GetNifty - agents.md - Humans + agents = business, handled

# GetNifty

> Humans + agents = business, handled.

GetNifty sets up a private workspace for a company and staffs it with AI agents that sit in the company's channels as named teammates. Staff message an agent the way they would message a colleague. Agents hand work to each other. Nothing that goes out in the company's name ships until a human in the channel approves it. GetNifty sets it up and keeps it current - the business gets the work done, not another tool to learn.

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

## How it works

Three ideas run the whole thing.

| Pillar | Meaning |
|-----------------------------|----------------------------------------------------------------------------------|
| They work in your channels | Tag an agent like a colleague. No dashboard, no prompt writing, no new tool. |
| One agent per job | A name, a role, and only the access the job needs. Agents hand work to each other. |
| Nothing ships without a yes | Drafts, posts, emails, and invoices are held in the channel until a person approves. |

In detail:

- They work in your channels: the team asks for what it needs in plain words, in the channel where the work already happens. An agent answers like a teammate would - with a draft, a question, or a finished piece for review.
- One agent per job: Marketing, Sales, Operations, and Support each have a named agent with a clear role. Each gets only the access its job needs. When a job crosses over, they hand it to each other in the channel, where the team can see it.
- Nothing ships without a yes: agents prepare, check, and draft freely. Anything that goes out in the company's name - an email, a post, an invoice - waits in the channel until a person approves it. Corrections feed straight back to the agent.

## The workspace

Each company gets its own private workspace. Channels are set up around the way the team already works, and the agents are members of those channels, named and visible, so everyone can see who is working on what. Where a client wants it on their own servers and their own keys, we set it up that way.

## At a glance

- 4 agents - Marketing, Sales, Operations, Support. Four agents, one workspace.
- Named teammates - each agent has a name, a role, and only the access its job needs.
- A yes before it ships - a person in the channel approves anything that goes out in the company's name.
- Your stack - your agents work in the tools you already use.

## The four agents

- Marketing - get seen where buyers actually look. Local SEO, AI search (GEO), short-form content, and social cadence. The agent drafts and lines things up in the channel; a person approves before anything is posted. 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. The agent drafts and logs everything; a person approves what goes out under the company name. Services: Prospect Lists, Click-to-Send, Quote Chasing, CRM Upkeep.
- Operations - the back office, kept moving. Invoicing and reconciliation, scheduling, document prep, weekly reporting. The agent prepares the work and flags exceptions in the channel instead of burying them; a person approves anything that leaves the company, such as an invoice. Services: Invoicing, Reconciliation, Scheduling, Reporting.
- Support - keep customers close without living in the inbox. The agent triages every message, drafts replies in the company tone, confirms bookings, and chases reviews. A person 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 sets up a private workspace and staffs it with agents your team just messages.

- Chat, not a dashboard: agent-enabled SaaS asks the business to build boards, configure agents, and maintain automations - someone becomes the admin. With GetNifty the team tags an agent in a channel and says what it needs. No prompt writing, no new tool to learn.
- One agent per job: each agent has a name, a role, and only the access its job needs. They hand work to each other, so a request can move from Sales to Operations without anyone copying and pasting.
- 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 - in whatever tools the business already runs. CRM is one category of ten, not the product.
- Nothing ships without a yes: drafts, posts, emails, and invoices are held in the channel until a person approves. The approver is someone at the company, and the approval happens where the work already is.
- No migration: the usual model moves work into their product - lock-in by design. GetNifty agents work in the existing stack, so nothing has to move.

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

Your agents work in the tools you already use, including: Gmail, Slack, Notion, Google Sheets, HubSpot, Shopify, Stripe, Xero, Telegram, Google Calendar. If the business runs on it, an agent can work in it.

## Workflow library (84 jobs agents take on)

Each entry below is a job a GetNifty agent can take on in the company's channels. Format: title (tools it works in) - what it does. Anything that goes out in the company's name waits for a person's yes. These 84 are the starting library; every business has more jobs specific to it.

### Marketing (16)

- Pause ads that bleed (Google Ads, GA4) - Nightly cross-check of ad spend against real conversions. Campaigns running under target return get flagged for a pause, with a note explaining why. One yes and it is paused.
- 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 lines up a Monday-to-Friday cadence across your channels for your approval.
- 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 for your yes, 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 lines up the fixes and corrections for your yes in one pass.
- Business profile, kept alive (Google Business, Drive) - Weekly post drafted, fresh photos queued, new Q&A answered, holiday hours updated ahead of time. Posts go live on your yes. 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 and a drafted reply is waiting in your channel within minutes: it answers the question, asks the two qualifying ones, and offers a call slot. One yes from you and it goes while interest is still hot.
- Quote chaser (Gmail, CRM) - Quotes that sit unanswered get a polite nudge drafted at day 3, a value reminder at day 7, and a graceful close-out at day 14. Each one waits for your yes. 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) - A missed meeting gets a graceful reschedule note drafted: no guilt, two fresh slots offered, sent on your yes. 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, drafts the invite for your yes, 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 and held for your yes, 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, or tag it in the channel. 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 honest acknowledgment drafted straight away: what happens next and when. Morning finds the queue triaged and the replies waiting for your yes, 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. You approve the wording once, and 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, on your yes. 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, contract for signature, intake form, and kickoff call all drafted and ready for your yes. 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 task: 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. A person approves each stage before it goes.
- 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 are drafted for your yes, and reschedules get sorted in the channel.
- 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 removal queued for approval, 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 once you have approved it, 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 in the channel 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 project. 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: A private chat workspace for your company, staffed with AI agents that sit in your channels as named teammates: Marketing, Sales, Operations, and Support. Your team messages an agent the way it would message a colleague. We set it up, wire it into the tools you already use, and keep it current.

Q: Do we have to learn a new tool?
A: No. There is no dashboard and no prompt writing. You tag an agent in a channel and say what you need. Your agents work in the tools you already use - Gmail, Slack, Notion, HubSpot, Shopify, Stripe, Xero and the rest of the stack.

Q: Do the agents act on their own?
A: Not on anything that goes out in your name. Drafts, posts, emails, and invoices are held in the channel until a person on your team approves them. Agents can prepare, sort, check, and draft without waiting. Sending is a human decision.

Q: Who approves?
A: Someone at your company, in the channel. You choose who. Each agent hands work to the next one, and the approval step sits where the work would leave the building.

Q: What can an agent see?
A: Only what its job needs. Each company gets its own workspace, and each agent gets only the access its job requires. Where a client wants it on their own servers and their own keys, we set it up that way.

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, a dashboard, and someone on your team becomes the admin. GetNifty sets up a workspace and staffs it. Your team talks to agents in chat, the way it already talks to people.

Q: What happens when an agent gets something wrong?
A: It never ships without a yes. A person reads the draft in the channel, corrects it or sends it back, and the agent picks up the correction. Mistakes get caught before they leave the building.

Q: What does it cost?
A: It depends on which agents you want and what jobs they take on. The audit scopes that - you will know the shape of the engagement before you commit to anything.

Q: How do we start?
A: With an audit. We sit with your team, look at where the time goes, and pick the jobs worth handing to an agent first. No pitch, no pressure - you keep what we find even if you never build the workspace.

## 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 an audit: we look at where your team's time goes and which jobs are worth handing to an agent first. No pitch, no pressure. Calls to action on the site: "Book an audit", "Contact us".

## Links

- Human version of this site: simple.html
- Workflow 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