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Operations

Run the back office on autopilot

Agents process forms, reconcile records, chase approvals, and keep every system in sync, so your ops team can fix processes instead of running them by hand.

Why teams switch

Fewer handoffs, fewer mistakes

Without Agento

With Agento

  • Without AgentoRe-keying dataThe same details are typed into three systems by hand.2 days a week

    With AgentoForms processed on arrivalEvery form is read, checked, and filed into the right systems within minutes.

  • Without AgentoStuck in inboxesRequests wait in someone's inbox until a person remembers to chase them.Days of delay

    With AgentoApprovals that moveAgents route requests to the right person and follow up until they're signed.

  • Without AgentoConflicting recordsEach tool has a different version of the truth.Costly errors

    With AgentoSystems that agreeRecords stay in sync across your tools, with every change logged.

Templates

Ready-made agents for operations teams

  • Always on

    Intake processor

    Reads forms and documents and files the data where it belongs.

  • Real time

    Approval chaser

    Routes requests for sign-off and follows up until they're done.

  • Hourly

    Record sync

    Keeps records consistent across your tools and flags conflicts.

  • On request

    Scheduler

    Finds times that work and books meetings and follow-ups.

  • Weekly

    Ops reporter

    Summarises volumes, delays, and bottlenecks every week.

  • Monthly

    Process documenter

    Turns how work actually gets done into up-to-date runbooks.

How it works

From form received to record complete

One example workflow. Agents read, check, and file; a person steps in only when something looks wrong.

  1. 01 · TriggerForm arrivesA request lands by email or web form.Gmail
  2. 02 · AgentRead and validateThe agent extracts the details and checks them against your rules.
  3. 03 · AgentUpdate every systemRecords are created or updated wherever they live.Google Sheets
  4. 04 · ApprovalExceptions reviewedAnything unusual waits for a person.
  5. 05 · ResultRecord completeThe requester is notified and the case is closed.Gmail
saved per coordinator each week
2 days
records complete on first pass
99%
fewer no-shows
38%
Read Fernhaven’s story
“Our coordinators were drowning in intake forms. Now agents prepare every file and schedule follow-ups, and our team focuses on patients.”
Robert ChenHead of Operations, Fernhaven

FAQ

Questions, answered

What teams usually ask before they start.

Can agents work with our internal tools?
Yes. Connect any tool with an API or webhooks, and agents use it like any other app.
What happens when data looks wrong?
The agent stops, explains what it found, and asks a person to decide.
Is every change logged?
Every read, write, and approval is recorded with who or what made it, ready for audit.
How long does setup take?
Most teams have their first workflow live within a week.

Ready to put agents to work?

Start free for 14 days. No credit card required.