01Store data
Your agent sets up where your data lives, then connects the tools that fill it.
Quotes, customers and a price book, filled from Gmail and your books.
02Verify changes
Write a rule once and every change, from every agent, is checked against it. Every change is remembered.
A 30% discount breaks the margin rule, so it never reaches the quote.
03Automate work
Work runs on its own, on a schedule or when something changes. A person approves when it matters.
Each morning, quotes waiting three days get a follow-up, sent after Dana approves.
04Create apps
Put a small app on top for the people who would rather tap than type.
A quote builder the site team uses from their phones.
05Use everywhere
The same data, rules and apps from Claude, ChatGPT, Cursor, or a teammate who never opens an agent.
Sales asks Claude, finance asks ChatGPT, both see the same quote.