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Agents in areas

An agent for every area of the company

Give each area an agent. It goes through the area, follows up on what slips, does recurring work and reads your other systems, such as Jira and Confluence. Nothing changes until one of the people who answer for the area has said yes.

Try KalendsWhere the line is
Kalends · Organisation
AreaFinance3 things
  • DirectiveFinancial reporting4 commitments
  • CommitmentBank reconciliationMonthly · next 5 NovemberAS
  • CommitmentVAT returnMonthly · next 12 NovemberAS
  • KPIAccounts receivableMonthly · last reported in JuneML
  • GoalA faster month-end close53% · on track
FlawQuestion · Bank reconciliation

The bank reconciliation is often late. Is the date wrong, or does Anna S need help with it?

Done late 3 of the last 4 times.

Not nowPostpone…Don't raise it again
Answer Vera…

Nothing changes until you have said yes.

  • Nothing changes without a yes
  • Sees only what the person sees
  • Works in your name
  • Can be switched off

What stays undone

The area has owners.Nobody has time to go through it.

The bank reconciliation is late for the third time, and nobody asks why. A KPI has not been reported since the summer. A directive has no commitments, and the agreement that explains why is in someone's inbox.

None of it is urgent in any single week, so it stays where it is. The agent goes through the area every week, looks at each new commitment straight away and raises what needs a decision.

In the area

How the agent works

The agent goes through the area, learns it, takes care of recurring reports and reaches your other systems.

1Goes through the area

One ongoing list, until the area is in good shape

Vera keeps what it sees in the area on an ongoing list, flaws first: a question about the bank reconciliation, late three of the last four times, then improvements, such as describing how the VAT return is done. You take one thing at a time and answer, or choose Do it, Not now, Postpone or Don't raise it again. When the list is empty the area is in good shape, and Find more improvements adds more whenever you want.

  • Each thing sits on the item it concerns and says why it is raised
  • One ongoing list, flaws first, then improvements
  • When the list is empty the area is in good shape, and you can always ask for more improvements
Kalends · Vera
Suggestion · VAT return

Shall I propose a description of how the VAT return is done?

It has only a title, and comes round often in the next three months.

Do itNot nowPostpone…Don't raise it again
Proposed change

Description for VAT return

Take the figures from the ERP system on the 5th, reconcile them with the general ledger and file the return by the 12th.

ConfirmDismiss proposal
Finance is in good shapeVera has nothing more to take up there now, and gets in touch when something new comes up.Find more improvements

2Learns the area

It learns the area

What you tell Vera, the agent remembers. Under What Vera knows you see everything it knows and can correct what is wrong. The agent also reads the area's files and the pages the area links to, such as a wiki in Confluence, and can tell you where the insurance letter is.

  • You see and correct everything it knows
  • Reads the area's own pages and files
  • Also learns from links to other systems, such as a wiki in Confluence
Kalends · Vera

What Vera knows

  • The bank reconciliation is done once accounts payable is closed.
  • The auditor wants the year-end papers by the 20th.

Teach Vera something about the area…

What Vera learned from links

Finance handbookConfluence · read 14 Oct · through Maria L’s connection

Where is the insurance letter?

It is on the commitment Renew the company insurance:

PDFInsurance letter 2026.pdfRenewed 1 March · premium and excess

What Vera read in a file is shown only to people who may open the file.

3Takes care of reports

It can take care of recurring reports

Let the agent perform a commitment, such as a news watch every Monday with a web search. The report goes to the area's owners, and the agent signs the commitment off. A person still answers for the commitment.

  • Choose the agent under Who does it? in a commitment
  • A web search if you want one
  • A person still answers for the commitment
Kalends · Commitment

News watch

Every Monday · Finance

Who does it?

Vera

What should Vera do each time?

Summarise news on VAT, accounting and banking rules that affect us.

Search the web

Vera has written

News watch, week 43

  • New rules for e-invoices to the public sector2 sources
  • Changed cash-flow reporting in the annual report3 sources

Signed off by Vera · Maria L answers for it

4Works in other systems

It works in your other systems

Connect any system that has an MCP server, such as Jira, Confluence, Notion, GitHub or Linear, each person with their own sign-in. Link the team's Confluence wiki in the area, and the agent learns from it and knows where to look further. A KPI can be read from Jira after every month, and a change in Jira is prepared as a card and made in your name once you confirm.

  • Each person signs in with their own account
  • Learns from a wiki you keep elsewhere
  • KPIs read from Jira after every period
  • Changes there only after you confirm
Kalends · Vera

What Vera has learned from links

Finance handbook · Confluence

  • The books close on the 8th working day
  • Accounts payable is reconciled before the bank
KPIOpen invoice issuesRead from Jira after every month14 · October

Do this in Jira in your name?

Comment on FIN-212: The September bank reconciliation is done.

ConfirmDismiss

One agent per area, or one for the whole company

You can give every area its own agent. You can also start with one agent for the whole company: it looks after every area that has none of its own, and you add more when you want to. When you hand an area over, whoever takes it gets the agent's suggestions, and you are told if they go unanswered.

Kalends · Structure
The company3 things
  • Sales · Maya HThe pipeline review was late 2 of the last 4 weeks
  • Finance · Maya HVAT return on time 6 of 6 times
  • Customers · Lina EHanded over · Lina gets the suggestions
  • People · Maya HeNPS below its limit for two months

Orla looks after every area that has no agent of its own.

What the agent may do

The agent suggests.The area's owners decide.

The rules apply to every agent in the organisation.

  • Nothing changes without a yes

    The agent prepares changes as cards. Nothing in the area changes until an owner has approved it.

  • Sees only what the person sees

    The agent sees and proposes only what the person it talks to may see and do.

  • Talks to the people who answer for it

    Questions and suggestions go to whoever answers for what they concern, and reports to the commitment's owners, each in their own language.

  • Everything shows in History

    What the agent does is in History under its name and in the agent's own log, with Undo where it can be undone. What someone approved through the agent is marked with it.

  • Your own AI provider

    The agent uses your organisation's AI provider, and each agent has its own line under AI usage.

  • You can switch it off

    An area gets an agent only when someone who may change the area gives it one, and the organisation can switch agents off under Settings, AI.

Getting started

Give the area an agent

It takes a minute, and the agent gets in touch straight away.

  1. 1

    Choose the area

    Whoever may change the area chooses Give the area an agent and names it. The agent gets a figure and a colour that no other agent in the organisation has.

  2. 2

    Work down the list

    The agent says what it has read and puts the flaws first. You take one thing at a time and stop when the rest can wait.

  3. 3

    Choose how good the area should be

    Basic raises only flaws. Good also adds a few improvements at a time, and High more, unclear wording too. The agent adds to the list when something changes in the area and when it goes through it each week.

Common questions about agents in areas

Does the agent change anything by itself?

Not in the area. Every change is a proposal an owner approves. The one thing the agent does by itself is sign off a commitment it has performed, and when the commitment needs approval, a person gives it.

Who sees what the agent raises?

The people who answer for what it concerns. When an area has been handed over, its suggestions go to whoever took it. What the agent read in a file is shown only to people who may open the file.

Is one agent enough for a small company?

Yes. The company's agent looks after every area that has no agent of its own, so you can start with one and give areas their own agents as they grow.

Which systems can the agent reach?

Any system that has an MCP server. Jira and Confluence, GitHub, Linear and Notion are ready to connect, and others are added by their MCP address. An administrator switches it on, and each person signs in with their own account.

Why does the agent raise that?

Every thing it raises carries a line on what it rests on, such as a commitment done late three of the last four times or two tasks past their end date.

Can the agent read our wiki?

Yes, if it is in a system your organisation has connected to Kalends, such as Confluence or Notion. Put the link in the area's description, and the agent reads the page through the connection of someone who answers for the area, with read-only tools. What it holds is shown only to people who may see where the link is written and who also answer for the area or have connected the system themselves.

Is the agent a member?

No. It is not listed among the people and holds no responsibility. Whoever owns the area still does.

Can we choose the AI model?

Yes. When the organisation has more than one AI key, you can choose the service, the model and how much the agent should think, per agent.

More about Kalends

AI and MCPAsk Kalends, document reading and your own AI tools.PagesThe pages the agent reads in the area, under what they describe.KPIsKPIs with a data owner and a reporting rhythm.

Give your first area an agent

Try Kalends for 30 days and let the agent go through an area for you.

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