01 Workflow Agents Cross-Tool Operations
Agents that move work across tools.
For work that moves across email, messaging, CRMs, ERPs, accounting tools, ecommerce platforms, spreadsheets, and custom software.
Use this for customer onboarding, order processing, sales handoffs, approvals, support escalation, supplier coordination, and back-office workflows.
Common workflows
- Customer onboarding
- Order processing
- Sales handoffs
- Quote approvals
- Supplier coordination
- Support escalation
- Ecommerce operations
- Month-end admin
- Internal status updates
One request, every system
- Email received Done
- Rules checked Done
- Approval requested Waiting
- CRM + ERP updated Done