Reduce repetitive work
Use triggers and reusable actions for follow-up, coordination, summarization, and operational updates.
Automation and AI
Automate service operations without automating away accountability.
Managed Tasks gives organizations controlled automation: bounded tools, explicit triggers, human approvals, budgets, execution history, and tenant-owned operating context.
TriggerClient approval received
PolicyTool and budget checked
ApprovalOwner confirms action
ExecuteExternal update completed
RecordOutcome written to activity
Keep people in control
Route consequential client, financial, and state-changing actions through durable approval paths.
Bound every agent
Limit tools, scopes, budgets, and credentials through the intersection of human and tenant authority.
Controlled automation
Every action starts with defined authority.
Automations and agents do not receive a blank check. Tool access, tenant scope, user authority, budget, trigger, approval requirements, and execution context are evaluated before an action proceeds.
- Tool and scope controls
- Run and budget limits
- Tenant and user authority intersection
TriggerClient approval received
PolicyTool and budget checked
ApprovalOwner confirms action
ExecuteExternal update completed
RecordOutcome written to activity
Human approval
Consequential actions pause before they cross the line.
Client-visible communication, financial changes, external writes, and other sensitive actions can suspend for a named reviewer. Approval, rejection, expiry, and resumption remain part of the durable execution record.
- Action-specific approval policies
- Durable suspend and resume
- Recorded decisions and outcomes
Verified identity
Capability check
Active tenant
RLS-protected data
Request allowed only inside effective authority
Operational intelligence
Use AI where the service context makes it useful.
Managed Tasks can summarize work, draft communication, identify next actions, and help operate structured service workflows because the relevant client, service, work, and authority context is already connected.
- Context-aware assistance
- Reviewable generated content
- Usage attribution and cost controls
My Day7 priorities
1Review monthly closeNorthstar AdvisoryReview
2Confirm payroll fileCedar RidgeClient
3Publish service reportAster WorksWorking
Update controls evidenceBrightwell GroupComplete
Frequently asked questions
Questions, answered clearly.
Straight answers for service leaders evaluating a new operating system.
Can AI act directly on client work?
AI and agent actions operate through approved tools and the caller’s effective authority. Actions configured as consequential require human approval before execution.
Can an organization create its own agents?
Yes. Organizations can create tenant-owned agents from approved templates, select bounded tools, configure triggers and budgets, and define the approvals those agents require.
How does Managed Tasks control AI cost?
Usage is attributed to the tenant and evaluated against configured budgets and plan limits before spend-capable execution proceeds.
Build a calmer service operation
Bring every recurring client commitment into one operating system.
See how Managed Tasks can fit your service model, your team, and your client experience.