Google FormsSubmissions start the job
Google SheetsLists read, results appended
Google DocsDocuments generated
HubSpotRecords updated
JiraIssues created and assigned
SlackApprovals and alerts
Workflow 
automation.The steps nobody has time for.Done, checked and logged.
AI employees run the back-office work behind every job: they read the record, check it, update your systems, write the document and tell the right person. No conversation needed to start it.
Trusted by teams at
One job, every step.
Read, check, update, notify.
A system event starts the job. The employee works through each step across your tools, asks a person when a step needs approval, and writes everything back.
Google Forms trigger- Event
- New sign-up form
- Job
- Customer onboarding
- Assigned to
- Meera, Onboarding
- Duplicate check
- No open record
Read & check- Company record
- Matched
- Plan and seats
- Confirmed
- Admin contact
- Verified
- Billing ID
- Missing
System update- Lifecycle stage
- Onboarding
- Owner
- Customer success
- Onboarding page
- Created
- Write confirmed
- Read back
Document generation- Onboarding plan
- Google Doc
- Tracker row
- Appended
- Kick-off invite
- Drafted
- Billing section
- Left blank
Approval & audit trail- Request
- Non-standard plan terms
- Approver
- Success lead
- Context sent
- Record and plan doc
- Audit entry
- Who, when and why
Start from a trigger
A form submission, a new lead, a missed payment, a renewal date or a new ticket starts the job. No one has to copy it across.
Your steps. Your approval rules. Automations only read and write what you allow, in the order you approved. Anything that needs judgement goes to your team.
Explore governanceAuthority & handoff
Employees run the steps.
People sign off.
Starts with
An event in your systems: a submission, a new record, a date, a missed payment or a new ticket
Works toward
Every step of the job finished, written back and confirmed, with a document or record as evidence
Leaves to people
Approvals, exceptions to policy, money decisions and anything the rules do not cover
Automations own
Run the back office- Starting jobs from system events
- Reading records and source lists
- Checking data against your rules
- Updating fields, statuses and owners
- Generating documents and reports
- Scheduled follow-ups and reminders
People keep
Your team decides- Approvals above agreed limits
- Refunds, discounts and write-offs
- Exceptions to policy
- Changes to the steps and their rules
Handed off with context
- 01Check the data before any write.
- 02Confirm every write before the next step.
- 03Send approvals to a named person, with context.
- 04Log every step with who, when and why.
Jobs that run themselves
Real back-office jobs.
Running from day one.
Google Sheets & Gmail- Renewal date
- In 30 days
- Eligibility
- Checked
- Reminder
- Sent
- Payment
- Not yet received
Renewals from a date
No renewal waits for someone to notice.
What the agent doesWhen a renewal date comes up, Priya reads the policy list in Google Sheets, checks eligibility, sends the reminder and records the customer’s intent back on the row.
What you can checkThe updated row in Sheets, each reminder sent and the payment status.
Zendesk & Jira- Ticket
- Created
- Order record
- Matched
- Jira issue
- Assigned
- Root cause
- Unknown
Tickets to the right team
Issues filed with the facts attached.
What the agent doesWhen a ticket is created, Ishaan reads it, checks the order record, opens a Jira issue with the details and assigns it, then updates the customer’s ticket.
What you can checkThe linked Jira issue, its assignee and the status on the original ticket.
- Google Docs & Slack
- Panel notes
- 3 of 4 in
- Debrief
- Generated
- Recruiter
- Notified
- Decision
- With your team
Interview debriefs
The debrief is written before the panel meets.
What the agent doesAfter interviews, James collects the panel’s notes, generates the debrief in Google Docs and sends it to the recruiter. The hiring decision stays with your team.
What you can checkThe debrief document, the status in your tracker and the recruiter’s decision.
How we set it up
Write down the job once.
Then let it run.
- 01
Map the job
Pick one job your team repeats. List the trigger, every step, what counts as done and the steps that need a person.
Scope gateStep-by-step job map and a named business owner - 02
Connect the tools
Give scoped access to the forms, sheets, CRM and trackers the job touches. Confirm what can be read and written.
Connect gateReviewed access, fields and write-back rules - 03
Set approvals and schedules
Decide who signs off on which steps, how long follow-ups keep running and what happens when data is missing.
Approve gateApproval rules, owners and follow-up schedule - 04
Test, then release
Run normal cases, missing data and failed writes before go-live. Start with one job and widen it as the evidence comes in.
Release gateLive job with audit trail and exception queue
Systems & permissions
Connect the tools the job already uses.
FormsUse form submissions as a workflow trigger.Which forms start which job, and which answers are required.Sheets & documentsRead source lists, append results and generate written output without a manual export.Which files can be read, which can be written and where new documents are saved.
CRM & paymentsStart jobs from new records, status changes and missed payments, and write each outcome back.Field-level permissions, write scopes and actions that need approval.
Trackers & databasesCreate and assign issues, and keep structured records and pages up to date.Projects, databases and workflow states the employee can change.
Team & customer channelsSend approvals to a named person, alert the team and run scheduled follow-ups.Who approves what, contact rules and response times.Start with one job and the tools it already touches. Add steps and jobs once the first one runs cleanly.
INTEGRATIONS
Plugs into your stack
Your AI employees connect with your CRM and business tools to access information, complete tasks and keep records updated.
Sales and CRM
Leads, accounts and outreach are read and written where your team already works, so every call, qualification and demo lands in the record.
- Salesforce
- HubSpot
Apollo.io
Clay
Zoho CRM
Instantly- More sales and crm integrations
Email and messaging
Employees talk to customers where they already are: on WhatsApp, in the inbox or in your team chat, and keep one thread across them.
WhatsApp- Gmail
Outlook- Slack
- More email and messaging integrations
Meetings and calendar
Demos, test drives and reviews are booked straight into the right calendar, with the link sent and the slot held.
Google Calendar
Google Meet
Calendly- Outlook Calendar
- More meetings and calendar integrations
Payments, commerce and support
Payments, orders and tickets run against your own systems, with every refund, update and outcome written back.
Stripe
Shopify
Zoho Desk- Jira
- More payments, commerce and support integrations
Docs, data and projects
Files, tables and boards give employees the knowledge to work from and a place to put what they finish.
Google Workspace- Airtable
- Notion
Monday
ClickUp
Trello- More docs, data and projects integrations
72+ integrations across 16 categories, from CRMs and payment rails to forms, ads and data warehouses.
See all integrationsPilot evidence
Measure the job.
Inspect every step.
- Job log
- Triggers received
- Logged
- Jobs finished
- Tracked
- Time per job
- Measured
Jobs completed
How many jobs ran end to end after a trigger, and how long each took, against your baseline.
- System write-back
- Records updated
- Verified
- Documents generated
- Saved
- Failed writes
- Flagged
Writes confirmed
Whether every update and document landed where it should, and was read back before the next step.
- Approval queue
- Named approver
- Assigned
- Context attached
- Verified
- Time to decision
- Measured
Approvals decided
Whether every approval reached its named owner, and how quickly it was decided.
Agree the baseline before the pilot, then compare finished jobs, confirmed writes and approval times against it.
Buyer guidance
Choose the right kind of automation.
- A simple rule is enough when…
One field changes another and nothing needs reading, checking or writing up.
- Automate the job when…
The work runs across several tools, needs checks along the way and ends with a record or document.
- Orchestrate the journey when…
Work passes between several employees or teams over days, and things get lost in the hand-offs.
- Keep a person in the loop when…
A step needs an approval, a money decision or an exception to policy.
Buyer & implementation questions
What to know before
you automate the work.
Events in the systems you already run: a form submission, a new lead, a missed payment, a renewal date or a new ticket. Jobs can also run on a schedule you set.
Workflow automation runs the steps of one job inside one employee’s work: read, check, update, notify. Orchestration moves a journey between several employees and people over time.
Yes. Employees generate plans, summaries and reports in Google Docs, and read source lists and append results in Google Sheets without a manual export.
The step stops and the gap is flagged. Missing data is not invented, failed writes are retried within your limits and anything still open goes to a named person.
You decide. Approvals above agreed limits, refunds, discounts and exceptions to policy go to a named person with the record and context attached.
Yes. Every read, write, document and approval is logged with who, when and why, and the result is visible in the system it was written to.
Which job does your teamstill do by hand?
Bring one back-office job. We will map the steps, the tools it touches and the business case.