AI teammates
AI teammates for recurring work
Give your agents a job. They work in your apps, from campaign reviews to customer follow-ups.
Check campaign spend against our monthly budget.
Campaign review
| Campaign | Finding |
|---|---|
| Brand search | Within budget |
| Non-brand search | Ahead of budget |
| Remarketing | Check conversions |
For your review
Review the proposed budget changes.
Connects to
Choose a job
Marketing
Review paid campaigns and organic search performance.
Campaign findings and pages to update.
Sales operations
Check HubSpot for stalled deals and missing follow-ups.
A deal list grouped by owner, with links to overdue follow-ups.
Customer support
Review incoming requests and draft replies using your team's guidance.
Draft replies and requests that need your help.
Give your agents a job
Describe the work. A mate gets set up, connects your tools, and learns from your feedback.
- 01
Describe the job
A mate is set up for the task.
- 02
Connect your accounts
Choose the tools, schedule, and person who reviews the work.
- 03
Review the first result
Check the report and adjust the instructions.
Details
How it works
Give it a job
A mate has instructions, connected tools, and memory. Give it a task such as reviewing ad spend or drafting customer replies.
Choose when it runs
Ask for work directly or set a recurring schedule. Supported webhooks and email triggers can start tasks when an event occurs.
Connect the accounts it needs
A sales mate can read HubSpot. An SEO mate can read Search Console. Each integration page lists the setup steps and available actions.
Keep feedback for the next run
Your mates remember previous work. Share your goals, reference files, and decisions so later tasks can use them.
Name the person responsible
Choose who reviews the results and answers questions. Explain which findings need their attention.
Check what happened
Run history shows the work and generated files. Actions that require approval wait for a human response.
Questions
Choose a task you already repeat, such as a weekly campaign review. Share the accounts, goals, and an example of the report you want.
Describe the job. That creates a mate, connects tools, and schedules the work.
Yes. Adjust the instructions as you review results. You can change the schedule or ask for a different output.
Yes, within the connected tools and permissions. Some actions run without asking; others need approval. Each integration page explains the distinction.
Reports and files appear in m8tes. You can also ask your mate to share results through a connected app, such as Slack.
Related pages