Give it a job. Keep the last word.
An agent takes on a recurring job in your workspace: file what arrives each morning, match the new bank lines, prepare the reminders for overdue invoices. It works through the same rules and playbooks your team uses, keeps a log of what it did, and asks when it isn't sure.
Coming soon. Talk to us to hear when it opens for your workspace — or to tell us how you would use it.Talk to us
A standing job, done through your playbooks
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Describe the job
Pick what it watches and when it runs: every arrival, every morning, every Monday.
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It follows your playbooks
An agent runs the procedures you already wrote, step by step, within the access you give it.
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You stay in control
Its work lands in a log: what was done, on which rows — and the questions it left you.
What you get
Give an agent a job — file what arrives, match the bank lines, chase what's overdue — and it works through the playbooks you wrote.
No new rules to learn
Agents use your tables, your statuses and your playbooks — not a parallel automation.
Within your rules
An agent only takes the transitions and runs the playbooks you allow it.
A log you can read
Every run says what was done, on which rows, and what was left for a person.
Asks when unsure
A document it can't place, a line it can't match: it hands them to you rather than guessing.
Each status offers its next transitions, and each transition opens a playbook that walks the team through it, step by step — from a row, a button or a card dropped on a board. Alerts watch the deadlines, spaces turn the same data into dashboards, and any view leaves as Excel or CSV.
Used in
Frequently asked questions
When will agents be available?
They're on our roadmap. Talk to us to hear when they open — and tell us the first job you would give one.
Can an agent do something I can't?
No. An agent acts within the access it is given, which never goes beyond yours.
What runs on its own today?
Every arrival is read, classified, filed and matched on its own; alerts watch your deadlines; and playbooks guide each step that needs a person.
