Tarteeb agents: a digital team for every job.

Agents are digital colleagues that work inside Tarteeb itself, not outside it. Each agent has a name, a picture and one job: one sorts new tasks that have no assignee or due date, another watches upcoming and overdue deadlines, and a third keeps track of sent invoices that haven't been paid. An agent reads only what its job needs, then suggests specific steps inside the system, such as creating a task, changing a priority or writing a note on a project.

The difference from regular automation: automation rules are fixed and do the same thing every time, while agents handle work that needs judgment. Who's the best fit for this task? Which project is really falling behind its dates? Which client haven't we heard from in a while?

• They work on your tasks, projects and clients inside Tarteeb
• Each agent reads only the data its job needs
• An agent's alert reaches only the person it's about

Four agents put the agency's day in order before it starts. Agency Day Coordinator reads open tasks, active projects and each person's workload, then sets the priorities. Task Sorter picks up new tasks with missing details and suggests an assignee, due date and priority based on the team's roles and workloads. Deadline Guardian sends each person a single briefing of what's due today and tomorrow and what's overdue. And Stale Work Cleaner reviews, every week, the tasks nobody has touched in three weeks.

• Agency Day Coordinator: sets the day's priorities
• Task Sorter: assignee, due date and priority for new tasks
• Deadline Guardian: one briefing per person on what's due
• Stale Work Cleaner: closes a task only with approval, and leaves alone any task due within two weeks

For projects, Project Kickoff Planner reads the project description and suggests starting tasks, Project Radar compares each active project's progress with its dates and warns early, and Status Report Writer prepares a client-ready draft status report each week as a note on the project.

For clients, Client Follow-up Assistant turns open opportunities into follow-up tasks with a draft message, and Relationship Keeper notices active clients who've been quiet for 30 days. For collections, Invoice Collector lines up invoices due within three days and overdue ones, and prepares a reminder task in a tone that fits how late the payment is, while contact with the client stays in your hands.

• Draft messages are saved inside the task and never sent
• Invoice Collector is visible to admins only
• Reports are written as a note on the project for you to review before sharing

Workload Balancer reviews each week what everyone has open, overdue and due this week, and suggests moving tasks from someone overloaded to someone else; every move waits for an admin's approval. On workdays, Morning Briefer starts each member's day with an alert about their due, overdue and new tasks. And Weekly Digest Writer sends admins the week's numbers every Sunday, so you know where the agency stands and what's next.

• Workload Balancer and Weekly Digest Writer are for admins only
• Morning Briefer tells each person about their own tasks
• Moving a task away from its owner always needs approval

Each agent has two modes, chosen by the workspace admin: “Suggests, and I approve”, where every step waits for your approval, or “Takes safe steps on its own”. Even in the second mode, closing a task, taking it from its owner or changing a due date someone else set always needs approval. A manual “Preview now” run is only a preview; nothing is applied.

Every step is recorded in the activity log under the agent's name, and an admin can undo it within 14 days if nothing has changed since. An admin can also reject a step so the agent won't suggest it again unless the facts change. Agents don't contact clients, don't send email, don't touch financial records, and don't see email addresses, phone numbers or private notes.

• Set each agent's schedule, time and workdays
• Optional instructions you write for the agent
• No due dates on Fridays or Saturdays
• A sent alert can't be taken back