⟵ ⟶ Delegate anything, it's handled.
Stop breaking work into steps yourself. Describe what you need and your agents will plan and execute it — or build plans visually with branching, approvals, and parallel execution.
Onboard new customer
TriggeredPull company info, recent news, and key contacts from CRM and web
Write a personalized welcome message using the customer's context
Create a 30/60/90 day success plan tailored to the customer's goals
Create a tailored presentation with ROI projections
Package templated guides and quick-start resources
Bundle everything for final review before delivering to the customer
TASK FEATURES
Simple or sophisticated
A single step or a full plan with branching, loops, and parallel execution.
Built for you, or by you
Describe what you need and we'll generate a plan. Or build your own with full control.
On demand or scheduled
Run tasks whenever you need, or schedule them daily, weekly, or monthly.
Custom inputs
Define parameters like customer name or date range that customize each run.
Stay in control
Mark any step as requiring approval. The task pauses and waits for your decision.