From a good idea.
To done.
Move the work behind the work.
Give an agent team the recurring work of a company — the back-office runs, the internal tools and the systems in between — and keep every result behind a review you set.
A goal, split into assignments,
and brought back for review.
Operations turns a goal into assignments with owners and expected outputs, runs them through the processes your team already follows, and returns each result where a person can read it.
Delegate with the detail
Break a goal into assignments with clear owners, dependencies and the output you expect back.
Run it the same way twice
Recurring processes become written instructions an agent team works through, in the order your team wrote them.
Keep the review points
Choose where work stops for a person, and read why anything ran the way it did, clause by clause.
Specialists with defined
responsibilities, on one goal.
An agent team is a set of specialists that each hold part of a shared company workflow. You break the goal into assignments with clear owners, dependencies and expected outputs, then watch each assignment move through the team.
Standing instructions travel with the team, so the same rules apply wherever the work runs, and the work inbox collects everything that needs a person into one feed you can read, act on and archive.
- 01Agent teams
- 02Task delegation
- 03Agent instructions
The process your team
already knows, written down.
Onboarding a new colleague, coordinating a vendor, preparing an invoice, compiling the monthly update — each one is a process somebody on your team carries in their head. Written down once as instructions an agent team can work through, it runs the same way every time.
Documents come back organized and prepared from your own templates, and a sheet run puts the same workflow down every row so you can watch each cell fill in.
- 01Reusable workflows
- 02Document workflows
- 03Recurring reports
A brief, a plan, a change,
and the steps to release it.
A product brief becomes technical tasks, dependencies and review points before anything is written. The change arrives with its summary, its checks and its release steps in one place, running as a preview you can open before you decide.
Implementation plan
- 1Read the brief and the current processDone
- 2Map the records the tool touchesDone
- 3Build the board and its filtersDone
- 4Prepare the checksDone
- 5Assemble the releaseNow
- 6Write the setup notesNext
Owner
- Priya RamanOperations
- Review before releaseRequired
Depends on
- Renewal recordsIn place
- Vendor renewals workflowIn place
- Account renewal dateMigration
Change summary
4 files- renewals-board/page+142−0
- renewals-board/filters+86−12
- records/queries+31−4
- tests/renewals-board+58−0
Checks
3 prepared- Behaviour checks24 passed
- Record access6 passed
- Preview build1m 42s
Questions for the developer
- Should a closed renewal stay on the board?Open
- Who can edit the shared filters?Open
Check history
Last three runs- 09:12 · Preview build1m 38s
- 08:40 · Behaviour checks24 passed
- 08:02 · Record access6 passed
Release
- Change previewOpen
- ReviewWaiting on you
- Release steps3 prepared
- Setup notesAttached
Data migration
Behind review- Adds a renewal date to accounts128 rows
- Backfill, then verifyPrepared
- Reversible for 7 daysYes
Release steps
- Apply the migrationStep 1
- Publish the tool to the teamStep 2
- Tell the owners it is liveStep 3
From the brief
- Raised on a customer call04 Sep
One change in a record,
and the rest of the work follows.
An automation starts from a signal, a stage move, a field change, a score threshold or a reply, and narrows to the records you mean using the same filters that build your segments.
Before it runs you see which records it would act on and what it would do to each one. From there it can refresh a company and its people, update a field, tell an owner in the product, or put the right person at the account into outbound and hold it for approval.
- 01Automation triggers
- 02Automation conditions
- 03Automation preview
Work stops where you
decided it should stop.
Anything that spends credits or leaves the workspace waits at a review point you set, in one queue with the record it came from attached.
Every run keeps its history: which clause matched, which record it looked at, and which version of the automation produced it. Limits on depth, repeats and total actions stop one automation setting off another without end, and background work that gives up says so to the people who own the workspace.
- 01Automation history
- 02Loop protection
- 03Queue visibility
The rest of what
this product does.
The same workspace, the same records, and the same review points — carried into the parts of the work that come up less often.
Collect everything that needs attention into one feed you can read, act on and archive.
Tell a record’s owner in the product the moment an automation finds something that needs them.
Have an automation rescore an account, reassess a deal’s risk or summarize an interaction.
Run the same workflow down every row of a sheet and watch each cell fill in.
Prepare role-specific checklists, reference material and onboarding documents.
Organize vendor details, requirements and follow-up tasks for your team to review.
Assemble invoice drafts and supporting information for human review.
Turn how your team actually works into written procedures that people and agents both follow.
Start from prepared automations for funding rounds, departing champions, stalled deals and pricing-page visits.
Put the right person at an account into outbound when an automation fires, held for approval.
Refresh a company and its people when something changes, and skip records enriched recently.
Let an automation update a chosen field on a record or add it to a list you pick.
Run an automation on a fixed interval across every record that still matches its conditions.
Keep each version of an automation and see which one produced a run in the past.
Keep a recurring automation from raising the same task or alert again inside a window you set.
Tell workspace owners when a piece of background work gives up, and what it was doing.
Carry website and application requirements through implementation to a reviewable result.
Trace a reported issue through the relevant code and prepare a proposed fix.
Examine proposed changes against the requirements and identify questions for the developer.
Prepare checks for expected behavior and review their results with the code change.
Keep implementation notes and setup instructions connected to the software they describe.
Turn a design or a screenshot into a working interface your team can review.
Review a change running as a live preview before you decide to release it.
Plan a schema or data change, see what it affects, then apply it behind a review.
See what your team
can do with Kaso.
Bring your workflows. We’ll show you where to start.
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