Business Agents
AI Business Analyst Agent
Turns business data and stakeholder requirements into analyses and recommendations.
AI Business Agents for Projects, Meetings and Admin
Business agents are AI teammates for the work that keeps a company moving. They track projects, capture meeting actions, draft replies, answer policy questions and follow up on tasks nobody wants to chase. Each one has a clear job, works inside the tools your team already uses, and leaves people free for decisions that need a human.
Products in this category
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Business AgentsAI Compliance Assistant
Answers staff questions on your business policies and checks work against your own compliance rules. Not an AI governance tool.
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Business AgentsAI Delegation Agent
Turns a goal with no plan yet into tasks, assigns them to people or agents and follows up.
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Business AgentsAI Email Drafting Agent
Drafts context-aware email replies in your voice for approval.
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Business AgentsAI Executive Assistant
Triages the inbox, manages the calendar, prepares briefings and chases follow-ups for a leader.
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Business AgentsAI Meeting Agent
Captures meeting notes, decisions and action items and routes them to owners.
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Business AgentsAI Meeting Agent for Google Workspace
Captures meeting notes, decisions and action items and routes them to owners, connected natively to Google Workspace so it reads and updates…
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Business AgentsAI Meeting Agent for Microsoft 365
Captures meeting notes, decisions and action items and routes them to owners, connected natively to Microsoft 365 so it reads and updates…
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Business AgentsAI Meeting Agent for Microsoft Teams
Captures meeting notes, decisions and action items and routes them to owners, connected natively to Microsoft Teams so it reads and updates…
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Business AgentsAI Meeting Agent for Slack
Captures meeting notes, decisions and action items and routes them to owners, connected natively to Slack so it reads and updates messages…
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Business AgentsAI Personal Productivity Agent
Plans the day, drafts replies and keeps a personal task list current.
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Business AgentsAI Project Manager Agent
Tracks tasks, deadlines and blockers and posts status updates to the team.
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Business AgentsAI Project Manager Agent for Asana
Tracks tasks, deadlines and blockers and posts status updates to the team, connected natively to Asana so it reads and updates tasks,…
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Business AgentsAI Project Manager Agent for ClickUp
Tracks tasks, deadlines and blockers and posts status updates to the team, connected natively to ClickUp so it reads and updates tasks,…
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Business AgentsAI Project Manager Agent for Jira
Tracks tasks, deadlines and blockers and posts status updates to the team, connected natively to Jira so it reads and updates issues,…
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Business AgentsAI Project Manager Agent for Linear
Tracks tasks, deadlines and blockers and posts status updates to the team, connected natively to Linear so it reads and updates issues,…
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Business Agents
AI Project Manager Agent for Monday.com
Tracks tasks, deadlines and blockers and posts status updates to the team, connected natively to Monday.com so it reads and updates boards,…
What kinds of work do business agents handle?
Think of the jobs that fill calendars without moving the business forward. Status updates, meeting notes, inbox triage, goal planning and policy questions all follow patterns an agent can learn. Each agent here has one defined role, so you know exactly what it does, what it touches and when it hands work back to a person.
- Project tracking and team status updates
- Meeting notes, decisions and action items
- Executive inbox, calendar and briefings
- Goals broken into tasks and followed up
- Policy questions and checks against your business rules
Which business agent fits your team?
Leaders who are drowning in email often start with the AI Executive Assistant or the AI Email Drafting Agent. Delivery teams lean on the AI Project Manager Agent and AI Meeting Agent. Analysts and strategy teams get more from the AI Business Analyst Agent. The AI Delegation Agent suits managers who want goals broken into tasks and followed up automatically.
Many agents come in tool-specific editions. The AI Project Manager Agent has versions for Jira, Asana, ClickUp, Monday.com and Linear. The AI Meeting Agent connects to Google Workspace, Microsoft 365, Slack or Microsoft Teams. Picking the edition for the tool your team already lives in means updates land where people will actually see them.
Questions buyers ask
Will an agent send things without anyone checking?
That depends on the agent and the rules agreed in its Scope Card. Several are built around approval by design. The AI Email Drafting Agent drafts replies for you to approve. The AI Delegation Agent asks before assigning work outside your rules. You decide which actions need a person to sign off.
Where does the agent live and what can it access?
It runs in your own accounts and connects only to the tools named in its Scope Card. The Slack and Teams editions of the AI Meeting Agent work in approved channels, and the Google Workspace and Microsoft 365 editions stay within approved scopes. Nothing is hidden on a platform you cannot see.
Which assistant should one person start with?
Start with the smallest job that hurts. The AI Email Drafting Agent drafts replies for approval. The AI Personal Productivity Agent adds a daily plan and a personal task list. The AI Executive Assistant adds inbox triage, calendar work, briefings and follow-ups for a leader. Your intake details carry over if you move up later.
Guides on this topic
All guides
AI Agents and Assistants
What is an AI agent? A plain-English guide for business owners
What an AI agent is, how it works, where it helps a small business, the risks, and a 7-point check to see if you are ready for one.
Choosing between Business Agents products?
Tick Compare on up to four products to see scope, price and delivery side by side. If you would rather talk it through, an expert can help you pick the one that fits how you work.