Office & adminSimple
Meeting scheduler
Finds times across calendars, books rooms and sends invites.
- Connects to
- Calendar, email
- You approve
- External invites
Idle
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Use cases
What an AI agent could do for you
39 agents, from everyday office work to marketing to complex multi-agent projects, shown running as they would for you. Approve a task when it asks, or click any card to run it again.
Team
Complexity
Office & adminSimple
Meeting notes and actions
Turns meeting transcripts into notes, owners and deadlines.
- Connects to
- Teams or Zoom, documents
- You approve
- Before notes go to attendees
Idle
Office & adminSimple
Shared inbox triage
Sorts a shared inbox by topic and urgency, drafts replies and routes the rest.
- Connects to
- You approve
- Replies before they're sent
Idle
Office & adminSimple
Document filing
Renames, tags and files attachments into the right folders.
- Connects to
- SharePoint, Google Drive
- You approve
- Nothing, unless a file looks sensitive
Idle
Office & adminModerate
Data entry from forms
Reads PDFs and forms and fills in your spreadsheet or system.
- Connects to
- PDFs, spreadsheets, your system
- You approve
- Entries it isn't sure about
Idle
MarketingSimple
Content repurposing
Turns one blog post or webinar into LinkedIn posts, a newsletter and short snippets in your voice.
- Connects to
- Documents, social scheduling
- You approve
- Everything before publishing
Idle
MarketingModerate
SEO content briefs
Researches a topic, outlines the article and suggests keywords and internal links.
- Connects to
- Your website, search data
- You approve
- The brief before writing starts
Idle
MarketingModerate
Campaign reporting
Pulls ad and email results into a weekly summary of what changed and why.
- Connects to
- Ad platforms, email tool, spreadsheets
- You approve
- Nothing; it only reports
Idle
MarketingModerate
Lead research
Researches each new lead's company and fills in the missing CRM fields.
- Connects to
- CRM, public web
- You approve
- Nothing; you review the records
Idle
MarketingModerate
Social and review digest
Summarizes mentions and reviews each week and flags anything that needs a reply.
- Connects to
- Review sites, social tools
- You approve
- Any public reply
Idle
SalesModerate
Quiet-deal alerts
Finds deals with no activity and drafts a follow-up for each owner.
- Connects to
- CRM, email
- You approve
- Each follow-up email
Idle
SalesSimple
Call logging
Summarizes calls and logs them against the right account and opportunity.
- Connects to
- CRM, call recordings
- You approve
- Nothing; notes are editable
Idle
SalesModerate
Personalized outreach drafts
Drafts first-touch emails from CRM data and public information.
- Connects to
- CRM, email
- You approve
- Every email before it's sent
Idle
SalesModerate
Quote preparation
Builds quotes from your price book and flags discounts above your limit.
- Connects to
- CRM, price book
- You approve
- Discounts above the limit
Idle
SalesAdvanced
Proposal and RFP drafting
Parallel agents draft answers from your past proposals and mark the ones a person must write.
- Connects to
- SharePoint, past proposals
- You approve
- The final document
Idle
Customer supportSimple
Order status answers
Answers "where's my order?" instantly from your order and shipping systems.
- Connects to
- Order system, shipping tracker
- You approve
- Nothing; it only looks up
Idle
Customer supportModerate
Ticket triage and routing
Classifies new tickets, sets priority and sends them to the right team.
- Connects to
- Help desk
- You approve
- Priority changes on key accounts
Idle
Customer supportModerate
Knowledge-base gap finder
Finds questions with no good help article and drafts new ones.
- Connects to
- Help desk, knowledge base
- You approve
- Articles before publishing
Idle
Customer supportAdvanced
Refund and exception cases
Gathers the facts and the policy, then recommends an outcome for a person to decide.
- Connects to
- Help desk, orders, policies
- You approve
- Every refund or exception
Idle
FinanceModerate
Invoice matching
Reads invoices, matches them to purchase orders and holds anything that doesn't fit.
- Connects to
- Email, accounting system
- You approve
- Payments
Idle
FinanceModerate
Expense policy checks
Checks expense reports against policy and explains each issue it finds.
- Connects to
- Expense tool
- You approve
- Every rejection or exception
Idle
FinanceSimple
Payment reminders
Drafts polite reminders for overdue invoices and escalates long-overdue ones.
- Connects to
- Accounting system, email
- You approve
- Reminders before they're sent
Idle
FinanceAdvanced
Month-end reconciliation
Matches bank lines to the ledger and lists the exceptions to investigate.
- Connects to
- Bank exports, accounting system
- You approve
- All adjustments
Idle
HR & peopleSimple
Policy questions
Answers staff questions from the handbook and quotes the exact section.
- Connects to
- Handbook, SharePoint
- You approve
- Nothing; it only answers
Idle
HR & peopleSimple
Onboarding paperwork checks
Checks new-hire documents for missing signatures and mismatched dates.
- Connects to
- HR system, documents
- You approve
- Messages to the new hire
Idle
HR & peopleSimple
Training and certification tracker
Flags training and certifications about to expire and drafts reminders.
- Connects to
- HR system, training records
- You approve
- Reminders and schedules
Idle
HR & peopleSimple
Interview scheduling
Coordinates interview times across the panel and the candidate.
- Connects to
- Calendar, email
- You approve
- Invites to candidates
Idle
IT & operationsModerate
IT help desk assistant
Answers how-to questions, runs approved fixes and escalates the rest.
- Connects to
- Help desk, IT tools
- You approve
- Anything beyond approved fixes
Idle
IT & operationsModerate
Access requests
Collects the right approvals and opens the ticket with everything IT needs.
- Connects to
- Help desk, directory
- You approve
- Every access grant
Idle
IT & operationsModerate
Stock and reorder alerts
Watches stock levels and drafts purchase orders before you run out.
- Connects to
- Inventory, accounting system
- You approve
- Purchase orders
Idle
IT & operationsSimple
Weekly operations report
Pulls numbers from spreadsheets and databases into a one-page summary.
- Connects to
- Spreadsheets, databases
- You approve
- The report before it's shared
Idle
Documents & legalAdvanced
Contract review
Compares a contract with your standard terms and flags the clauses that differ.
- Connects to
- Documents, your playbook
- You approve
- What to push back on
Idle
Documents & legalModerate
Version comparison
Compares two versions of a document and lists the changes that matter.
- Connects to
- Documents
- You approve
- Nothing; it only compares
Idle
Documents & legalModerate
Compliance checklist review
Checks documents against a required checklist and lists what's missing.
- Connects to
- Documents, checklists
- You approve
- Sign-off
Idle
SalesAdvanced
Quarterly review pack
Parallel agents gather pipeline, support and finance data into a draft review.
- Connects to
- CRM, help desk, accounting
- You approve
- The final pack
Idle
MarketingAdvanced
Competitor monitoring
Agents track competitor news, pricing and launches and write a weekly briefing.
- Connects to
- Public web
- You approve
- Nothing; it only reports
Idle
FinanceAdvanced
Order to cash
Carries an order from the first email to CRM record, invoice and payment follow-up.
- Connects to
- Email, CRM, accounting
- You approve
- Checkpoints you choose
Idle
Documents & legalAdvanced
Research analyst
Reads many sources, compares options and writes a brief with citations.
- Connects to
- Public web, your documents
- You approve
- Conclusions before they're used
Idle
IT & operationsAdvanced
Data migration and clean-up
Finds duplicates, maps fields and validates data before it's loaded.
- Connects to
- Old and new systems
- You approve
- The load itself
Idle
No match yet. That doesn't mean it can't be done. Email us and describe the task.
Simple one system, clear rulesModerate a few systems or judgment callsAdvanced many systems, parallel agents or long documents
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