Research
Hand off a question and let it dig.
Point an agent at last year's numbers and ask which Black Friday promo to run again.
A goal Researched answer
Agents
Your data, doing the work. Not just reporting it.
The work that keeps a business running pulls from every tool — stock, CRM, ad spend, billing. Switchboard joins them first, so an agent acts on the whole picture. Give it a goal and it reasons its way there, or pin it to a rule and it runs the same way every time.
Weekly Sales Digest. Revenue, margin, and open pipeline.
✓ Sent to #leadership
✓ Emailed 6 recipients
Marketing Budget Recommendation Active
Schedule Every Monday · 6:00 AM
Inputs
Spend Performance Targets Seasonality
Goal optimize for ROAS
Output Post to #marketing in Slack
Recent runs
✓ This week · $48.2k posted
✓ Last week · $51.0k posted
✓ May 5 · $46.7k posted
Account Health Sync Active
Schedule Every 6 hours
Sources Usage + support + billing
Writes to HubSpot · health_score
Last run 12 min ago · success
Give it a goal, or set it a rule. Spin one up for a single job, or let it run on a schedule. Each acts on data Switchboard's already joined across your tools.
Recommend
Run the weekly analysis and recommend the move.
Every Monday, review ad performance and recommend how to shift next week's budget.
Spend + performance Budget recommendation
Sync
Push a calculated field into a downstream tool.
Write each account's health score back to HubSpot every six hours.
Health score + LTV HubSpot + Klaviyo
Act
Set a rule and let it run, the same way every time.
Place a reorder the moment a location's stock drops below its threshold. No model deciding a high-stakes call.
Stock below threshold Reorder placed
Bring us the workflow.
Tell us the job you'd rather stop doing by hand. We map it against your data, set it up, and ship it. You get an agent that reasons toward a goal, or a rule that runs the same way every time. Run history, status, and pause controls come built in. We watch the ones that matter.
Book 15-min demoGet started
The work you're tired of doing by hand.
Bring us the process. We'll show you how Switchboard would run it.