For every team in your business, from finance to the front desk, called from the apps they already use.
OverviewSample
Agents that work across all your systems, with your team in control
Connect the tools your business runs on and the agents work across all of them at once. Your team calls them in plain words, and you decide who can use each one and which systems it can reach.
- 1Connect your systemsYour CRM, accounting, payments, shop, help desk, inboxes and your own software.
- 2Give each team an agentEach agent works for one team across several systems, and reaches only the ones you give it.
- 3Choose who can call themYou decide which agents each person may use, and what needs your approval.
- 4Your team asks, agents actCall an agent with @ in the chat apps your team already uses, or put it on a schedule.
Below is what your agents did in the last 30 days, what it cost, and what needs a look.
- AI cost$21.93about 2.6¢ a run
- Agent runs834about 27.8 a day
- Completed82699% of runs
- Failed5worth a look
- Waiting for approval3nothing sent yet
- Active agents6of 8 created
- Recurring tasks4running on a schedule
- Systems linked141 pending connection
Industries we work with: Online retail, Property management, Hospitality, Agencies, Professional services, Clinics, Field services, Wholesale, Real estate, Finance teams, Logistics, Education
How it works
You decide what the agents can reach, and who can ask.
01
Connections
Link the systems the business runs on, from your CRM, accounting and payments to email, chat apps and any software with an API. Each one shows whether it’s live or needs a look.
02
People
Choose what each person can see and ask the agents to do. Your warehouse lead can check today’s orders without ever seeing a payout.
03
Agents
Create an agent for each team, like finance, operations or support, and pick which systems it may use and what it must ask before doing. Switch one off and it stops.
04
Recurring tasks
Put routine checks on a schedule and send the answer to whoever needs it, like a list every Monday of the invoices more than 30 days overdue.
Where your team uses it
Ask in the chat your team already has open.
Add an agent to your team’s Google Chat space or Slack channel, or message it on WhatsApp or any other chat app with an API. Anyone allowed to can call it with @ in the middle of a conversation, and it replies in the chat like everyone else.
- Google Chat
- Slack
- Other chat apps
It only uses the systems that agent was given, and only answers people allowed to call it.
The activity log
Every run, on the record.
Each request, schedule and change lands in one log: who asked, which agent ran, which systems it touched, what it cost and whether anyone had to approve it. Nothing happens off the books.
Run 2,481 · opened from the log
Chased 4 invoices over 30 days
- Agent
- Finance Agent
- Started by
- Recurring task · every Monday, 08:00
- Systems
- Xero (read) · Gmail (send)
- Approval
- Not needed · within your rules
- Result
- 4 reminders sent, 1 reply logged
- Duration
- 41 seconds
- AI cost
- $0.03
What it did
- 1Read 23 open invoices in Xero
- 2Found 4 more than 30 days overdue
- 3Drafted a reminder for each, in your house tone
- 4Sent them from accounts@ through Gmail
Across industries
One Command Center, any kind of business.
If your business runs on more than a handful of systems, there is routine work hiding between them. Here is some of what agents take on, sector by sector.
#Fulfilment
Orders stuck between paid and shipped
@Ops Agent which orders from yesterday haven’t shipped, and why?
Checks each order against stock, payment status and the courier, and says what is holding up each one.
Shopify · Stripe · Courier · Supplier email
#Support
‘Where’s my order?’ answered with the tracking
New ticket in Zendesk
Finds the order, reads the courier’s latest scan and replies with it, handing anything unusual to a person.
Zendesk · Shopify · Courier
#Finance
Payouts matched to orders, every morning
Every day, 06:30
Reconciles card payouts and fees against orders in your books, and lists anything that doesn’t match.
Stripe · Shopify · Xero
#Housekeeping
Tomorrow’s turnovers, covered
@Ops Agent which check-outs tomorrow still have no cleaner?
Reads tomorrow’s departures and the cleaning schedule, lists the gaps and drafts the assignments for approval.
Property management system · Task manager · Google Chat
#Owners
Owner statements without the spreadsheet
First of the month, 07:00
Pulls bookings, payouts and expenses for each owner and drafts their statement for your review.
Property management system · Xero · Stripe · Gmail
#Guests
A refund request, with the context attached
Guest message on WhatsApp
Gathers the booking, the house rules and past messages, and holds anything over your refund limit for a person.
Property management system · Stripe · WhatsApp
#Sales
Know which deals need a nudge
Every Monday, 09:00
Reviews open deals against recent email and meetings, and drafts the follow-ups worth sending.
HubSpot · Gmail · Google Calendar
#Delivery
Hours against budget, every Friday
@Delivery Agent which projects are over 80% of budget?
Compares time logged with each project’s budget and flags the ones heading over before the client notices.
Time tracking · Asana · Google Sheets
#Finance
Chase what’s overdue, politely
Every Monday, 08:00
Finds invoices past their terms and sends a reminder in your tone, escalating to a partner after the second.
Xero · Gmail
#Front desk
Tomorrow’s gaps, filled from the waiting list
Every day, 16:00
Spots open slots in tomorrow’s diary and drafts messages to people on the waiting list for the desk to send.
Booking system · WhatsApp · Email
#Admin
Letters filed and followed up
New email with an attachment
Files incoming letters to the right folder, notes what they ask for and adds a task for whoever owns it.
Gmail · Google Drive · Task manager
#Billing
Unpaid invoices, by who owes them
@Billing Agent what’s still unpaid from last month?
Groups what’s outstanding by payer and age, with the last reminder sent for each.
Practice system · Xero
#Dispatch
Who can take an urgent call-out
@Dispatch Agent who’s free near Didsbury this afternoon?
Checks today’s jobs, travel times and skills, and suggests who to send, with the customer’s history attached.
Job management system · Google Calendar · WhatsApp
#Quotes
Quotes chased before they go cold
Every weekday, 10:00
Finds quotes sent more than a week ago with no reply and drafts a short follow-up for each.
CRM · Gmail
#Stock
Parts to reorder before Monday
Every Friday, 15:00
Compares van stock and next week’s jobs, and drafts the order to your supplier for approval.
Inventory sheet · Job management system · Supplier email
Safety
The more you connect, the more the rules matter.
Agents act on what they read. A hidden instruction in a supplier email or a shared document could try to steer one, and once your systems are linked it could reach all of them, a risk ordinary software never had.
So each agent gets only the access its job needs, and anything outside your rules waits for a person.
- Only the access each job needs. An agent reaches the systems you give it, and nothing else.
- Personal logins stay personal. A connection someone links as themselves is only ever used for them.
- Saved secrets stay hidden. Keys and passwords are stored write-only and never shown back.
- Every decision recorded. Who approved what, and when, is kept in the activity log.
How the set-up works
Set up around how your business already runs.
- 01
Map your operation
We sit down with the people who run each team to see where the routine work piles up: chasing, reconciling, reporting and handing over.
- 02
Connect your stack
Your CRM, accounting, payments, task tools, inboxes and the Slack or Google Chat spaces your team lives in, linked to the Command Center with admins and access set.
- 03
Build the first agents
One team each, like finance or operations, with the systems, people and approval rules agreed with you.
- 04
Hand over to your team
Your managers learn to give and remove access, read the activity log and adjust the agents as the business changes.
Implementation · Command Center set-up
All your systems, agents across them.
If you’d like help getting set up, we connect your systems to the EasilyData Command Center, build your first agents with you and onboard your team. After the discovery call, the first phase of the work sets the full scope. The agents review data, run reports and make changes on your instructions, and the Command Center runs afterwards on a separate monthly subscription.
Set-up and onboarding
$5,000one-off
- Systems connectivity
- All your systems connected
- Agentic capabilities
- Your first agents, built with you
- Specialist work, training included
- Up to 30 hours
Questions
Before you book a call.
What is the EasilyData Command Center?
It is where your systems are linked together and your AI agents are set up. An admin connects the software the business runs on, creates an agent for each team, decides who can call which agent and which systems each one can reach, and puts routine checks on a schedule. The activity log shows every run: who asked, what the agent did, what it touched and what it cost.
Which systems can it connect to?
Anything with an API. That covers most CRMs, accounting and payment tools, online shops, help desks, task managers, email, calendars, spreadsheets and chat apps, as well as your own database and in-house software. We check every system you use on the discovery call before anything is agreed.
Does my team need to learn a new tool?
No. Only admins open the Command Center. Everyone else calls an agent with @ in Slack or Google Chat, messages it on WhatsApp or by email, and it answers from the linked systems within what that person is allowed to see and do.
How does it stay safe when agents are linked to several systems?
Agents act on what they read, so a hidden instruction in an email or a document could try to steer one, and linked systems widen what it could reach. Each agent only gets the access its job needs, personal logins stay with the person who linked them, and anything outside your rules, such as a refund over your limit or a payment above a set amount, waits for a person to approve it.
Which industries do you work with?
Any business that runs on more than a handful of systems: property and hospitality, online retail, agencies and professional services, clinics, field services and more. The work starts from how your business runs, not from a template for your sector.
What does it cost?
Setting up the Command Center with us is a one-off fee of $5,000, covering up to 30 hours of specialist work: connecting your systems, building your first agents and training your team. After that it runs on a separate monthly subscription, and the AI cost of every run is shown in the activity log.
Start with a conversation about your business.
Tell us how you run and where the time goes. We’ll look at it together and give you a straight view of what’s worth automating first, what we’d leave alone, and what each route involves. Free, and without obligation.
Book a strategy callWorks with the tools you already use, and anything else with an API
Including HubSpot, Salesforce, Shopify, Stripe, Xero, QuickBooks, Square, Zendesk, Asana, Jira, Trello, ClickUp, Notion, Airtable, Google Sheets, Google Drive, Dropbox, Google Calendar, Calendly, Gmail, Outlook, Slack, Google Chat, WhatsApp, PostgreSQL.
