedback turned into practice actions
Salesforce, MS Teams, NotionClient invoice preparation
Invoices assembled from approved time and expenses
NetSuite, Asana, BoxClient invoicing
Transaction-based invoices built from the volumes worked
NetSuite, Snowflake, BoxDon't see the job you need?
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