ClaudeCheck supplier details and supporting documents
Job: Supplier onboarding
Unassigned
Elapsed: 18mCreated: 
Peter Bennett
Peter BennettBuilt for automation consultants and agencies
Build your AI automation business.
Not the infrastructure behind it.
Build and manage client automations in one place. Work with your Sordit 2IC to create workflows, let clients connect their own tools and leave the cloud infrastructure to Sordit. Spend more time delivering results and growing your client base.
No monthly subscription fee. Pay only for actual usage.
A closer look · 01
Every client. Their own workspace.
Bring each new client into their own workspace for people, connections and work. They manage their billing; you build and support their automations. Grow your client portfolio without another deployment project.
Explore this feature ↗YOUR CLIENT PORTFOLIO
Client workspaces
BBennett & Co.Accounting & advisory
- Users
- 12
- Credits remaining
- 48,250
- AI agents
- 4
- Active providers
HHawthorne LegalCommercial law
- Users
- 8
- Credits remaining
- 21,600
- AI agents
- 3
- Active providers
+Elmwood HealthAllied health
- Users
- 24
- Credits remaining
- 76,800
- AI agents
- 6
- Active providers
Client delivery, in view
Stay on top of delivery. Keep your clients moving.
Keep an eye on the automations you deliver. Track agent progress, client approvals and Tasks that need attention in one place. Spend less time chasing updates and help clients keep their work moving.
Operations Board
Each card is a task. Open it to review progress or take action.
Unassigned
2Prepare the monthly management report
Job: Monthly reporting
Unassigned
Elapsed: 32mCreated: 
Christina Morgan
Christina MorganBlocked
3Reconcile supplier invoices against payments
Job: Month-end accounts
Blocked
Waiting for the accounting connection.
Elapsed: 1h 12mCreated: Peter Bennett
Peter BennettPrepare the new client engagement letter
Job: New client onboarding
Blocked
Waiting for confirmed client details.
Elapsed: 46mCreated: Christina Morgan
Christina MorganValidate payroll changes before processing
Job: Payroll preparation
Blocked
Waiting for approved payroll inputs.
Elapsed: 28mCreated: 
James Wilson
James WilsonWaiting for human
4Review and approve the client follow-up drafts
Job: Client enquiry follow-up
Christina MorganWaiting for Christina Morgan to review.
Elapsed: 24mCreated: Peter Bennett
Peter BennettConfirm the scope for a new client engagement
Job: New client onboarding
Peter BennettWaiting for Peter Bennett to respond.
Elapsed: 52mCreated: Christina Morgan
Christina MorganReview exceptions in the expense report
Job: Monthly expense review
Sarah ChenWaiting for Sarah Chen to review.
Elapsed: 1h 8mCreated: Peter Bennett
Peter BennettApprove the quarterly reporting summary
Job: Quarterly reporting
James WilsonWaiting for James Wilson to approve.
Elapsed: 37mCreated: Christina Morgan
Christina MorganWith AI Agent
5Research industry trends and prepare a sourced report
Job: Client industry briefing
Research agentRunning
Elapsed: 8mCreated: Sarah Chen
Sarah ChenOn behalf of Peter Bennett
Organise supporting documents in Google Drive
Job: Quarterly reporting
Accounts agentQueued
Elapsed: 2mCreated: Sarah Chen
Sarah ChenOn behalf of Christina Morgan
Draft responses to new client enquiries
Job: Client enquiry follow-up
Client comms agentRunning
Elapsed: 5mCreated: Peter Bennett
Peter BennettCompile this week’s operational summary
Job: Weekly operating review
Operations agentQueued
Elapsed: 1mCreated: James Wilson
James WilsonOn behalf of Peter Bennett
Check outstanding invoices and prepare reminders
Job: Receivables follow-up
Accounts agentQueued
Elapsed: 1mCreated: Christina Morgan
Christina Morgan01
Spend less time chasing progress
See what your client’s AI agents are running and what’s queued, without piecing together status updates. Show clients what is moving forward and what is coming next, without another status meeting.
02
Keep clients involved at the right moments
See which client team member needs to review, approve or respond. You can coordinate the handover with less back-and-forth, while clients retain judgment over the decisions that matter to their business.
03
Resolve issues before they become client delays
Spot unassigned Tasks and blockers in one place. You can give work an owner or address what’s holding it up, helping your client’s processes move forward instead of leaving unfinished work unnoticed.
A model that fits client delivery
No monthly subscription fee.
Pay only for actual usage.
Let each client fund their own workspace, so their running costs stay with their business. Credits cover active agent time, calls to business tools, incoming triggers and Routines and Tasks created through your Sordit 2IC. They pay their AI provider separately, with no monthly subscription or per-seat fee from Sordit.
Explore client running costs ↗Before your first client rollout
Frequently asked questions.
Who uses Sordit?
Sordit is built for automation consultants and agencies who want to grow their client base without taking on more infrastructure. Build workflows and AI teams for your clients, with a separate workspace for each business to manage its people, connections and billing.
Your clients can use Sordit day to day, too. Once you’ve set up their workspace and workflows, their staff can hand off work to AI agents, review results and approve next steps. You can stay involved when they need your expertise.
How can Sordit help me grow my AI automation business?
Bring client delivery onto one platform, with a workspace for each client and hosted agents to carry out the work. Spend more time designing useful solutions and winning your next client, with less deployment and infrastructure to manage.
Your clients connect their tools themselves, completing OAuth and 2FA with their provider or adding an API key where needed. You don’t have to collect credentials or coordinate every authorisation, so you can get on with building the workflows that use those connections.
How much does Sordit cost?
There’s no monthly subscription fee or per-seat charge. Each workspace pays for actual usage, including active agent minutes, business tool calls, connected-tool triggers and the creation of Routines, Jobs or Tasks in Sordit through your 2IC. Clients connect their own AI provider and pay that provider separately.
How do I build workflows for my clients in Sordit?
Connect ChatGPT or Claude to Sordit through MCP and work with your Sordit 2IC, your AI second-in-command. Describe the workflow and the outcome you want, the tools involved and where a person should review the work. Your 2IC proposes a Routine for repeatable work, or a Job for a one-off request. Review and approve the proposal to create it in your client’s workspace.
Can my clients hand off Jobs and Tasks to their own AI agents?
Yes. Once their workspace is set up, your clients and their staff can use ChatGPT or Claude connected to Sordit MCP to hand work to the virtual 2IC. Ask for a one-off Job or plan a Routine for recurring work, with human reviews and handovers wherever they’re needed. Tell the 2IC what needs doing and get it Sorted.
Which AI providers does Sordit support?
Build your client’s AI team with models from OpenAI, Anthropic and OpenRouter. Match each agent’s model to the complexity and cost of its work. Sordit hosts the agents, while your client keeps their own AI provider connections.
How do my clients set up billing in their own workspace?
Every workspace has its own billing and Credit balance. Your clients can purchase Credits for their workspace and set up auto-top-up to keep it funded. Their usage stays with their workspace, making it easier to manage costs as their automation grows.
How does each client’s team connect their business tools?
Each user can connect their own accounts from a catalogue of 1,500+ business tools. They choose which accounts to connect and authorise access themselves. Agents work through those connections, within the access granted to Sordit and the permissions of the connected account. Your clients keep control of their accounts while you build the automations that put those tools to work.