Agents and automation.
Tools that take a run of steps on their own. What they’re good for, why long chains fail more often than people expect, and where a person stays in the loop.
An agent at work
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Gmail -
Google Calendar
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Xero -
Google Docs -
Google Sheets
Pick a job
Each job runs a step at a time. You’ll see which app the agent reaches into, and where it stops for you.
Every step is a chance for something to go wrong, which is why the ones that speak for you wait for a person. See how the chances stack up.
Book a meeting from an email
- Gmail. Reads an email asking to meet next week.
- Google Calendar. Checks when you’re free.
- Gmail. Drafts a reply offering two times.
- Stops. The reply goes out in your name, so it waits for you.
- Gmail. Sends the reply.
- Google Calendar. Holds both times in your calendar.
Chase overdue invoices
- Xero. Finds the invoices more than 30 days overdue.
- Google Docs. Reads your notes on how you like reminders worded.
- Gmail. Drafts a reminder for each client.
- Stops. It’s about money and it’s in your name, so it waits for you.
- Gmail. Sends the reminders.
- Google Sheets. Notes who was chased, and when.
Answer a customer on WhatsApp
- WhatsApp. A customer asks if you can come on Friday.
- Google Calendar. Checks Friday.
- Google Docs. Looks up your call-out details in your notes.
- WhatsApp. Drafts a reply with the times that suit.
- Stops. It speaks for the business, so it waits for you.
- WhatsApp. Sends it.
4 pieces on this shelf
- Activity
Twenty steps
Watch the odds of getting everything right fall as an AI chains steps together.
- Activity
An agent at work
Watch an AI agent do an everyday job across your apps, and see where it stops for you.
- Page
AI automation
How we map where the hours go before automating anything.
- Page
The Lead Engine
An outreach system that drafts every email for a person to check and send.
Want it worked through with your team?
Every session teaches from the same checked material, on your own work.