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AI · AI AGENTS
AI agents, built for your business.
We design and build AI agents for companies, shaped around your workflows, data and systems. Browse the agents we can build for you, by sector and by function.
From idea to working agent.
DESIGN
We define what the agent does, the data it uses and where people stay in the loop.
BUILD + INTEGRATE
We build the agent, connect it to your tools and test it before go-live.
ADOPT + IMPROVE
We train your team, monitor results and refine the agent as your needs change.
Governance across the lifecycle: Responsible AI · Security · Risk · Change management · Adoption
Agents we can build for you.
Choose your sector to see the agents we build for it. All Industries is grouped by business function.
152 unique agents in the full catalog. An agent can serve more than one sector, so sector counts overlap and should not be added together.
HR & People
AI Productivity Insight
Generates productivity insights with AI scoring, verdicts, and actionable recommendations per employee.
Discuss this agentCompliance Auditor
Continuously checks leave and attendance against company policy so violations don't slip through.
Discuss this agentCulture Session Admin Attendance Reminder
Reminds HR to update culture session attendance and collect feedback on the last working day of every month.
Discuss this agentEmployee AI Assistant
Conversational AI assistant for internal employee questions across HR, policies, finance, and operations.
Discuss this agentEmployee Feedback Analyzer
Reads employee feedback objectively and gives HR an unbiased summary across performance cycles.
Discuss this agentEmployee Productivity
Individual employee productivity analysis — time tracking, task completion, and trend analysis.
Discuss this agentEmployee Weekly Snapshot
Generates a short, HR-grade weekly snapshot for every active employee and stores it as immutable history.
Discuss this agentExit Feedback Task Generator
Reads exit interview feedback and creates the manager tasks needed to address it — no more lost insights.
Discuss this agentExit Intelligence
Reads exit interview transcripts to surface patterns, sentiment, and the real reasons people leave.
Discuss this agentHR Insights Agent
AI-powered analysis across the whole HR dataset, surfacing the trends and risks that matter this week.
Discuss this agentHR Request Processing
Automates HR request intake, categorization, and routing — leave requests, policy inquiries, and approvals.
Discuss this agentHR Weekly Trends Analyzer
Reads week-over-week trends and gives HR strategic insights to act on, not just numbers to look at.
Discuss this agentLeave Intelligence AI
Analyzes leave patterns to catch Friday-Monday abuse, burnout risk, and compliance issues before HR has to ask.
Discuss this agentNew Hire Sentiment Analyzer
Reads new-hire feedback to identify what's working in onboarding and where joiners get stuck.
Discuss this agentOnboarding Checklist AI
Generates staff onboarding task lists from Knowledge Base documents.
Discuss this agentOnboarding Quality Auditor
Audits completed onboarding journeys to ensure process compliance and find what needs to be fixed.
Discuss this agentOnboarding Velocity AI
Tracks every onboarding journey to surface at-risk hires, bottlenecks, and process gaps in real time.
Discuss this agentOne-on-One Monthly Report Generator
Generates a comprehensive monthly 1:1 compliance report for HR — who held them, who skipped, and what came up.
Discuss this agentPayroll & CTC Optimizer
Analyzes employee CTC records across offices, detects salary anomalies, benchmarks cost-per-hour across locations, and identifies billable utilization gaps.
Discuss this agentProductivity Intelligence Agent
Reads workforce productivity signals to identify concerns and give HR clear, actionable recommendations.
Discuss this agentReconciliation & Fund Accounting Agent
Matches incoming transactions from payment processors against your finance system. Flags unmatched payments, fee variances, and restricted fund mismatches.
Discuss this agentRegistration Assistant
Guides new patients through the registration process with a secure, token-based self-service flow.
Discuss this agentRevisit Reminder
Monthly reminder for employees to revisit and update their accountability charts.
Discuss this agentWFH Event Parser
Parses Work-From-Home calendar events and extracts structured data — employee, location, duration, reason.
Discuss this agentManagement & Ops
Anomaly Detection Agent
Identifies unusual patterns, potential fraud, duplicate transactions, vendor irregularities, and spending anomalies that require investigation.
Discuss this agentAvailability Planner
Manages provider schedules, time-off blocks, and operatory assignments to keep availability accurate.
Discuss this agentCalendar Optimizer
Analyzes scheduling patterns to fill gaps, reduce wait times, and maximize provider utilization.
Discuss this agentCommunication Coach
Provides communication improvement suggestions based on client interaction patterns and sentiment trends.
Discuss this agentEligibility Verifier
Verifies patient insurance eligibility in real time via Stedi before appointments to prevent claim denials.
Discuss this agentGovernance Health Check
Weekly compliance scan with findings, alerts, and recommendations
Discuss this agentGratuity Calculation Explainer
AI agent that provides detailed, bilingual (English/Bengali) explanations of gratuity calculations based on Bangladesh and India labor laws.
Discuss this agentMeeting Agenda Builder
Auto-populate meeting agendas based on context and past meetings
Discuss this agentMeeting Summarizer
Automatically generates concise summaries of your meeting transcripts
Discuss this agentMonthly P&L Health Check
Produces a board-ready monthly financial health assessment with variance analysis, traffic-light indicators, margin trend analysis, and CFO-level action items.
Discuss this agentOutbound Reminder
Proactively calls patients before appointments to confirm, cancel, or reschedule — reducing no-shows automatically.
Discuss this agentPatient Verifier
Instantly verifies patient identity using date of birth, name, and record matching before any appointment action.
Discuss this agentPM Comment Staleness
Flags stale project management communication — identifies tasks and projects with no recent comments.
Discuss this agentRecall Scheduler
Automates patient recall scheduling by identifying overdue patients and initiating contact workflows.
Discuss this agentRequest Pre-Review
Pre-reviews WFH and Early Leaving requests, checks policy, spots patterns, and routes them to the right approver.
Discuss this agentSlot Finder
Instantly finds the next available appointment slot matching patient preferences and provider availability.
Discuss this agentTask AI Chat
Conversational AI assistant within task detail pages — answers questions, suggests approaches, and provides context.
Discuss this agentTask AI Planner
Generates subtask breakdowns from task description — creates actionable, prioritized subtask plans.
Discuss this agentTask AI Summary
Generates structured task snapshots — status overview, key decisions, blockers, and next steps.
Discuss this agentTechnical Plan Generator
Creates technical implementation plans from requirements — architecture decisions, task breakdown, and timeline estimates.
Discuss this agentUnified RAG Search
Retrieval-Augmented Generation — combines semantic search with LLM-powered answer synthesis.
Discuss this agentVoice Scheduler
Handles inbound patient calls, verifies identity, and books appointments in real time using natural conversation.
Discuss this agentSales & Revenue
AI Email Composer
Draft personalized outreach emails with appropriate tone for different recipient types
Discuss this agentAI Research Assistant
Instant company and contact background research for outreach preparation
Discuss this agentBoard Reporting Agent
Aggregates KPIs, financial snapshots, and engagement metrics from connected systems to generate draft board reports on a scheduled basis.
Discuss this agentChannel Reconciler Agent
Flags double-bookings and inventory mismatches across OTA channels in real time.
Discuss this agentClient Call Analyzer
Specialized analysis of client calls — extracts sentiment, concerns, opportunities, and health indicators.
Discuss this agentClient Reactivation & Referral Assistant
Keeps past clients warm with personalized equity check-ins, life-event outreach, and referral capture.
Discuss this agentCode Reviewer
Generates thorough code review checklists and improvement suggestions
Discuss this agentContact Research
Contact intelligence gathering — LinkedIn profiles, professional history, and social presence.
Discuss this agentCRM Data Integrity Agent
Continuously scans your CRM for duplicate records, missing required fields, and stale donor profiles. Surfaces merge suggestions and data quality issues for review.
Discuss this agentDaily Briefing
Generates daily deal summaries with key updates, stage changes, and action items for sales teams.
Discuss this agentDeal AI Chat
Conversational AI assistant for deal analysis, answering questions about deal context, history, and strategy.
Discuss this agentDeal Coach
Provides strategic coaching and recommendations for active deals based on pipeline data, client history, and deal stage.
Discuss this agentEvent Intelligence Agent
Analyzes post-event attendance data and suggests engagement tags, volunteer interest flags, and follow-up tasks for attendees not yet connected to your donor pipeline.
Discuss this agentExit Trends 6-Month Analyzer
Looks across six months of exit feedback to identify trends, patterns, and strategic risks for leadership.
Discuss this agentExpense Optimization Agent
AI-powered expense analyst that identifies cost-saving opportunities, analyzes spending patterns, provides budget variance insights, and flags unusual expenses across all offices and categories.
Discuss this agentHR Weekly Team Digest
Compiles a comprehensive weekly summary of team health metrics across every department for leadership.
Discuss this agentLead Follow-Up Orchestrator
Responds to new leads instantly with context-aware messages and intelligent two-way qualification.
Discuss this agentLead Manager
Tracks and manages prospective patient leads, automates follow-up calls, and converts leads to registered patients.
Discuss this agentLead Research
Gathers lead intelligence using Perplexity AI for contact and company research before follow-up outreach.
Discuss this agentOffice Expense Analyzer
Analyzes office-level expenses to identify trends, anomalies, and cost optimization opportunities.
Discuss this agentPrototype Builder
Generates client-facing prototype specifications from deal context, enabling rapid prototype creation.
Discuss this agentQuick Deal Email
Generates rapid email drafts in context of a specific deal, pulling relevant deal data and client info.
Discuss this agentSmart Transaction Coordinator
Extracts contract dates, monitors transaction emails, and sends reminders so no deadline is missed.
Discuss this agentSOW Generator
Statement of Work generation with PDF export capability. Pulls deal data, project scope, and client info.
Discuss this agentStrategic Planning Agent
Analyzes financial data for growth opportunities, risk assessment, scenario modeling, budget optimization, and long-term strategic recommendations.
Discuss this agentMarketing & Content
Action Extractor
Extracts and assigns action items directly from your meeting transcripts
Discuss this agentBoard Request Responder
Draft and send professional responses to board member requests
Discuss this agentChart Reminder
Sends weekly reminders to employees with pending or overdue accountability chart submissions.
Discuss this agentCompany Research
Deep company research with 4-tier fallback: domain-filtered, month recency, year recency, and plain name fallback.
Discuss this agentCulture Session Missed Attendance Follow-Up
Automatically reaches out to employees who missed a culture session and helps them rebook.
Discuss this agentCulture Session Monthly Summary Email
Emails managers a polished monthly culture report on the first Monday — sessions held, attendance %, and no-shows.
Discuss this agentCulture Session Reminder System
Sends email reminders to facilitators and participants exactly one hour before each culture session.
Discuss this agentEmail Draft Generator
Relationship-aware email drafting that considers client history, previous communications, and contact preferences.
Discuss this agentEvent Coordination Assistant
Multi-touch event lifecycle automation with checklists and reminders
Discuss this agentFeedback Task Creator
Scans employee feedback for issues that need manager attention and generates actionable follow-up tasks.
Discuss this agentGrant Budget Watcher
Alerts when grant spending hits 75% or 90% of budget. Auto-drafts a variance explanation.
Discuss this agentGuest Concierge Agent
Pre-trip guest communications, FAQs, and upsell suggestions tailored to each booking.
Discuss this agentListing Marketing & Operations Manager
Drafts MLS copy, creates marketing content, and coordinates vendors for every new listing.
Discuss this agentMeeting Intelligence
Analyzes meeting transcripts for issue extraction, action items, decisions, and sentiment analysis.
Discuss this agentPod Weekly Summary
Generates structured team performance briefings analyzing productivity, tasks, OKRs, and utilization with 4-week trends.
Discuss this agentReminder Sender
Sends appointment reminders via voice, SMS, and email — reducing no-shows across all communication channels.
Discuss this agentReview Reply Agent
Drafts on-brand replies to guest reviews from any OTA channel in seconds.
Discuss this agentSmart Categorizer
Auto-categorizes meetings based on topic, participants, and content analysis.
Discuss this agentTask Assistant
An AI-powered task companion that summarizes work, sharpens descriptions, suggests next steps, and drafts updates.
Discuss this agentTask Prioritizer
Morning priority stack with intelligent task ordering and follow-up drafts
Discuss this agentWeekly Digest
Compiles and emails weekly productivity digest summaries to managers.
Discuss this agentFinance & Admin
Aging Analyst
Tracks outstanding claims and patient balances, identifies aging accounts, and flags collection priorities.
Discuss this agentExpense Analysis Agent
Analyzes transactions, detects anomalies, suggests categories with confidence scores, and identifies potential duplicates or misclassifications.
Discuss this agentExpense Anomaly Detection Agent
Reviews expense data for anomalies, duplicates, and incorrect categorizations.
Discuss this agentFinancial Risk Assessment Agent
Analyzes client meeting data and financial records to detect early warning signs of payment, revenue, and relationship risks.
Discuss this agentGrant Compliance Agent
Tracks active grant deadlines, monitors fund utilization against approved budgets, and flags spending anomalies or upcoming reporting requirements.
Discuss this agentIncome Analysis Agent
AI-powered cash flow analyst that evaluates invoice collections, identifies payment risks, assesses client behavior, and recommends optimizations for revenue collection.
Discuss this agentKiosk Guide
Assists patients at the check-in kiosk — from DOB verification to copay payment and appointment confirmation.
Discuss this agentManager Nudge
Monthly nudge to managers to review and approve pending accountability charts from their team.
Discuss this agentOverdue Invoice Monitor
Weekly AI assistant that reviews invoices from the last 90 days, identifies overdue payments, summarizes client-level issues, highlights trends, and suggests next steps.
Discuss this agentOverlap Analyzer
Detects overlapping responsibilities and gaps in accountability charts across the organization.
Discuss this agentPayment Collector
Automates patient payment collection at kiosk check-in and via Stripe for outstanding balances.
Discuss this agentRevenue Optimizer Agent
Yield, occupancy, and channel-mix recommendations with a rolling forecast.
Discuss this agentWeekly Invoice Review Agent
Analyzes all pending invoices weekly and provides actionable insights for collection, including risk assessment and prioritized action items.
Discuss this agentCustomer Support
Gemini RAG Query
Direct Gemini corpus search using Google's grounding capabilities for RAG queries.
Discuss this agentUnified Knowledge Search
Cross-source semantic search across all knowledge bases — personal files, shared knowledge, client docs, and transcripts.
Discuss this agentData & Analytics
Attendance Intelligence Agent
Spots attendance patterns, flags anomalies, and forecasts staffing risks before they hurt delivery.
Discuss this agentBug/Feature Planner
Analyzes bug reports and feature requests to generate implementation plans, estimates, and priority recommendations.
Discuss this agentCall Analyzer
Reviews call transcripts and conversation data to surface insights, flag issues, and measure AI performance.
Discuss this agentCash Flow Forecaster
Analyzes historical financial data to produce 3-month forward cash flow projections, collection efficiency trends, and actionable cash management recommendations.
Discuss this agentClaims Preparer
Automatically prepares insurance claims from appointment data, reducing manual entry and submission errors.
Discuss this agentCommittee Status Reporter
Weekly compilation of committee status for board meeting packets
Discuss this agentEfficiency Analyzer
Scores meeting quality based on structure, participation, outcomes, and time efficiency.
Discuss this agentFinancial Report Agent
Generates comprehensive reports with insights, forecasts, KPI analysis, and strategic recommendations for management decision-making.
Discuss this agentIntegration Health Monitor
Flags sync failures, stale connections, and broken webhooks across integrations.
Discuss this agentOne-on-One Insights Assistant
Gives each manager personalized insights about their 1:1 cadence, themes, and recurring blockers.
Discuss this agentOperations Briefing Agent
Surfaces what matters today for a tour operator — bookings, availability gaps, guest issues — on a single Today screen.
Discuss this agentPOM Evaluation Analyzer
Analyzes Performer of the Month evaluation data to recommend winners and surface judging gaps.
Discuss this agentProject Analyzer
Analyzes project health — timeline risk, resource utilization, scope creep, and blocker identification.
Discuss this agentShowing & Feedback Manager
Automates showing feedback requests, analyzes sentiment, and produces weekly seller reports.
Discuss this agentTask AI Research
Web and RAG-based research for task context — finds relevant documentation, articles, and best practices.
Discuss this agentTeam Insights Agent
Gives each manager personalized analytics and forecasts about their team — attendance, productivity, and risks.
Discuss this agentTool Categorization Agent
AI agent that analyzes software tools and suggests appropriate business categories based on tool name, purpose, and vendor information.
Discuss this agentWeekly Update Generator
Generates structured weekly reports from ActiveCollab tasks and meeting transcripts.
Discuss this agentEngineering & IT
Bug & Feature Planner
Helps triage bugs and plan feature work with AI-powered prioritization
Discuss this agentCode Review Generator
Generates automated code review feedback based on project standards and best practices.
Discuss this agentTechnical Planner
Generates detailed technical implementation plans from high-level requirements
Discuss this agentNeed something different?
Every agent here is a starting point. We design and build custom AI agents around your processes, from build-vs-buy analysis through engineering and run.
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