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Better with agents.

Delegate the work that fills your day.

AI agents that prepare, respond and take action in your tools. Built for your business, supervised by our team.

For marketing agencies

TODAY

Your team · Casa Flora

We’re open Saturday, 4–8 pm. Prepare a post featuring our flowers.

10:42

Got it. I’ll prepare the caption and image for your review. 10:43 ✓✓

01 / 08Receives the request

IN YOUR TOOLS

AlmaContent agentActivity

Agent tasks

Hours captured: Saturday, 4–8 pm.

Brief prepared for drafting.

Your team

Provide the brief and opening hours.

Next in the teamAlma Content

WORK COMPLETED

See more for my business

For software businesses

# producto ☆

Your team 10:42

We need to download orders as CSV. Only orders from our account.

👀 1

Leo · Product agent is preparing the task…

01 / 05Receives the request

IN YOUR TOOLS

Slack

LeoProduct agentActivity

Agent tasks

Scope: order export to CSV.

Boundary captured: their account only.

Your team

Explain what the business needs.

Next in the teamLeo Product

WORK COMPLETED

See more for my business

For accounting firms

New email from North SuppliesInvoice for order P-108 · 1 attachment

Invoice for order P-108Inbox

Suministros Nortepara contabilidad · 09:18

☆

Good morning, please find the invoice attached. Thank you.

PDFF-2048.pdf128 KB

01 / 05Receives the invoice

IN YOUR TOOLS

Gmail

EmmaDocuments agentActivity

Agent tasks

Document found: invoice F-2048.

Reference captured: order P-108.

Your team

Provide the invoice and purchase order.

Next in the teamEmma Documents

WORK COMPLETED

See more for my business

Campaigns & reporting

Your team

Could you pull together September’s campaign results? I want to see which ads are worth keeping.

09:41

Emma

Yes, I’ll put it together.

September campaign report

Impressions12.400

Clicks386

CTR3,11 %

From campaign data to insights for your client.

Field	Recorded value
Impressions	12.400
Clicks	386
CTR	3,11 %

Field	Source document	Prepared value
Impressions	12.400	12.400
Clicks	386	386
CTR	3,11 %	3,11 %

01 / 05Receives the brief

IN YOUR TOOLS

WhatsApp Business

EmmaCampaign analystIn progress

Agent tasks

Captures the brief and reference.

Locates authorized sources.

Your team

Provide the brief and sources.

Sales & proposals

Your team

Casa Flora wants us to manage their social accounts. Put together a proposal for four posts a month at €1,200.

09:41

Alma

I’ll take a look.

Opportunity · Preparing proposal

Content proposal for Casa Flora

ReferenceCasa Flora

Source detail1.200 €

Additional detail4

Terms awaiting the owner’s approval.

Reference	Activity
Casa Flora	Updated
1.200 €	Updated
4	Updated

Field	Confirmed value
Reference	Casa Flora
Source detail	1.200 €
Additional detail	4

01 / 05Receives the brief

IN YOUR TOOLS

WhatsApp Business

AlmaLead researcherIn progress

Agent tasks

Captures the brief and reference.

Locates authorized sources.

Your team

Provide the brief and sources.

Agency administration

Your team

Prepare September’s invoice for €1,200, due October 15.

09:41

Emma

Yes, I’ll put it together.

September service invoice

DocumentWBA-0926

Amount1.200 €

Reference / date15/10

Details collected for comparison with the sources.

Field	Recorded value
Document	WBA-0926
Amount	1.200 €
Reference / date	15/10

Field	Source document	Prepared value
Document	WBA-0926	WBA-0926
Amount	1.200 €	1.200 €
Reference / date	15/10	15/10

01 / 05Receives the brief

IN YOUR TOOLS

WhatsApp Business

EmmaInvoice processorIn progress

Agent tasks

Captures the brief and reference.

Locates authorized sources.

Your team

Provide the brief and sources.

Support & maintenance

Your team

We get a 403 error when exporting orders. Could you look into it?

09:41

Leo

I’ll take a look.

#SUP-482Open · Unresolved

403 error when exporting orders

We get a 403 error when exporting orders. Could you look into it?

ReferenceSUP-482

Source detail403

Additional detailexportOrders

Reference	Status
SUP-482	In progress

01 / 05Receives the brief

IN YOUR TOOLS

Slack

LeoTechnical supportIn progress

Agent tasks

Captures the brief and reference.

Locates authorized sources.

Your team

Provide the brief and sources.

Documentation & delivery

Your team

The new team needs help using the export. Could you write a short guide with a sample request and CSV?

09:41

Leo

Yes, I’ll put it together.

DRAFT · SOURCES ATTACHED

Export endpoint guide

GET /orders/export returns the authenticated account’s paid orders as CSV, including date, customer and total. account_id comes from the session; another account is not accepted. Without permission it returns 403.

EndpointGET /orders/export

Account / permissionaccount_id

FormatCSV

Content	Reference
Endpoint	GET /orders/export
Account / permission	account_id
Format	CSV

Export endpoint guide

Section	Previous version	Revised version
Endpoint	No linked reference	GET /orders/export
Account / permission	No linked reference	account_id
Format	No linked reference	CSV

Resolved comment

References added to the document.

01 / 05Receives the brief

IN YOUR TOOLS

Slack

LeoAPI documentation agentIn progress

Agent tasks

Captures the brief and reference.

Locates authorized sources.

Your team

Provide the brief and sources.

Project management

Your team

We need to deliver the orders area. Organize the remaining tasks and assign an owner to each one.

09:41

Leo

Yes, I’ll put it together.

New orders area delivery

Prepare

WBA-128

◌ To review

Coordinate

WBA-129

◌ To review

Validate

WBA-130

◌ To review

Issue	Assignee	Status
WBA-128	Leo	Planned
WBA-129	Vera	Planned
WBA-130	Sara	Planned

Issue	Assignee	Status
WBA-128	Leo	In review
WBA-129	Vera	In review
WBA-130	Sara	In review

01 / 05Receives the brief

IN YOUR TOOLS

Slack

LeoMeeting follow-upIn progress

Agent tasks

Captures the brief and reference.

Locates authorized sources.

Your team

Provide the brief and sources.

Reconciliation & expenses

Your team

The order was €250, but we were charged €300. Could you check what the extra €50 is for?

09:41

Emma

I’ll take a look.

Reconciliation of three transactions

Reference250 €

Source detail300 €

Additional detail50 €

Details collected for comparison with the sources.

Field	Recorded value
Reference	250 €
Source detail	300 €
Additional detail	50 €

Field	Source document	Prepared value
Reference	250 €	250 €
Source detail	300 €	300 €
Additional detail	50 €	50 €

01 / 05Receives the brief

IN YOUR TOOLS

WhatsApp Business

EmmaReconciliation assistantIn progress

Agent tasks

Captures the brief and reference.

Locates authorized sources.

Your team

Provide the brief and sources.

Client communication

Your team

We’re missing documents for the quarter close. Please check invoices F-104 and F-109 and order P-108.

09:41

Alma

Yes, I’ll put it together.

DRAFT · SOURCES ATTACHED

Missing quarterly documents

Hi Alex. To close the quarter we still need invoices F-104 and F-109 and proof of payment P-108. Could you send them? We’ve separated documents already received so we don’t ask twice. Thanks.

ReferenceF-104

Source detailF-109

Additional detailP-108

Content	Reference
Reference	F-104
Source detail	F-109
Additional detail	P-108

Missing quarterly documents

Section	Previous version	Revised version
Reference	No linked reference	F-104
Source detail	No linked reference	F-109
Additional detail	No linked reference	P-108

Resolved comment

References added to the document.

01 / 05Receives the brief

IN YOUR TOOLS

WhatsApp Business

AlmaExecutive assistantIn progress

Agent tasks

Captures the brief and reference.

Locates authorized sources.

Your team

Provide the brief and sources.

Period-end preparation

Your team

Before we close the quarter, tell me which invoices are still pending and whether anything doesn’t match.

09:41

Emma

Yes, I’ll put it together.

Quarterly closing review

Invoices reviewed42

Outstanding3

Discrepancies2

Information assembled for review by the responsible professional.

Field	Recorded value
Invoices reviewed	42
Outstanding	3
Discrepancies	2

Field	Source document	Prepared value
Invoices reviewed	42	42
Outstanding	3	3
Discrepancies	2	2

01 / 05Receives the brief

IN YOUR TOOLS

WhatsApp Business

EmmaFinancial reporting prepIn progress

Agent tasks

Captures the brief and reference.

Locates authorized sources.

Your team

Provide the brief and sources.

Catalog & products

Your team

We’ve added the 500 ml Terra bottle. Can you improve the listing? It’s €29 and we have 18 in stock.

09:41

Alma

Yes, I’ll put it together.

Detail	Content
Reference	Terra 500 ml
Source detail	29 €
Additional detail	18

01 / 05Receives the brief

IN YOUR TOOLS

WhatsApp Business

AlmaProduct listing writerIn progress

Agent tasks

Captures the brief and reference.

Locates authorized sources.

Your team

Provide the brief and sources.

Orders & delivery

Your team

The customer for order 1042 is asking when it will arrive. Could you check the shipment and draft a reply?

09:41

Alma

I’ll take a look.

Tracking order #1042

Shipment#1042

RouteMAD → BCN

Expected date10/10

Details collected for comparison with the sources.

Shipment	Status	Estimate
#1042	In transit	10/10

Detail	Latest update
Reference	#1042
Route	MAD → BCN
Expected delivery	10/10
Carrier status	In transit · No reported exception

01 / 05Receives the brief

IN YOUR TOOLS

WhatsApp Business

AlmaOrder status assistantIn progress

Agent tasks

Captures the brief and reference.

Locates authorized sources.

Your team

Provide the brief and sources.

Returns & service

Your team

The customer wants to return order 1042. The product is still sealed. Can we prepare the return instructions?

09:41

Alma

I’ll take a look.

#RET-204Open · Unresolved

Return of an unopened product

The customer wants to return order 1042. The product is still sealed. Can we prepare the return instructions?

ReferenceRET-204

Source detail#1042

Additional detail29 €

Reference	Status
RET-204	In progress

Case information	Reference
Reference	RET-204
Source detail	#1042
Additional detail	29 €

01 / 05Receives the brief

IN YOUR TOOLS

WhatsApp Business

AlmaReturns coordinatorIn progress

Agent tasks

Captures the brief and reference.

Locates authorized sources.

Your team

Provide the brief and sources.

Content & campaigns

Your team

Let’s show the Terra bottle on Instagram. Prepare a post with the photo and the €29 price.

09:41

Alma

Yes, I’ll put it together.

Detail	Content
Reference	Terra 500 ml
Source detail	29 €
Additional detail	10/10

01 / 05Receives the brief

IN YOUR TOOLS

WhatsApp Business

AlmaCommunity managerIn progress

Agent tasks

Captures the brief and reference.

Locates authorized sources.

Your team

Provide the brief and sources.

Bookings & inquiries

Your team

We’ve had an inquiry for two people from October 12 to 14. Could you check availability?

09:41

Alma

I’ll take a look.

01 / 05Receives the brief

IN YOUR TOOLS

WhatsApp Business

AlmaReservation assistantIn progress

Agent tasks

Captures the brief and reference.

Locates authorized sources.

Your team

Provide the brief and sources.

Before arrival

Your team

The guests on booking B-204 arrive tomorrow. Prepare their email with check-in and check-out times.

09:41

Alma

Yes, I’ll put it together.

DRAFT · SOURCES ATTACHED

Pre-arrival information

Hi Alex. We look forward to welcoming you for booking B-204. Check-in starts at 3 pm; check-out is before 11 am. Let us know your arrival time so we can arrange reception.

ReferenceB-204

Source detail15:00

Additional detail11:00

Content	Reference
Reference	B-204
Source detail	15:00
Additional detail	11:00

Pre-arrival information

Section	Previous version	Revised version
Reference	No linked reference	B-204
Source detail	No linked reference	15:00
Additional detail	No linked reference	11:00

Resolved comment

References added to the document.

01 / 05Receives the brief

IN YOUR TOOLS

WhatsApp Business

AlmaGuest messaging agentIn progress

Agent tasks

Captures the brief and reference.

Locates authorized sources.

Your team

Provide the brief and sources.

Reviews & experience

Your team

We got a four-star review. They liked the stay but mentioned waiting at check-in. Could you draft a reply?

09:41

Alma

I’ll take a look.

#R-308Open · Unresolved

Reply to a guest review

We got a four-star review. They liked the stay but mentioned waiting at check-in. Could you draft a reply?

ReferenceR-308

Source detail4 / 5

Additional detailB-204

Reference	Status
R-308	In progress

Case information	Reference
Reference	R-308
Source detail	4 / 5
Additional detail	B-204

01 / 05Receives the brief

IN YOUR TOOLS

WhatsApp Business

AlmaReview responderIn progress

Agent tasks

Captures the brief and reference.

Locates authorized sources.

Your team

Provide the brief and sources.

Purchasing & administration

Your team

The bed linen invoice is here: €640. Check it against purchase order PO-64.

09:41

Emma

Yes, I’ll put it together.

Bed linen purchase

DocumentF-881

Amount640 €

Reference / datePO-64

Details collected for comparison with the sources.

Field	Recorded value
Document	F-881
Amount	640 €
Reference / date	PO-64

Field	Source document	Prepared value
Document	F-881	F-881
Amount	640 €	640 €
Reference / date	PO-64	PO-64

01 / 05Receives the brief

IN YOUR TOOLS

WhatsApp Business

EmmaVendor & purchasingIn progress

Agent tasks

Captures the brief and reference.

Locates authorized sources.

Your team

Provide the brief and sources.

Reservations & service

Your team

We’ve had a request for a table for four at 8:30. Could you check availability?

09:41

Alma

I’ll take a look.

Appointment detail	Selection
Reference / date	20:30
Time / detail	4
Additional reference	R-108

01 / 05Receives the brief

IN YOUR TOOLS

WhatsApp Business

AlmaReservation assistantIn progress

Agent tasks

Captures the brief and reference.

Locates authorized sources.

Your team

Provide the brief and sources.

Menu & stock

Your team

We have eight burratas left and twelve bookings. Check whether we need more for service.

09:41

Emma

I’ll take a look.

Ingredient review before service

ReferenceBurrata

Source detail8

Additional detail12

Details collected for comparison with the sources.

Field	Recorded value
Reference	Burrata
Source detail	8
Additional detail	12

Field	Source document	Prepared value
Reference	Burrata	Burrata
Source detail	8	8
Additional detail	12	12

01 / 05Receives the brief

IN YOUR TOOLS

WhatsApp Business

EmmaMenu & stock assistantIn progress

Agent tasks

Captures the brief and reference.

Locates authorized sources.

Your team

Provide the brief and sources.

Communications & reviews

Your team

We want to promote the burrata tonight. Prepare a post with the dish photo and the €19 price.

09:41

Alma

Yes, I’ll put it together.

Detail	Content
Reference	Burrata
Source detail	19 €
Additional detail	20:00

01 / 05Receives the brief

IN YOUR TOOLS

WhatsApp Business

AlmaCommunity managerIn progress

Agent tasks

Captures the brief and reference.

Locates authorized sources.

Your team

Provide the brief and sources.

Suppliers & invoices

Your team

Check fresh produce invoice F-732. It’s €280; compare it with purchase order PO-78.

09:41

Emma

Yes, I’ll put it together.

Fresh produce supplier invoice

DocumentF-732

Amount280 €

Reference / datePO-78

Details collected for comparison with the sources.

Field	Recorded value
Document	F-732
Amount	280 €
Reference / date	PO-78

Field	Source document	Prepared value
Document	F-732	F-732
Amount	280 €	280 €
Reference / date	PO-78	PO-78

01 / 05Receives the brief

IN YOUR TOOLS

WhatsApp Business

EmmaVendor & purchasingIn progress

Agent tasks

Captures the brief and reference.

Locates authorized sources.

Your team

Provide the brief and sources.

Purchasing & inventory

Your team

We have twelve R-6204 bearings left and the minimum is twenty. Prepare a restocking request.

09:41

Emma

I’ll take a look.

Restocking R-6204 bearings

ReferenceR-6204

Source detail12

Additional detail20

Details collected for comparison with the sources.

Field	Recorded value
Reference	R-6204
Source detail	12
Additional detail	20

Field	Source document	Prepared value
Reference	R-6204	R-6204
Source detail	12	12
Additional detail	20	20

01 / 05Receives the brief

IN YOUR TOOLS

Slack

EmmaPurchase order assistantIn progress

Agent tasks

Captures the brief and reference.

Locates authorized sources.

Your team

Provide the brief and sources.

Preventive maintenance

Your team

Maintenance on line L-02 is due. Find a slot on October 14.

09:41

Alma

I’ll take a look.

Appointment detail	Selection
Reference / date	L-02
Time / detail	14/10
Additional reference	MT-204

01 / 05Receives the brief

IN YOUR TOOLS

Slack

AlmaMaintenance plannerIn progress

Agent tasks

Captures the brief and reference.

Locates authorized sources.

Your team

Provide the brief and sources.

Quality & documentation

Your team

Gather the quality documents for batch L-308 and flag anything missing.

09:41

Alma

Yes, I’ll put it together.

DRAFT · SOURCES ATTACHED

Quality record for batch L-308

Batch L-308. Record QC-18 is attached and two pending pieces of evidence are flagged. The file remains open until quality reviews the documents and confirms closure.

ReferenceL-308

Source detailQC-18

Additional detail2

Content	Reference
Reference	L-308
Source detail	QC-18
Additional detail	2

Quality record for batch L-308

Section	Previous version	Revised version
Reference	No linked reference	L-308
Source detail	No linked reference	QC-18
Additional detail	No linked reference	2

Resolved comment

References added to the document.

01 / 05Receives the brief

IN YOUR TOOLS

Slack

AlmaQuality record assistantIn progress

Agent tasks

Captures the brief and reference.

Locates authorized sources.

Your team

Provide the brief and sources.

Production incidents

Your team

Packaging line L-02 has stopped with error E-17. Log the incident and notify the supervisor.

09:41

Alma

I’ll take a look.

#INC-208Open · Unresolved

Packaging line incident

Packaging line L-02 has stopped with error E-17. Log the incident and notify the supervisor.

ReferenceINC-208

Source detailL-02

Additional detailE-17

Reference	Status
INC-208	In progress

Case information	Reference
Reference	INC-208
Source detail	L-02
Additional detail	E-17

01 / 05Receives the brief

IN YOUR TOOLS

Slack

AlmaProduction issue coordinatorIn progress

Agent tasks

Captures the brief and reference.

Locates authorized sources.

Your team

Provide the brief and sources.

Shipment tracking

Your team

How is shipment ENV-208 doing? The customer expects it on the 12th.

09:41

Alma

I’ll take a look.

Status of shipment ENV-208

ShipmentENV-208

RouteBCN → LYS

Expected date12/10

Details collected for comparison with the sources.

Shipment	Status	Estimate
ENV-208	In transit	12/10

Detail	Latest update
Reference	ENV-208
Route	BCN → LYS
Expected delivery	12/10
Carrier status	In transit · No reported exception

01 / 05Receives the brief

IN YOUR TOOLS

Gmail

AlmaShipment trackerIn progress

Agent tasks

Captures the brief and reference.

Locates authorized sources.

Your team

Provide the brief and sources.

Warehouse exceptions

Your team

Receipt REC-412 contains 48 units, but we expected 50. Check the delivery note.

09:41

Alma

I’ll take a look.

#REC-412Open · Unresolved

Inbound unit discrepancy

Receipt REC-412 contains 48 units, but we expected 50. Check the delivery note.

ReferenceREC-412

Source detail48 / 50

Additional detailSKU-221

Reference	Status
REC-412	In progress

Case information	Reference
Reference	REC-412
Source detail	48 / 50
Additional detail	SKU-221

01 / 05Receives the brief

IN YOUR TOOLS

Gmail

AlmaWarehouse exception triageIn progress

Agent tasks

Captures the brief and reference.

Locates authorized sources.

Your team

Provide the brief and sources.

Purchasing & suppliers

Your team

We need a thousand boxes. Compare both supplier quotes, including shipping and lead time.

09:41

Emma

I’ll take a look.

Packaging supplier comparison

Supplier	1,000 boxes	Shipping	Total ex. tax	Lead time
A	1.200 €	90 €	1.290 €	5 days
B	1.150 €	140 €	1.290 €	8 days

Packaging supplier comparison

Supplier	1,000 boxes	Shipping	Total ex. tax	Lead time
A	1.200 €	90 €	1.290 €	5 days
B	1.150 €	140 €	1.290 €	8 days

Both offers total €1,290 excluding tax. A delivers three days earlier.

01 / 05Receives the brief

IN YOUR TOOLS

Gmail

EmmaSupplier coordinatorIn progress

Agent tasks

Captures the brief and reference.

Locates authorized sources.

Your team

Provide the brief and sources.

Forecasting & planning

Your team

Prepare next month’s warehouse forecast using orders and recent dispatches.

09:41

Emma

Yes, I’ll put it together.

Warehouse demand forecast

Current units1.240

Forecast units1.410

Change170

Demand scenarios for human planning.

Field	Recorded value
Current units	1.240
Forecast units	1.410
Change	170

01 / 05Receives the brief

IN YOUR TOOLS

Gmail

EmmaDemand plannerIn progress

Agent tasks

Captures the brief and reference.

Locates authorized sources.

Your team

Provide the brief and sources.

Quotes & suppliers

Your team

Compare the three installation quotes. I want to see what each includes before choosing.

09:41

Alma

Yes, I’ll put it together.

DRAFT · SOURCES ATTACHED

Installation quote comparison

Comparison of P-101, P-102 and P-103: included scope, materials, installation time and exclusions. Non-equivalent items are flagged for clarification with the supplier before selection.

ReferenceP-101

Source detailP-102

Additional detailP-103

Installation quote comparison

Section	Previous version	Revised version
Reference	No linked reference	P-101
Source detail	No linked reference	P-102
Additional detail	No linked reference	P-103

Resolved comment

References added to the document.

01 / 05Receives the brief

IN YOUR TOOLS

WhatsApp Business

AlmaVendor & purchasingIn progress

Agent tasks

Captures the brief and reference.

Locates authorized sources.

Your team

Provide the brief and sources.

Site follow-up

Your team

Update the tasks for the shop renovation. Flag anything blocking installation.

09:41

Alma

Yes, I’ll put it together.

Retail renovation follow-up

Prepare

OB-24

◌ To review

Coordinate

INST-12

◌ To review

Validate

REV-08

◌ To review

01 / 05Receives the brief

IN YOUR TOOLS

WhatsApp Business

AlmaMeeting follow-upIn progress

Agent tasks

Captures the brief and reference.

Locates authorized sources.

Your team

Provide the brief and sources.

Reports & documents

Your team

Prepare the site visit report for OB-24 with today’s three observations.

09:41

Alma

Yes, I’ll put it together.

DRAFT · SOURCES ATTACHED

Site visit report

Site OB-24 · Visit on October 9. Three observations are grouped with photos and owners. Outstanding work is separated from items checked during the visit.

ReferenceOB-24

Source detail09/10

Additional detail3

Site visit report

Section	Previous version	Revised version
Reference	No linked reference	OB-24
Source detail	No linked reference	09/10
Additional detail	No linked reference	3

Resolved comment

References added to the document.

01 / 05Receives the brief

IN YOUR TOOLS

WhatsApp Business

AlmaInspection report writerIn progress

Agent tasks

Captures the brief and reference.

Locates authorized sources.

Your team

Provide the brief and sources.

Field coordination

Your team

Arrange a technical visit to site OB-24 on the 14th at ten. Check that the supervisors can attend.

09:41

Alma

I’ll take a look.

01 / 05Receives the brief

IN YOUR TOOLS

WhatsApp Business

AlmaService dispatcherIn progress

Agent tasks

Captures the brief and reference.

Locates authorized sources.

Your team

Provide the brief and sources.

Research & discovery

Your team

We’re preparing a new service. Compare five competitors: their offering, audience and prices.

09:41

Emma

Yes, I’ll put it together.

Competitor map for a new service

Observed value A5

Observed value B3

Comparison detail2

Market report with references and limitations.

01 / 05Receives the brief

IN YOUR TOOLS

Slack

EmmaMarket researcherIn progress

Agent tasks

Captures the brief and reference.

Locates authorized sources.

Your team

Provide the brief and sources.

Business proposals

Your team

Prepare the assessment proposal for Atlas: three phases and a €3,200 budget.

09:41

Alma

I’ll take a look.

Opportunity · Preparing proposal

Operational assessment proposal

ReferenceProyecto Atlas

Source detail3.200 €

Additional detail3

Terms awaiting the owner’s approval.

01 / 05Receives the brief

IN YOUR TOOLS

Slack

AlmaProposal writerIn progress

Agent tasks

Captures the brief and reference.

Locates authorized sources.

Your team

Provide the brief and sources.

Projects & meetings

Your team

Here are the meeting notes. Turn the decisions into tasks with owners and due dates.

09:41

Alma

Yes, I’ll put it together.

Project meeting action items

Prepare

AT-12

◌ To review

Coordinate

AT-13

◌ To review

Validate

AT-14

◌ To review

01 / 05Receives the brief

IN YOUR TOOLS

Slack

AlmaProject coordinatorIn progress

Agent tasks

Captures the brief and reference.

Locates authorized sources.

Your team

Provide the brief and sources.

Analysis & reports

Your team

Give me a monthly summary: what we finished, what slipped and what needs attention.

09:41

Emma

Yes, I’ll put it together.

Monthly operations summary

Tasks124

Delays18

Attention points6

Reviewable changes and an issue log.

01 / 05Receives the brief

IN YOUR TOOLS

Slack

EmmaData cleanup assistantIn progress

Agent tasks

Captures the brief and reference.

Locates authorized sources.

Your team

Provide the brief and sources.

Case intake

Your team

Organize the file for contract C-118. Check that both versions and related documents are included.

09:41

Alma

Yes, I’ll put it together.

DRAFT · SOURCES ATTACHED

Service agreement file

File EXP-204: agreement C-118 and two received versions. The original is preserved and each file is sorted by date. Legal review remains assigned to the file owner.

ReferenceEXP-204

Source detailC-118

Additional detail2

Service agreement file

Section	Previous version	Revised version
Reference	No linked reference	EXP-204
Source detail	No linked reference	C-118
Additional detail	No linked reference	2

Resolved comment

References added to the document.

01 / 05Receives the brief

IN YOUR TOOLS

Gmail

AlmaContract intake & routingIn progress

Agent tasks

Captures the brief and reference.

Locates authorized sources.

Your team

Provide the brief and sources.

Contract review preparation

Your team

Compare both versions of contract C-118 and mark the changed clauses.

09:41

Alma

Yes, I’ll put it together.

DRAFT · SOURCES ATTACHED

Comparison of two contract versions

Agreement C-118: comparison between v1 and v2. Three changes are flagged, with previous and new wording side by side for the responsible lawyer’s review.

ReferenceC-118 v1

Source detailC-118 v2

Additional detail3

Comparison of two contract versions

Section	Previous version	Revised version
Reference	No linked reference	C-118 v1
Source detail	No linked reference	C-118 v2
Additional detail	No linked reference	3

Resolved comment

References added to the document.

01 / 05Receives the brief

IN YOUR TOOLS

Gmail

AlmaClause extractorIn progress

Agent tasks

Captures the brief and reference.

Locates authorized sources.

Your team

Provide the brief and sources.

Dates & renewals

Your team

Contract C-118 expires on November 30. Prepare a reminder thirty days before that.

09:41

Alma

I’ll take a look.

01 / 05Receives the brief

IN YOUR TOOLS

Gmail

AlmaRenewal trackerIn progress

Agent tasks

Captures the brief and reference.

Locates authorized sources.

Your team

Provide the brief and sources.

Privacy & evidence

Your team

A privacy request has come in. Gather the documents and send it to the person responsible.

09:41

Alma

I’ll take a look.

#PR-204Open · Unresolved

Privacy request preparation

A privacy request has come in. Gather the documents and send it to the person responsible.

ReferencePR-204

Source detail09/10

Additional detailEXP-204

01 / 05Receives the brief

IN YOUR TOOLS

Gmail

AlmaPrivacy request assistantIn progress

Agent tasks

Captures the brief and reference.

Locates authorized sources.

Your team

Provide the brief and sources.

Prospect inquiries

Your team

A couple is asking about apartment R-204. They want to know if it’s available and when they could view it.

09:41

Alma

I’ll take a look.

Opportunity · Preparing proposal

Property R-204 inquiry

ReferenceR-204

Source detail1.250 €

Additional detail2

Terms awaiting the owner’s approval.

01 / 05Receives the brief

IN YOUR TOOLS

WhatsApp Business

AlmaProperty inquiry triageIn progress

Agent tasks

Captures the brief and reference.

Locates authorized sources.

Your team

Provide the brief and sources.

Listings & viewings

Your team

Update the listing for apartment R-204: 85 square metres and €1,250 a month. Use the approved photos.

09:41

Alma

Yes, I’ll put it together.

01 / 05Receives the brief

IN YOUR TOOLS

WhatsApp Business

AlmaListing assistantIn progress

Agent tasks

Captures the brief and reference.

Locates authorized sources.

Your team

Provide the brief and sources.

Tenant services

Your team

The tenant at R-204 has a question about their lease. Find the document and prepare a reply for review.

09:41

Alma

I’ll take a look.

#R-204Open · Unresolved

Tenant administrative inquiry

The tenant at R-204 has a question about their lease. Find the document and prepare a reply for review.

ReferenceR-204

Source detailTEN-108

Additional detailC-204

01 / 05Receives the brief

IN YOUR TOOLS

WhatsApp Business

AlmaTenant service agentIn progress

Agent tasks

Captures the brief and reference.

Locates authorized sources.

Your team

Provide the brief and sources.

Property maintenance

Your team

R-204 needs a maintenance visit. Suggest the 14th at four and check that it suits the tenant.

09:41

Alma

I’ll take a look.

01 / 05Receives the brief

IN YOUR TOOLS

WhatsApp Business

AlmaMaintenance coordinatorIn progress

Agent tasks

Captures the brief and reference.

Locates authorized sources.

Your team

Provide the brief and sources.

Appointments & reminders

Your team

Someone needs an appointment to drop off paperwork on the 14th at 10:30. Check availability.

09:41

Alma

I’ll take a look.

01 / 05Receives the brief

IN YOUR TOOLS

WhatsApp Business

AlmaAppointment coordinatorIn progress

Agent tasks

Captures the brief and reference.

Locates authorized sources.

Your team

Provide the brief and sources.

Administrative intake

Your team

Check the admission paperwork for ADM-204 and tell me what’s missing before the appointment.

09:41

Alma

Yes, I’ll put it together.

DRAFT · SOURCES ATTACHED

Administrative intake review

Intake ADM-204. Form FORM-12 received. One administrative document is missing; reception must request it before marking intake complete.

ReferenceADM-204

Source detailFORM-12

Additional detail1

Administrative intake review

Section	Previous version	Revised version
Reference	No linked reference	ADM-204
Source detail	No linked reference	FORM-12
Additional detail	No linked reference	1

Resolved comment

References added to the document.

01 / 05Receives the brief

IN YOUR TOOLS

WhatsApp Business

AlmaIntake form assistantIn progress

Agent tasks

Captures the brief and reference.

Locates authorized sources.

Your team

Provide the brief and sources.

Documents & records

Your team

Organize the authorized documents for ADM-204 and remove duplicate entries from the index.

09:41

Alma

Yes, I’ll put it together.

DRAFT · SOURCES ATTACHED

Organization of authorized documents

ADM-204: three documents organized by date and type, with DOC-18 as reference. Existing access permissions are preserved.

ReferenceADM-204

Source detailDOC-18

Additional detail3

Organization of authorized documents

Section	Previous version	Revised version
Reference	No linked reference	ADM-204
Source detail	No linked reference	DOC-18
Additional detail	No linked reference	3

Resolved comment

References added to the document.

01 / 05Receives the brief

IN YOUR TOOLS

WhatsApp Business

AlmaRecords organizerIn progress

Agent tasks

Captures the brief and reference.

Locates authorized sources.

Your team

Provide the brief and sources.

Administrative inquiries

Your team

Someone is asking when they can come in and what to bring. Prepare a reply with our opening hours and the form.

09:41

Alma

I’ll take a look.

#ADM-208Open · Unresolved

Opening hours and paperwork inquiry

Someone is asking when they can come in and what to bring. Prepare a reply with our opening hours and the form.

ReferenceADM-208

Source detail09:00–18:00

Additional detailFORM-12

01 / 05Receives the brief

IN YOUR TOOLS

WhatsApp Business

AlmaSupport triageIn progress

Agent tasks

Captures the brief and reference.

Locates authorized sources.

Your team

Provide the brief and sources.

Admissions & enrollment

Your team

Someone is asking about places on the six o’clock B1 course. Check availability and prepare enrollment details.

09:41

Alma

I’ll take a look.

Opportunity · Preparing proposal

B1 course enrollment inquiry

ReferenceB1

Source detail18:00

Additional detailINS-204

Terms awaiting the owner’s approval.

01 / 05Receives the brief

IN YOUR TOOLS

Gmail

AlmaAdmissions assistantIn progress

Agent tasks

Captures the brief and reference.

Locates authorized sources.

Your team

Provide the brief and sources.

Student & family service

Your team

A B1 student can’t access the online classroom. Check their access before asking them to change anything.

09:41

Alma

I’ll take a look.

#B1Open · Unresolved

Virtual classroom access inquiry

A B1 student can’t access the online classroom. Check their access before asking them to change anything.

ReferenceB1

Source detailAULA-12

Additional detailSUP-214

01 / 05Receives the brief

IN YOUR TOOLS

Gmail

AlmaStudent & family FAQIn progress

Agent tasks

Captures the brief and reference.

Locates authorized sources.

Your team

Provide the brief and sources.

Learning material preparation

Your team

Prepare revision material for B1 unit three, with eight exercises and answers.

09:41

Alma

Yes, I’ll put it together.

DRAFT · SOURCES ATTACHED

Unit 3 revision material

Unit 3 · B1. Eight revision exercises: complete sentences, choose the preposition and write a short message. Explained answers are placed at the end for checking after practice.

ReferenceB1

Source detail3

Additional detail8

Unit 3 revision material

Section	Previous version	Revised version
Reference	No linked reference	B1
Source detail	No linked reference	3
Additional detail	No linked reference	8

Resolved comment

References added to the document.

01 / 05Receives the brief

IN YOUR TOOLS

Gmail

AlmaTraining material assistantIn progress

Agent tasks

Captures the brief and reference.

Locates authorized sources.

Your team

Provide the brief and sources.

Organization & follow-up

Your team

Organize what’s left for the next intake: enrollment, classrooms and communications.

09:41

Alma

Yes, I’ll put it together.

Next course intake follow-up

Prepare

MAT-12

◌ To review

Coordinate

AULA-14

◌ To review

Validate

COM-18

◌ To review

01 / 05Receives the brief

IN YOUR TOOLS

Gmail

AlmaProject coordinatorIn progress

Agent tasks

Captures the brief and reference.

Locates authorized sources.

Your team

Provide the brief and sources.

Product & development

Your team

Customers want to download their order history as CSV. Each customer must only see their own account’s orders.

09:41

Leo

Yes, I’ll put it together.

Secure order history export

+ const account = session.accountId;+ await requireAccess(user, account);+ const orders = await list({ account });+ return toCSV(orders);

01 / 05Receives the brief

IN YOUR TOOLS

Gmail

LeoDeveloper agentIn progress

Agent tasks

Captures the brief and reference.

Locates authorized sources.

Your team

Provide the brief and sources.

Support & incidents

Your team

Hi, I can’t download my invoice from my account. Can you help?

09:41

Leo

I’ll take a look.

#T-204Open · Unresolved

Invoice download error

Hi, I can’t download my invoice from my account. Can you help?

TicketT-204

Error403

InvoiceINV-208

01 / 05Receives the brief

IN YOUR TOOLS

Intercom

LeoTechnical supportIn progress

Agent tasks

Captures the brief and reference.

Locates authorized sources.

Your team

Provide the brief and sources.

Documentation & releases

Your team

Prepare release notes for version 2.4 with the three changes in PR-128. Make them clear for nontechnical readers too.

09:41

Leo

Yes, I’ll put it together.

DRAFT · SOURCES ATTACHED

Version 2.4 release notes

Version 2.4. Order export checks account permissions before generating CSV. Reference: PR-128. Three checks are included to verify delivery.

Referencev2.4

Source detailPR-128

Additional detail3

Version 2.4 release notes

Section	Previous version	Revised version
Reference	No linked reference	v2.4
Source detail	No linked reference	PR-128
Additional detail	No linked reference	3

Resolved comment

References added to the document.

01 / 05Receives the brief

IN YOUR TOOLS

Gmail

LeoAPI documentation agentIn progress

Agent tasks

Captures the brief and reference.

Locates authorized sources.

Your team

Provide the brief and sources.

Customers & renewals

Your team

Account AC-204 renews on November 30. Review usage and account details before preparing the reminder.

09:41

Leo

I’ll take a look.

Opportunity · Preparing proposal

Upcoming renewal review

ReferenceAC-204

Source detail30/11

Additional detail12

Terms awaiting the owner’s approval.

01 / 05Receives the brief

IN YOUR TOOLS

Gmail

LeoRenewal coordinatorIn progress

Agent tasks

Captures the brief and reference.

Locates authorized sources.

Your team

Provide the brief and sources.

Members & documents

Your team

Member SOC-204 sent updated details. Update their record using the attached document.

09:41

Alma

I’ll take a look.

Opportunity · Preparing proposal

Member record update

ReferenceSOC-204

Source detailDOC-12

Additional detail1

Terms awaiting the owner’s approval.

01 / 05Receives the brief

IN YOUR TOOLS

Gmail

AlmaCRM assistantIn progress

Agent tasks

Captures the brief and reference.

Locates authorized sources.

Your team

Provide the brief and sources.

Membership fees & administration

Your team

We expected 42 membership payments this month, but only 39 are showing. Check which are missing.

09:41

Emma

I’ll take a look.

Monthly membership fee reconciliation

Reference42

Source detail39

Additional detail3

Details collected for comparison with the sources.

01 / 05Receives the brief

IN YOUR TOOLS

Gmail

EmmaReconciliation assistantIn progress

Agent tasks

Captures the brief and reference.

Locates authorized sources.

Your team

Provide the brief and sources.

Activities & volunteering

Your team

We have a volunteer day on the 19th with twelve people. Organize shifts and confirm availability.

09:41

Alma

I’ll take a look.

01 / 05Receives the brief

IN YOUR TOOLS

Gmail

AlmaProject coordinatorIn progress

Agent tasks

Captures the brief and reference.

Locates authorized sources.

Your team

Provide the brief and sources.

Communications & meetings

Your team

Prepare the members’ newsletter with the three activities on the 19th.

09:41

Alma

Yes, I’ll put it together.

DRAFT · SOURCES ATTACHED

Member activities newsletter

Hi Alex. Our ACT-204 activity day takes place on October 19. We’ve gathered all three activities with times and locations. Check the details and sign up for your favourite.

ReferenceACT-204

Source detail19/10

Additional detail3

Member activities newsletter

Section	Previous version	Revised version
Reference	No linked reference	ACT-204
Source detail	No linked reference	19/10
Additional detail	No linked reference	3

Resolved comment

References added to the document.

01 / 05Receives the brief

IN YOUR TOOLS

Gmail

AlmaCommunity managerIn progress

Agent tasks

Captures the brief and reference.

Locates authorized sources.

Your team

Provide the brief and sources.

Appointments & intake

Your team

We’ve had a service appointment request for the 14th at 9:30. Check whether we can fit it in.

09:41

Alma

I’ll take a look.

01 / 05Receives the brief

IN YOUR TOOLS

WhatsApp Business

AlmaService dispatcherIn progress

Agent tasks

Captures the brief and reference.

Locates authorized sources.

Your team

Provide the brief and sources.

Parts & suppliers

Your team

We need two REF-208 parts for job OT-204. Check stock and delivery time.

09:41

Emma

I’ll take a look.

Part availability inquiry

ReferenceREF-208

Source detail2

Additional detailOT-204

Details collected for comparison with the sources.

01 / 05Receives the brief

IN YOUR TOOLS

WhatsApp Business

EmmaSupplier coordinatorIn progress

Agent tasks

Captures the brief and reference.

Locates authorized sources.

Your team

Provide the brief and sources.

Service reports

Your team

Prepare the report for job OT-204 with the three jobs carried out and the part used.

09:41

Alma

Yes, I’ll put it together.

DRAFT · SOURCES ATTACHED

Workshop service report

Job OT-204. Three service observations and part reference REF-208 are attached. The workshop owner reviews the report before sharing it with the customer.

ReferenceOT-204

Source detailREF-208

Additional detail3

Workshop service report

Section	Previous version	Revised version
Reference	No linked reference	OT-204
Source detail	No linked reference	REF-208
Additional detail	No linked reference	3

Resolved comment

References added to the document.

01 / 05Receives the brief

IN YOUR TOOLS

WhatsApp Business

AlmaInspection report writerIn progress

Agent tasks

Captures the brief and reference.

Locates authorized sources.

Your team

Provide the brief and sources.

Customer updates

Your team

The customer is asking whether their car will be ready today at four. Check job OT-204 and prepare a reply.

09:41

Alma

I’ll take a look.

#OT-204Open · Unresolved

Service status update

The customer is asking whether their car will be ready today at four. Check job OT-204 and prepare a reply.

ReferenceOT-204

Source detail14/10

Additional detail16:00

01 / 05Receives the brief

IN YOUR TOOLS

WhatsApp Business

AlmaGuest messaging agentIn progress

Agent tasks

Captures the brief and reference.

Locates authorized sources.

Your team

Provide the brief and sources.

Request intake

Your team

An inquiry came in asking which documents are needed. Review it and prepare a reply with the list.

09:41

Alma

I’ll take a look.

#SOL-204Open · Unresolved

Information request intake

An inquiry came in asking which documents are needed. Review it and prepare a reply with the list.

ReferenceSOL-204

Source detail09/10

Additional detailDOC-12

01 / 05Receives the brief

IN YOUR TOOLS

Gmail

AlmaSupport triageIn progress

Agent tasks

Captures the brief and reference.

Locates authorized sources.

Your team

Provide the brief and sources.

File preparation

Your team

Prepare file EXP-204 and check whether the two documents we requested are still missing.

09:41

Alma

Yes, I’ll put it together.

DRAFT · SOURCES ATTACHED

File documentation preparation

File EXP-204. DOC-12 is included and two missing documents are flagged. Document preparation does not change terms or replace the adviser’s review.

ReferenceEXP-204

Source detailDOC-12

Additional detail2

File documentation preparation

Section	Previous version	Revised version
Reference	No linked reference	EXP-204
Source detail	No linked reference	DOC-12
Additional detail	No linked reference	2

Resolved comment

References added to the document.

01 / 05Receives the brief

IN YOUR TOOLS

Gmail

AlmaDocument handlerIn progress

Agent tasks

Captures the brief and reference.

Locates authorized sources.

Your team

Provide the brief and sources.

Renewal follow-up

Your team

Policy POL-204 renews on November 30. Prepare the reminder thirty days in advance.

09:41

Alma

I’ll take a look.

01 / 05Receives the brief

IN YOUR TOOLS

Gmail

AlmaRenewal trackerIn progress

Agent tasks

Captures the brief and reference.

Locates authorized sources.

Your team

Provide the brief and sources.

Service & escalation

Your team

This inquiry needs an adviser’s review. Gather what the customer sent and pass it on.

09:41

Alma

I’ll take a look.

#SOL-208Open · Unresolved

Handoff to an authorized professional

This inquiry needs an adviser’s review. Gather what the customer sent and pass it on.

ReferenceSOL-208

Source detailEXP-204

Additional detailDOC-14

01 / 05Receives the brief

IN YOUR TOOLS

Gmail

AlmaEscalation assistantIn progress

Agent tasks

Captures the brief and reference.

Locates authorized sources.

Your team

Provide the brief and sources.

Service requests

Your team

We’ve been asked to inspect installation INST-08 on the 14th. Open the request using the details provided.

09:41

Alma

I’ll take a look.

#SR-204Open · Unresolved

Installation inspection request

We’ve been asked to inspect installation INST-08 on the 14th. Open the request using the details provided.

ReferenceSR-204

Source detailINST-08

Additional detail14/10

01 / 05Receives the brief

IN YOUR TOOLS

WhatsApp Business

AlmaSupport triageIn progress

Agent tasks

Captures the brief and reference.

Locates authorized sources.

Your team

Provide the brief and sources.

Maintenance planning

Your team

Prepare preventive maintenance for installation INST-08 on the 14th.

09:41

Alma

I’ll take a look.

01 / 05Receives the brief

IN YOUR TOOLS

WhatsApp Business

AlmaMaintenance plannerIn progress

Agent tasks

Captures the brief and reference.

Locates authorized sources.

Your team

Provide the brief and sources.

Reports & inspections

Your team

Prepare the inspection report for INST-08 with the technician’s two observations.

09:41

Alma

Yes, I’ll put it together.

DRAFT · SOURCES ATTACHED

Technical inspection report

Installation INST-08. Report INSP-204 has two observations awaiting verification. Evidence is attached and review assigned to the responsible technician.

ReferenceINST-08

Source detailINSP-204

Additional detail2

Technical inspection report

Section	Previous version	Revised version
Reference	No linked reference	INST-08
Source detail	No linked reference	INSP-204
Additional detail	No linked reference	2

Resolved comment

References added to the document.

01 / 05Receives the brief

IN YOUR TOOLS

WhatsApp Business

AlmaInspection report writerIn progress

Agent tasks

Captures the brief and reference.

Locates authorized sources.

Your team

Provide the brief and sources.

Purchasing & coordination

Your team

Coordinate materials and the visit to INST-08. Check what’s missing before confirming the work.

09:41

Alma

Yes, I’ll put it together.

Material and field work coordination

Prepare

PO-204

◌ To review

Coordinate

MT-208

◌ To review

Validate

INST-08

◌ To review

01 / 05Receives the brief

IN YOUR TOOLS

WhatsApp Business

AlmaSupplier coordinatorIn progress

Agent tasks

Captures the brief and reference.

Locates authorized sources.

Your team

Provide the brief and sources.

Target accounts & market

Your team

We’re looking for B2B SaaS companies in Spain with 20–100 employees. Can you prepare matching accounts and their sales owner?

09:41

Alma

I’ll take a look.

SaaS accounts · Spain

Company	Location	Employees	Contact
Nube Atlas	Madrid	42	Elena · Head of Sales
Flujo Norte	Barcelona	68	Marcos · Sales
Mesa Cloud	Valencia	31	Pending verification

01 / 05Receives the brief

IN YOUR TOOLS

Slack

AlmaMarket researcherIn progress

Agent tasks

Captures the brief and reference.

Locates authorized sources.

Your team

Provide the brief and sources.

Signals & priorities

Your team

Check which of those accounts are hiring salespeople. I want to prioritize recent, verifiable signals.

09:41

Emma

I’ll take a look.

Signals and enrichment

Account	Signal	Source
Nube Atlas	Job: Account Executive	nube-atlas.example/jobs
Flujo Norte	Job: Sales Operations	flujo-norte.example/careers
Mesa Cloud	No recent signal	—

01 / 05Receives the brief

IN YOUR TOOLS

Slack

EmmaMarket researcherIn progress

Agent tasks

Captures the brief and reference.

Locates authorized sources.

Your team

Provide the brief and sources.

Content & outreach

Your team

This week we want to post on LinkedIn about following up without being pushy. Prepare a practical example.

09:41

Alma

Yes, I’ll put it together.

01 / 05Receives the brief

IN YOUR TOOLS

Slack

AlmaCommunity managerIn progress

Agent tasks

Captures the brief and reference.

Locates authorized sources.

Your team

Provide the brief and sources.

Sales meetings

Your team

Alex wants to learn about the service. Can you suggest a half-hour meeting on Wednesday? Check my calendar first.

09:41

Alma

I’ll take a look.

01 / 05Receives the brief

IN YOUR TOOLS

Slack

AlmaAppointment coordinatorIn progress

Agent tasks

Captures the brief and reference.

Locates authorized sources.

Your team

Provide the brief and sources.

Outreach & follow-up

Your team

Prepare two emails for the accounts we selected. Send the second three days later, only if they haven’t replied.

09:41

Alma

Yes, I’ll put it together.

Spain SaaS · Draft

Day 1 · EmailSales team follow-up

Hi Elena. I saw your Account Executive opening. As a team grows, following up on opportunities often gets spread across tools. How are you organizing it now?

Day 4 · If no replyA follow-up idea

Hi Elena. Following up with one idea: collect opportunities with no next action in the CRM and assign an owner. If useful, I can explain how we would approach it for your team.

01 / 05Receives the brief

IN YOUR TOOLS

Slack

AlmaProposal writerIn progress

Agent tasks

Captures the brief and reference.

Locates authorized sources.

Your team

Provide the brief and sources.

Appointments & availability

Your team

Hi, do you have any openings on Wednesday afternoon for a cut and styling?

09:41

Alma

I’ll take a look.

01 / 05Receives the brief

IN YOUR TOOLS

WhatsApp Business

AlmaAppointment coordinatorIn progress

Agent tasks

Captures the brief and reference.

Locates authorized sources.

Your team

Provide the brief and sources.

Rescheduling

Your team

I have an appointment on Wednesday at five, but I’m leaving work later. Can we move it to quarter to six?

09:41

Alma

I’ll take a look.

01 / 05Receives the brief

IN YOUR TOOLS

WhatsApp Business

AlmaAppointment coordinatorIn progress

Agent tasks

Captures the brief and reference.

Locates authorized sources.

Your team

Provide the brief and sources.

Content & updates

Your team

Let’s announce the new autumn services. Use the salon photos and mention online booking.

09:41

Alma

Yes, I’ll put it together.

01 / 05Receives the brief

IN YOUR TOOLS

WhatsApp Business

AlmaCommunity managerIn progress

Agent tasks

Captures the brief and reference.

Locates authorized sources.

Your team

Provide the brief and sources.

Appointment reminders

Your team

Can you prepare tomorrow’s reminders? Include the time and how to reschedule if they can’t make it.

09:41

Alma

I’ll take a look.

01 / 05Receives the brief

IN YOUR TOOLS

WhatsApp Business

AlmaAppointment coordinatorIn progress

Agent tasks

Captures the brief and reference.

Locates authorized sources.

Your team

Provide the brief and sources.

FIND YOUR AGENT TEAM

What does your business do?

Choose your business and discover what you can delegate.

CHOOSE YOUR BUSINESS21 sectors · 85 processes

Your web tools. Including your own.

+53

We connect web platforms and custom applications, preferably through an API. Without an API, we assess feasibility before proposing an integration. Access and available features depend on each platform.

Social networks & communities

Instagram

Facebook

TikTok

YouTube

Threads

Bluesky

Snapchat

Twitch

Digital advertising

Google Ads

Meta Ads

TikTok Ads

LinkedIn Ads

Microsoft Advertising

Social media management

Meta Business Suite

Buffer

Hootsuite

Metricool

Later

Email marketing & automation

Mailchimp

Brevo

Klaviyo

ActiveCampaign

Kit

CRM & sales

HubSpot

Salesforce

Pipedrive

Zoho

Analytics & SEO

Google Analytics

Search Console

Semrush

Ahrefs

Matomo

Hotjar

Design & content

Canva

Figma

WordPress

Webflow

Projects & documentation

Asana

ClickUp

Trello

Notion

Linear

Jira

monday.com

Airtable

Communication & meetings

Slack

Microsoft Teams

WhatsApp Business

Gmail

Outlook on the web

Zoom

And your business’s own tools

Your own system

More capacity for your clients. More time for strategy.

4 processes · Custom agents

THE PROCESS / 01

Client content

From brief to a post ready for approval.

Agents for this process 3 ↗

Social media planner

Turns each client brief into a calendar of topics, formats and dates.

View agent ↗02

Community manager

Prepares posts and replies in each brand’s voice.

View agent ↗03

Brand voice editor

Reviews voice, details and instructions before approval.

View agent ↗

Content agent

“We’re open this Saturday afternoon. Share it on Instagram.”

THE RESULT

A post prepared with the opening hours and brand voice.

The business brief

The team shares the update and confirmed details. The agent checks the brand guide and chosen channels.

Business brief · New announcement

Laura · Your teamExample conversation

TODAY

This Saturday we start opening in the afternoon, from 4 pm to 8 pm. Can you prepare the post?

09:05

Morning hours are still 10 am to 2 pm. Use our friendly tone.

09:06

Message

Organizes the content

It prepares a post and a frequently asked question response, checking the hours against the brief.

Content plan · 2 pieces

Content / Drafts

Planner

LMXJVSD

Instagram

New Saturday opening hours

Post · 1 visual

Draft

Hours checked against the brief

Post captionMore time to come and see us.

The prepared content

It delivers editable text for review. The business decides when to publish and can suggest changes to the tone.

Drafts for your team

Ccasa.norte⋯

CASA NORTEOn Saturdays,
we are staying
a little longer.16:00 — 20:00

casa.norte Now also open Saturdays from 4 pm to 8 pm. Morning hours: 10 am to 2 pm.

Preview · Awaiting approval

1 / 3

The business brief

Example with fictional data. This workflow adapts to your business’s tools.Explore this agent ↗

Tools for this process

Social networks & communities

Instagram

Facebook

TikTok

YouTube

Threads

Bluesky

Snapchat

Twitch

Social media management

Meta Business Suite

Buffer

Hootsuite

Metricool

Later

Design & content

Canva

Figma

WordPress

Webflow

And your business’s own tools

Your own system

THE PROCESS / 04

Agency administration

Organized invoices and collections while your team serves clients.

Agents for this process 2 ↗

Invoice processor

Collects invoices, extracts details and flags discrepancies before recording.

View agent ↗02

Collections follow-up

Prepares reminders and tracks outstanding receivables.

View agent ↗

Invoice agent

“Review this invoice before recording it.”

THE RESULT

A €50 difference found. A draft ready for review.

The supplier invoice

The invoice arrives by email. The agent collects the document and locates its purchase order.

Email received · 1 attachment

Inbox · Suppliers

Invoice F-2048 · Office supplies

Suministros Norte[email protected]

09:41

Hello, attached is the invoice for order P-108. Thank you.

PDFfactura-2048.pdf ⌄

F-2048 INVOICE

Supplies250 €

Shipping50 €

Total300 €

Matches it to the order

It extracts the details and checks them against the order. It finds the supplier has billed €50 more than expected.

Invoice F-2048 ↔ Order P-108

Purchases / Bills

Supplier bill

F-2048

SupplierSuministros Norte

Linked orderP-108 ⌄

Agent review

ItemInvoiceOrder

Supplies€250€250 ✓

Shipping€50€0 !

Total€300€250

There is a €50 differenceThe order included free shipping.

A draft and an alert

It delivers a prepared record and explains the difference. A person confirms the correction before posting or payment.

Prepared for administration

Purchases / Bills

New supplier bill

Draft

SupplierSuministros Norte ⌄

Bill numberF-2048

Total300,00 €

WorkByAgents

Review: €50 difference

The order did not include shipping charges.

Save draftNot posted or paid

Your accounting app

1 / 3

The supplier invoice

Example with fictional data. This workflow adapts to your business’s tools.Explore this agent ↗

Tools for this process

Accounting & ERP

QuickBooks Online

Xero

Sage Business Cloud

Holded

Spreadsheets & files

Google Sheets

Excel for the web

And your business’s own tools

Your own system

FROM TASK TO OPERATION

Understand the work. Then delegate it.

We start with a specific task: what triggers it, which tools it touches and when a person needs to step in.

How setup works ↗

A WORKFLOW WITH CLEAR BOUNDARIES01 — 03

INPUTRecurring taskSteps and exceptions

AGENTAgreed workIn your tools

HANDOFFResult and recordEscalation when needed

Together, we define what the agent does, what is out of scope and when it asks you to step in.

01See how it works today

We review the task, its tools, the information it needs and the exceptions your team handles today.

02Set scope and boundaries

We define what it can execute, what needs your approval and how it should record the result.

03Test and supervise

We review example cases with your team and supervise the process as it starts operating. We agree on changes with you.

IN THE TOOLS YOUR BUSINESS USES

Your workflow fits your tools.

Agents can coordinate messages and work across the apps your team already uses. The right combination depends on each workflow.

Explore work you can delegate ↗

Talk and coordinate

Slack

Teams

Gmail

Manage and deliver

Holded

HubSpot

GitHub

Shopify

Your own software, too

Internal portals and custom apps. We review permissions, access and integration options before proposing a workflow.

Logos shown as examples. Connections depend on each platform’s access, APIs and terms.

AGREED RESPONSIBILITIES

Shared work. Clear responsibilities.

01DECIDE

Your team sets the goal

Your team provides context, sets boundaries and chooses which decisions to review or approve.

02EXECUTES

The agent follows the workflow

It works in the approved tools, records outcomes and escalates the situations you have defined.

03WE SUPERVISE

We look after operations

We configure and supervise the agents, review issues and discuss adjustments with your team.

Common questions

Do I need to change my tools?

We start with the tools you already use. Before setup, we review the available access, permissions and integration options.

What if information is missing or something does not fit?

The agent can ask for missing information. If a case falls outside the agreed scope, it stops or escalates; it should not invent details or mark the work complete.

Can I add more tasks or agents later?

Yes. You can start with one workflow and expand when it makes sense, agreeing again on tools, responsibilities and capacity.

START WITH THE REAL WORK

Tell us what work you want to delegate.

We’ll review the task, the tools involved and when your team needs to step in. Choose how you’d like to discuss it.

Field	Confirmed value
Reference	Proyecto Atlas
Source detail	3.200 €
Additional detail	3

Appointment detail	Selection
Reference / date	R-204
Time / detail	16:00
Additional reference	14/10

Case information	Reference
Reference	ADM-208
Source detail	09:00–18:00
Additional detail	FORM-12

Appointment detail	Selection
Reference / date	POL-204
Time / detail	30/11
Additional reference	30

Account	Status
Nube Atlas	Saved · Not contacted
Flujo Norte	Saved · Not contacted

Account	Check	Decision
Nube Atlas	SaaS · 42	Include
Flujo Norte	SaaS · 68	Include
Mesa Cloud	Unverified contact	Keep pending

Account	Signal date	Result
Nube Atlas	06/10/2026	Open role
Flujo Norte	04/10/2026	Open role
Mesa Cloud	—	Do not prioritize

Detail	Content
Reference	Seguimiento comercial
Source detail	Guía práctica
Additional detail	LinkedIn

Check	Setting
Referenced signal	Account Executive opening
Delay	3 days
Reply received	Stop sequence
Opt-out requested	Exclude from campaign

Detail	Content
Reference	Corte y peinado
Source detail	Desde 35 €
Additional detail	Reserva online

Your business.Better with agents.

For marketing agencies

For software businesses

Export paid orders to CSV

Acceptance criteria

Export orders to CSV

For accounting firms

Campaigns & reporting

September campaign report

September campaign report

September campaign report

Sales & proposals

Content proposal for Casa Flora

Content proposal for Casa Flora

Content proposal for Casa Flora

Agency administration

September service invoice

September service invoice

September service invoice

Support & maintenance

403 error when exporting orders

403 error when exporting orders

ForbiddenError: Access denied

Documentation & delivery

Export endpoint guide

Export endpoint guide

Export endpoint guide

Project management

New orders area delivery

New orders area delivery

New orders area delivery

Reconciliation & expenses

Reconciliation of three transactions

Reconciliation of three transactions

Reconciliation of three transactions

Client communication

Missing quarterly documents

Missing quarterly documents

Missing quarterly documents

Period-end preparation

Quarterly closing review

Quarterly closing review

Quarterly closing review

Catalog & products

Terra insulated bottle listing

Terra insulated bottle listing

Terra insulated bottle listing

Orders & delivery

Tracking order #1042

Tracking order #1042

Tracking order #1042

Returns & service

Return of an unopened product

Return of an unopened product

Return of an unopened product

Content & campaigns

New Terra collection campaign

New Terra collection campaign

New Terra collection campaign

Bookings & inquiries

Double room

Availability inquiry

Availability reply sent

Stay review

Before arrival

Pre-arrival information

Pre-arrival information

Pre-arrival information

Reviews & experience

Reply to a guest review

Reply to a guest review

Reply to a guest review

Purchasing & administration

Bed linen purchase

Bed linen purchase

Bed linen purchase

Reservations & service

Table reservation for four

Table reservation for four

Table reservation for four

Your business.
Better with agents.