Monday morning. The report is already in the channel.
AI agents for business teams take on the work your team repeats: the weekly report, the meeting brief, the answer to what was decided last week. Each one has an owner and runs on a budget you can see.
- 07:00
Every Monday at 07:00
Weekly pipeline: 12 deals moved forward, 3 stalled. The sheet is attached.
Slack · #sales - 08:40
“Prepare me for the Acme meeting.”
Brief sent: who is coming, what was agreed last time, two open points.
Slack · direct message - 09:15
“What did we decide on the launch date?”
October 28, agreed in Thursday's thread. Tom has the checklist.
web app · Project thread
Hire a sales analyst for the weekly report.
Your team sets it up the way you would brief a new hire: describe the role, give it access, try it where nothing gets posted, then put it to work.
- 1
Describe the role
What it does, how it answers, which AI model it uses.
- 2
Give it access
Its accounts and files, under Connected accounts, and who may call it.
- 3
Try it in Workbench
The test area: runs post nothing to Slack, Telegram or your Projects.
- 4
Publish it
It goes live as a version. Edits stay in draft until you publish again.
- 5
Put it to work
Mention it, message its bot, or schedule it as a Job.
It answers where your team already talks.
A named agent gets its own Slack bot: the channel receives what it posts on a schedule, and anyone can ask it for more.
- web app
- Slack
- Telegram
- Microsoft Teamscoming
Weekly pipeline: 12 deals moved forward, 3 stalled. The sheet is attached.
pipeline-week-41.xlsx@sales-analyst can you split the stalled ones by region?
Two in EMEA, one in North America. All three wait on legal review.
Example
Your team's budget, by person.
Each agent runs on its sponsor's budget, the person or team that funds it, or on the budget of whoever calls it. You see what your team spent, and on what.
- Admins and team leads set the budgets and see where they go.
- Alerts go out when spend passes a threshold you set.
Questions team leads ask.
Do we need IT to set up an agent?
Can it work in Slack?
Can I try an agent before the team sees it?
What happens to my teammate's mailbox when a shared agent runs?
Bring one job your team repeats every week.
On the demo call we show how a named agent would run it, where the result lands, and the record it leaves.
or email [email protected]



