Custom Agent Workflows
Custom agent workflows take over the multi-step, repetitive work that keeps your team busy: reading emails, updating sheets and CRMs, preparing documents and following up. Each workflow has clear guardrails, approvals where you need them, and a log of every run.
- Connects to 300+ tools & APIs
- Approvals & guardrails built in
- Dashboards to track every run
What you get
Built around your process
We model the workflow you already run, step by step, instead of forcing a generic template.
Connects everything
Email, Sheets, CRMs, ERPs, accounting tools and internal APIs, linked into one flow.
Understands documents
Reads invoices, purchase orders, resumes and forms, and extracts the fields you need.
Human approvals
Add review steps for anything sensitive, approved in one click from Slack, email or WhatsApp.
Runs on schedule or trigger
Start workflows on a timer, a new email, a form submission or an event in any connected tool.
Full visibility
A dashboard shows every run, its inputs, outputs and any errors, so nothing happens silently.
Use cases
Sales ops
Enrich new leads, update the CRM, draft follow-up emails and alert the right rep.
Finance
Extract invoice data, match it to purchase orders and prepare entries for approval.
Hiring
Screen resumes against a role, schedule interviews and keep candidates updated.
Reporting
Pull data from several tools and send a written weekly summary to stakeholders.
How we build it
Shadow the process
We walk through the task with the people who do it today and note every step and exception.
Design the agent
We decide which steps are automated, which need approval and how errors are handled.
Build & integrate
We connect your tools, build the workflow and test it on real historical data.
Operate & extend
We monitor runs, fix edge cases and add new workflows as you find more to automate.
Frequently asked questions
- How is this different from Zapier or Make?
- Those tools move data between apps. Our agents also read, decide and write, handling unstructured inputs like emails and documents that rule-based automations can’t.
- What if a workflow makes a mistake?
- Sensitive steps go through human approval, every run is logged, and errors alert your team instead of failing silently.
- Who owns the workflows?
- You do. We document every workflow and can run it in your own cloud account if you prefer.