Agents

Hire your first AI employee.

Agents are digital coworkers with a role, a personality, and real expertise — they do the work end to end in the apps you already use, not just chat about it.

The problem

Most “AI tools” just talk. An agent does the work.

Chatbotjust talks
Reconcile last night’s invoices in our accounting tool.

Here’s how you could do it:

  1. 1.Open your accounting tool
  2. 2.Export last night’s invoices
  3. 3.Match each against payments
  4. 4.Flag the mismatches by hand
  5. 5.Repeat again tomorrow
Still manual — nothing happened
Agentjust does it
Reconcile last night’s invoices in our accounting tool.
Opening the accounting tool
Reconciled sheet · 2 mismatches flaggedFiled to your accounting tool
Done ✓ · work delivered
Ask once

Ask once. Get the result.

You describe the task. The agent does it end to end and hands back real work — not instructions.

ReconcilerFinance online
Reconcile last night’s invoices.
What an agent is

A teammate you can define, direct, and trust.

A role you define

Sales, Support, Finance, Ops — give each agent a job and its own expertise.

Real personality and judgment

It decides and acts like a teammate, not a rigid script that only follows rules.

ReconcilerFinanceReady
3 skillsInvoice matching, Reconciliation
3 sources · memoryVendor list, Prior reconciliations
4 toolsBrowser, Spreadsheet
2 channelsSlack, Email
WeeklyWeekly
Works in Memory active
Access & control

You decide what it can do in each tool.

Everyday actions run on their own. Sensitive ones pause and wait for your approval — nothing risky happens without a human.

AI Agent
Gmail
Read emails
Send emails
Create drafts
Delete emailsapproval
GitHub
View repos
Pull code
Push codeapproval
Delete branchesapproval
HubSpot
View contacts
Update deals
Delete recordsapproval
What they do for you

Real work, handled end to end.

Sales

A Lead Scout that fills your pipeline

A Lead Scout agent researches prospects and files them where your team works.

Support

A Support Triage that clears the queue

A Support Triage agent reads new tickets and drafts replies for review.

Finance

A Finance agent that reconciles overnight

A Finance agent reconciles invoices in your accounting tool every night.

Connected to your stack

One agent, wired into the tools you already run on.

An agent is only as useful as the tools it can work in. Pick a stack and it works across every app in it.

Agent

An agent is only as useful as the tools it can work in.

See Apps

Build your first agent in minutes.

Ready to put Actionist to work?

Start with a free instant demo, explore Actionist for yourself, or speak with our team about a deployment designed for your business.

Explore the documentation

Learn how agents, memory, schedules, triggers, channels, and cloud execution work together.

Still have questions?

Get answers about setup, security, pricing, deployment, and working with Actionist across your organization.