Hand the busyworkto agents that pass it back
Agents clear the repeat work and follow your rules. People make the calls. They pick up, hand over and sign off
Free for up to three people. No card needed.
Reconcile agent passed FIN-2291 to Priya
if invoice.amount > 5,000
a person signs off
Finance ops
On shift
Good morning, Sam
Month-end close · day 3 of 5
Handed to agents
128
Back to people
14
Signed off
96
Median pass
4 min
Handoff queue
Vendor invoice does not match the order
FIN-2291 · Billing
2m
Card lines without a receipt, week 40
FIN-2287 · Expenses
9m
Refund over the limit for order 88213
SUP-0912 · Support
14m
Monthly accruals draft
FIN-2280 · Ledger
1h
Supplier asks to change bank details
FIN-2276 · Vendors
2h
Passed back to people
of all handoffs
Works where you work
Agents work inside the tools you already use
Baton connects through each tool's own sign-in. Nothing moves into a new system, and any connection can be set to read only.
See every connectionRead, sort and draft replies
Calendar
Find times and book holds
Team chat
Post updates, ask for sign-off
Ticket desk
Open, tag and close tickets
Spreadsheets
Read ranges, append rows
CRM
Update records, log calls
Billing
Match invoices, flag gaps
File storage
File, rename and share
The relay
Every task is passed on, never dropped
A handoff in Baton always carries what was done, what is left and who decides next. Here is one, start to finish.
01 · Agent
Picks it up
An agent reads what lands in the shared inbox and opens a task with everything it found.
mail → task FIN-2291
02 · Agent
Does the repeat part
It matches, fills, drafts and checks, following the rules your team wrote, one step at a time.
matched 41 of 42 lines
03 · Person
Hands over the judgement call
When a rule says a person decides, the task moves to that person with a short note on what is done and what is left.
→ Priya N. · needs a decision
04 · Person
Signs off, and it closes
The decision goes into the log, the agent finishes the last steps and the task closes with its full trail.
logged · closed 10:17
Each pass carries
The crew
Six agents, each with one job
An agent does one kind of work and nothing else. You choose what it may open, what it may change and who it hands to.
What agents can and cannot doIntake
Reads what arrives
Sorts every message, form and file into a task, and attaches what it read so nobody opens the same mail twice.
Reconcile
Matches the numbers
Lines up invoices, orders, receipts and statements, and points at the exact line that does not fit.
Follow-up
Chases the missing piece
Writes the reminder, waits, and writes again in your team's tone until the receipt or the answer arrives.
Schedule
Finds the time
Books reviews, holds rooms and moves meetings when a handoff needs people in the same place.
Router
Sends it to the right desk
Reads each request, checks your routing rules and passes it to the team or person who owns that kind of work.
Report
Writes it down
Turns the week's handoffs and decisions into a short report, with a link back to every task.
Decision log
Every call a person makes stays on the record
When an agent hands over, you see what it did and what is left. Your answer, and the rule that asked for it, go into one log the team can search.
- Who decided, when, and on which version of the task
- The rule that sent the task to a person
- Search by supplier, amount, person or week
Decisions · today
3 of 11
Priya N. approved
10:15
Pay invoice 0412 at the order price. The supplier sends a credit note for the difference.
rule: amount over 5,000 → a person
Jonas O. returned it
09:48
Refund for order 88213 goes back to the agent: offer store credit first, as the policy says.
rule: refund over 200 → support lead
Sam M. approved
09:12
Hold the bank detail change until the supplier confirms it by phone.
rule: bank details changed → call first
Rules
Rules the whole team can read
A rule is one short line, not a script only one person understands. Anyone can see why a task went where it went, and switch a rule off with one click.
rules / finance-ops
3 of 4 on
if invoice.amount > 5,000
a person signs off
if supplier.bank_details changed
call the supplier first
if receipt.missing after 3 days
follow-up agent writes again
if refund.amount > 200
hand to the support lead
last edited by Priya N. · Tuesday 16:40
Workflows
Start with the work you repeat every week
Each team keeps its own queue, agents and rules. These four are where most teams begin.
Finance
Month-end close
- AG
Matches card lines to receipts
- AG
Flags lines with no receipt
- PN
Approves the exceptions
- AG
Posts the entries and files the report
Support
Refund requests
- AG
Reads the request and the order
- AG
Checks it against the refund policy
- JO
Approves refunds over the limit
- AG
Sends the refund and the reply
Sales
Lead routing
- AG
Reads the form and the company site
- AG
Scores it against your fit list
- AG
Routes it to the right owner
- MK
Owner accepts or passes it on
People
New-hire paperwork
- AG
Sends the forms and chases them
- AG
Checks every form is complete
- LT
Manager signs the first-week plan
- AG
Opens accounts and books day one
Security and trust
Every action leaves a trail
Agents work with the least access a task needs, and everything they do is written down where your admins can read it.
Each agent has its own keys
An agent opens only the tools and folders you list for it, with read or write set per tool.
A full trail for every task
Each read, change, handoff and decision is logged with the time, the actor and the version of the task.
People approve what matters
Your rules decide which steps need a person. An agent can never approve its own work.
Single sign-on and roles
Sign in through your company identity provider, and give admins, members and viewers their own rights.
You choose where data lives
Pick the region where workspace data is stored, and set how long tasks and logs are kept.
Pause any agent at once
One switch takes an agent off shift. Its open tasks return to the queue with a note.
Pricing
Pay for seats. The agents come with the plan.
Every plan includes all six agents. Start free and move up when the team grows.
Compare every plan
Your first handoff
Pass the next repeat task to Baton
Connect one inbox, pick one agent and one rule. Most teams have a working handoff before lunch.
Intake agent picked up “Weekly vendor statements”
just now