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Ellis
Finance Ops
Quinn
Sales Ops
Remy
Support
Wren
Executive Assistant
Marlo
Marketing
Finance Ops is waiting for Maya's approval$12,400 to Northwind Supply · payments over $5,000 need sign-off
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Onboard agents to your business by connecting your apps, chatting with them, or talking to them live & sharing your screen. No developer needed.
I matched last night's invoices to their purchase orders. One doesn't match, and one needs your sign-off.
Approved by Maya Chen · 9:12 AM
Ask Kessler about the difference.
Paid. I emailed Kessler from ap@acme.com and will follow up Thursday.
Can you build Brightline a dashboard so they stop asking for screenshots?
Here it is. Monday's report is drafted too. Nothing goes to Brightline until you approve it.
Love it. Send the report.
@Reporting how did Brightline do last week?
Spend was $18.2k with a 4.1× return, up from 3.6×. The weekly report is drafted for your review.
@AP Clerk did they pay October?
Not yet. INV-2042 for $860 is 6 days overdue.
Approved by Maya Chen · 8:04 AM
14 new tickets came in overnight. I drafted a reply inside each one and escalated 2 urgent ones to Dana.
Hi Jo, I'm sorry your order arrived damaged. A replacement ships today, and here's the tracking link…
Jo also asked for a refund on the damaged item.
Approved by Maya Chen · 7:58 AM
Drafts look good too.
Great. Do this every Monday.
Done.
Marco texted a photo from job 7718. I turned it into a service report for you to review.
Looks right. Chase the signature.
I texted the customer the link and will try again tomorrow at 9.
Get Dana, Chris and Mei in front of the panel this week.
All three are booked. I emailed each of them from recruiting@acme.com and shared scorecards with Sam and Lee.
Dana asked to move from 2pm to 3pm for a school pickup, so I moved it.
Perfect, thanks.
@Recruiting can we get Dana in front of the panel this week?
Thursday at 3pm works for everyone. Invites are out.
Can you send me her portfolio first?
Accounts Payable Clerk. Matches invoices to purchase orders in QuickBooks, flags mismatches, and prepares each payment for a person to approve.
Client Analyst. Pulls ad and analytics data every Monday, drafts each client's report, and keeps a live dashboard for each one. Nothing goes to a client until you approve it.
Group chat: add agents to a thread with your team, and each one answers for its own job.
Support Agent. Drafts a reply inside each new Zendesk ticket for your team to review, escalates urgent ones, and gets a person's OK before issuing a refund.
Sales Ops Analyst. Fixes missing and stale fields in Salesforce or HubSpot overnight, nudges reps on stalled deals, and posts Monday forecast notes in Slack.
Field Ops Assistant. Turns a texted photo and job number into a service report, sends it to your office for review, and follows up on whatever is still open.
Recruiting Coordinator. Emails and texts candidates from its own address and number, books interviews on your team's calendars, and leaves every hiring decision to your team.
Group chat: your whole team can work with the same agent in one thread.
Tasklet agents do more than answer when you message them. They own entire roles and take initiative to keep work moving around the clock.
Urgent ticket escalated
Support
New order, invoice sent
Finance Ops
Cleaned 212 CRM fields
Sales Ops
Followed up with a candidate
Recruiting
Drafted 6 replies
Support
Daily cash report
Finance Ops
New applicant screened
Recruiting
3 new leads enriched
Sales Ops
When a refund is requested
Support
Chase Dana for a receipt
Finance Ops
Nudge Lee on a stalled deal
Sales Ops
Interview reminders
Recruiting
You & your team can text your agents, CC them on emails, @mention them on Slack, and more. Customers, candidates, and vendors can talk to them too.
# hiringDesign lead search4 people · 1 agent
Priya
@Recruiting can we get Dana in front of the panel this week?
Recruiting CoordinatorApp
Done. I sent Dana the invite from recruiting@acme.com and shared her scorecard with the panel.
Panel interview: Dana Whitfield
👍2🙌1
Sam
Perfect. Can you also send me her portfolio before then?
Recruiting CoordinatorApp
Here it is, with her résumé. I’ll remind the panel an hour before.
Dana Whitfield portfolio.pdfRésumé.pdf
Payables6 people · 1 agent
Sam Ortiz
Accounts Payable Clerk did Northwind’s invoice go out?
Accounts Payable ClerkAgent
Yes. It went out Tuesday, and Maya approved the payment.
Invoice INV-2041Approved
INV-2041.pdf
Maya Chen
Thanks. Add Kessler to Friday’s payment run once the mismatch is fixed.
Accounts Payable ClerkAgent
Will do. I’ll add it when the corrected invoice arrives and confirm here.
Re: Interview Thursday?
Dana Whitfielddana.whitfield@gmail.com
To recruiting@acme.com
Thursday works. Could we push it to 3pm? I have a school pickup at 2.
Recruiting Coordinatorrecruiting@acme.com
To Dana Whitfield · Cc Sam Ortiz, Lee Park
Hi Dana, 3pm works for the whole panel. I’ve sent an updated invite, and you’ll meet Sam and Lee on Zoom. Reply here if anything changes.
Dana Whitfield
Perfect, thank you. See you Thursday!
Marco, field technicianTexting from a job site
Service report · Job 7718Drafted by Field Ops
Many models, a swarm of workers, a datacenter of tools, and a connection to every app, working as one.
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NowScreening 120 applications
Big job? Your agent splits it up and hands the pieces to a swarm of subagents working in parallel, then checks and combines their work. Hours of work finish in minutes.
120 of 240 reviewed · 6 renewals flagged
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Connect to any app your team uses — including thousands of common SaaS tools, MCP servers, and even private APIs. Agents can work in your existing accounts or you can give them their own.
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Private APIsDescribe what you need, and your agent builds a live app wired to your real tools and data, ready to share with your team. It can also make PDFs, videos, images, spreadsheets, slide decks & more.
# sales-teamPriya
@Sales Ops we need a dashboard for open proposals. Flag anything waiting more than a week.
Sales Ops AnalystApp
Built it. 14 proposals are open and 2 have been waiting over a week.
Open proposals · live app
| Client | Value | Stage | Waiting |
|---|---|---|---|
| Northwind Supply | $84,000 | Legal review | 12 days |
| Globex | $120,500 | Waiting on client | 9 days |
| Brightline Media | $36,200 | Sent | 4 days |
| Kessler & Sons | $58,900 | Sent | 2 days |
| Harbor Dental | $22,400 | Drafting | Today |
It also makes
Create agents you actually trust with your team's sensitive data & tools
Choose which actions need a human's OK, like emailing a customer, publishing a report, or paying an invoice. The agent will ask and wait.
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How a 51-year-old manufacturer put AI employees on the shop floor
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Customer story · Creator business
How a four-person team scaled its Meta ads with Tasklet
Fit Foodie Finds runs a creator business with four people. With Tasklet agents, the team manages every campaign from one dashboard, has brought outsourced work back in-house, and has more time for the creative work that built the brand.
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