AI Operators
Don’t have time to set this up?
Let an AI Operator run it end-to-end.
AI Operators own the outcome.
Workflows automate steps. Operators take a whole lane off your plate: intake → understand → decide → act → escalate. They’re outcome-owned and governed with approvals and audit logs, so it stays helpful, not hilarious.
Inbox-to-Done Operator
Turns email into work, replies, and follow-through, without you babysitting it.
Outcome
Triage inbound mail, extract what matters, draft safe replies, create tasks/tickets, and chase closure.
Inputs
Gmail / Microsoft 365Shared inboxesAttachments (PDFs, docs)+1 more
Outputs
- Tickets/tasks created in your system
- Draft replies (draft-first)
- Ownership + due dates
Meeting-to-Implementation Operator
Every meeting becomes tasks, follow-ups, and system updates automatically.
Outcome
Summarize, extract decisions, assign action items, and push updates to your task/CRM tools.
Inputs
Zoom / Teams / MeetCalendarsCRM notes+1 more
Outputs
- Clean meeting notes + decisions
- Action items with owners and deadlines
- Follow-up emails
Compliance Evidence Operator
Builds an audit-ready evidence binder from your messy reality.
Outcome
Map requirements to evidence, flag gaps, assign owners, and generate a clean binder with citations.
Inputs
SharePoint / Drive / BoxPolicies + SOPsEmails+1 more
Outputs
- Evidence map (requirement → proof)
- Gap list with owners
- Exportable binder (PDF + index)
Vendor & Procurement Operator
Runs vendor intake, comparisons, renewals, and ‘should we churn?’ reminders.
Outcome
Centralize vendor lifecycle work: collect info, summarize terms, track renewals, and prep decisions.
Inputs
EmailContractsSpreadsheets+2 more
Outputs
- Vendor comparison memos
- Renewal calendar + alerts
- Contract summaries
Policy-to-Training Operator
Turns policies into micro-training and attestations people will actually finish.
Outcome
Convert policies/SOPs into bite-sized lessons, quizzes, and attestations with evidence exports.
Inputs
Policies + SOPsHandbooksWiki/Docs
Outputs
- Micro-lessons + quizzes
- Attestations + reminders
- Completion tracking
Renewal & Retention Operator
Prevents renewals from slipping and reduces churn with consistent outreach and escalation.
Outcome
Track renewals, surface risk signals, draft outreach, schedule touchpoints, and escalate before deadlines hit.
Inputs
CRM / BillingEmailCalendars+2 more
Outputs
- Renewal calendar + alerts
- Draft outreach sequences
- Risk list with owners
Operators are priced on cases handled (emails, meetings, evidence items, renewals, learners), not raw tokens. Nobody wants token math on a Monday.