AI workflow automation for the handoffs between your tools
Most operations work is glue: copying a value from one system into another, nudging someone for a status, assembling the Monday report. We map those handoffs, then build agents that do the glue work — reliably, around the clock, and with a person in the loop wherever judgment is needed.
- Monday 7:00 AM — weekly ops report due
- Pulls last week's orders, tickets and delivery times from three systems
- sheets.update → 4 tabs refreshed · airtable.sync ✓
- Writes the summary and flags two late shipments with their owners
- Report in #ops before anyone logs on — no spreadsheet surgery
What the ops agent handles
Data entry between systems
Moves records between your CRM, spreadsheets, accounting and project tools without retyping.
Request routing & approvals
Reads incoming requests, routes them to the right owner and chases approvals until they're done.
Status updates
Posts progress to Slack or email automatically, so nobody has to ask where things are at.
Scheduled reports
Builds the weekly numbers from your live data and writes the summary to go with them.
Onboarding checklists
Runs the same steps for every new client or hire — accounts, documents, welcome emails.
Exception alerts
Watches for things that look wrong — a stalled order, a missed deadline — and flags them early.
Plugs into the tools you already use
- Slack
- Notion
- Airtable
- Google Sheets
- Asana
- n8n
- Make
- Zapier
Not on the list? If it has an API — or even just an inbox — we can usually connect it. The audit confirms every integration before a build starts.
Where your team stays in the loop
- Anything irreversible — deleting records, moving money — needs a human approval.
- Every run is logged with what it read, what it changed and why.
- If a connected tool fails or returns something unexpected, the agent stops and alerts a person instead of guessing.
From first call to an agent in production
- 01
Understand
Every engagement starts with a free automation audit. We sit with your team, map how the work really flows, and find the handful of processes where an agent pays for itself. You keep the workflow map and the roadmap either way.
- 02
Design & build
Fixed scope, fixed price, weekly updates. We build the agents against your real tools and your real edge cases, with a human approval step anywhere the stakes are high. First agent live in weeks, not months.
- 03
Run & improve
We don't hand off and vanish. We train your team, watch the agents work in production, and keep tuning until they run without us. You own everything we build.
Common questions
Those tools are great at fixed if-this-then-that rules, and we often build on them. Agents add what rules can't do: reading messy inputs, making a judgment call within limits you set, and handling the exceptions that break a simple zap.
Something else on your mind? Ask us directly — we reply within one business day.
Related services
Document & back-office processing
Invoices, contracts, forms and inboxes read, extracted and filed in seconds — with a human check only where it matters.
Custom agent systems
Multi-agent builds for the workflows that don't fit a template — designed around your process, deployed in your stack, owned by you.
AI audit & roadmap
Where we always start: a map of how your business runs and a prioritized list of the automations worth building — and the ones to skip.
Start with the free audit.
In about a week you'll know exactly where an agent would pay off in your business — and where one wouldn't. You keep the map either way.
Get your free AI audithello@sorol.ai · we reply within one business day