Skills & Agents
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Your company brain and your maps turn skills and agents into real coworkers.

Map how the work actually happens, keep what your company knows in one place, then hand the ready parts to a skill or an agent.

Start todaySee how it works

How it works

  1. 01

    Show them the work

    Map the processes. Each step gets classified: automate, augment with AI, or keep with human judgment.

  2. 02

    Build your company's brain

    Vendors, contracts, policies, and processes collect into your company brain, so a skill starts out already knowing them.

  3. 03

    Give skills and agents the job

    Get skills and agents that work as coworkers under your guidance.

Show them the work.

Map the processes. Each step gets classified: automate, augment with AI, or keep with human judgment, along with who owns it and how long it takes today.

Month-end bank reconciliation

Owner
Controller, Dana Reyes
Also affected
AP Coordinator, FP&A Analyst
Frequency
1 / month
QuickBooks OnlineRampGoogle Sheets
  1. 01

    Export the bank and card transaction CSVs for the period

    Automate now

    Ramp · 15 min

  2. 02

    Match transactions to the QuickBooks ledger line by line

    Augment with AI

    QuickBooks Online · 90 min

    Open question: Should split transactions match on the parent charge or each line item?

  3. 03

    Investigate and clear unmatched or duplicate transactions

    Augment with AI

    QuickBooks Online · 60 min

    Pain point: Duplicate vendor charges from Ramp and a manual wire both landing in the same week are hard to tell apart without the original invoice.

  4. 04

    Review the reconciliation summary and sign off

    Keep human-owned

    Google Sheets · 20 min

185mapped minutes
165ready to hand off

Build your company's brain.

Vendors, contracts, policies, and processes collect into your company brain, so a skill starts out already knowing them.

Why the brain matters

42
Vendors
/brain/vendors
18
Processes
/brain/processes
27
Contracts
/brain/contracts
11
Policies
/brain/policies

Give skills and agents the job.

Describe the work in plain language and get skills and agents that work as coworkers under your guidance, ranked by how closely they already do the job.

“Every month I pull bank and card transactions and match them to the ledger by hand before I can close the books.”

  • Match score: 94

    Bank Reconciliation Assistant

    Matched on: transaction matching, QuickBooks Online

  • Match score: 81

    Monthly Close Checklist

    Matched on: month-end close, sign-off workflow

  • Match score: 73

    Duplicate Charge Finder

    Matched on: Ramp, duplicate transaction detection

More in the platform

Agents

Skills that run on a schedule or a trigger, not just on demand.

Runs and reports

Every run is logged with what changed and what it touched, so you can check the work.

Connections

Connect the tools you already use so skills can read and write where the work happens.

Your team

Bring your team in, assign owners to processes, and see who's affected by each change.

Tell us what you're trying to get off your plate.