The AI agent built to run your back office.
Operations Agent is designed to take on the repetitive, multi-step processes that quietly eat your team's week — data entry, reconciliation, reporting, routing. It's the newest agent in SmartOps Copilot and is rolling out capability by capability.
Executes multi-step workflows
Designed to chain together the exact sequence of steps a process needs across the systems you already use, no code required.
Catches errors before they spread
Built to flag anomalies and exceptions instead of silently pushing bad data downstream, so mistakes get caught early.
Reports on everything
Each run will produce a clear summary of what happened, what changed, and what needs a human look.
Connects to your systems
Operations Agent is being built to plug into the CRM, spreadsheets, and internal tools your business already runs on.
- Native integrations with common business systems, rolling out over time
- A no-code workflow builder for custom processes
- Built to handle structured and unstructured data alike
Works on a schedule or trigger
Workflows will run on a fixed schedule, or trigger the moment a new record, email, or event arrives.
- Cron-style scheduled runs
- Event-based triggers from connected tools
- Configurable retry and error handling
Full audit trail
Every action will be logged, timestamped, and reversible — so you always know exactly what changed, when, and why.
- A complete audit trail on every workflow run
- Reversible actions where it matters
- Exportable logs for compliance and review
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