Agents

Agents automate repetitive tasks within operations workflows, reducing manual effort and freeing teams to focus on strategic initiatives. The skill integrates with Claude Code, Cursor, Windsurf, Cline, and Codex to enable seamless automation across connected tools. By handling routine operational work, Agents enhance overall productivity for operations teams without requiring constant manual intervention.

[{"step":1,"action":"Define Your Workflow Rules","details":"List the repetitive tasks you want automated in Sortd. For example: 'Every new lead from our website should be categorized by source and assigned to the correct sales rep.' Use Sortd's 'Automation Rules' feature or connect to a workflow automation tool like Zapier or Make.","tips":["Start with high-volume, low-complexity tasks (e.g., lead assignment, follow-up emails).","Use Sortd's 'Templates' feature to standardize emails and tasks.","Test rules with a small batch of leads before full deployment."]},{"step":2,"action":"Set Up Triggers and Conditions","details":"Configure triggers in Sortd or your automation tool. For example: 'Trigger when a new email is received in the shared inbox with subject line containing \"New Lead\".' Set conditions like 'If lead source = Website, assign to North America team.'","tips":["Use Sortd's 'Shared Inboxes' to centralize lead intake (e.g., [email protected]).","Leverage Sortd's 'Tags' to categorize leads by source, priority, or territory.","Combine triggers with time-based delays (e.g., 'Wait 2 hours before sending follow-up email')."]},{"step":3,"action":"Create Follow-up Tasks and Notifications","details":"Design the sequence of follow-up tasks and notifications. For example: 'After assigning a lead, create 3 tasks: Send welcome email (use template), Schedule discovery call (add to calendar), Add to nurture sequence (move to next column).' Set up Slack/email notifications for escalations.","tips":["Use Sortd's 'Task Templates' to standardize follow-up actions.","Add due dates to tasks (e.g., 'Discovery call scheduled within 3 days').","Include links to relevant resources (e.g., product docs, pricing sheets) in task descriptions."]},{"step":4,"action":"Test and Refine the Agent","details":"Run a pilot test with a small group of leads or team members. Review Sortd's kanban board to ensure leads are categorized and assigned correctly. Adjust rules based on feedback and performance metrics.","tips":["Monitor Sortd's 'Activity Log' to track automation actions.","Use Sortd's 'Analytics' to measure response times and task completion rates.","Iterate based on team feedback (e.g., 'Sales reps want more context added to automated emails')."]},{"step":5,"action":"Scale and Optimize","details":"Expand the agent to handle additional workflows (e.g., order processing, customer support escalations). Integrate with other tools (e.g., CRM, email sequences) to create a seamless sales pipeline.","tips":["Combine Sortd with tools like HubSpot or Salesforce to sync lead data.","Use Sortd's 'AI Features' (e.g., urgency detection) to prioritize high-value leads.","Schedule regular reviews to update templates and rules based on changing business needs."]}]