AI agents for the work that slows you down.

Start with one useful workflow. Connect your systems. Keep your team in control.

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Choose the work.
See the workflow.

Connected to your tools. Shaped around the way your business works.

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Accounting workflow selected.

Your invoice review assistant.

Read invoices, suggest matches, and bring exceptions to your accountant.

InvoicesAccounting systemApproval queue
Plan my accounting agent
WORKFLOW PREVIEWEXAMPLE SCENARIO
STARTS WHEN

A supplier invoice arrives

  1. Extract invoice details
  2. Check records and duplicates
  3. Prepare a review queue
EXAMPLE OUTPUT

An invoice draft with a missing purchase order flagged.

Your accountant approves ledger changes and payment actions.

Illustrative workflows. We scope your integrations, access, and approvals before a pilot.

Have a different workflow? Let’s map it together ↗

Built for your
everyday operations.

Finance

2 workflows

Accounting agent

Read invoices, suggest matches, and bring exceptions to your accountant.

Open-source starting points

A custom workflow can build on:

Frameworks and business systems are adapted to your tools. License terms, model services, and hosting are scoped per deployment.

Discuss this workflow

Collections agent

Track unpaid invoices, gather account context, and draft timely reminders.

Open-source starting points

A custom workflow can build on:

Frameworks and business systems are adapted to your tools. License terms, model services, and hosting are scoped per deployment.

Discuss this workflow

People

3 workflows

Payroll agent

Gather inputs, flag missing timesheets, and prepare changes for payroll review.

Open-source starting points

A custom workflow can build on:

Frameworks and business systems are adapted to your tools. License terms, model services, and hosting are scoped per deployment.

Discuss this workflow

Recruiting agent

Organize applications and summarize evidence against your role criteria.

Open-source starting points

A custom workflow can build on:

Frameworks and business systems are adapted to your tools. License terms, model services, and hosting are scoped per deployment.

Discuss this workflow

Onboarding agent

Prepare onboarding checklists, answer policy questions, and flag missing steps.

Open-source starting points

A custom workflow can build on:

Frameworks and business systems are adapted to your tools. License terms, model services, and hosting are scoped per deployment.

Discuss this workflow

Sales & Service

4 workflows

Calling agent

Answer inbound enquiries, collect context, and help callers book the next step.

Open-source starting points

A custom workflow can build on:

Frameworks and business systems are adapted to your tools. License terms, model services, and hosting are scoped per deployment.

Discuss this workflow

Support agent

Answer from approved help content and pass complex questions to your team.

Open-source starting points

A custom workflow can build on:

Frameworks and business systems are adapted to your tools. License terms, model services, and hosting are scoped per deployment.

Discuss this workflow

Sales & CRM agent

Summarize leads, draft follow-ups, and keep the next CRM action in view.

Open-source starting points

A custom workflow can build on:

Frameworks and business systems are adapted to your tools. License terms, model services, and hosting are scoped per deployment.

Discuss this workflow

Order Operations agent

Check order status, flag fulfilment issues, and draft useful customer updates.

Open-source starting points

A custom workflow can build on:

Frameworks and business systems are adapted to your tools. License terms, model services, and hosting are scoped per deployment.

Discuss this workflow

Operations

5 workflows

Inbox agent

Sort messages, surface requests, and prepare replies for your review.

Open-source starting points

A custom workflow can build on:

Frameworks and business systems are adapted to your tools. License terms, model services, and hosting are scoped per deployment.

Discuss this workflow

Documents agent

Extract business fields from documents and route incomplete records for review.

Open-source starting points

A custom workflow can build on:

Frameworks and business systems are adapted to your tools. License terms, model services, and hosting are scoped per deployment.

Discuss this workflow

Procurement agent

Compare supplier quotes and prepare purchase requests with the details that matter.

Open-source starting points

A custom workflow can build on:

Frameworks and business systems are adapted to your tools. License terms, model services, and hosting are scoped per deployment.

Discuss this workflow

Inventory agent

Review stock levels, incoming supply, and reorder rules to surface exceptions.

Open-source starting points

A custom workflow can build on:

Frameworks and business systems are adapted to your tools. License terms, model services, and hosting are scoped per deployment.

Discuss this workflow

Meeting Notes agent

Summarize approved recordings and turn decisions into draft follow-up tasks.

Open-source starting points

A custom workflow can build on:

Frameworks and business systems are adapted to your tools. License terms, model services, and hosting are scoped per deployment.

Discuss this workflow

Growth & Insight

3 workflows

Content agent

Turn approved briefs and source material into content your team can refine.

Open-source starting points

A custom workflow can build on:

Frameworks and business systems are adapted to your tools. License terms, model services, and hosting are scoped per deployment.

Discuss this workflow

Research agent

Compare permitted sources and prepare research briefs with traceable evidence.

Open-source starting points

A custom workflow can build on:

Frameworks and business systems are adapted to your tools. License terms, model services, and hosting are scoped per deployment.

Discuss this workflow

Reporting agent

Summarize approved data, explain changes, and flag gaps in recurring reports.

Open-source starting points

A custom workflow can build on:

Frameworks and business systems are adapted to your tools. License terms, model services, and hosting are scoped per deployment.

Discuss this workflow

Engineering & IT

3 workflows

Knowledge agent

Search approved documents and return useful answers with their sources.

Open-source starting points

A custom workflow can build on:

Frameworks and business systems are adapted to your tools. License terms, model services, and hosting are scoped per deployment.

Discuss this workflow

Engineering agent

Investigate scoped issues and prepare code changes in a controlled workspace.

Open-source starting points

A custom workflow can build on:

Frameworks and business systems are adapted to your tools. License terms, model services, and hosting are scoped per deployment.

Discuss this workflow

IT Helpdesk agent

Find approved troubleshooting steps and route access or device issues to IT.

Open-source starting points

A custom workflow can build on:

Frameworks and business systems are adapted to your tools. License terms, model services, and hosting are scoped per deployment.

Discuss this workflow

A useful first workflow.
A foundation to grow.

01

Map

Choose the task, systems, and approval owner.

02

Prototype

Adapt reusable foundations to a sample-data workflow.

03

Validate

Test real exceptions before a controlled pilot.

Which workflow should work better?

Bring the process. We’ll shape a useful first agent.

Plan My AI Agent

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