Ops Agent runs your weekly reports, syncs your tools, files expenses, watches for anomalies, and pings you when something actually needs a human. The work nobody wants to do — quietly handled.
Weekly metrics, monthly board prep, daily standup digests. Pulled from the source, formatted, sent.
Move records between CRM, billing, support, and warehouse. Reconcile differences. Flag mismatches.
Reads receipts, categorizes, matches to POs, files in your finance tool. Flags exceptions.
Monitors metrics and logs for the kind of drift that's normally noticed too late.
Account provisioning, access reviews, equipment requests — orchestrated end-to-end.
Account research, prospect prep, competitive snapshots — delivered before the meeting starts.
Tell Ops Agent what you'd hand to a junior teammate. It maps the steps, asks clarifying questions, runs a dry-run, and then takes it over — on the schedule and approval rules you specify.
Salesforce, HubSpot, Pipedrive, Attio, Apollo.
Stripe, NetSuite, QuickBooks, Brex, Ramp, Expensify.
Slack, Notion, Linear, Jira, Asana, Google Drive.
Snowflake, BigQuery, Looker, Mixpanel, Amplitude.
Most teams put 3 workflows on Ops Agent in week one. Most are surprised by how much time that frees up.