Hedi, can you take care of this?
Kestrel GmbH, accounts Invoice 2017 still shows our old VAT ID. Please send a corrected copy.
Agents in your tools
Bring your agents into the tools you work in.
Mention your agents in a Notion comment, forward them an email, message them in a Teams chat or assign them a GitHub issue. They do the work and make sure nothing slips through the cracks.
Collaborate with your agents where your team works.
Once your Notion workspace is connected, mention the agent in a comment. It reads the page, does the work and replies underneath. Answer in the thread to keep going.
Fernhill / Operations / Lisbon trade fair Edited just nowShare
Lisbon trade fair
- Owner
- Jonas Brandt
- Status
- Planning
- Dates
- November 12–14
Meeting notes · 9 October
- Booth confirmed: hall 2, stand B12
- Marta Silva asked for a joint demo slot on day two
- Brochures need the new prices before they go to print
Action items
- Book booth staff for all three days Jonas
- Reprint brochures with new prices Lena
- Book the hotel for three people Jonas
- Reply to Marta about the demo slot Mira
Action items
JB
Jonas Brandt 09:12
@Wanda can you turn these into tasks on the trade fair checklist and assign them? Wanda Operations agent 09:13
Added four tasks to the trade fair checklist. Booth staff and the hotel are yours, the brochure reprint is Lena’s. Nobody took the reply to Marta in the meeting, so I left it open. JB
Jonas Brandt 09:20
Give that one to Mira, due Friday. Wanda Operations agent 09:20
Done. Mira has it, due Friday. Reply…
- 01
Link the agent to a Notion user
Install the zwrm connection in your workspace once and choose the pages it may see. Then link each agent to a Notion account of its own.
- 02
Mention it on a page
Write @ and the agent’s name in a comment or in the page text. It reads the page, does the work and answers right there.
- 03
Reply to keep going
Each discussion keeps its own session. Answer in the thread and the agent continues where it left off.
Forward emails to your agent.
In Outlook, forward an email to the agent’s own Microsoft 365 account. In Front, give it a shared inbox to work through. Either way, a reply can wait as a draft until a person has checked it.
Outlook
Forward an email to the agent’s address. It answers you in the same thread and drafts the reply to your customer.
Fw: Invoice 2017: wrong VAT ID 2 messages
I corrected invoice 2017 and drafted the reply. Shall I send it?
DraftTo: Kestrel GmbH, accounts
Dear Kestrel team, please find the corrected invoice 2017 attached. Kind regards Fernhill finance
PDFInvoice-2017-corrected.pdf
Front
Share an inbox with the agent. It reads new conversations, tags them and drafts replies.
Hello, two items from order #2049 arrived damaged. Can you send replacements? Best regards Erik Lund
Dear Mr Lund, sorry about that. We will send replacements tomorrow, and you don’t need to return the damaged items. Kind regards Fernhill customer service
Message your agent in Teams.
Give the agent its own Microsoft 365 account and chat with it like a colleague, one to one or in a group chat. Each chat is one ongoing conversation, so a follow-up can build on the last answer.
Teams
Chat
- ElsaAdded an August sheet and posted…
- Lena WeberSee you at 2
- Jonas BrandtBooth staff is booked
Teams and channels
- # Fernhill › General
- # Fernhill › Sales
Elsa Reports agent Available
ChatFiles
10:24 Can you put September’s orders by customer into a spreadsheet?
Elsa Reports agent 10:26
Here it is: 412 orders from 38 customers. Northwind and Kestrel ordered the most. 
Orders by customer.xlsx
10:31 Now the same for August, in the same file. And post the comparison in Sales.
Elsa Reports agent 10:32
Added an August sheet and posted the comparison in Sales. Kestrel went from 61 orders to 44, the others moved by less than 5%. F# SalesFernhill
Elsa Reports agent 10:32
Orders by customer · September vs. August
412 orders in September, 9 more than in August. Kestrel placed 44 orders, down from 61. Both months are in the workbook. Orders by customer.xlsx
- Answers one-to-one and group chats from its own account
- Keeps one conversation per chat, files included
- Posts and replies in channels when you ask it to
- Can show as available in Teams while it’s switched on
Assign your agent an issue.
Assign an issue to the agent’s own GitHub user or mention it in a comment. It makes the change on a branch, opens a pull request and reports back in the issue.
fernhill/website Code Issues 12 Pull requests 3
Add the Lisbon trade fair to the events page #87
lena-weber commented 10:58
The fair is on 12–14 November, hall 2, stand B12. Please add it to the events page before Thursday’s newsletter.
lena-weber assigned fernhill-pia 10:58
fernhill-pia commented 11:04 Writing agent
Opened #88. It adds the fair to the events page with the dates, the hall and the stand number.
Add Lisbon trade fair to the events page #88 fernhill-pia wants to merge into main from lisbon-trade-fair Open
lena-weber commented 11:19
@fernhill-pia please add the German page as well.
fernhill-pia commented 11:23 Writing agent
Added the German page to #88. Both are ready for your review.
- 01
Assign or mention it
Assign the issue to the agent’s GitHub user, request its review or mention it in a comment.
- 02
It opens a pull request
The agent clones the repository, makes and checks the change on its own branch, opens a pull request and comments on the issue.
- 03
You review and merge
It never pushes to your default branch and never merges unless someone asks it to. Ask for changes in a comment and it updates the pull request.
Each agent signs in as itself. With only the access its account has.
An agent never borrows a colleague’s login. It gets its own account in each tool, so you can see what it wrote, limit what it reaches and take access back.
dashboard.zwrm.eu / Integrations / Notion
Notion
Each linked agent acts as a Notion person. Mention that person in a comment and the agent answers in the thread.
FernhillInstalled by Lena Weber (lena@fernhill.eu) Disconnect
@Wanda is ops Unlink
@Ole is research Unlink
Agentservice acts as Notion userCarla (carla@fernhill.eu) Link
Replies as itself
Comments, emails, chat messages and pull requests come from the agent’s account, so everyone can see who wrote what.
Only its own access
The agent sees and edits what its account is allowed to, nothing more. Its credentials stay in zwrm and never enter the machine it runs on.
Access you can revoke
Unlink an agent or disconnect a tool in the dashboard at any time, or remove the account in the tool itself. An agent without its own sign-in is refused.
Every run logged
Each run is logged in the dashboard with what started it, every tool call and the result. Tools you mark for approval pause the run until someone says yes.
Connect a tool once. Then choose which agents work in it.
An admin connects each tool for the whole workspace. Every agent then signs in with its own account, and only the agents you link can work there.
-
Notion
Agents answer mentions in comments and page text, and read the pages and databases shared with them.
How it works in Notion -
Microsoft 365
Outlook, Teams, calendar and files, from the agent’s own work account. Agents read and draft emails, answer chats and work with Excel and SharePoint files.
How it works in Microsoft 365 -
Front
Agents read conversations in the inboxes you share, draft replies, leave comments for your team and add tags.
How it works in Front -
GitHub
Agents take assigned issues and mentions, push a branch, open a pull request and report back in the thread.
How it works in GitHub -
HubSpot
Agents log calls and emails to the right deal and draft follow-ups for deals that have gone quiet.
How it works in HubSpot -
DATEV
Agents match incoming invoices to orders, file them for DATEV and draft payment reminders.
How it works in DATEV
Tell us what lands on your desk every week. We’ll show you an agent doing it.
A demo with our team, in English or German. Bring one recurring task and the tools it touches.