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AI AGENTS

Agents that triage, research, and act — on your tools

Copilots in a sidebar are helpful; agents in a workflow are accountable. WEXTL connects AI assistant steps to your inbox, CRM, and task tools — with conditions and human review when policy requires it.

Browse templates

Deploys this workflow into your workspace — you'll connect your own accounts.

  • GDPR
  • Data Encryption
  • 2FA
  • Local Data Region
AI agent triaging Outlook messages with escalation branch

AI agent triaging Outlook messages with escalation branch

What AI agents teams automate

Inbox triageClassify messages, escalate exceptions, ignore noise — with logs.
Research briefsAgents pull CRM context and post a brief before the meeting.
Tool actionsLet agents create tasks and send email through approved tools only.
GuardrailsPolicy filters decide auto-send vs human review.

Agent workflows with guardrails

Triage the inbox

Agent classifies mail, escalates priority items, ignores spam.

  • Ops - Escalations land in Slack with context.
  • Support - Agents focus on exceptions.
  • Compliance - Ignore branch for noise.
  • Leaders - Less time reading low-value mail.
AI agent triaging Outlook messages with escalation branch

AI agent triaging Outlook messages with escalation branch

Research before the handoff

Agents that act without context create more cleanup than they save.

A research step pulls CRM and docs first, then the next agent acts with a brief.

Agents that take the next step

A summary in chat is helpful. Creating the ticket or draft is better.

Connect tools to the agent so it can open the record, draft the reply, and ping the owner.

Guardrails beat blind auto-send

Auto-reply without policy is how you apologize on Twitter.

WEXTL branches on confidence and topic so humans review edge cases — on the same canvas as the agent.

  1. 1

    Agent-native

    Assistant, model, and tool nodes on canvas.

  2. 2

    Policy branches

    Human review when it matters.

  3. 3

    Templates

    Clone agent workflows from /templates.

836+ supported apps

Connect the tools your team already uses with WEXTL.

Supported integrations

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AI agents, ad hoc vs. with WEXTL

TaskAd hocWith WEXTL
Inbox triage
Manual sorting and flagsSupported
Meeting prep
Tab switching before every callAgent brief with CRM tool use
Taking action
Copy from chat into toolsSupported
Safety
Hope nobody auto-sends wrongExplicit review branches

Frequently asked questions

Agents sit on the canvas with triggers, apps, and policy branches — every tool call is logged on the run.

Start automating with AI agents or browse more workflows

Start automatingDrop this workflow into your WEXTL workspace and connect your own accounts.
Browse solutions & templatesExplore team solutions and ready-made workflow templates.