Product
One queue for people and the agents they work with
Baton gives every repeat task an owner, a next step and a record. Agents take the steps that repeat, people take the calls that matter, and nothing waits in someone's inbox.
On shift now
01 · Queue
One list, whoever holds the task
People and agents share the same queue. Every task shows who holds it now, who had it before and how long it has waited, so the morning stand-up is one glance.
- Filter by holder, team, tool or due date
- Tasks that wait too long move to the top
- Your own view: only what needs you
Handoff queue
Vendor invoice does not match the order
FIN-2291 · Billing
2m
Refund over the limit for order 88213
SUP-0912 · Support
14m
Quarterly statement from the bank feed
FIN-2269 · Ledger
31m
02 · Handover
A handover note on every pass
When an agent passes a task to a person, it writes what it did, what is left and what it needs from you. You answer in one click, and the agent carries on from there.
- Done, left and needed, always in that order
- Every file and record the agent opened
- Approve, return with a note, or take it over
FIN-2291
Vendor invoice does not match the order
Done
Matched 41 of 42 lines to order 7731. Attached the invoice, the order and the delivery note.
Left
One line differs by 1,240: the invoice uses last year's price.
Needed
Pay at the order price, or ask the supplier for a new invoice?
03 · Decision log
Find any decision in seconds
Each answer a person gives is stored with the rule that asked for it and the version of the task it was based on. Search it the way you would ask a colleague.
- Search by supplier, amount, person or week
- Export a period for your auditor
- Agents read past decisions before they ask again
supplier: Halvard · amount > 1,000
Priya N. approved
Oct 14
Pay Halvard Supply at the order price. Credit note requested for 1,240.
rule: amount over 5,000 → a person
Sam M. approved
Sep 29
Accept Halvard's late delivery fee once; note it on the supplier record.
rule: fee not on the order → a person
04 · Rules
Rules written the way you would say them
A rule names a condition and who takes the task next. Rules are versioned, and every task shows the rule that moved it, so a surprise is one click from its reason.
- Conditions on amount, sender, tool or date
- Test a rule on last month before it runs
- Switch any rule off in one click
if invoice.amount > 5,000
a person signs off
if invoice.total ≠ order.total
reconcile agent explains the gap
if task.waiting > 2 days
move it to the top of the queue
tested on September · would have moved 38 tasks
One handoff, start to finish
The life of FIN-2291
A supplier invoice that does not match its order. Three agents and one person touch it in a little over an hour, and every step is on the record.
09:02
Intake agent
Reads the supplier mail and opens a task
It attaches the invoice, finds order 7731 and notes that the totals differ.
Mail · Billing
09:04
Reconcile agent
Matches the invoice line by line
41 of 42 lines match. One line uses last year's price and is 1,240 higher.
Billing · Spreadsheets
09:05
Reconcile agent
Hands the task to Priya with a note
The rule for amounts over 5,000 sends it to a person. The note says what is done, what is left and what is needed.
rule: amount over 5,000 → a person
10:15
Priya N., finance lead
Decides: pay the order price
One click on the handover note. Her answer and the rule that asked for it go into the decision log.
Decision log
10:16
Follow-up agent
Asks the supplier for a credit note
It writes in the team's tone, attaches the order and sets itself a reminder for Friday.
10:17
Report agent
Closes the task and adds it to the week
The task closes with its full trail. Friday's report links straight back to it.
Closed · 75 minutes
Agents in depth
What each agent can do, and what it never does
Limits are part of every agent. You can narrow them further for your workspace, but you cannot widen past the line marked never.
Intake
Reads what arrives
Can
Read shared inboxes and form answers, open tasks, attach files, tag and sort them.
Never
Reply to a customer, or delete a message.
Reconcile
Matches the numbers
Can
Read invoices, orders, receipts and bank lines, and mark the exact line that does not fit.
Never
Pay, refund or change a bank detail.
Follow-up
Chases the missing piece
Can
Write and send reminders from the team address, on a schedule you set.
Never
Make a promise about money or dates.
Schedule
Finds the time
Can
Read calendars you share, propose times, book holds and rooms.
Never
Accept or decline for a person.
Router
Sends it to the right desk
Can
Read requests, apply routing rules, assign tasks to teams and people.
Never
Close a task that a person owns.
Report
Writes it down
Can
Read the log, write the weekly report and post it to the team channel.
Never
Edit a decision or a past entry in the log.
Workflow examples
See who holds the task at every step
Two workflows teams build in their first week. The top lane is agents, the bottom lane is people.
Refund over the limit
Support · rule: refund over 200 → support lead
Agents
People
01
Reads the refund request and the order
Ticket desk
01
Reads the refund request and the order
Ticket desk
02
Checks it against the refund policy
Docs
01
Reads the refund request and the order
Ticket desk
03
Over 200: hands it to the support lead with a note
Ticket desk
01
Reads the refund request and the order
Ticket desk
01
Reads the refund request and the order
Ticket desk
04
Approves, or offers store credit first
Support lead
05
Sends the refund and the reply, closes the ticket
Billing · Ticket desk
01
Reads the refund request and the order
Ticket desk
Supplier changes bank details
Finance · rule: bank details changed → call first
Agents
People
01
Spots a bank detail change in the supplier mail
01
Reads the refund request and the order
Ticket desk
02
Freezes payments to the old and new account
Billing
01
Reads the refund request and the order
Ticket desk
01
Reads the refund request and the order
Ticket desk
03
Calls the supplier on the number on file
Finance lead
01
Reads the refund request and the order
Ticket desk
04
Confirms the change in the task
Finance lead
05
Updates the record and releases the payments
Billing
01
Reads the refund request and the order
Ticket desk
Connections
Twelve connections, each with its own limits
Each connection signs in with the tool's own account, and you set read or write per agent. Need another one? Any app that can send a webhook can start a handoff.
Read the connection docsRead, 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
Docs
Read policies, write reports
Forms
Read new answers as they come
Bank feed
Read transactions, read only
Webhooks
Start a handoff from any app
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