Strategent is an AI operations agent that connects a company's existing tools—email, calendar, CRM, invoicing, and more—into a single automated workflow. It performs routine tasks like drafting replies, logging leads, chasing invoices, and scheduling meetings, with a phased onboarding that starts with an audit and ends with full acceleration. The agent can be triggered directly from Slack or Microsoft Teams.
Funding
Funding not disclosed
Founders
Product
Problem
Businesses run on a fragmented stack of disconnected tools—email, calendars, CRMs, invoicing, and spreadsheets—forcing staff to manually move data between systems and repeat routine actions. This creates operational drag, slows response times, and allows revenue leaks through missed follow-ups and unpaid invoices.
Solution
Strategent is an AI operations agent that connects a company's existing tools into a single, automated workflow. It performs actions across the stack—triaging inboxes, drafting replies, logging calls and leads in the CRM, scheduling meetings, chasing unpaid invoices, and updating spreadsheets—without requiring users to leave their current platforms. The service is delivered in three phases: a one-day audit of the existing stack, a three-to-four-week architecture phase that connects tools and builds a knowledge base, and an ongoing acceleration phase where the agent executes tasks continuously. Users can hand off work by mentioning the agent directly in Slack or Microsoft Teams, and it reports results back through connected channels like Gmail, HubSpot, QuickBooks, and Notion.
Target Audience
Primary customers are small-to-mid-sized businesses and operations teams that rely on a mix of SaaS tools and want to automate routine administrative work without replacing their existing software stack.
Features
- Connects to 15+ tools including Gmail, Google Calendar, HubSpot, Salesforce, Slack, Microsoft Teams, QuickBooks, Stripe, Twilio, Zillow, Notion, and Excel
- Performs multi-step actions such as drafting replies, logging leads, scheduling meetings, sending client updates, and reconciling payments
- Triggerable via @mention in Slack or Microsoft Teams for on-demand task execution
- Includes a phased onboarding: one-day audit, three-to-four-week architecture, and ongoing acceleration
- Maintains a knowledge base and context layer in Notion to inform how tasks are executed
- Provides industry-specific configurations tailored to the workflows and rules of the business it joins