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.

Monday
  1. 07:00
    Named agent@sales-analyst

    Every Monday at 07:00

    Weekly pipeline: 12 deals moved forward, 3 stalled. The sheet is attached.

    Slack · #sales
  2. 08:40
    Personal agentAster, Maria's agent

    “Prepare me for the Acme meeting.”

    Brief sent: who is coming, what was agreed last time, two open points.

    Slack · direct message
  3. 09:15
    Project agentQ4 launch

    “What did we decide on the launch date?”

    October 28, agreed in Thursday's thread. Tom has the checklist.

    web app · Project thread
Names and numbers in these examples are illustrative.

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. 1

    Describe the role

    What it does, how it answers, which AI model it uses.

  2. 2

    Give it access

    Its accounts and files, under Connected accounts, and who may call it.

  3. 3

    Try it in Workbench

    The test area: runs post nothing to Slack, Telegram or your Projects.

  4. 4

    Publish it

    It goes live as a version. Edits stay in draft until you publish again.

  5. 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
#salesSlack · 14 members
sales-analystapp Mon 07:00

Weekly pipeline: 12 deals moved forward, 3 stalled. The sheet is attached.

pipeline-week-41.xlsx
JP
Jonas P. 08:52

@sales-analyst can you split the stalled ones by region?

sales-analystapp 08:52

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.
Sales team · Octoberteam lead view
Sales team $412.60 of $1,000
Maria K. her own agent $12.40 of $40
Jonas P. his own agent $9.10 of $40
Priya S. her own agent $27.80 of $40
@sales-analyst sponsor: Sales $363.30 of $400

Questions team leads ask.

Do we need IT to set up an agent?
A team can set up a named agent in the web app: what it does, which accounts and files it may use, who may call it. Your admins decide which AI models the team may use and which budget the agent runs on.
Can it work in Slack?
Yes. Your personal agent answers Slack direct messages, and a named agent gets a Slack bot of its own, so a channel can call it by name or receive what it posts on a schedule. Telegram works the same way; Microsoft Teams is coming.
Can I try an agent before the team sees it?
Yes. Test runs happen in Workbench, the test area: they stay out of chat history and post nothing to Slack, the shared workspace or anywhere else.
What happens to my teammate's mailbox when a shared agent runs?
Nothing. Only a person's own personal agent can act as them, through the accounts they connected. A named agent works with accounts its owner gives it, or with none, and a project agent works from the shared workspace's files.

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.