Roles
Use Cases
Data Analysis Agent
Query your data warehouse from Slack
Meeting Prep Agent
Get context before every meeting
Competitor Analysis
Track competitors across every channel
SEO Automation
Automate every SEO workflow
Lead Qualification Agent
Qualify and route inbound leads
Ad Campaign Management
Audit accounts and optimize ad spend
Content Creation
Agents for your content workflows
Support Agent
Triage tickets through natural conversation
CRM Agent
Keep your sales pipeline up to date
Call Analysis Agent
Insights from every sales call
Lead Generation Agent
Find, enrich, and prioritize every lead
Shopify Stores
AI agents for Shopify merchants
Automate the glue work across your entire stack
Stop moving data manually. When a new employee starts, an invoice needs syncing from Stripe to Xero, or you need to compare vendor SOC2 reports, the Operations Agent handles it instantly. Connect your tools, describe the workflow, and let Agent7 do the heavy lifting.
Without Agent7
Operations is just manual data entry
- You manually copy invoices from Stripe to Xero at the end of the month
- Onboarding a new hire takes 45 minutes of clicking through 6 admin panels
- Vendor comparisons mean reading 10 PDFs and building a spreadsheet by hand
- Refund requests sit in Zendesk until someone logs into Stripe to click a button
- Your ops team spends 80% of their day doing repetitive admin tasks
With Agent7
Operations runs on autopilot
- Invoices sync from Stripe to Xero automatically, with custom rules applied
- One Slack command provisions all accounts and sends the welcome email
- Agent7 extracts pricing from vendor PDFs and builds the comparison sheet
- Refunds are processed in Stripe directly from the Zendesk ticket with one click
- Your ops team focuses on process design and scaling the business
From tedious task to automated workflow in four steps
Step 01
Connect your tools
Authenticate with your apps. No API keys needed, just click to connect your CRM, accounting software, and HR systems.
Step 02
Give it a goal
Tell Agent7 what needs to be done in plain English. 'Sync our invoices', 'Onboard this person', or 'Compare these vendors'.
Step 03
Agent plans the workflow
Agent7 figures out which APIs to call, what data to extract, and how to format it. It maps the data between your systems automatically.
Step 04
Approve and execute
For sensitive actions like moving money or creating accounts, Agent7 pauses for your approval before proceeding. Read-only tasks run instantly.
Workflows it can run today
Anything you'd normally spend hours copying and pasting between tabs, Agent7 can automate in seconds.
“Onboard the 3 new hires listed in the Greenhouse offer-accepted stage.”
“Compare the SOC2 reports from these 3 vendors and highlight differences.”
“Process this refund request for ticket #1042.”
“Sync yesterday's Shopify orders to our fulfillment sheet.”
“Draft a vendor comparison matrix for our new CRM search.”
“Find all failed Stripe payments this week and draft follow-up emails.”
Connects to your stack
Agent7 orchestrates workflows across all the tools your business uses to operate.
Sources & Triggers
Actions & Targets
Gated execution by design. Nothing moves money or provisions access without your approval.
Read-only defaults
Extracts data safely without touching your source of truth unless instructed.
Approval gates on writes
Creating accounts, sending emails, or moving money always pauses for approval.
Full audit trail
Every API call, parameter, and response is logged in your run history.
Stop the manual copy-pasting
Set up in five minutes. Automate your first workflow. Get back to the work that actually moves the needle.