The tools your AI employee can work inside

Read connected inbox context and create email drafts in your writing style.

Draft replies to one recurring type of customer email.

Sending and replying remain under owner review.

Work with Microsoft mail, contacts, and calendar records.

Prepare a reply and a proposed meeting time from one thread.

Confirm the intended mailbox, recipient, time zone, and send step.

Check availability and create, move, or update calendar events.

Propose times for one internal recurring meeting.

Review external invitations, cancellations, and material time changes.

Read supported Calendly user and scheduling details.

Answer an internal question about the correct scheduling link.

Confirm event type, owner, duration, and availability rules.

Work with supported lead, contact, opportunity, and task records.

Prepare one post-meeting CRM update from explicit facts.

Check field mapping, record identity, and any change that affects reporting.

Add supported deals, leads, people, and activities.

Create a proposed follow-up activity after a sales call.

Confirm the correct person, organization, stage, and owner.

Create and update supported records, notes, and lists.

Add a factual meeting note to the right record.

Review writes and deletes before allowing a recurring job to depend on them.

Create supported account and CRM records.

Prepare one new account record from an approved intake.

Check duplicates, required fields, and the target environment.

Work with supported tasks, subtasks, sections, comments, and project updates.

Turn explicit meeting commitments into proposed tasks.

Confirm assignee, due date, project, and deletion or project-wide changes.

Open and update supported issues and query the workspace.

Draft one issue from a clearly reproduced bug.

Confirm team, project, priority, and any status change.

Create supported lists, folders, tasks, comments, and updates.

Add a task and owner after an internal handoff.

Check hierarchy, assignee, due date, and destructive changes.

Work with supported boards, groups, columns, and items.

Add one approved intake item to an operations board.

Confirm board, column values, ownership, and automations triggered downstream.

Create supported projects, tasks, labels, and comments.

Create a recurring owner checklist from an approved routine.

Confirm project, recurrence, due time, and labels.

Create and update supported folders and tasks.

Prepare one task package from a client approval.

Check folder, assignee, dates, and status changes.

Work with supported time records and webhooks.

Prepare a weekly time summary from approved records.

Check client, project, billable status, and any external payroll or billing consequence.

Create and update supported pages, databases, and rows.

Add an approved meeting recap to a client database.

Confirm the target page or database and protect shared templates.

List and read supported bases and structured records.

Pull a weekly list of open items from one approved view.

Treat Airtable as the system of record when the workflow depends on its fields.

Create, edit, copy, and format supported documents.

Create a clean meeting recap from an approved template.

Confirm the destination, sharing state, and any deletion or broad edit.

Read and update supported spreadsheet rows.

Add reviewed intake data to a controlled sheet.

Check sheet, row, columns, formulas, and downstream reporting.

Create, move, share, and search supported files and folders.

Find the latest approved client document and prepare a link.

Review sharing, moves, deletes, and folder-level permissions.

Manage supported Microsoft files, folders, and sharing links.

Locate the current approved proposal for an internal request.

Check tenant, path, link permissions, and external sharing.

Upload, organize, search, share, and collaborate on supported Box content.

Create a client folder from an approved onboarding checklist.

Review collaborators, sharing, signature requests, and deletion.

Create folders, move files, search content, and create supported file requests.

Prepare a file-request folder for one approved intake.

Confirm path, recipient, move, and link access.

Create and update supported pages, blog posts, spaces, and labels.

Turn an approved process note into a draft internal page.

Protect templates, permissions, and widely visible spaces.

Search supported history, send messages, and set reminders.

Prepare an internal project reminder from an explicit commitment.

Check channel, recipients, confidentiality, and external workspaces.

Use supported messages, direct messages, guilds, and roles.

Prepare a private operations update for one approved channel.

Review audience, roles, moderation effects, and public posts.

Create supported rooms and teams and send messages.

Create a room for one approved project handoff.

Confirm membership, message content, and external guests.

Read supported contacts and manage files and messages.

Prepare one internal handoff message with the correct file.

Confirm room, recipient, attachment, and delete actions.

Work with supported issues, pull requests, repositories, releases, and files.

Open a factual issue from a reproduced problem.

Code, branch, collaborator, release, repository, and delete actions need engineering control.

Work with supported branches, pull requests, issues, and repositories.

Prepare an issue from an approved engineering handoff.

Review repository, branch, merge path, and destructive actions.

Read supported ticket and organization information.

Prepare a daily list of aging tickets for a support lead.

Keep customer-facing replies and ticket-state changes under the support owner's rules.

Read supported team information from a Gorgias help desk.

Answer an internal routing question from the connected team list.

Do not infer support actions that are not exposed and verified.

Read supported incidents and services and manage supported webhooks.

Prepare an internal summary of one resolved incident.

Escalation, acknowledgment, and service changes remain with the incident owner.

Run supported queries and inspect project schemas.

Answer a read-only schema question in a nonproduction project.

Production data, writes, migrations, secrets, and broad queries require engineering review.

Read supported campaigns and audiences and prepare campaign work.

Prepare a draft campaign from approved copy and audience rules.

Audience, unsubscribe, scheduling, sending, and compliance stay with the campaign owner.

Create supported surveys and read responses and contacts.

Draft a short post-service survey from approved questions.

Review audience, privacy notice, respondent data, and publication.

Read supported contacts and quotes and work with invoice records.

Prepare a list of open customer records for accountant review.

Accounting conclusions, invoice changes, payments, and books remain with the authorized person.

Read supported accounts and audiences and build data sets.

Prepare a weekly traffic summary from one approved property.

Confirm property, date range, attribution limits, and privacy settings.

Read supported files, components, variables, and design tokens.

Find the current approved component and token set for an engineer.

Review source file, version, asset rights, and generated code before use.

Create and update supported boards and cards.

Create a project board from an approved workshop outline.

Check board visibility, participants, card placement, and overwritten content.