Agents your team can actually run.

Every agent states what it reads, what it writes, and who signs off before anything leaves ollo. We co-build the first one with your team, then hand you the controls.

Company research

Sourcing & Screening

Builds a cited one-pager on any company before you spend a call on it

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Dealflow analysis

Sourcing & Screening

Screens inbound decks against the thesis and writes up what deserves a call

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Reference & expert calls

Diligence & Investing

Ranks who is worth speaking to, then aggregates what they told you

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Dataroom DD & IC memo

Diligence & Investing

Indexes the data room, flags the diligence gaps, drafts the IC memo

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Internal & external comms

Portfolio Management & IR

Monitors the sources that matter and drafts the update each audience needs

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Event management

Portfolio Management & IR

Segments the contact base, drafts the invitations, tracks who is coming

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Credentials & precedent search

Pursuit & Proposal

Finds the past engagements, deliverables and credentials that fit a live pursuit

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Proposal & scoping draft

Pursuit & Proposal

Turns a brief and the closest precedents into a first-draft proposal

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Methodology & framework finder

Engagement Delivery

Surfaces the right framework for the problem, with how it was used before

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Interview & workshop synthesis

Engagement Delivery

Turns interview notes and workshop output into one attributed synthesis

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Deliverable fact-check

Closeout & Knowledge Capture

Checks every claim in a draft deliverable against the source it cites

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Engagement closeout & reuse pack

Closeout & Knowledge Capture

Captures what an engagement produced so the next team can build on it

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Engineering context search

Product & Engineering

Answers where a decision was made and what broke the last time

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Release notes & changelog draft

Product & Engineering

Turns the tickets that shipped into notes a customer can actually read

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Support answer drafting

Support & Escalation

Drafts the first reply from past resolutions, with the sources attached

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Escalation & bug triage

Support & Escalation

Spots the ticket that is really a bug and routes it with the evidence

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Account briefing

Revenue & Enablement

Assembles what has actually happened on the account before the call

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New starter enablement

Revenue & Enablement

Answers a new joiner's questions from the docs, with links to read next

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Matter intake triage

Intake & Conflicts

Reads the inbound request, drafts the matter record and flags what is missing

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Conflicts & risk pre-check

Intake & Conflicts

Assembles the evidence a conflicts decision needs and flags the near misses

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Precedent & clause search

Drafting & Review

Finds the clause, the position or the precedent across every matter you hold

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Contract review & markup

Drafting & Review

Reads a contract against your playbook and drafts the first markup

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Obligation & renewal tracking

Obligations & Advice

Pulls the duties and dates out of signed contracts and keeps them visible

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Policy & advice desk

Obligations & Advice

Answers routine policy questions from colleagues and routes the rest

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Site & market research

Sourcing & Underwriting

Research on a site, its occupiers and its market, written up as a cited note.

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Underwriting brief

Sourcing & Underwriting

Turns the rent roll, comparables and prior terms into a sourced set of assumptions.

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Lease abstraction

Transaction & Diligence

Reads a lease and returns a structured abstract, every field cited to its clause.

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Diligence pack review

Transaction & Diligence

Indexes the data room, answers from it, and lists what the checklist still needs.

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Lease event watch

Asset & Tenant Management

Watches the register for reviews, breaks and expiries and posts what is coming up.

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Portfolio & investor reporting

Asset & Tenant Management

Drafts the recurring property or fund report with each figure traced to its file.

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Policy & procedure answers

Policy & Procedure Knowledge

Staff ask in plain English and get your own written policy back, quoted and linked.

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Policy change tracking

Policy & Procedure Knowledge

When a policy changes, finds where the old wording still lives and drafts the edits.

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Rota cover admin

Rostering & Service Coordination

Gathers unfilled shifts and cover requests and drafts the asks in your agreed order.

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Family & referrer correspondence

Rostering & Service Coordination

Drafts replies to routine administrative post and leaves them for a person to send.

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Training record watch

Assurance & Reporting

Reads your training records and drafts the renewal reminders for line managers.

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Audit evidence pack

Assurance & Reporting

Pulls the documents your quality lead's checklist asks for and lists what is missing.

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Submission pack preparation

Submission & Quoting

Builds the market submission from the client file and flags what is still missing.

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Carrier appetite check

Submission & Quoting

Matches a risk to appetite guides and where you have placed similar business before.

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Renewal review brief

Renewal & Retention

Assembles the pre-renewal brief: expiring terms, changes at the client, and questions.

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Policy comparison & gaps

Renewal & Retention

Compares quoted wordings against the expiring cover and marks every difference.

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Claims history lookup

Claims & Servicing

Answers questions on a claim or a book of claims with the file cited.

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Client file review

Claims & Servicing

Checks each client file against your own review checklist and lists what is missing.

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Engagement scoping brief

Onboarding & Engagement Planning

Reads last year's file and drafts the scope, the risks and who needs to be involved.

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Records chasing

Onboarding & Engagement Planning

Tracks outstanding client records against the checklist and drafts each chase.

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Working paper review

Preparation & Review

Checks a prepared file against your review programme and lists the points to raise.

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Year-on-year variance check

Preparation & Review

Lists the movements against the prior year and where the file already explains them.

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Technical research memo

Technical Advisory & Client Reporting

Drafts a cited memo on a client question from your guidance library and prior advice.

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Client update drafts

Technical Advisory & Client Reporting

Turns a change in guidance into updates written for the clients it actually affects.

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Cross-functional status brief

Operating Cadence

A weekly read on every function, drawn from the tools your teams already use

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Executive meeting prep

Operating Cadence

A short brief before each meeting: who is attending, what happened last, what is open

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Board pack drafting

Board & Investor Reporting

Drafts the board pack from your own numbers, documents and updates, with sources

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Investor question desk

Board & Investor Reporting

Answers investor and diligence questions from your own documents, with citations

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Investor CRM upkeep

Fundraising & Network

Keeps investor records current from your email, calendar and meeting notes

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Warm-path introductions

Fundraising & Network

Finds who in your network can introduce you, and drafts the ask

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Lead list building

Prospecting & Outreach

Builds a researched prospect list against your ICP, with the evidence attached

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Personalised outbound drafting

Prospecting & Outreach

Drafts outreach for each account from real research, not merge fields

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Account research & buying committee

Account Research & Deal Prep

A cited account plan: the organisation, the people, and who has to say yes

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Meeting prep & call brief

Account Research & Deal Prep

A brief before every sales call: history, open items and the questions to ask

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Deal risk watch

Pipeline Health & Forecast Hygiene

Flags deals going quiet, single-threaded or stalled, with the evidence why

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CRM hygiene & pipeline reporting

Pipeline Health & Forecast Hygiene

Finds duplicates, gaps and rule breaches, then reports on a pipeline you can trust

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Account health brief

Account Health & Risk

One cited view of an account: usage, tickets, contacts and open promises

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Churn risk watch

Account Health & Risk

Flags accounts drifting from healthy patterns, with the evidence behind each flag

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Renewal prep pack

Renewals & Expansion

Assembles the case for renewal: value delivered, issues closed, what changed

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Expansion signal finder

Renewals & Expansion

Surfaces accounts showing real signs they need more, with the evidence

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QBR & executive review prep

Customer Meetings & Voice of Customer

Builds the quarterly review from the account's own record, in your template

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Customer interview synthesis

Customer Meetings & Voice of Customer

Turns discovery and customer calls into themes you can act on, quoted

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Competitor & category watch

Market & Audience Research

Watches named competitors and the category, and reports only what changed

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Buyer signal listening

Market & Audience Research

Surfaces where buyers discuss the problem you solve, and who engaged with you

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Content brief & brand check

Content & Campaign Production

Writes the brief from your own material, then checks drafts against brand rules

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Meetings into content

Content & Campaign Production

Turns recorded calls and internal sessions into drafted, sourced content

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Website visitor & enquiry follow-up

Demand Capture & Reporting

Researches inbound enquiries, qualifies them against your ICP, drafts the reply

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Campaign performance reporting

Demand Capture & Reporting

Pulls campaign results together with the context needed to read them

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Role brief & interview kit

Hiring & Interviewing

Turns an intake conversation into a role brief and a structured question set.

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Candidate briefing pack

Hiring & Interviewing

Assembles the CV, application and earlier interview notes into one cited brief.

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Interview scheduling & panel logistics

Coordination & Onboarding

Finds panel availability, drafts the invitations and tracks the confirmations.

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New starter onboarding pack

Coordination & Onboarding

Builds the first week plan, access list and reading pack for each new starter.

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Policy & benefits desk

Employee Support & Policy

Answers handbook questions in Slack with the policy page each answer came from.

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Handbook & policy upkeep

Employee Support & Policy

Finds stale, missing and contradictory policy pages and drafts the revisions.

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Month-end close tracker

Close & Reporting

Tracks the close checklist, finds the gaps and drafts the status note.

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Management reporting commentary

Close & Reporting

Drafts the monthly commentary from signed-off numbers, citing every figure.

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Audit evidence desk

Controls & Audit

Turns a request list into a cited index of what exists and what is missing.

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Finance policy & controls desk

Controls & Audit

Answers spend policy, threshold and control questions from your own documents.

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Budget versus actuals briefing

Planning & Business Partnering

Assembles the variance story for a budget holder, with the documents behind it.

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Spend enquiry desk

Planning & Business Partnering

Answers invoice and purchase questions, and drafts the reply for finance to send.

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Vendor due diligence pack

Sourcing & Vendor Onboarding

Checks vendor documents against your onboarding list and flags what is missing.

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Purchase request intake

Sourcing & Vendor Onboarding

Takes a buying request, applies the policy, and routes it to the right approver.

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Contract & clause search

Contracting & Review

Finds any clause, obligation or term across your contract library, with sources.

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First-draft review notes

Contracting & Review

Compares an incoming paper against your playbook and lists where it departs.

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Obligation & renewal watch

Obligations & Renewals

Surfaces notice periods, renewals and commitments due, with the clause behind each.

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Procurement & legal policy desk

Obligations & Renewals

Answers can-we-do-this questions from your published positions, with citations.

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First-line answers desk

Service Desk & Support

Answers common IT questions from your runbooks, and raises a ticket when it cannot.

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Ticket triage & routing

Service Desk & Support

Classifies incoming tickets, attaches the runbook and proposes the right queue.

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Joiner, mover, leaver checklist

Access & Lifecycle

Builds the access and equipment checklist for a role and drafts the IT tasks.

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Software access & licence desk

Access & Lifecycle

Handles tool requests: what is approved, which licence pool, and who signs off.

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AI use-case intake & review

AI Rollout & Governance

Captures a team's agent request with the sources, rights and approvers it needs.

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AI usage oversight pack

AI Rollout & Governance

Compiles what agents ran, what they read and which gates fired, ready for review.

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