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02the team

Meet the digital workforce.

Every digital employee has one job, a fixed set of systems it may touch, and a list of things it never does on its own. You write that list. It sits in its file, with the date next to it.

Discuss your first digital employee → Get started

→roster

A hundred and eight roles are written out. One of them is yours.

Don't see your exact role? Every employee here is a starting point, we design custom digital employees around your specific workflow and tools.

Discuss a custom role →

→featured, in depth

Seven roles, fully mapped out.

The most-implemented digital employees, with their tasks, tools, boundaries and example workflows. Every other role above follows the same structure.

AIM 001 · deployable

Data-Triage Employee

Reads incoming data streams, requests, documents, records, form entries, classifies each item, structures it, and routes it to the right place or person. Nothing gets lost, nothing waits in an unread pile.

Discuss this employee →

Tasks it takes over

  • Classifying incoming items by type and urgency
  • Extracting structured data from unstructured input
  • Routing items to the right queue, folder or owner
  • Flagging duplicates, gaps and anomalies

Works with

  • Email & shared inboxes
  • Spreadsheets & databases
  • Document storage
  • Project management tools

Stays human-controlled

  • Final say on ambiguous classifications
  • Approval before data is written to core systems
  • Any external communication

Example workflow

  • New supplier document arrives by email
  • Employee extracts key fields, checks completeness
  • Files it, updates the register, notifies the owner
  • Incomplete? → drafts a follow-up for approval
go-live ±3 weeksimpact documents processed the day they arrive, not at the end of the week
Related use cases →

AIM 002 · deployable

Customer Success Employee

Handles the repetitive layer of customer support: reads every incoming request, determines urgency and topic, drafts a response in your tone of voice and routes edge cases to your specialists.

Discuss this employee →

Tasks it takes over

  • Ticket classification and prioritization
  • Drafting responses to recurring questions
  • Routing to the right team member
  • Follow-up reminders on open requests

Works with

  • Helpdesk platforms
  • Email & shared inboxes
  • CRM
  • Slack / Teams for internal routing

Stays human-controlled

  • Approval before any reply is sent
  • Complaints and sensitive cases go straight to a human
  • Tone-of-voice and policy updates

Example workflow

  • Customer emails about a delayed order
  • Employee identifies order, checks status, drafts reply
  • Your colleague approves with one click, or edits first
  • Escalation pattern detected? → flags it to the lead
go-live ±4 weeksimpact every incoming question sorted and answered before you open it
Related use cases →

AIM 003 · deployable

Product Stock Planner Employee

Continuously watches product, sales and stock data across your platform and spreadsheets. It spots risks early, items running low, slow movers, data gaps, and prepares the ordering actions your planner approves.

Discuss this employee →

Tasks it takes over

  • Daily stock and sales-velocity checks
  • Flagging low-stock and overstock risks
  • Keeping product data consistent across systems
  • Preparing reorder proposals with quantities

Works with

  • E-commerce platforms
  • ERP / inventory systems
  • Spreadsheets
  • Supplier email threads

Stays human-controlled

  • Every purchase order requires approval
  • Reorder rules and thresholds set by your planner
  • Supplier negotiations remain human

Example workflow

  • Sales velocity spikes on a product line
  • Employee projects stock-out date, checks lead times
  • Prepares a reorder proposal with quantities
  • Planner approves → order draft is generated
go-live ±3-4 weeksimpact a reorder proposal the moment stock drops below your own line, not at the count
Related use cases →

AIM 004 · deployable

SEO Strategist Employee

Turns raw SEO data into an execution pipeline: clusters keywords, spots ranking opportunities and decay, and converts them into prioritized, briefed content tasks your team can pick up immediately.

Discuss this employee →

Tasks it takes over

  • Keyword clustering and opportunity scoring
  • Monitoring ranking changes and content decay
  • Creating prioritized content briefs
  • Internal-linking and on-page suggestions

Works with

  • SEO & analytics tooling
  • CMS
  • Spreadsheets
  • Project management tools

Stays human-controlled

  • Editorial judgment and final publishing
  • Brand voice and content strategy
  • Approval on any live site change

Example workflow

  • Weekly crawl of ranking and keyword data
  • Employee clusters opportunities by intent and value
  • Generates briefed tasks in your PM tool
  • Marketer reviews the queue and executes top items
go-live ±3-4 weeksimpact from keyword to briefed copy without anyone in between
Related use cases →

AIM 005 · deployable

Operations & Reporting Employee

Collects operational data from the tools where it lives, structures it, and delivers a consistent management report on schedule, with anomalies highlighted so decisions happen on facts, not gut feeling.

Discuss this employee →

Tasks it takes over

  • Gathering data across systems on schedule
  • Cleaning, reconciling and structuring numbers
  • Producing weekly / monthly reports
  • Highlighting deviations worth attention

Works with

  • Spreadsheets & databases
  • CRM & e-commerce platforms
  • Project management tools
  • Slack / Teams for delivery

Stays human-controlled

  • Interpretation and decisions on the numbers
  • Report structure and KPI definitions
  • External sharing of any report

Example workflow

  • Monday 07:00, data pulled from five sources
  • Employee reconciles and builds the weekly report
  • Flags: two KPIs off-trend, one data gap
  • Report lands in Slack before the Monday stand-up
go-live ±3 weeksimpact the weekly report is there on Monday morning, from your own systems
Related use cases →

AIM 006 · deployable

Sales Support Employee

Keeps the pipeline moving: enriches and logs every new lead, keeps the CRM clean, and turns inactivity into concrete follow-up actions, so your salespeople sell instead of administrate.

Discuss this employee →

Tasks it takes over

  • Lead intake, enrichment and CRM logging
  • Drafting follow-up emails and reminders
  • Keeping deal stages and notes up to date
  • Preparing meeting briefs from CRM history

Works with

  • CRM
  • Email
  • Calendars
  • Spreadsheets

Stays human-controlled

  • Approval before any outreach is sent
  • Deal strategy, pricing and negotiation
  • Qualification of edge-case leads

Example workflow

  • New inbound lead fills the contact form
  • Employee enriches company data, logs it in CRM
  • Drafts a tailored follow-up for rep approval
  • No reply in 5 days? → next touch is prepared
go-live ±3-4 weeksimpact every lead followed up within the hour, outside office hours too
Related use cases →

AIM 007 · deployable

Admin & Backoffice Employee

Processes the recurring paperwork nobody has time for: invoices, forms, registrations and data entry between systems, prepared, filed and queued for a quick human approval.

Discuss this employee →

Tasks it takes over

  • Processing invoices and standard documents
  • Data entry and syncing between systems
  • Filing, naming and archiving
  • Preparing recurring administrative batches

Works with

  • Email & document storage
  • Accounting / admin software
  • Spreadsheets
  • Internal systems via API

Stays human-controlled

  • Approval on payments and bookings
  • Exception handling on unusual documents
  • Access rules per data category

Example workflow

  • Supplier invoice arrives in the inbox
  • Employee extracts data, matches the PO
  • Queues it for approval with everything pre-filled
  • Mismatch found? → flagged with the exact difference
go-live ±3 weeksimpact every invoice checked against the order before it reaches approval
Related use cases →

→common questions

About the roles.

Can we combine multiple digital employees?+

Yes, most companies start with one, prove the workflow, and expand. Employees can hand work to each other through the same approval and logging layer.

Our role isn't in the library. Now what?+

The library covers the most common roles, but most implementations start from a workflow that isn't on any list. Describe yours on a call and we'll map whether it's automatable, honestly.

Who maintains the employee after go-live?+

We do. You log in to your own dashboard and see it live: hours back, response time, what was handled, and what is waiting on your decision. Monitoring, edge cases and improvements are part of every plan, it's a colleague that keeps getting better, not a one-off project.