DP-05 Internal ops

Ops Agent

Every company has an invisible employee: the one who schedules the meetings, chases the overdue tasks, compiles the Friday report, and routes the 'who handles this?' requests. Usually it's the owner, at 10 PM. Give that job to the Ops Agent instead.

Where it fits · used in

Put the Ops Agent in your process See how we work

FRIDAY-OPS-DIGEST.TXT

Digest:  Week of Mar 3 · sent Fri 4:00 PM to #leadership
Sources: Asana · Google Calendar · QuickBooks · Slack

DONE       47 tasks closed (↑12% vs last week)
OVERDUE    6 tasks — owners nudged; 2 escalated to you
HIRED      Contractor onboarding SOP: 9/11 steps complete
           blocked on: laptop shipment (ETA Tue)
CASH       Invoices sent: 14 · Overdue >30d: 3 (chase #2 sent)

→ Monday prep: agenda drafted for 9 AM leads meeting,
  3 open decisions attached with context.

Sample output

Job Description

What the Ops Agent does all day

SchedulingFinds times, books rooms and calls, and handles the reschedule shuffle.
Request routingTurns inbound internal requests into assigned tasks with owners and due dates.
SOP executionRuns your checklists — onboarding, offboarding, month-end — step by step.
Chase-upsPolitely and persistently follows up on overdue tasks and unanswered threads.
Report compilationAssembles weekly ops, sales, or project reports from your live systems.
Meeting prep & notesPreps agendas from open items and distributes action items after.

Integrations

Works inside the systems you already run

We connect it to your systems during the build, including tools that aren't on this list. Don't see your tool? Ask us.

Google Workspace
Microsoft 365
Slack
Asana / Trello / ClickUp
Notion
QuickBooks
Zoom

You Hold the Leash

Oversight, built in

Internal-only by default: it never contacts customers unless you extend it. Task assignments follow routing rules you write in plain English, and anything ambiguous lands in your queue instead of guessing.

How Draft / Approve / Autopilot modes work

FAQ

About the Ops Agent

Is this just another Zapier?

No — Zapier moves data when triggers fire. The Ops Agent owns outcomes: it decides, sequences, chases humans, and reports back. You give it a job, not a flowchart.

Can my team talk to it?

Yes — it lives in Slack or Teams. Anyone can ask it to schedule, assign, or report, within permissions you control per person.

What SOPs work best?

Anything with defined steps and named owners: client onboarding, employee on/offboarding, month-end close prep, weekly reporting. You share the SOP; we set it up, and it runs it.

Works Well With