An operator reviewing work from a train at dusk.
Kaso Operations

From a good idea.
To done.

Move the work behind the work.

Give an agent team the recurring work of a company — the back-office runs, the internal tools and the systems in between — and keep every result behind a review you set.

Kaso OperationsAgent work & compute
What this product does

A goal, split into assignments,
and brought back for review.

Operations turns a goal into assignments with owners and expected outputs, runs them through the processes your team already follows, and returns each result where a person can read it.

01

Delegate with the detail

Break a goal into assignments with clear owners, dependencies and the output you expect back.

02

Run it the same way twice

Recurring processes become written instructions an agent team works through, in the order your team wrote them.

03

Keep the review points

Choose where work stops for a person, and read why anything ran the way it did, clause by clause.


01 / 05 Agent teams & delegation

Specialists with defined
responsibilities, on one goal.

An agent team is a set of specialists that each hold part of a shared company workflow. You break the goal into assignments with clear owners, dependencies and expected outputs, then watch each assignment move through the team.

Standing instructions travel with the team, so the same rules apply wherever the work runs, and the work inbox collects everything that needs a person into one feed you can read, act on and archive.

  • 01Agent teams
  • 02Task delegation
  • 03Agent instructions
Work inboxOwner alertsAgent steps
K Operations / Agent team Vendor renewals
AgentAssignmentDueState
CoordinatorSplits the goal into assignments09:40Running
ResearchPulls the current vendor terms09:52Running
DocumentsPrepares the renewal pack10:15Review
LedgerAssembles the invoice drafts10:40Held
ReportingCompiles the weekly update11:05Queued
RecordsFiles the signed terms11:30Queued
ReportingSends the owner a summary11:45Queued
CoordinatorCloses the run and files it12:10Queued
DocumentsFiles the countersigned terms12:25Queued
LedgerChecks the renewal against the budget13:00Queued
ResearchNotes the terms that changed13:20Queued
ReportingAdds the renewal to the monthly pack13:45Queued
CoordinatorSchedules the next review14:05Queued
Standing instructions travel with the team

02 / 05 Back-office workflows

The process your team
already knows, written down.

Onboarding a new colleague, coordinating a vendor, preparing an invoice, compiling the monthly update — each one is a process somebody on your team carries in their head. Written down once as instructions an agent team can work through, it runs the same way every time.

Documents come back organized and prepared from your own templates, and a sheet run puts the same workflow down every row so you can watch each cell fill in.

  • 01Reusable workflows
  • 02Document workflows
  • 03Recurring reports
Employee onboardingVendor coordinationInvoice preparation
K Operations / Sheet run Vendor renewals · 18 rows
Every row follows the same written procedure4 of 18 complete
#VendorPrepared documentRenewsState
01Halden FreightRenewal pack12 OctDone
02Corvus CloudRenewal pack19 OctDone
03Meridian LegalTerms summary02 NovReview
04Northstar DataRenewal pack08 NovRunning
05Ashgrove Print—21 NovQueued
06Bellweather Foods—30 NovQueued
07Cormorant Labs—04 DecQueued
08Dunmore Supply—11 DecQueued
09Estcourt Media—15 DecQueued
10Falkirk Rail—02 JanQueued
11Garrow Textiles—09 JanQueued
12Harbour Glass—17 JanQueued
13Ilford Chemical—24 JanQueued
14Jarrow Logistics—02 FebQueued
15Kelvin Instruments—11 FebQueued
Illustrative rows, with fictional companies

03 / 05 Software & internal tools

A brief, a plan, a change,
and the steps to release it.

A product brief becomes technical tasks, dependencies and review points before anything is written. The change arrives with its summary, its checks and its release steps in one place, running as a preview you can open before you decide.

K Operations / Build Internal tool · Renewals board

Implementation plan

  • 1Read the brief and the current processDone
  • 2Map the records the tool touchesDone
  • 3Build the board and its filtersDone
  • 4Prepare the checksDone
  • 5Assemble the releaseNow
  • 6Write the setup notesNext

Owner

  • Priya RamanOperations
  • Review before releaseRequired

Depends on

  • Renewal recordsIn place
  • Vendor renewals workflowIn place
  • Account renewal dateMigration

Change summary

4 files
  • renewals-board/page+142−0
  • renewals-board/filters+86−12
  • records/queries+31−4
  • tests/renewals-board+58−0

Checks

3 prepared
  • Behaviour checks24 passed
  • Record access6 passed
  • Preview build1m 42s

Questions for the developer

  • Should a closed renewal stay on the board?Open
  • Who can edit the shared filters?Open

Check history

Last three runs
  • 09:12 · Preview build1m 38s
  • 08:40 · Behaviour checks24 passed
  • 08:02 · Record access6 passed

Release

  • Change previewOpen
  • ReviewWaiting on you
  • Release steps3 prepared
  • Setup notesAttached

Data migration

Behind review
  • Adds a renewal date to accounts128 rows
  • Backfill, then verifyPrepared
  • Reversible for 7 daysYes

Release steps

  • Apply the migrationStep 1
  • Publish the tool to the teamStep 2
  • Tell the owners it is liveStep 3

From the brief

  • Raised on a customer call04 Sep
Implementation plansInternal toolsRelease preparation Code reviewTests & checksChange previewsDesign to interface

04 / 05 Connected systems

One change in a record,
and the rest of the work follows.

An automation starts from a signal, a stage move, a field change, a score threshold or a reply, and narrows to the records you mean using the same filters that build your segments.

Before it runs you see which records it would act on and what it would do to each one. From there it can refresh a company and its people, update a field, tell an owner in the product, or put the right person at the account into outbound and hold it for approval.

  • 01Automation triggers
  • 02Automation conditions
  • 03Automation preview
Scheduled sweepsTriggered enrichmentField updates
K Operations / Automation Champion departs · version 4
Preview · 42 records match today3 held by repeat suppression
When A contact’s title changes at an account you own Signal · Contact updated
If The account is open, the owner is set, and the last touch is older than fourteen days Same filters that build your segments
Then Refresh the company and its people, skipping anything enriched this week Triggered enrichment
Then Add the next contact at the account to outbound, held for approval Automatic enrollment
Then Tell the record’s owner in the product Owner alerts
Then Set the account’s review date to the end of the quarter Field updates
Sweep Run again each morning across every record that still matches Scheduled sweeps
Skip Any account this automation already raised inside the last seven days Repeat suppression
One prepared automation, shown before it is switched on

05 / 05 Approvals & usage controls

Work stops where you
decided it should stop.

Anything that spends credits or leaves the workspace waits at a review point you set, in one queue with the record it came from attached.

Every run keeps its history: which clause matched, which record it looked at, and which version of the automation produced it. Limits on depth, repeats and total actions stop one automation setting off another without end, and background work that gives up says so to the people who own the workspace.

  • 01Automation history
  • 02Loop protection
  • 03Queue visibility
Automation versionsRepeat suppressionFailure alerts
K Operations / Review queue 6 waiting
Waiting for youRaised byAgeState
Renewal pack · MeridianDocuments agent12mApprove
Outbound · NorthstarChampion departs34mReview
Invoice draft · HaldenLedger agent1h 05mReview
Release · Renewals boardBuild agent2h 18mReview
Field update · 12 accountsStage moved3h 40mReview
Report · Weekly updateReporting agent5h 02mReview
WorkflowType of activityThis monthShare
Vendor renewalsAgent work & compute
62%
Monthly closeDocument workflows
41%
Renewals boardBuild agent
28%
OnboardingDocument workflows
17%
Weekly reportingRecurring reports
12%
Supplier filesDocument workflows
8%
Illustrative usage inside one workspace. Not a price list.

More in Kaso Operations

The rest of what
this product does.

The same workspace, the same records, and the same review points — carried into the parts of the work that come up less often.

CapabilityWhat it does
Work inbox

Collect everything that needs attention into one feed you can read, act on and archive.

Owner alerts

Tell a record’s owner in the product the moment an automation finds something that needs them.

Agent steps

Have an automation rescore an account, reassess a deal’s risk or summarize an interaction.

Bulk sheet runs

Run the same workflow down every row of a sheet and watch each cell fill in.

Employee onboarding

Prepare role-specific checklists, reference material and onboarding documents.

Vendor coordination

Organize vendor details, requirements and follow-up tasks for your team to review.

Invoice preparation

Assemble invoice drafts and supporting information for human review.

Process documentation

Turn how your team actually works into written procedures that people and agents both follow.

Automation library

Start from prepared automations for funding rounds, departing champions, stalled deals and pricing-page visits.

Automatic enrollment

Put the right person at an account into outbound when an automation fires, held for approval.

Triggered enrichment

Refresh a company and its people when something changes, and skip records enriched recently.

Field updates

Let an automation update a chosen field on a record or add it to a list you pick.

Scheduled sweeps

Run an automation on a fixed interval across every record that still matches its conditions.

Automation versions

Keep each version of an automation and see which one produced a run in the past.

Repeat suppression

Keep a recurring automation from raising the same task or alert again inside a window you set.

Failure alerts

Tell workspace owners when a piece of background work gives up, and what it was doing.

Websites & apps

Carry website and application requirements through implementation to a reviewable result.

Bug investigation

Trace a reported issue through the relevant code and prepare a proposed fix.

Code review

Examine proposed changes against the requirements and identify questions for the developer.

Tests & checks

Prepare checks for expected behavior and review their results with the code change.

Technical documentation

Keep implementation notes and setup instructions connected to the software they describe.

Design to interface

Turn a design or a screenshot into a working interface your team can review.

Change previews

Review a change running as a live preview before you decide to release it.

Data migrations

Plan a schema or data change, see what it affects, then apply it behind a review.

Your next competitive advantage

See what your team
can do with Kaso.

Bring your workflows. We’ll show you where to start.

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One product or a connected platform. Built around you.