Operations
Keeps projects, handoffs and internal requests moving across every tool your team already uses.
Live in under an hourHuman approval built inWorks with your stack
Operations Agent · live previewv2.4
To do
Doing
Done
12 handoffs synced todayOn track
40 hrssaved per team, every week
5 stepsper run
6 toolsconnected
What it does
01
Request intake
Turns chat messages and emails into structured, assigned tasks.
02
Cross-tool sync
Keeps your CRM, project tracker and docs in sync, automatically.
03
Proactive status updates
Posts weekly summaries and nudges owners before deadlines slip.
Example workflow
Every run follows the same transparent steps, and nothing sensitive ships without a human sign-off.
01Request in chatAutomatic
02Understand & classifyAutomatic
03Create & assign taskAutomatic
04Sync across toolsAutomatic
Human approval Human approval
Key result40 hrssaved per team, every week
“It's like hiring an ops lead who never sleeps and never drops a handoff.”
SL
Sofia LindqvistCOO, Vertexa
Works with
Scoped, revocable access to exactly what this agent needs.
TaskrChatterSheetlyNotaraCalendoDrivia
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