A task for every area.

This is what you can ask each specialist for, which agent does it and what is left waiting for your sign-off.

Ask for a seat in the pilot See all the agents

Areas

The areas with everyday work.

What repeats most in a services company, and who takes care of it.

Sales

Patterson Your pick

You ask for
- Qualify and score incoming contacts
- Draft sales proposals
- Follow up each opportunity by email
- Keep the pipeline up to date in HubSpot or Pipedrive (from Pro)
Left for your sign-off

Proposals and emails go out when you approve them.
Finance

Graham Your pick

You ask for
- Read invoices and classify expenses
- Work out the monthly result and watch cash
- Prepare payment orders
- Prepare and send invoices in Holded
Left for your sign-off

Every payment and every invoice issued, always.
Legal

Holmes Your pick

You ask for
- Review contracts clause by clause
- Flag the critical clauses and rate the risk
- List your obligations and their deadlines
- Prepare a draft data processing agreement
Left for your sign-off

Whatever leaves your company. It does not replace a lawyer: when needed, it escalates to one.
Operations

Deming Your pick

You ask for
- Track stock and flag what to reorder
- Analyse demand and forecast
- Find bottlenecks in a process
- Propose improvements, with data
Left for your sign-off

Purchase orders.
People

Maslow Your pick

You ask for
- Prepare the welcome plan for each new person
- Keep holiday balances
- Track onboarding tasks
- Produce headcount reports
Left for your sign-off

Holidays, leavers, contracts and payroll. With strict confidentiality.
Marketing

Hopkins Your pick

You ask for
- Write posts and newsletters in your brand’s tone
- Write articles and campaign copy
- Analyse how campaigns went
- Suggest what to optimise
Left for your sign-off

Everything that is published or sent.

Also

And the rest of the team.

Each agent masters its subject. These are 9 more areas.

Customer support

Wanamaker Your pick

Sorts messages by urgency and leaves the replies drafted.
IT & Systems

Turing Your pick

Orders incidents, makes the first diagnosis and writes down the steps.
Quality

Whitney Your pick

Checks the other agents’ work: tone, data leaks and mistakes.
Strategy

Rockefeller Your pick

Applies the five forces, SWOT and OKRs to your company and your competitors.
Product

Eastman Your pick

Runs the product roadmap and prioritises what comes first.
Procurement

Ohno Your pick

Compares suppliers and quotes, works out the total cost and keeps renewals in check.
Technical support

Shannon Your pick

Diagnoses technical problems step by step and writes down the fix for the usual ones.
Projects

Gantt Your pick

Runs projects from kickoff to close: scope, milestones, risks and status reports.
Communications

Bernays Your pick

Writes press releases and prepares communication in a crisis.