AGENT FMDownload for Mac

For operations teams

Hand off the busywork. Sign off on the result.

Say the job in one sentence. It works inside the tools you're logged into and brings back finished work for your OK.

Start free. No credit card required.

Animated demonstration of Agent FM teammates working in Gmail, Google Calendar, Google Sheets, and QuickBooks, then bringing the finished work back for your OK.

Backed by Y Combinator

Used by ops teams at

  • Harbor Point Insurance
  • Bluestem Freight
  • Northgate Property Group
  • Cadence Clinical Staffing
  • Marlowe & Co.

Four jobs that eat your week.

None of it is hard. It’s just endless: copying, nudging, checking, and matching across tools that don’t talk to each other. Every new client, carrier, or listing adds more.

01

Typing the same thing twice.

You enter a client, quote, or candidate in one system, then type it all again into another that doesn't sync with it.

What it costs

Two to three hours a day, and one typo can turn into a claim.

02

Following up, again and again.

Nudging carriers, candidates, tenants, and clients who said they'd send something and still haven't.

What it costs

Miss one follow-up and a renewal lapses, or an invoice goes another 30 days unpaid.

03

Checking portals for changes.

Logging into every portal each morning just to see if anything changed. Usually nothing has.

What it costs

The first hour of every day, and the one expiration that mattered still slips through.

04

Matching lists that don't agree.

Two records of the same thing, like the rent roll and your master sheet, show different numbers. Someone has to find out which is right.

What it costs

A weekend a month, and real money when the gap is in rent or carrier invoices.

It does the work. You decide what gets sent.

Every email, form, and filing it prepares waits for your OK. Read it, change it, or send it as is. Many AI agents act on their own. With Agent FM, a mistake stays a draft you can fix, not something a client has already seen.

Drafts · waiting for your OK

3 pending

  • Harbor Point Insurance

    Invoice #2041 · 34 days overdue

    Gentle
  • Bluestem Freight

    Invoice #1987 · 61 days overdue

    Firm
  • Northgate Property Group

    Invoice #1902 · 92 days overdue

    Final notice

How it works

One sentence in. Finished work out.

One real morning, start to finish: four minutes of your teammate’s time and about ten seconds of yours.

  1. 018:02 AM · You

    Say the job.

    One sentence, the way you'd say it to a colleague. No workflow to build, no integration to set up, so you start on day one.

  2. 028:02–8:06 · Sprout

    Let it work.

    It plans the steps and works inside the portals, inboxes, and sheets you're already logged into. You get your morning back while it runs.

  3. 038:06 AM · You

    Approve the result.

    Finished work comes back to the same chat with every step it took. Nothing is sent, filed, or posted until you say so, so mistakes stay drafts.

  4. 04Weekdays · 7:00 AM

    Make it a routine.

    Turn any job into a standing sweep that runs itself, so tomorrow's inbox is already sorted when you sit down.

Works with your existing tools

GmailOutlookGoogle CalendarSlackLinkedInIndeedGreenhouseZoom
ShopifyAmazonQuickBooksStripeSalesforceHubSpotDocuSignZillow
Google DriveGoogle SheetsNotionAirtableWorkdayGustoDropboxCalendly
Google DocsG2FedExUPSOpenCorporatesThe Hartford

Do your best work 10x faster

Data & spreadsheets

For turning directories, portals, and long pages into clean rows.

  • 01

    List detangler

    Merge [list A] and [list B] into one deduped tracker with normalized columns.

  • 02

    Directory to sheet

    Pull every listing from [directory] into a sheet: name, phone, address, website.

  • 03

    Rent-roll reconcile

    Pull the rent roll from AppFolio, reconcile it against the master sheet, and flag variances.

Browse all use cases

What changes when you hand it off.

Numbers from active teams, tied to the one promise: hand off, sign off.

11

hrs / week

back, every week.

Median for active teams, on the five kinds of busywork you used to do at night.

0

unapproved sends

Ever.

Every email, filing, and post waits for your OK, so the thing you hand off is never the thing that goes wrong.

3–4 → 0

lapses / quarter

Renewals and credentials, caught.

A sweep that never forgets a date.

< 20

minutes

Day one, no IT.

From download to first finished job, using the logins you already have.

+0

ops seats

Hire for growth, not paperwork.

Teams add clients, carriers, and listings without adding an ops seat.

Before and after.

Three teams in three trades. Same handoff, same OK. Here’s what changed once a teammate took the busywork.

Client retention

87%

Clients kept, of every 100

Harbor Point Insurance

Independent agency · 14 people

Before
Two account managers spent every morning re-keying submissions into five carrier portals and chasing loss runs by hand.
After
Quote comparisons and loss-run requests are ready for sign-off by 9am. Account managers spend the reclaimed hours on renewals.

14 hrs / week reclaimed

“I gave it the same sentence I'd give a new hire and it came back with the sheet done. The difference is it asked before it sent anything.”

Dana Whitlock · Operations Director

Carrier vetting

45 min

Per new carrier, by hand

Bluestem Freight

Brokerage · 22 people

Before
Carrier vetting took 45 minutes per new carrier, and rate-con audits happened after invoices were paid.
After
Vetting summaries in 6 minutes with the evidence linked, and every carrier invoice audited against its rate con before payment.

$38,000 overbilling caught in 90 days

“Our whole business lives in portals nobody has an API for. This is the first thing that could actually log in and do the work.”

Marcus Bell · Founder

Owner statements

1 weekend

Given up every month

Northgate Property Group

Property management · 1,100 doors

Before
Monthly owner statements took the ops lead a full weekend to reconcile.
After
Statements are prepped and anomalies flagged by Friday afternoon.

3 variances caught in month one

“I stopped dreading the first of the month.”

Priya Raman · Head of Operations

Questions people actually ask.

  • Gmail, Outlook, Google Drive, Sheets, Calendar, Slack, QuickBooks, Salesforce, HubSpot, Greenhouse, Shopify, Amazon, and any website you can sign in to, including carrier, payer, and vendor portals.

Hand off the busywork.
Sign off on the result.

Start free today. No credit card, nothing to integrate, and nothing goes out without your OK. Cancel any time.

macOS 14+ · Windows early access · Backed by Y Combinator