GetNifty - agents.md

# GetNifty

> Hire agents, not headcount.

GetNifty sets up agentic workspaces for small businesses: a kanban run by AI agents, with humans in the loop where it matters. It plugs into the tools a business already uses - or replaces them outright. GetNifty builds it and runs it - the business gets the outcome, not another tool to manage.

Status: open for small businesses. Entry point: a workflow audit (free of pitch and pressure - see "Get started").

## How it works

We sit with a team and sort every workflow into four verdicts. That is the product: an agentic kanban where agents and humans share the board, wired into existing tools through a terminal. High risk work keeps a human in the loop. Low risk work runs itself. The rest stays manual - or gets cut.

| Verdict | Meaning |
|-------------------|----------------------------------------------------------|
| Automate fully | Low risk, high volume. Agents run it end to end. |
| Human in the loop | High leverage, high risk. Agents work, a human approves. |
| Keep manual | Judgment, relationships, taste. Agents stay out. |
| Cut entirely | Work nobody needs. Not automated - deleted. |

In detail:

- Automate fully: low risk, high volume. Agents run it end to end - reporting, follow-ups, publishing, reconciliation. The business watches it ship on the board.
- Human in the loop: high leverage, high risk. Agents do the work, a netrunner approves every send - someone from the company team, from GetNifty, or a specialist brought in. GetNifty handles the staffing.
- Keep manual: judgment calls, relationships, taste. Some work should stay human. The board tracks it - agents stay out of it.
- Cut entirely: every audit finds work nobody needs. Not automated - deleted. The cheapest workflow is the one that stops existing.

## The workspace

Mission control is a terminal driving a kanban board. The operator tells the agent what to do in plain language; the agent creates and moves cards through four columns: Queued, In progress, Review, Shipped. Every card carries full context. Anything marked human-in-the-loop stops in Review until a human approves it. Every approval is feedback - agents learn and optimize each cycle (we call this the loop).

## The numbers

- 4 functions - marketing, sales, operations, support; agents work all four
- netrunners - dedicated operators approve the high-stakes work; from your team, from GetNifty, or specialists brought in for niche skills (local legislation, latest creative tooling, on-brand content at a high level). GetNifty handles the staffing.
- INF the loop - every card carries full context, every approval is feedback; agents learn and optimize each cycle

## The four functions

- Marketing - get seen where buyers actually look. Agents run local SEO, AI search (GEO), short-form content, and social cadence on monthly sprints. Everything lands on the board as a card - the business reviews before anything ships. Services: Local SEO, AI Search (GEO), Content Sprints, Social Cadence.
- Sales - turn attention into pipeline. Verified prospect lists, click-to-send outreach (never bulk blast), quote chasing, CRM upkeep. Agents draft and log everything; a human approves what goes out under the company name. Services: Prospect Lists, Click-to-Send, Quote Chasing, CRM Upkeep.
- Operations - the back office that runs itself. Invoicing and reconciliation, scheduling, document prep, weekly reporting. Low risk, high volume - automated end to end, with exceptions flagged to a human instead of buried. Services: Invoicing, Reconciliation, Scheduling, Reporting.
- Support - keep customers close without living in the inbox. Agents triage every message, draft replies in the company tone, confirm bookings, chase reviews. High leverage, high risk - a human approves every send. Services: Inbox Triage, Drafted Replies, Bookings, Review Follow-ups.

## GetNifty vs agent-enabled SaaS (Monday, HubSpot, and similar)

Core difference: those products sell software you configure. GetNifty sells an outcome someone runs for you.

- Service, not software: agent-enabled SaaS sells seats; the business builds boards, configures agents, and maintains automations itself - someone becomes the automation admin. GetNifty audits first, then builds and runs the workspace. The business never touches configuration.
- Scope: their agents live inside their product (its boards, its data, its marketplace). GetNifty agents work across the whole business - support inbox, reconciliation, review replies, SEO, quote chasing - via whatever tools the business already runs. CRM is one category of ten, not the product.
- Triage nobody else sells: the four verdicts include "cut entirely". Other tools automate whatever gets set up, including work that should not exist. The audit deletes workflows before automating them.
- Human in the loop is staffed, not assumed: elsewhere the approver is the owner, clicking buttons between meetings. GetNifty staffs a netrunner - from the company team, from GetNifty, or a specialist brought in when the work needs niche skills (local legislation, latest creative tooling, on-brand content at a high level).
- Migration direction: the usual model moves work into their product - lock-in by design. GetNifty plugs into the existing stack and only replaces a tool when replacing it is genuinely better.

Honest overlap: a business already living in one of those tools, with an ops-savvy person who enjoys building automations, may be fine with their agents. GetNifty is for the small team with nobody to be that person.

## Integrations

Connects to (or replaces) 1,000+ tools, including: Gmail, Slack, Notion, Google Sheets, HubSpot, Shopify, Stripe, Xero, Telegram, Google Calendar. If the business runs on it, it plugs in.

## Use case library (84 agentic workflow blueprints)

Each blueprint below is a workflow GetNifty deploys onto the board. Format: title (tools it connects) - what it does. These 84 are the starting library; every audit surfaces more workflows specific to the business.

### Marketing (16)

- Pause ads that bleed (Google Ads, GA4) - Nightly cross-check of ad spend against real conversions. Campaigns running under target return get paused automatically, with a note explaining why.
- Review reply engine (Google Business, Gmail) - Every new Google review gets an on-brand reply drafted within the hour - thankful, specific, keyword-aware. You approve with one click, the agent posts it.
- Where AI recommends you (ChatGPT, Perplexity, Docs) - Monthly probe of ChatGPT, Perplexity, and Google AI: does your business get named for your money keywords? Report shows the gaps and the pages to publish to close them.
- Weekly SEO watchtower (Search Console, Ahrefs, Email) - Agent monitors your top pages every Monday, flags ranking drops and indexing issues, and posts a plain-English digest with the fix list already prioritized.
- Competitor gap report (Ahrefs, Web Search, Docs) - Monthly sweep of the competitors ranking above you: what they publish, which keywords they win, where their coverage is thin. Delivered as a hit list, not a spreadsheet.
- Ad variants from your winners (Google Ads, Meta Ads) - Agent takes the ad that converts, spins headline and creative variants for testing, and retires the losers on a schedule. The account never goes stale.
- A week of social from one shoot (Drive, Instagram, Facebook) - Drop raw clips in a folder. Agent scripts the cuts, drafts captions in your voice, and schedules a Monday-to-Friday cadence across your channels.
- One blog post, everywhere (Blog, Mailchimp, LinkedIn) - Publish once. Agent turns the post into an email for your list, a LinkedIn version, short-form captions, and a GEO-ready summary that AI search engines can cite.
- Newsletter written from your week (Mailchimp, Gmail) - Agent collects what actually happened - jobs finished, posts published, wins worth sharing - and drafts the monthly newsletter for a single approval.
- Blog into email drip (Mailchimp, CRM) - Agent writes a three-email nurture sequence from your best post, picks the right audience segment, and queues it with staggered timing and A/B subject lines.
- Seasonal campaign calendar (Calendar, Docs) - Agent maps next quarter's promos around holidays, local events, and your slow weeks - then drafts each campaign two weeks before it needs to launch.
- Testimonial harvester (Google Business, Canva) - Five-star reviews become website quotes, social proof graphics, and case study leads - with permission asked before anything gets used.
- Local citation sweep (Google Business, Web Search) - Agent audits every directory listing for your business, finds wrong hours, dead links, and name-address drift, then fixes or files corrections in one pass.
- Business profile on autopilot (Google Business, Drive) - Weekly post published, fresh photos queued, new Q&A answered, holiday hours updated ahead of time. The profile stays alive without anyone remembering it.
- Content performance digest (GA4, Social, Email) - Weekly pull of what actually moved: posts, emails, video views, and site traffic in one narrative digest, with a recommendation for what to double down on.
- Dead page revival (Search Console, CMS) - Agent finds the pages that used to rank and slipped, diagnoses why, and drafts the refresh with updated facts, better internal links, and a GEO-ready summary.

### Sales (12)

- Speed to lead (Gmail, Calendar, CRM) - Inquiry lands, agent replies within minutes: answers the question, asks the two qualifying ones, and offers a call slot while interest is still hot.
- Quote chaser (Gmail, CRM) - Quotes that sit unanswered get a polite nudge at day 3, a value reminder at day 7, and a graceful close-out at day 14. You never chase, and nothing slips.
- Stale deal revival (CRM, Gmail) - Deals silent for 30 days get a re-engagement draft pegged to something new: a result you shipped, a price change, a relevant update. You approve, agent sends.
- Follow-up with full context (Gmail, CRM) - Agent reads the whole email thread, pulls the deal stage and last activity from your CRM, and drafts a four-sentence follow-up that sounds like you on a good day.
- Renewal radar (CRM, Calendar) - Contracts and subscriptions approaching expiry surface 60 days out, with a renewal draft and the account's full history attached. No renewal sneaks past.
- Upsell spotter (Stripe, CRM) - Agent watches purchase patterns and flags customers who outgrew their plan or reorder like clockwork - with a suggested offer already drafted.
- Proposal in your template (Docs, CRM) - Agent turns call notes and your price list into a proposal in your format, numbers checked, scope spelled out - ready for one review before it goes out.
- No-show rescue (Calendar, Gmail) - Missed meeting triggers a graceful reschedule flow: no guilt, two fresh slots offered, deal stage updated either way so the pipeline stays honest.
- Enrich a lead, log it clean (LinkedIn, CRM) - Paste a LinkedIn URL or forward an inquiry. Agent pulls role, company, and buying signal, then creates the contact in your CRM with the pipeline stage already set.
- Book the meeting, log the activity (Calendar, Gmail, CRM) - Agent finds a slot that works, sends the invite, and logs the meeting against the right deal - so your pipeline reflects reality without anyone typing.
- Call prep one-pager (CRM, Gmail, Calendar) - Five minutes before your sales call: account history, open threads, last quote, and the two things to push on - stitched into a one-pager you read at a glance.
- Referral ask, well timed (Gmail, CRM) - Right after the invoice is paid and the thank-you lands, agent drafts a referral ask that names exactly who you're a fit for. Timing does the selling.

### Operations (15)

- Invoice chase, escalating politely (Xero, Gmail) - Overdue invoices get a friendly reminder, then a firmer one, then a statement with payment link - each drafted in your tone, each logged, none forgotten.
- Four-week cashflow forecast (Xero, Sheets) - Invoices due in, bills due out, payroll and rent on schedule - a rolling forecast that flags the crunch weeks a month before they arrive.
- Reconcile payouts (Stripe, Xero) - Agent matches payment-processor payouts against your books, flags any variance over threshold, and posts a clean reconciliation report you can hand to your accountant.
- Receipts into the books (Xero, Gmail) - Photograph or forward any receipt. Agent extracts the amounts, codes it to the right account, and files the attachment against the entry. Shoebox retired.
- Monthly close memo (Xero, Stripe, Docs) - Revenue, expense variance, and cash runway pulled into a one-page narrative draft at month end - the memo you meant to write, already written.
- Daily morning brief (Calendar, Gmail, CRM) - One screen before your first coffee: today's calendar, the emails that matter, open tasks, and pipeline movement - pulled from everywhere, summarized once.
- Low-stock early warning (Shopify, Gmail) - Agent watches inventory velocity, flags SKUs with under two weeks of cover, and drafts the restock emails to your suppliers before you run dry.
- Supplier price watch (Xero, Gmail) - Agent compares each new invoice against the last one, flags line-item creep over your threshold, and drafts the query email to the supplier.
- Document expiry guard (Drive, Calendar) - Licenses, insurance, certifications, and domain renewals tracked in one register, with renewal tasks created well before any deadline bites.
- Roster first draft (Sheets, Calendar) - Agent drafts the staff schedule from availability, demand patterns, and the rules you set - ready for the manager to adjust and approve, not build from scratch.
- Email becomes a task (Gmail, Notion) - Forward any email to the agent. It extracts the ask and the deadline, creates a titled task in your system, and links the original thread for context.
- Meeting prep sheet (Calendar, Gmail, Notes) - Five minutes before any call, a prep sheet appears: who's attending, your last exchanges with them, open items, and what you promised last time.
- SOP writer (Notion, Docs) - Describe the process once, or point the agent at the thread where it happened. It writes the SOP with steps, owners, and edge cases - filed where the team actually looks.
- CRM spring clean (CRM, Gmail) - Duplicates merged, dead contacts archived, missing fields chased down from email signatures - run monthly so the data stays worth trusting.
- Deep-work defender (Calendar) - Agent scans your week for gaps and books protected focus blocks around your real commitments - then guards them when new invites try to land on top.

### Support (10)

- After-hours first response (Helpdesk, Gmail) - Messages that land at night get an instant, honest acknowledgment: what happens next and when. Morning finds the queue triaged, not cold.
- Reply with order context (Shopify, Helpdesk) - "Where's my order?" answered properly: agent pulls the order, checks tracking, and drafts a policy-compliant, tone-matched reply with the real delivery date.
- Inbox triage (Gmail) - Two hundred unread cleared in one pass. Agent labels, archives the noise, and drafts replies for the messages that need you - ready to send or edit.
- Triage the queue (Helpdesk, Gmail) - Agent groups tickets by urgency, tags them by product area, routes the fires to you first, and clears the FAQs with drafted answers.
- Booking reminders that stick (Calendar, SMS) - Confirmation on booking, reminder the day before, one-tap reschedule if plans change. No-shows drop without anyone sending a single text by hand.
- Win-back after silence (CRM, Gmail) - Customers who went quiet get a personal check-in with a reason to return - drafted from their actual history, never from a template farm.
- Refund runner (Shopify, Stripe, Helpdesk) - Refund and return requests checked against your policy, resolution drafted with the numbers right - escalated to you only when it's a judgment call.
- Post-job follow-up (Gmail, Google Business) - Job delivered, agent checks in: everything right? Happy customers get the review link. Unhappy ones get escalated to you before they post anywhere.
- FAQ built from real tickets (Helpdesk, CMS) - Recurring questions become help articles drafted from your actual answers - then agents link them in replies so the same question shows up less and less.
- Weekly customer health digest (Helpdesk, CRM) - Ticket volume, satisfaction trend, and renewal dates combined to flag the accounts drifting toward the exit - while there's still time to save them.

### Onboarding (6)

- Deal won, client onboarded (CRM, Gmail, E-sign, Calendar) - The moment a deal closes: welcome email out, contract off for signature, intake form sent, kickoff call booked. Nobody falls in the gap between sales and delivery.
- New hire, day-one ready (Gmail, Calendar, Notion) - Accounts provisioned, tool access requested, week-one schedule built, buddy intro drafted. The agent runs the checklist; a human approves the access.
- Vendor file, complete before the first invoice (Gmail, Drive, Sheets) - New supplier gets one docs request: banking details, tax forms, insurance. The agent chases what's missing and files the pack when it's whole.
- Intake form becomes a project (Forms, Drive, Slack) - A submitted form turns into a scoped card: docs folder created, channel opened, owner assigned, first tasks queued.
- Welcome sequence that adapts (Mailchimp, CRM) - New clients get staged onboarding emails based on what they've actually done, not fixed timers firing into the void.
- The 30-day check-in loop (Calendar, Gmail) - Every new client and hire gets scheduled pulse checks. Friction gets surfaced to a human before it becomes churn.

### People (6)

- Job ad written and posted everywhere (LinkedIn, Docs, Gmail) - One role brief becomes a job ad in your voice, posted across the boards that matter, applications funneled into a single list.
- Resume screen with reasons (Gmail, Sheets) - Every application scored against the brief with a written why. The hiring manager sees a shortlist, not a pile.
- Interview loop without email tennis (Calendar, Gmail) - Candidates pick from real availability, confirmations and reminders go out, reschedules handle themselves.
- Leave requests, roster-aware (Calendar, Roster) - A request comes in, the agent checks who else is off and what clashes, then drafts the approve-or-decline with context for the manager.
- Timesheets chased before payroll, not after (Sheets, Slack) - Missing or odd entries flagged days ahead of the run. Payroll stops being a last-minute scramble.
- Exit checklist, nothing forgotten (Access, Checklist, Gmail) - A departure triggers the full list: access revoked, handover doc requested, kit returned, final pay queued for approval.

### Finance (5)

- Expense approvals, routed not chased (Xero, Gmail, Approvals) - Receipts land, get coded, and route to the right approver with policy checks already done. Only the exceptions reach a human.
- Budget vs actual, explained (Xero, Sheets, Docs) - A monthly variance memo in plain English: what drifted, why, and what to watch. Not a spreadsheet dump.
- Subscription audit on repeat (Xero, Sheets, Web Search) - Every SaaS charge matched against actual usage. Unused seats and forgotten tools flagged with a cancel-or-keep call for a human.
- Tax time, pack ready (Xero, Drive) - The accountant gets a complete pack: reconciled books, receipts filed, questions pre-answered. No shoebox, no deadline panic.
- Bills approved and scheduled (Xero, Gmail, Approvals) - Incoming bills coded, checked against quotes or purchase orders, queued for approval, and slotted into the payment run.

### Compliance (5)

- Contract renewal radar (Contracts, Calendar, Gmail) - Every agreement's renewal and notice window tracked. A first-pass review lands before auto-renew catches you.
- Policy sign-offs, tracked (Docs, Gmail, Register) - A new policy goes out, acknowledgments get tracked, holdouts get nudged, and the register stays audit-ready.
- Privacy requests handled on the clock (Privacy, Gmail, Drive) - A data access or deletion request gets logged, gathered, and drafted for review well inside the legal window.
- Incident log that writes itself (Forms, Register, Slack) - Something goes wrong: the report gets captured in the standard format, the register updates, follow-ups get owners and dates.
- Audit trail on demand (Approvals, Drive, Sheets) - Every approval on the board is logged: who, what, when. When the auditor asks, the export pack is one click.

### Projects (5)

- Kickoff scaffolding in one move (Drive, Slack, Notion) - A new project spins up its folder structure, channel, board, and templated docs. The team starts working, not setting up.
- The status report writes itself (Board, Docs, Gmail) - The weekly client update compiled from what actually moved on the board. A human approves before it sends.
- Scope creep, flagged early (SOW, Gmail, Slack) - Requests compared against what was quoted. Drift gets flagged with a draft variation before it eats the margin.
- Deadline risk radar (Board, Slack) - Stalled tasks and blocked dependencies surfaced days before the date slips, with the reason they're stuck.
- Closeout pack on project done (Drive, Docs, Xero) - Final deliverables archived, handover doc drafted, invoice queued, testimonial ask scheduled.

### Knowledge (4)

- Meetings become decisions, logged (Docs, Notion, Calendar) - Notes turn into decisions and action items with owners, filed where the team actually looks.
- The FAQ builds itself (Slack, Notion) - Questions your team answers twice become internal docs. New people stop asking; veterans stop repeating.
- What changed this week (Notion, Gmail) - A digest of decisions, doc updates, and completed work, compiled for whoever was heads-down.
- Ask the handbook (Chat, Drive, Notion) - Team questions answered from your own SOPs and policies, with the source linked. No answer means a doc request gets filed.

## FAQ

Q: What exactly do you set up?
A: An agentic workspace: a kanban board for each function - marketing, sales, operations, support - run by AI agents and driven from a terminal. Work arrives as cards, moves through Queued, In progress, Review, and Shipped, and high-stakes cards wait for human approval before anything goes out. We build it, wire it into your tools, and run it.

Q: What is a netrunner?
A: The dedicated operator who approves the high-stakes work on your board. That can be someone on your team, someone from ours, or a specialist we bring in for niche skills - local legislation, the latest creative tooling, on-brand content at a high level. We handle the staffing either way.

Q: Do we have to switch tools?
A: No. The workspace plugs into 1,000+ tools - Gmail, Slack, Notion, HubSpot, Shopify, Stripe, Xero and the rest of the stack you already run on. If you want fewer tools, it can replace them outright. No migration, no lock-in.

Q: Does everything get automated?
A: No - and that is the point. Every workflow gets one of four verdicts: automate fully, human in the loop, keep manual, or cut entirely. Low-risk, high-volume work runs itself. High-stakes work keeps a human approval step. Some work should stay human, and some should not exist at all.

Q: How is this different from software with AI features?
A: Monday, HubSpot and similar sell you software with agents bolted on - you get seats, and someone on your team becomes the admin. GetNifty is a service: we build the workspace, run the board, staff the approvals, and delete the work that should not exist. You get the outcome, not another tool to manage.

Q: What happens when an agent gets something wrong?
A: High-stakes work never ships without approval - it sits in Review until a netrunner signs off. Every approval and correction feeds back into the loop, so the agents get sharper on your business the longer the board runs.

Q: What does it cost?
A: It depends on how many workflows go on the board and what verdicts they get. That is exactly what the workflow audit scopes - you will know the shape of the engagement before you commit to anything.

Q: How do we start?
A: With a workflow audit. We sit with your team, map every recurring workflow, and sort them into the four verdicts. No pitch, no pressure - you keep the map even if you never build the board.

## Who it is for

Small businesses that want leverage without headcount. No new senior hires, no 90-day ramp. Typical fit: teams of 1-20 drowning in repeatable work across marketing, sales, operations, and support.

## Get started

Start with a workflow audit: we map what should be automated, what needs a human in the loop, what stays manual, and what gets cut. No pitch, no pressure. Calls to action on the site: "Book an audit", "Contact us".

## Links

- Human version of this site: simple.html
- Use case library (interactive): use-cases.html
- Case studies (portfolio catalogue): case-studies.html - real GetNifty work as one flat index of mini case studies, framed around ongoing integration with each business (the marketing, automations, assets, and systems we run for them), not one-off builds. No hero and no category buckets; the catalogue starts straight away, each entry is a brand name plus a one-line description, tagged by what we handle (service tags: Brand, Build, Content, Marketing, SEO, App, Automations, Support) and by geography where relevant (location tags). Every entry is shown open with its detail, and dot-point bullets (no click-to-expand). Entries: 33 Labs (Brand, Build, Content, Global, 33labs.xyz), atmos.today (App, Build, Marketing, Global, atmos.today), StudioList (Directory, App, SEO, Global, studiolist.co), Cannabizguide (Directory, SEO, Content, USA, cannabizguide.com), Licensed Psychedelics (Directory, SEO, Content, USA, licensedpsychedelics.com), Perth Fight Gyms (Directory, SEO, Perth AU, perthfightgyms.au), Bangkok Venues (Directory, SEO, Bangkok TH, bangkokvenues.com), Wakeparks Thailand (Directory, SEO, Thailand, wakeparksthailand.com), Calyx CPA (Brand, Marketing, Content, Oregon USA, calyxcpa.com), HBOT Australia (Brand, Marketing, Automations, Perth AU, hbotaustralia.au - a retailer of hyperbaric oxygen chambers), Food Truck Community (App, Brand, Content, Support, Chicago USA, foodtruckcommunity.com), AAA Construction (Brand, Marketing, SEO, USA, aaaconstructionsvcs.com), South Texas Tree Service (Marketing, SEO, Automations, Texas USA, southtexastreeservice.net - San Antonio), Modern Strategy (Brand, Content, Singapore, modernstrat.com), Jaidee & Ko (Content, Marketing, Singapore, jaideeandko.com), Basecamp (App, Build, Automations, Global - our own custom desktop app, an LLM harness built on Hermes OS that is self-learning and multi-model: it learns from each run and treats the model as a swappable setting so you switch across local, hosted, and frontier LLMs without changing the workflow, no lock-in; one signed surface for humans-plus-agents work with chat, custom features, project spaces with their own instructions, and a built-in AI video studio), AI content for socials (Content, Marketing, opens a modal gallery grouped by orientation - seven horizontal clips first (two FacilPay campaign ads, one brand hub film, one Bangkok Venues film, one zoom intro montage, two short-form clips) then seven vertical reels). A closing block implies there are many more projects run quietly across directories, client engagements, automations, and internal tools.- Book an audit: simple.html#get