See a managed role at work

Work moves forward.
You stay in control.

Operator AI gives your business a managed role that learns the work, connects the systems, and brings decisions back to your team.

Trained on your business · Managed by people

Operator workspace · demo data

Activity

Monitor profile runs, review status, and open completed briefings.

22  active0  queued105  signals4  approvals11  today

Managed profiles

+ New profile

Fictional workspace profiles for this demonstration.

Profile briefings

Completed results you can continue in chat.

Atlas logo

Atlas

Today, 09:24

Morning brief

Urgent

Good morning, Paul. Atlas here.

Yesterday Atlas reviewed 34 new sales enquiries, prepared six follow-ups, and moved three qualified opportunities into the proposal stage. One high-value enquiry is still waiting for a pricing decision.

Today, highest priorities

  1. Proposal approval. A fictional €18,400 proposal for Northstar Retail is ready. Confirm the delivery timeline and approve the draft before the 11:00 follow-up.
  2. Lead response. Four demo leads have been waiting since yesterday afternoon. Review the prepared replies and assign an owner to each conversation.
  3. Pipeline review. Two opportunities have had no activity for seven days. Decide whether to re-engage them or close them from the fictional pipeline.

Other open points

  • Missing decision maker. The Meridian Foods opportunity has strong interest, but no final decision maker is listed. Ask the account owner to confirm the buying team.
  • Follow-up sequence. Three warm leads completed the demo sequence without booking. A shorter personal follow-up is drafted for review.
  • Forecast confidence. The fictional monthly forecast includes one opportunity without a confirmed close date. Update it before the team review.

Voice memo transcript

Good morning, Paul. Atlas here. I reviewed the fictional sales pipeline overnight. The Northstar Retail proposal needs your timeline decision, four leads need replies, and two quiet opportunities need a clear next step.

Full report (supporting context)

Atlas scanned the fictional CRM, shared inbox, calendar, and proposal folder. Activity is healthy overall, with three qualified opportunities advanced and six follow-ups prepared. The main risk is delay: one proposal needs approval, four leads need ownership, and one forecast date remains unconfirmed.

Fictional demonstration data

Works across the systems you already use

Gmail logoGmail
Google Calendar logoGoogle Calendar
Slack logoSlack
HubSpot logoHubSpot
Notion logoNotion
Google Sheets logoGoogle Sheets
Microsoft Outlook logoMicrosoft Outlook
Stripe logoStripe
Salesforce logoSalesforce
Calendly logoCalendly
Linear logoLinear
QuickBooks logoQuickBooks
Gmail logoGmail
Google Calendar logoGoogle Calendar
Slack logoSlack
HubSpot logoHubSpot
Notion logoNotion
Google Sheets logoGoogle Sheets
Microsoft Outlook logoMicrosoft Outlook
Stripe logoStripe
Salesforce logoSalesforce
Calendly logoCalendly
Linear logoLinear
QuickBooks logoQuickBooks

How it works

Everything around the work, in one place

Live activity, the systems your team uses, and a role that prepares the next step, without taking control away from people.

Gmail logo
Google Calendar logo
Slack logo
HubSpot logo
Notion logo
Google Sheets logo
Microsoft Outlook logo
Stripe logo
Salesforce logo
Calendly logo
Linear logo
QuickBooks logo
Gmail logo
Google Calendar logo
Slack logo
HubSpot logo
Notion logo
Google Sheets logo
Microsoft Outlook logo
Stripe logo

Plug into your stack

The role reads and updates the tools your team already works in.

TodayLive
  • Lead reply drafted2 min
  • Morning brief delivered8:02
  • Follow-up queued12 min
  • 1 decision waitingApprove

Stay in the loop

A live view of completed work, pending decisions, and anything that needs attention.

Approvals1 waiting
Gmail logoDaniel Carter2 min

“Can we move Thursday’s walkthrough to 10:00?”

Suggested replyThursday at 10:00 works, shall I send the invite?
ApproveEditSkip

Nothing sends until you approve

Approve the next step

Customer-facing work pauses for your review. See the full context, then approve, edit, or skip before anything goes out.

Every angle of the role, in one workspace

See the workflow, ask what happened, review decisions, and follow each handoff without chasing another tool.

Managed workflows

Triggers, company context, connected tools, and approvals move together in one visible flow.

Instagram

New posts & DMs

Operator AI

Writes summary

Approval

You review

Slack

Sent to #team

Gmail

Emailed to team

Suggested actions

Useful next steps appear from the context already inside the work.

Draft the lead reply
Prepare tomorrow’s meetings
Check overdue follow-ups
Summarise this week
Review pending approvals

Connect anywhere

Give each role only the systems required for its job.

Gmail logo
Google Calendar logo
Slack logo
HubSpot logo
Notion logo
Google Sheets logo
Microsoft Outlook logo
Stripe logo
Salesforce logo
Calendly logo
Linear logo
QuickBooks logo

Ask about workflows

Ask what ran, what changed, or where a task is waiting.

What still needs my approval today?
Operator AI logo Three items are waiting
Two lead replies and one meeting follow-up are ready to review.

Activity history

Every completed step and human decision stays visible.

Lead reply drafted

Ready for your approval · 2 min

Morning brief delivered

Five priorities, one conflict · 8:02

Follow-up queued

Context checked in HubSpot · 12 min

Why a managed AI role works better

Useful work takes more than a prompt. Your role needs business context, access to the right systems, clear approval points, and a team responsible for keeping it effective.

Operator workspace · demo data

Home

Updated just now

Thursday 24 September

Good morning, Paul.

Live across 7 profiles · Just now

0

Approvals

2

Published workflows

2

Completed today

Important across all profiles

Live inbox items, verified profile findings, workflow approvals and failures.

Refresh
All 40Approvals 0Blocked 0New signals 40
7 All profiles Atlas logoAtlasHelios logoHeliosBrightwave Co logoBrightwave CoOperator AI logoOperator AISummit Labs logoSummit LabsCobalt logoCobaltDriftwood logoDriftwood
google sheets

New signal12 min ago

Q3 Forecast 2025

Spreadsheet shared with you · modified Sep 24, 08:02 AM

Atlas· Source: google sheets

Open inbox
gmail

New signal39 min ago

Priority vendor update

New item from Vendor Portal.

Atlas· Source: gmail

Open inbox
slack

New signal52 min ago

#support: two customers report slow checkout

Unread thread flagged as urgent.

Helios· Source: slack

Open inbox
hubspot

New signal1 hr ago

Deal moved to Proposal: Northgate Retail

Stage changed by teammate · value €18,500.

Summit Labs· Source: hubspot

Open inbox
google calendar

New signal2 hr ago

New booking: intro call Friday 10:30

Invite accepted · prep notes attached.

Cobalt· Source: google calendar

Open inbox
stripe

New signal3 hr ago

Payment failed: invoice #INV-2041

Card declined · retry scheduled.

Brightwave Co· Source: stripe

Open inbox

One morning view across all your profiles, what happened, what needs approval, and what needs your attention.

What founders are saying.

Real voices from across the web on running their businesses with AI. External sources, not Operator AI customers.

“The council, which is compiled of all AI agents, helps me save around 20 hours a week, and that’s a very conservative estimate.”

Aaron Sneed

Solo founder

“It’s like holy smokes! It was everything that I had wanted to get done at a cheaper rate for a year.”

Alex Jandick

Owner, 131 Cash Home Buyers

“I built a team to do the work I was doing at midnight… the routine admin alone was eating about 15 hours a week. So I automated what I could and handed off the rest.”

CJ Arnesen

Sierra Nevada Off Road Academy

“Approaching a $10 million run rate without a traditional full time team.”

Ben Cera

Founder, Polsia

“AI agents run my business and life.”

Andrew Wilkinson

Tiny

“A lot of small operators think these things are meant for big chains, and I always say, if I could do it, you guys could do it.”

Babir Sultan

Founder and CEO, FavTrip

FAQs

Everything you need to know about hiring a managed AI role for your business.

General

A managed AI role built around one defined job in your business, handling inbound leads, chasing follow-ups, preparing invoices, or running your inbox. Unlike a general AI assistant you have to prompt, the role works inside the systems your team already uses: it reads the context around each task, prepares the actual work, keeps every piece of information tied to its source, and hands anything consequential to a human before it happens. You hire it for a job description, not a chat window.

Read the guide: What is Operator AI?

General assistants answer questions; a role does the work. Operator AI connects to your email, CRM, calendar and other tools with the permissions you approve, works from your business context instead of generic prompts, follows defined workflows, and records every step in an activity history your team can review. Sensitive actions pause at approval checkpoints before anything leaves the business. And because the role is managed, our team keeps it performing over time, you are not left maintaining prompts yourself.

Read the guide: How integrations work

Email, calendar and files first, then messaging (browser chat, Telegram, WhatsApp, Slack), CRM, scheduling, tasks and billing. Each integration shows its approval policy before you connect: press Connect, sign in at the provider, review exactly which permissions the role is requesting, and it is live. Disconnecting at any time revokes the access immediately.

Read the guide: How integrations work

Four stages: a signal arrives from one of your integrations, Operator understands the context, the message, contact history, calendar and your business rules, and prepares the work in your voice and formats, and a human checkpoint holds anything consequential until someone approves, edits or skips it. The approved action then runs, the outcome is logged in the activity history, and a summary is sent so your team always knows what happened.

Read the guide: Launch your first workflow

Pick the work that repeats most often, that is where a role pays for itself first. We map the process with you, identify the systems involved, define what Operator may do on its own and what requires approval, then connect your systems and test with real but controlled examples before the role goes live. You widen its autonomy as it proves reliable on real work, not all at once.

Read the guide: Set up your Operator

A managed role does not stop at setup. Our team monitors how it performs on live work, corrects what drifts, adjusts workflows as your process changes, and reviews activity with you. You are hiring an ongoing operation that covers the role, its guardrails, and the people keeping it effective, not a tool you configure once and hope stays right.

Book a call

Pick a time, we’ll map your first workflow

A 15-minute check. Bring one workflow that repeats too often, and we’ll show how a managed role would run it.

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Stop waiting on the work.

Give the repeating work a clear owner, and keep your team in control of every important decision.

Find your first AI role