For operations teams

AI agents for operations, handed the work that repeats

Xagent runs AI agents for operations work that comes back every week or every month. Describe the job in plain language, such as matching invoices or setting up a new starter. Xagent plans the steps and runs them with your Outlook, Calendar, Drive and other systems.

Task planExample
YouAt month end, collect the supplier invoices from the finance inbox, match each one to its purchase order and list the ones that do not match.
1Collect the month's invoicesDone
Outlook
2Look up each purchase orderDone
Knowledge base
3List the invoices that do not matchRunning
Documents
4Draft a query to each supplierNext
Outlook

AI agents for operations: what to hand over

Eight jobs that come round on a calendar, each one written as a plain request.

Month-end invoices

Collects invoices from the inbox and checks each against a purchase order list.

OutlookKnowledge base

New starter set-up

Writes the welcome pack and drafts the first-week emails.

CalendarOutlook

The weekly operations report

Pulls the week's notes and figures into one page.

DriveDocuments

Meeting follow-ups

Turns meeting notes into a list of actions and a summary email.

CalendarDocuments

Supplier reminders

Finds what is due and drafts a reminder to each owner.

DriveGmail

Policy questions

Answers staff questions from the handbook and policies you upload.

Knowledge base

Request intake

Reads a new request, works out what it is and who should take it.

GmailMCP server

The monthly review deck

Drafts the slides from the report.

SlidesOneDrive

What starts an operations agent

A task can begin in six ways.

QuestionWhen it startsA job it fits
A scheduleFridays at 3pm, or the last working day of the month.The weekly report and the month-end invoice check.
A webhookYour people or ticketing system sends a signal.The new starter pack, or a request from a ticketing tool.
A new Gmail messageA message lands in a shared inbox.Request intake, or an invoice arriving in the finance inbox.
A typed requestYou ask for it when you need it.A one-off meeting summary or a list of suppliers.
The plannerA bigger request is split into steps.A report that needs figures gathered and slides made.
A saved agentYou open it and run it again.Any job you saved, on the day it comes up.

An example run: setting up a new starter

An account manager joins Contoso Energy, a made-up company, on Monday. The people team has one sentence for Xagent.

Run logExample
YouA new account manager starts on Monday. Set up their first week.
  1. Outlook
    Reads the offer and start detailsReturns the role, the start date and the manager.
  2. Knowledge base
    Finds the onboarding checklistReturns the steps your team follows for that role.
  3. Documents
    Writes the welcome packDrafts a one-page guide to the first week.
  4. Calendar
    Drafts the first-week scheduleLists the meetings and who to invite.
  5. Outlook
    Drafts the welcome emailPuts it in drafts for the manager to read.
Result handed back. Save it as an agent and start it from a webhook when your people system logs a new hire.

Connect the systems operations already runs on

Native connectors cover Google, Microsoft, Meta and LinkedIn. Operations usually also runs on a ticketing tool, a people system, an asset register or an accounting package. Those connect through MCP servers. Someone technical sets each one up once, and after that agents use it like any other tool.

Map the job before you connect anything. The guide below shows how.

  • Google and Microsoft connectors, ready to use
  • MCP servers for other systems, internal ones included
  • A plain-language request on top

What an AI operations agent costs in Xagent

Pro is US$59 a month for 2 users and 5k actions and triggers a month. Team is US$299 a month for 10 users and 25k actions and triggers. Enterprise is talk to sales, with unlimited users and actions, an implementation team and training. Details are on the pricing page.

AI agents for operations: frequently asked questions

Which operations jobs should an AI agent take first?

Pick work that repeats, follows rules you can write down and gives a result someone can check quickly. Month-end checks, onboarding packs and weekly reports are common first picks.

Can Xagent work with our ticketing or accounting system?

Yes, through an MCP server. Systems beyond the native Google, Microsoft, Meta and LinkedIn connectors, including internal ones, connect that way.

Do we need developers to set it up?

Not for tasks that use the Google and Microsoft connectors and the knowledge base. Connecting an internal system through an MCP server needs someone technical, once.

How do I see what an operations agent did?

Every tool call and result shows while the task runs, with the token count. A running task can be paused, and each run keeps logs and traces.

What happens when something does not match?

Xagent plans each task from your request, so say what you want done with exceptions. In the month-end example, the request asks for a list of the invoices that do not match, so a person can look at them.

Start with the job that lands every month.

Book a demo and tell us which task your team dreads at month end. We will give it to Xagent while you watch.

Book a demo