Ops & RevOps

Pull KPIs from dashboards, triage tickets, clean inboxes. Automate the browser work that eats your mornings.

Example tasks

Task input

"Log into Salesforce, HubSpot, and Stripe. Pull this week's revenue, pipeline, and churn numbers into a single spreadsheet."

Result

A spreadsheet with revenue, pipeline value, and churn rate from all three platforms, timestamped.

Task input

"Go to our Zendesk queue, sort by priority, and tag the top 10 unresolved tickets with their category."

Result

Top 10 tickets tagged and categorized in Zendesk.

Task input

"Check our three email inboxes, archive anything older than 30 days that isn't starred."

Result

Old emails archived across all inboxes, starred items preserved.

What it replaces

  • ✕Logging into 8 different dashboards every Monday morning
  • ✕Manual copy-paste from multiple tools into a master sheet
  • ✕Repetitive inbox cleanup across multiple accounts

Tips for this workflow

Schedule KPI pulls as recurring tasks for consistent Monday reports.

Use templates for common triage workflows.

The agent remembers your login preferences for each tool.