AI Agents

Agents that do the work for you.

Instead of more screens and more fields, we automate work inside the modules you already use: finding leads, summarising meetings, triaging contacts. Every agent runs inside your tenant and can be disabled at any time.

• CRM Lead Search

  Customer CRM

  Search Google Maps for businesses near a chosen address, qualify them with AI, and import the ones you pick as CRM leads.

  4 tools Reversible

• CRM Lead Triage

  Customer CRM

  Reads a CRM contact + recent notes, classifies intent, and writes a short summary note tagged [agent: triage].

  3 tools Reversible

• Invoice Scanner

  Finance

  Reads an invoice (PDF / image / text) and fills in the transaction for you.

  0 tools

• Restock Advisor

  Inventory

  Watches items against their reorder point and drafts the purchase list, with supplier and lead time already filled in. In preparation.

  1 tool

• Meeting Summary

  Meetings

  Reads a meeting + notes / transcript / recording and produces a structured summary with action items and risks.

  5 tools Reversible

• Quote Draft

  Quotes

  Turns a client brief into a first draft of a quote — lines, quantities and a starting price, ready for you to correct. In preparation.

  1 tool

• Travel Agency

  Package Search

  Assistant for the Travel Agency module. In preparation — no actions yet.

  1 tool

• Progress Report

  Progress

  Drafts a term report per student from their class log: what was covered, what improved, what to work on next. In preparation.

  1 tool

These are the agents running today — and we build new ones with the businesses that ask for them. Want to try these, or automate something we haven't built yet? Tell us the job and we'll show you it running on your own data.