Agent FM
AI teammates that complete repetitive work across your files, browser, inbox, and business apps.
Product Overview
What is Agent FM?
Agent FM is a desktop-based assistant that handles multi-step computer work across the tools you already use. You describe the desired outcome, and it plans and executes the required steps across email, files, browser sessions, spreadsheets, calendars, and business applications. Completed work is returned in the same chat for review, with approval required before messages or other external actions are sent.
Key Features
Outcome-Based Task Delegation
Describe the result you need, and Agent FM plans the steps required to complete the task.
Cross-Application Workflows
Works across inboxes, files, browsers, spreadsheets, calendars, and business tools without requiring data migration.
Review Before Action
Returns completed work for review and requires approval before sending messages or submitting external actions.
Desktop-Native Operation
Runs on macOS 14+ and Windows while working within the applications and accounts already signed in on your computer.
Business Task Automation
Supports workflows involving data, email, research, sales, billing, recruiting, monitoring, and online portals.
Use Cases
- Inbox Management : Triage incoming email, identify items requiring attention, and prepare follow-up messages for approval.
- Finance and Billing : Chase overdue invoices, reconcile expenses, and compare financial records across accounting tools and spreadsheets.
- CRM Administration : Update customer records, log call outcomes, and record next steps from sales or customer conversations.
- Research and Data Collection : Extract information from directories, portals, and long web pages into structured spreadsheets.
- Reporting and Operations : Collect recent metrics, refresh presentation materials, and coordinate recurring operational workflows.
FAQs
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