Each of these is a job an agent can take on in your channels. Tag the agent the way you would message a colleague, and it gets on with it. Anything that goes out in your name waits for a person to say yes. No dashboard, no prompt writing, no new tool to learn.
Proposals in Ignition, onboarding and work items in Karbon, invoices and bookkeeping questions in QuickBooks Online, all asked for in plain words in your channel. Every write waits for your yes first. See every workflow.
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.
Invoices due in, bills due out, payroll and rent on schedule - a rolling forecast that flags the crunch weeks a month before they arrive.
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.
Photograph or forward any receipt. Agent extracts the amounts, codes it to the right account, and files the attachment against the entry. Shoebox retired.
Revenue, expense variance, and cash runway pulled into a one-page narrative draft at month end - the memo you meant to write, already written.
One screen before your first coffee: today's calendar, the emails that matter, open tasks, and pipeline movement - pulled from everywhere, summarized once.
Agent watches inventory velocity, flags SKUs with under two weeks of cover, and drafts the restock emails to your suppliers before you run dry.
Agent compares each new invoice against the last one, flags line-item creep over your threshold, and drafts the query email to the supplier.
Licenses, insurance, certifications, and domain renewals tracked in one register, with renewal tasks created well before any deadline bites.
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.
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.
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.
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.
Duplicates merged, dead contacts archived, missing fields chased down from email signatures - run monthly so the data stays worth trusting.
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.
Ops workflows get built around how you actually work. Tell us your bottleneck and we'll show you the agent for it.
Book the audit →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.
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.
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.
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.
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.
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.
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.
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.
Agent collects what actually happened - jobs finished, posts published, wins worth sharing - and drafts the monthly newsletter for a single approval.
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.
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.
Five-star reviews become website quotes, social proof graphics, and case study leads - with permission asked before anything gets used.
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.
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.
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.
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.
Every marketing setup has more jobs than fit on one page. Tell us what eats your week and we will name the agent for it.
Book the audit →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.
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.
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.
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.
Contracts and subscriptions approaching expiry surface 60 days out, with a renewal draft and the account's full history attached. No renewal sneaks past.
Agent watches purchase patterns and flags customers who outgrew their plan or reorder like clockwork - with a suggested offer already drafted.
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.
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.
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.
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.
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.
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.
These cover the usual pipeline leaks. Your sales process has its own. Tell us where yours leak and we will set an agent on them.
Book the audit →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.
"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.
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.
Agent groups tickets by urgency, tags them by product area, routes the fires to you first, and clears the FAQs with drafted answers.
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.
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 and return requests checked against your policy, resolution drafted with the numbers right - escalated to you only when it's a judgment call.
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.
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.
Ticket volume, satisfaction trend, and renewal dates combined to flag the accounts drifting toward the exit - while there's still time to save them.
If someone at your business does it on a schedule, an agent can probably take it on. Ask us and we will tell you straight.
Book the audit →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.
Accounts provisioned, tool access requested, week-one schedule built, buddy intro drafted. The agent runs the checklist; a human approves the access.
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.
A submitted form turns into a scoped task: docs folder created, channel opened, owner assigned, first tasks queued.
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.
Every new client and hire gets scheduled pulse checks. Friction gets surfaced to a human before it becomes churn.
Every handoff between sales, delivery, and HR hides a drop point. We will help you find yours.
Book the audit →One role brief becomes a job ad in your voice, posted across the boards that matter, applications funneled into a single list.
Every application scored against the brief with a written why. The hiring manager sees a shortlist, not a pile.
Candidates pick from real availability, confirmations and reminders are drafted for your yes, and reschedules get sorted in the channel.
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.
Missing or odd entries flagged days ahead of the run. Payroll stops being a last-minute scramble.
A departure triggers the full list: access removal queued for approval, handover doc requested, kit returned, final pay queued for approval.
If it happens every pay cycle or every hire, an agent can carry it. Ask us which ones.
Book the audit →Receipts land, get coded, and route to the right approver with policy checks already done. Only the exceptions reach a human.
A monthly variance memo in plain English: what drifted, why, and what to watch. Not a spreadsheet dump.
Every SaaS charge matched against actual usage. Unused seats and forgotten tools flagged with a cancel-or-keep call for a human.
The accountant gets a complete pack: reconciled books, receipts filed, questions pre-answered. No shoebox, no deadline panic.
Incoming bills coded, checked against quotes or purchase orders, queued for approval, and slotted into the payment run.
Boring is the goal. We will help you pick which finance jobs an agent preps, so a person only has to say yes.
Book the audit →Every agreement's renewal and notice window tracked. A first-pass review lands before auto-renew catches you.
A new policy goes out once you have approved it, acknowledgments get tracked, holdouts get nudged, and the register stays audit-ready.
A data access or deletion request gets logged, gathered, and drafted for review well inside the legal window.
Something goes wrong: the report gets captured in the standard format, the register updates, follow-ups get owners and dates.
Every approval in the channel is logged: who, what, when. When the auditor asks, the export pack is one click.
Deadlines, registers, and sign-offs are exactly what agents never forget. Bring us your obligations and we will set an agent on them.
Book the audit →A new project spins up its folder structure, channel, board, and templated docs. The team starts working, not setting up.
The weekly client update compiled from what actually moved on the project. A human approves before it sends.
Requests compared against what was quoted. Drift gets flagged with a draft variation before it eats the margin.
Stalled tasks and blocked dependencies surfaced days before the date slips, with the reason they're stuck.
Final deliverables archived, handover doc drafted, invoice queued, testimonial ask scheduled.
However custom the work, the wrapper around it repeats. We will map yours with you.
Book the audit →Notes turn into decisions and action items with owners, filed where the team actually looks.
Questions your team answers twice become internal docs. New people stop asking; veterans stop repeating.
A digest of decisions, doc updates, and completed work, compiled for whoever was heads-down.
Team questions answered from your own SOPs and policies, with the source linked. No answer means a doc request gets filed.
The knowledge is in your team's heads and chat history. Agents write it down.
Book the audit →Start with an audit. We look at where your team's time goes, pick the jobs worth handing to an agent first, and set up your workspace around them. Your agents work in the tools you already use.