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

38 agents in Business Operations

Workflows, reports and the inbox: the recurring work of every team.

Start here in Business Operations

Workflow automation

Handoffs with audit trails

ServiceNow, Slack, Asana
How a run goes
The steps this agent takes, in order, and what each one leaves behind.
Maps the workflow
Automates the handoffs
Monitors for stalls
Works inServiceNow, Slack, Asana

More in Business Operations

Business Operations

Access review

User access certified by each system owner every quarter

Okta, Azure AD, ServiceNow
Business Operations

Call summary to CRM

Sales calls summarized and logged with the next steps

Gong, Salesforce, Slack
Business Operations

Candidate screening summaries

Applications summarized against the role's requirements

Greenhouse, Workday, Slack
Business Operations

Collections outreach

Overdue invoices chased in the right tone, on time

NetSuite, Salesforce, Slack
Business Operations

Compliance

Policy monitoring & audit prep

ServiceNow, Box, Workday
Business Operations

Customer ticket triage

Support tickets classified, prioritized and drafted

Zendesk, Slack, Confluence
Business Operations

Data analysis

Cross-functional insights

Snowflake, Tableau, Looker
Business Operations

Engagement survey analysis

Survey results by team, with the comments themed

Lattice, Workday, Snowflake
Business Operations

Expense report audit

Expense claims checked against policy, with the receipts

Expensify, NetSuite, Slack
Business Operations

Feature request synthesis

Customer requests grouped, sized and ranked

Zendesk, Linear, Notion
Business Operations

Funnel metrics report

Website to pipeline conversion by channel, weekly

Google Analytics, Snowflake, Slack
Business Operations

Inbox and calendar triage

An executive's inbox sorted and the calendar protected

Microsoft 365, Slack, Asana
Business Operations

Incident review drafting

Incident timelines and action items drafted from the record

PagerDuty, GitHub, Slack
Business Operations

Interview scheduling

Interview loops booked across every calendar involved

Greenhouse, Google Workspace, Slack
Business Operations

Invoice exception resolution

Mismatches prepared for approval

NetSuite, SAP, Box
Business Operations

IT ticket resolution

Help desk tickets diagnosed and resolved, or routed

ServiceNow, Okta, Slack
Business Operations

Knowledge management

Capture & surface tribal knowledge

Notion, Confluence, Slack
Business Operations

Lead routing

Inbound leads qualified and assigned in minutes

HubSpot, Salesforce, Slack
Business Operations

Leadership meeting prep

The weekly leadership pack from metrics, decisions and asks

MS Teams, Notion, Asana
Business Operations

Metric definition registry

Every metric defined once and checked against the dashboards

Snowflake, Looker, Notion
Business Operations

Month-end close checklist

Close tasks run, reconciled and signed off on time

NetSuite, Box, Slack
Business Operations

Monthly variance commentary

Budget variances explained by driver for every cost center

NetSuite, Anaplan, Snowflake
Business Operations

NDA processing

Non-disclosure agreements turned around on the standard form

Box, Salesforce, Slack
Business Operations

New hire onboarding checklist

Accounts, equipment and first-week plans ready on day one

Workday, Okta, Slack

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