AI agents · approve-first
WorkBOS puts AI agents on the work most tools ignore: projects, CRM, HR and real accounting. They propose the work; you approve. Every action is audited and reversible, with cost ceilings built in.
Free for up to 5 seats · no card required
Approval slip
Demo, scripted
Chief would like to
Send a friendly reminder to the 3 clients whose invoices are more than 14 days overdue.
Fig. 1 · A demo with sample text. No real data is used.
Not just marketing automation. Agents work across projects, CRM, HR and double-entry accounting: the operational core of the business.
Approve-first proposals, full audit trail, one-click rollback and per-tenant cost ceilings. Enterprise-safe AI, not an autonomous black box.
Run the whole platform, agents included, under your own brand and bill your clients directly.
The loop
A human is always in the loop. Agents do the drafting and the busywork; you stay in control of what actually happens.
An agent drafts the work (a project plan, a client onboarding, outreach, a reconciliation) as a concrete proposal. Nothing is applied yet.
You review the proposed actions and approve, edit, or reject. Agents never act on their own. Approval is the default, not an afterthought.
On approval the agent performs the actions through the same permission-checked paths your team uses. No backdoors, no elevated access.
Every proposal and action is logged with who, what and when, a complete trail across every agent and module, kept in a ledger where each entry is sealed to the one before and nothing can be edited or removed.
Changed your mind? Reverse an executed action in one click. Mistakes are recoverable by design.
Control
The newest layer: your agents show their work, prove it before it runs, and learn what you actually want.
The agent replays the action against your live data first and tells you plainly: it will run, or it would fail and why. No more approving something that errors out a second later.
Your agents remember what you approve and reject. The queue is ranked by what you usually accept, and the kinds you keep rejecting are muted automatically, opt-in and reversible.
Type “onboard Acme Corp” or “kick off project Apollo” and the agent turns the sentence into a complete, reviewable plan, the contact, the project, the tasks, the deal, ready to approve.
Every proposal, approval and undo, and every change to what agents may do, is recorded once and in order, each entry sealed to the one before. Nothing in WorkBOS can edit or remove an entry. Owners and admins can run “Check the ledger” to re-add every seal and see any entry that no longer matches, and export it as CSV.
A kind of action is only offered “Auto” after 20 clean runs in a row with nothing of that kind undone in 30 days, and a person has to switch it on. The first time something an agent did on its own is undone, that kind goes back to asking first and owners and admins are told. Anything that cannot be undone, like a text message, always waits for a person.
Chief checks what followed each approval: was the task closed, the invoice paid, the deal won, was it undone. Suggestions that get approved but go nowhere rank lower. Each week it checks itself, and if more suggestions than usual were turned down it writes a plain note on which kinds and what it is changing. When agents repeat the same steps in the same order three or more times, Chief offers to save them as a playbook. It follows a saved playbook but still asks before each change.
Even hands-off, low-risk automation is preflighted first. If an action would fail, it is held for a human instead of firing into an error.
The team
Each module has its own agent, scoped to what it should touch.
Scaffold a project from a brief, break work into tasks, flag capacity and deadline risk, draft a status brief.
Onboard a new client end-to-end, draft follow-ups, keep the pipeline tidy, turn a won deal into a delivery plan.
Prep onboarding, surface capacity and leave conflicts, draft meeting briefs: the admin around your team, handled.
Draft invoices and reconciliations, chase what is overdue, keep the ledger moving: proposed for your approval.
A find-work agent scans your workspace and proposes the highest-value next actions across every module.
Trust
The guardrails are the product. Every agent runs inside them.
The agents are the team. Chief is the one you talk to, and it reads the whole workspace. Curious what an hour of agent work is worth? Estimate your savings.
Questions
No. Every agent works approve-first: it proposes a set of actions and waits for a human to approve, edit or reject them. This is the core design, governed automation, not an autonomous black box.
Yes, and it changes nothing about what the agent is allowed to do. Ask WorkBOS to keep an eye on something, for example anything overdue, and when that turns out to be true it hands the work to the agent that covers that area rather than sending you another alert. The agent is sent with exactly the permissions it already had: the same tools you granted it, the same autonomy level, the same blocked actions, the same dry run and the same cost ceiling. On the default approve-first setting its proposals wait for a person in the approval queue, so this is work being prepared for you, not work happening without you. You are told directly only when the agent could not deal with it.
It is rejected before it reaches your queue. Every proposal is dry-run against your live data first. When an agent has been started by something happening rather than by a person, there is nobody sitting there to spot a suggestion that cannot run, so one the dry run says cannot be executed is rejected automatically. It is recorded as rejected rather than deleted, so your queue only ever holds work that can really run, and the record of what was proposed and refused stays intact.
Only in a small, controlled way. A kind of action is offered “Auto” after 20 clean runs in a row with nothing of that kind undone in the last 30 days, and a person still has to turn it on. If something an agent did on its own is later undone, that kind goes straight back to asking first and owners and admins are told. Money, people, deletions and anything that reaches outside the workspace, or cannot be undone, such as a text message, always wait for a person.
Yes. Every proposal, approval and undo, and every change to what agents may do, is written once and in order, each entry sealed to the one before it. Nothing in WorkBOS can edit or remove an entry. Owners and admins can run “Check the ledger” in Chief under Control, which re-adds every seal and names any entry that no longer matches. History cleared by the two-year clean-up is recorded as cleared, not flagged. The ledger can be exported as CSV with its seals.
They draft and, on approval, carry out real back-office work: scaffolding projects, onboarding clients, drafting outreach and invoices, flagging risks, and proposing the best next actions across projects, CRM, HR and accounting.
Agents act through the same permission-checked paths your team uses and respect role-based access. Every workspace is isolated from every other, every action is audited, and anything executed can be rolled back in one click.
The approve-first queue, audit trail, rollback and cost ceilings are built in. Live agent proposals turn on when your workspace connects an AI provider key, so you stay in control of the model and the spend.
Yes. WorkBOS is white-label: run the whole platform, agents included, under your own brand and bill your clients directly.
Most tools automate front-office marketing. WorkBOS puts approve-first AI agents on the back office (projects, CRM, HR and real accounting) in one white-label workspace. That combination is the wedge no single competitor matches.
Every create and update proposal is preflighted: the agent replays it against your live data under your own permissions inside a rolled-back transaction, then shows a clear Verified or Would-fail with the reason. Nothing is written during the check, and the queue can validate everything pending at once, so you approve with confidence, not hope.
Start
Start free for up to 5 seats. Bring your own AI provider and let the approve-first agents take the busywork, under your control, on your brand.