Action scales agents across IT, people, finance, and security teams to accelerate their output to the speed of inference.
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Action automatically drafts workflows from recurring requests in past tickets, or a goal you describe in natural language. Workflows run across your apps with access controls and approvals.
Scripted walkthrough of the Action workspace.
Deploy Action in Slack or Teams. Ask for help, collaborate with agents, and follow the work in the same thread.
Scripted walkthrough of the Action workspace.
Background agents use browsers, tools, and their own identities to complete work end-to-end.
Scripted walkthrough of the Action workspace.
Track work and collaborate with agents and your team in one board. Two-way sync keeps comments and status up to date in Action and your connected ticketing tools.
Scripted walkthrough of the Action workspace.
Delegate work to Action across every function. Action takes requests from intake to resolution in the tools your team already uses.
Create accounts in Okta, Google Workspace, M365 and Slack, add group memberships, assign a device and ship it, all triggered by the hire event in your HRIS.
On the termination event, deactivate Okta and Entra, suspend Google, transfer Drive ownership, remove GitHub and Slack, lock the Mac in Jamf or Intune and order the laptop pickup.
Employees ask for Figma, GitHub or a Google group in Slack; Action resolves the requestable role, collects the justification, routes to the manager or app owner and provisions on approval.
Verify identity, then reset Okta, Google or Microsoft credentials and MFA factors, including account unlocks, without a human in the loop.
One message locks and locates the device in Intune, Jamf or Kandji, revokes Entra and Okta sessions, opens the incident and orders a replacement.
Reclaim seats from inactive users, right-size renewals and answer “who has access to what” from a single question.
From offer accepted to day 30: HR record in Workday, I-9 and tax forms via DocuSign, buddy and manager tasks, welcome DMs on day one — each task owned, dated and chased automatically.
Employees ask for PTO in Slack; Action checks the balance in BambooHR or Workday, asks the manager to approve and books it, no portal visit required.
A manager submits a title, level or cost-center change; HRBP and Finance approve; Action runs the Workday business process and updates Okta, Slack and the org chart.
Benefits, parental leave, expense limits and holiday schedules answered from the handbook in Notion or Confluence, clause cited, and escalated to a People partner when it’s personal.
A resignation sets the last day in Workday, notifies payroll and IT, sends exit paperwork through DocuSign, schedules the exit interview and tracks laptop return.
A private People help desk in Slack: harassment, accommodation or payroll questions are filed to a restricted space, routed by assignment rules and never visible to IT.
Employees request spend in Slack; Action checks policy and budget, auto-approves under threshold, routes the rest to the manager and pre-authorizes the card in Ramp or Brex.
Match card and AP spend in Ramp, Brex or NetSuite to the seats actually assigned in Okta and Entra, and flag every tool paying for seats nobody uses.
Pull vendor invoices from the AP inbox, match them to purchase orders and receipts in NetSuite or Dynamics 365, and route only the exceptions to a human.
Issue a Ramp or Brex card, raise a limit for a conference or add a merchant category — approved by the manager and auto-reverted when the trip ends.
Request a NetSuite or Dynamics 365 role; Action checks segregation-of-duties conflicts against current roles, gets the controller’s approval and assigns it with an expiry.
A vendor emails new bank details; Action flags it, requires a recorded call-back verification by a named approver and only then updates the ERP.
Build the review from the live inventory across Okta, GitHub, AWS and Slack, send each manager their list as a Slack card, collect decisions and execute the revocations.
Ask in plain English and get the effective list — accounts, groups, nested groups and the grant that explains each one — with coverage caveats stated.
24 hours after a termination, re-check Okta, Entra, Google, Slack, GitHub and AWS for anything still active, revoke it and record the proof the auditor will ask for.
One command: revoke Entra and Okta sessions, reset MFA and password, isolate the host in CrowdStrike, lock the device in Intune, then open the incident with a timeline.
AWS admin, GitHub owner or Okta super-admin for one hour with a reason, approved by the security on-call and revoked on the clock.
A reported email is analyzed, matching copies are found and removed across every Gmail or Outlook mailbox, the sender is blocked, and the reporter gets an answer in minutes.
Sales asks for an NDA in Slack; Action picks the right template, fills the counterparty, sends it via DocuSign, files the signed copy in Drive and records it in Ironclad.
One form for every contract type: value, counterparty and risk tier route it to the right lawyer or to self-serve, launch the Ironclad workflow and start the SLA clock.
“What’s our termination notice with Acme?” “Do we have a DPA with Snowflake?” answered from Ironclad records with the clause and the document linked.
Watch auto-renewal and notice windows across every contract; 90, 60 and 30 days out, the business owner gets a case to renew, renegotiate or terminate.
Redlines that leave the playbook — liability caps, indemnities, payment terms — are routed to the right approver by clause, with approvals recorded in Ironclad.
Intake from a public form, identity verification, data pulls from Salesforce, Zendesk and Workday, a 30-day clock and a drafted response — tracked as one case.
One form for any purchase: Action checks for an existing tool or contract, collects budget owner, Security and Legal approvals in parallel and creates the PO in Coupa or NetSuite.
90 days before each renewal, pull seats and last-login from Okta, Entra and the app’s admin API, compare to the contract and open a negotiation case with a right-size recommendation.
Security review in Vanta, DPA and MSA in Ironclad, and AP setup in NetSuite run as parallel phases with owners and due dates, so a new vendor goes live in days.
Spot two project trackers, three screen recorders and five AI assistants by matching card spend and SSO apps to categories, and propose consolidations with the owners.
When a contract ends: disable the SSO app, remove the integration, confirm the final invoice, request the data-deletion certificate and retire the vendor record.
Before a vendor true-up, count real users in Okta, GitHub, Slack and Microsoft 365, reclaim the idle ones and send the vendor a number you can defend.
Action connects to your identity provider, device fleet, HRIS, finance stack and the tools where work already happens.
Visit our Trust Center for details on Action's security practices and compliance.
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