Agents

Manage agents like humans.

Create an agent with a few clicks or start from a template. Assign it tasks on the same kanban board your team uses. Connect it to Google, Shopify, Slack, or any platform. Set approval steps so a human signs off before anything sensitive leaves.

board / client onboarding2 agents · 3 people
To do

Pull company registration records

Agent · Research

Confirm engagement scope

Dana
In progress

Draft engagement letter

Agent · Drafting
Needs approval

Send letter to client

Ravi · required

How agents work.

Create agents with instructions, skills, and tools. Each agent is a configured worker with a defined scope.

  • Write instructions in plain English (or start from a template)
  • Select which AI model the agent uses (filtered to models that support tool calling)
  • Assign skills (structured knowledge the agent can reference)
  • Assign tools (the actions the agent can take - email, calendar, spreadsheets, etc)
  • Attach files (sample data, reference documents)
  • View full run history with expandable output for every past execution
  • Live progress view - watch the agent work in real time (which tool it's calling, what it's reading)
agent / tax-estimate-calculatorActive
ModelClaude Sonnet (tool-use)
Toolssheets_read, gmail_send, calendar_create
Skills2 assigned
Attachmentsclient-deadlines.csv
Runs (last 30 days)47 completed

Agents and humans on the same board. Create a task, assign it to a person or an agent. They both interact the same way.

  • Projects as containers (group related tasks)
  • Tasks with priority, tags, description, due date
  • Assign to a team member OR an agent - same interface
  • List view (default) + kanban board toggle (Todo, In Progress, Review, Done)
  • Hit Play on an agent task - it executes immediately
  • Task auto-moves to "Review" when the agent finishes
  • Agent output appears inside the task detail (same as a human putting results in a task)
  • Filter by project, status, assignee, tag, or search
projects / task detailAgent completed
TaskDraft engagement letter for Acme Corp
Assigned toAgent · Drafting
StatusReview (auto-moved)
Duration12 seconds
Steps completed4 (read sheet, search drive, draft, format)

You approve every sensitive action before it happens. The agent pauses, shows you what it wants to do, and waits for your sign-off.

  • Per-tool approval settings (you choose which actions need approval)
  • Agent pauses mid-workflow when it hits an approval-required tool
  • You see exactly what the agent wants to do (send this email, create this event, write these cells)
  • Approve or reject with one click
  • Durable - survives server restarts. The agent stays paused until you decide.
  • Read actions (search files, read spreadsheets) typically run without approval
  • Write actions (send email, create calendar event, update cells) require approval by default
approval / awaiting your decisionPaused
Agent wants to: Send Email
To: sarah@acmecorp.com
Subject: Engagement Letter - Kestrel Studio
Body: "Hi Sarah, please find attached..."
Approve Reject

Agents connect to the platforms you already use. One OAuth click and the agent can read and write across your tools.

  • Google Workspace (Drive search, Sheets read/write, Gmail read/send, Calendar read/create)
  • Microsoft 365 (Outlook mail, OneDrive files, Calendar)
  • Shopify (products, orders, customers, inventory)
  • Slack (channels, messages, DMs)
  • QuickBooks (invoices, customers, expenses, P&L)
  • More platforms verified and coming soon
  • Each connection is per-workspace (connect once, all agents in that workspace can use it)
connections / workspace5 active
Google WorkspaceConnected
Microsoft 365Connected
ShopifyConnected
SlackConnected
QuickBooksConnected

Pre-built agent templates.

Start from a template for your industry. Install with one click. Customize after. Each template comes with instructions, recommended tools, skills, and sample data.

No technical skills required. Templates for:

Accountants

Professional Services

Lawyers

Professional Services

Real Estate

Property

Coaches

Professional Services

eCommerce

Commerce

Content Creators

Creative

Digital Agencies

Agencies

Recruiters

Professional Services

Financial Advisors

Professional Services

Instagram

Social Media

LinkedIn

Social Media

YouTube

Creative

+ more templates across SaaS, events, restaurants, retail, nonprofits, and more.

Stop building workflows nobody can follow. Start assigning tasks.

Free account. No credit card. Your first agent runs in minutes.

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