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An agent at work.

An agent is an AI tool that’s been connected to your other apps, so it can do a job across them. Pick an everyday job and watch it work, one step at a time.

Your apps, one agent

  • Gmail
  • Google Calendar
  • WhatsApp
The agent
  • Xero
  • Google Docs
  • Google Sheets

Book a meeting from an email

  1. Gmail. Reads an email asking to meet next week.
  2. Google Calendar. Checks when you’re free.
  3. Gmail. Drafts a reply offering two times.
  4. Stops. The reply goes out in your name, so it waits for you.
  5. Gmail. Sends the reply.
  6. Google Calendar. Holds both times in your calendar.

Chase overdue invoices

  1. Xero. Finds the invoices more than 30 days overdue.
  2. Google Docs. Reads your notes on how you like reminders worded.
  3. Gmail. Drafts a reminder for each client.
  4. Stops. It’s about money and it’s in your name, so it waits for you.
  5. Gmail. Sends the reminders.
  6. Google Sheets. Notes who was chased, and when.

Answer a customer on WhatsApp

  1. WhatsApp. A customer asks if you can come on Friday.
  2. Google Calendar. Checks Friday.
  3. Google Docs. Looks up your call-out details in your notes.
  4. WhatsApp. Drafts a reply with the times that suit.
  5. Stops. It speaks for the business, so it waits for you.
  6. WhatsApp. Sends it.

What it takes.

An agent can only reach the apps someone has connected it to, and only do what those connections allow. Somebody decides that, app by app.

A sensible setup lets it read and draft on its own, and keeps anything that goes out in your name for a person to approve: a reply, a reminder about money, a message to a customer.

Every step is also a chance for something to go wrong, and the chances stack up over a long job. Twenty steps shows how quickly, and Would you paste this? covers what should never go into an AI tool at all.

More on the Agents and automation shelf. We also set these up for businesses: AI automation.

Want to see what an agent could take off your desk?

We look at where your hours go first, and keep a person at the steps that matter.

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