Adapt for operations
Bring the work between teams into one workflow.
Build agents that gather company updates, prepare recurring reports, and follow up on handoffs. Give them the systems and instructions your operations team already uses, so you spend less time collecting context.
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Operating reviews
Gather the inputs before the meeting. Use the same definitions each week.
Connect the sources for your weekly review and give the agent a report template. Configure a scheduled run to collect the metrics, changes, and open questions your team needs to discuss.
What changed since last week’s operating review?
Compared the current inputs with last week’s brief. Pipeline increased, two customer issues remain open, and hiring is behind the plan in the team update.
Draft questions for the owners and include the source records.
Prepared the questions with links to the underlying records. You can check them before sharing with the owners.
Team handoffs
Keep the context with the handoff. Connect the steps across your tools.
For a new customer or an internal request, have an agent gather the relevant records and prepare a handoff checklist. Define the owner, required information, and next step in the instructions.
Prepare the handoff for the customer that signed this morning.
Gathered the CRM record and sales notes. The draft lists the customer’s goals, promised scope, onboarding owner, and two unanswered questions.
Put those questions in the checklist for our onboarding lead.
Added both questions and links to the sales notes. The checklist is ready to share.
“We use Adapt to centralize access to insights, reduce interruptions, and focus our time on more strategic work.”
Jonathan NahinFounder, RevSendQuestions
Work with a developer or implementation partner to connect systems and deploy the agent. Your operations team can supply the process, examples, and instructions, then use the agent through Slack or the web.
Choose one recurring report or handoff with clear inputs and an output your team can check. Start with drafts, compare them with your existing process, and refine the instructions before expanding.
Yes. Agents can reuse connected systems, shared files, and instructions. Your technical team configures the access each agent and team needs.