Check supplier details and supporting documents
Job: Supplier onboarding
Unassigned
Elapsed: 18mCreated: 
Peter Bennett
Peter BennettOperations
See the work. Keep it moving.
Give people and agents a structured way to work together, from a single Job to recurring operations.
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.
Jobs and Tasks
Break work into Tasks, assign responsibility and follow progress as the work moves forward.
Human involvement
Bring a person in for review or action when the work needs their judgment.
Routines
Create recurring work with schedules or supported connection events and follow the resulting Jobs.
Make space for more