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The Sordit platform

Build the automation your clients need.
Let Sordit handle the infra.

Build and manage your clients’ agentic workflows in one place. Create Routines and Tasks with your Sordit 2IC, let clients connect their tools and bring their staff into reviews and approvals. Sordit runs the infrastructure, and you can support the work from the same workspace.

Get Started Explore the product ↓

Built for automation consultants and agencies, from client setup to ongoing support.

01 · Client Workspaces

Set up your next client without another hosting project.

Give each client a separate workspace for their people, tools, agents and work. Keep their settings and billing together, and move between client workspaces to build, review and support their automations.

● ● ●Client Workspaces•••
YOUR CLIENT PORTFOLIO

Client workspaces

Bennett & Co.Accounting & advisory
Users
12
Credits remaining
48,250
AI agents
4
Active providers
OpenAIAnthropic
Hawthorne LegalCommercial law
Users
8
Credits remaining
21,600
AI agents
3
Active providers
Anthropic
Elmwood HealthAllied health
Users
24
Credits remaining
76,800
AI agents
6
Active providers
OpenAIOpenRouter

A separate home for each client

Keep members, permissions, connections, Jobs and Routines organised in the client’s own workspace.

Clients manage their own funding

Each workspace has its own billing and Credit balance. Clients can purchase Credits and set up auto-top-up, with usage charged to their workspace.

Room for your business to grow

Focus on building automations and delivering outcomes for your clients. Sordit runs the cloud infrastructure, so your next client does not mean another hosting project.

02 · Business Connections

Build around client tools without collecting credentials.

Ask client team members to connect their own business accounts, then build workflows that use the right person’s access. Peter’s Gmail stays distinct from Christina’s, so you can design around individual responsibilities without managing their sign-ins.

● ● ●Business Connections•••
CLIENT WORKSPACEOne team. Individual connections.
Peter BennettPersonal business connections
Gmail Connected
Google Drive Connected
Calendar Connected
Slack Connected
Notion Connected
GitHub Connected
Christina MorganPersonal business connections
Gmail Connected
HubSpot Connected
Slack Connected
Google Drive Connected
Notion Connected
Calendar Connected
Each person authorises their own connections.

1,500+ business tools

Bring together the services your clients already use. Available actions depend on the connected tool and the user’s permissions.

Authorisation stays with the user

Clients complete OAuth and 2FA with their provider or add an API key where needed. You can build the solution without collecting everyone’s credentials or coordinating every sign-in.

Agents act on the right person’s behalf

Choose whose connected account each Task should use. Agents work within the access granted to Sordit and the permissions of that account, so Peter’s work uses Peter’s connections.

Connect to 1,500+ business tools.

Your clients’ everyday tools, ready to become part of the work.

  • Gmail
  • Google Drive
  • Slack
  • HubSpot
  • Notion
  • GitHub
  • Google Calendar
  • Airtable
  • Linear
  • Bitbucket
  • Supabase
  • Jira
  • Microsoft
  • Microsoft Teams
  • Salesforce
  • Google Meet
  • Zoom
  • Trello
  • Asana
  • Dropbox
  • Figma
  • Stripe
  • PayPal
  • Zendesk
  • Intercom
  • Twilio
  • YouTube
  • LinkedIn

Connections and available actions vary by tool, account and permissions.

03 · Virtual 2IC through MCP

Work with your Sordit 2IC. Turn client needs into agentic workflows.

Bring your client’s goals to ChatGPT or Claude connected to Sordit through MCP. Work with your Sordit 2IC, your AI second-in-command, to shape the workflow, choose the right tools and build in human reviews. Refine the proposal together, then approve it to create the work in your client’s workspace.

● ● ●Create with MCP•••
ChatGPTorClaude
Sordit MCP

Help Bennett & Co. stay on top of client enquiries. Can we get replies ready for the team to review each morning?

Absolutely. Whose inbox should I use, when should it run, and who reviews the replies?

Peter’s Gmail, weekdays at 9am. Put supporting files in Google Drive and have Christina approve replies before they’re sent.

I’ve prepared a Sordit proposal with the steps and review point. Take a look before I create it.

SorditPROPOSAL
BENNETT & CO.New Routine

Client enquiry follow-up

Weekdays at 9am · Workspace timezone

  1. 01
    Check Peter’s Gmail

    Find new client enquiries using his connected account.

  2. 02
    Prepare drafts and supporting files

    AI agent drafts replies and organises files in Google Drive.

  3. 03
    Christina reviews before sending

    Human approval comes before an agent sends the reply.

Review the schedule, connected accounts and approval steps before creating.

I’ve reviewed the proposal. Approve and create this Routine.

Proposal approved. Sordit can now create the Routine.

Start with the workflow and outcome

Explain what needs doing, which tools and accounts to use, who is responsible and where a person should review the result. No coding each node or assembling a drag-and-drop flow.

Refine the plan in conversation

Ask your virtual 2IC to adjust the steps, responsibilities or review points. Shape the proposal together before it becomes work in your client’s workspace.

Give clients a workflow they can operate

Build in Tasks for client decisions, approvals and input. Once the workflow is ready, their staff can follow it in Sordit and work with the 2IC themselves. You can step in when they need changes or support.

Explore client workflow examples ↗

04 · Routines & Tasks

Build workflows that follow the way your clients work.

Turn your client’s process into a workflow you can deliver and support. Use a Job for a one-off request, or a Routine that creates a new Job whenever it starts. Give people and AI agents clear Tasks, with review points and next steps built in.

EXAMPLE ROUTINE

Supplier invoice review

On a scheduleEvery weekday at 9am
or
From a business toolA supported connected-tool event
NEW JOB

Review supplier invoice

  1. 01 · Check invoice and supporting records

    Accounts agent gathers the details for review.

  2. 02 · Review exceptions

    A team member checks the result and makes a decision.

  3. Choose the next step

    Approved → continue to Task 03
    Needs changes → return to Task 01
    No further work → complete the Job

  4. 03 · Record the approved outcome

    Accounts agent updates the connected business tool.

Start at the right moment

Set time-based schedules in your client’s timezone, or use supported events from connected business tools. A Routine turns a recurring need into a repeatable process.

Give each step a clear owner

Break the Job into Tasks with instructions and assign them to people or AI agents. Use the same structure for a single request or a process your client runs every day.

Build in decisions and revisions

Define what happens after a decision: move to the next Task, return to a specific step or complete the Job. Shape the workflow around real reviews, exceptions and feedback.

Explore Routine and Task examples ↗

05 · Cloud AI Agents

Build your client’s AI team. Leave the hosting to Sordit.

Assign client work to cloud AI agents without setting up a separate hosting stack for every business. Choose models to suit each Task, run independent work in parallel and spend your time improving the automation.

6 Tasks running in parallel
Anthropic

Agent O

Claude Opus 5.5

Deeper reasoning
Evaluate acquisition risks
Google DriveNotion
Compare investment scenarios
Google DriveAirtable
OpenAI

Agent L

GPT-6 Luna

Everyday operations
Prepare client follow-ups
GmailHubSpot
Draft the weekly update
Google DriveSlack
OpenRouter

Agent G

GLM 5.3 Flash

Cost efficient
Classify incoming enquiries
GmailHubSpot
Tag new CRM records
HubSpotAirtable

Each Task runs in its own cloud sandbox, with access to the tools it needs.

Choose the models for the work

Create agents with models from OpenAI, Anthropic and OpenRouter. Match each Task to the right level of intelligence and cost. Choose more capable models for demanding work and lighter models for everyday operations.

Run independent Tasks in parallel

Build the AI team your client needs, with as many agents as their work calls for. Run independent Tasks side by side so one piece of work does not have to wait for another. Available Credits and provider capacity determine what can run.

Design the handover, then stay close to the work

Decide where agents should act and where client staff should review, approve or take over. Follow both from the operations board, so you can help with a stalled Task without rebuilding the context across separate tools.

Client delivery, in view

Help clients run their hybrid team. Step in when needed.

Give clients one place to run the workflows you’ve built for them. Their staff can follow progress, handle approvals and work alongside AI agents. When they need help, review the same Jobs and Tasks in their workspace instead of troubleshooting across messages and calls.

Operations Board

Each card is a task. Open it to review progress or take action.

Unassigned

2

Check supplier details and supporting documents

Job: Supplier onboarding

Unassigned
Elapsed: 18mCreated: Peter Bennett

Prepare the monthly management report

Job: Monthly reporting

Unassigned
Elapsed: 32mCreated: Christina Morgan

Blocked

3

Reconcile supplier invoices against payments

Job: Month-end accounts

Blocked

Waiting for the accounting connection.

Elapsed: 1h 12mCreated: Peter Bennett

Prepare the new client engagement letter

Job: New client onboarding

Blocked

Waiting for confirmed client details.

Elapsed: 46mCreated: Christina Morgan

Validate payroll changes before processing

Job: Payroll preparation

Blocked

Waiting for approved payroll inputs.

Elapsed: 28mCreated: James Wilson

Waiting for human

4

Review and approve the client follow-up drafts

Job: Client enquiry follow-up

Christina Morgan

Waiting for Christina Morgan to review.

Elapsed: 24mCreated: Peter Bennett

Confirm the scope for a new client engagement

Job: New client onboarding

Peter Bennett

Waiting for Peter Bennett to respond.

Elapsed: 52mCreated: Christina Morgan

Review exceptions in the expense report

Job: Monthly expense review

Sarah Chen

Waiting for Sarah Chen to review.

Elapsed: 1h 8mCreated: Peter Bennett

Approve the quarterly reporting summary

Job: Quarterly reporting

James Wilson

Waiting for James Wilson to approve.

Elapsed: 37mCreated: Christina Morgan

With AI Agent

5

Research industry trends and prepare a sourced report

Job: Client industry briefing

Research agentRunning
Elapsed: 8mCreated: Sarah Chen

On behalf of Peter Bennett

Organise supporting documents in Google Drive

Job: Quarterly reporting

Accounts agentQueued
Elapsed: 2mCreated: Sarah Chen

On behalf of Christina Morgan

Draft responses to new client enquiries

Job: Client enquiry follow-up

Client comms agentRunning
Elapsed: 5mCreated: Peter Bennett

Compile this week’s operational summary

Job: Weekly operating review

Operations agentQueued
Elapsed: 1mCreated: James Wilson

On behalf of Peter Bennett

Check outstanding invoices and prepare reminders

Job: Receivables follow-up

Accounts agentQueued
Elapsed: 1mCreated: Christina Morgan
01

A shared view for a hybrid team

Clients can see who owns the next step, whether it is a member of staff or an AI agent. Running, queued and unassigned work sits alongside the issues holding delivery up.

02

Human judgment, built into the work

Give the right person a Task to review, approve or provide missing information. The handoff stays attached to its Job, so the team can understand the context and move work forward.

03

Step in with the full picture

With the right workspace permissions, you can review progress and help resolve blockers in the same environment as your client. Spend less time reconstructing the problem across messages, calls and separate tools.

Explore operations ↗

Pricing that follows actual work

No monthly subscription.
No per-seat fee.

Keep each client’s running costs in their own workspace. Prepaid Credits cover active agent minutes, business tool calls, incoming triggers and the creation of Routines, Jobs or Tasks through your Sordit 2IC. Your client pays their AI provider separately.

Explore pricing