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
Dealflow analysis
Sourcing & Screening
Screens inbound decks against the thesis and writes up what deserves a call
Reference & expert calls
Diligence & Investing
Ranks who is worth speaking to, then aggregates what they told you
Dataroom DD & IC memo
Diligence & Investing
Indexes the data room, flags the diligence gaps, drafts the IC memo
Internal & external comms
Portfolio Management & IR
Monitors the sources that matter and drafts the update each audience needs
Event management
Portfolio Management & IR
Segments the contact base, drafts the invitations, tracks who is coming
Credentials & precedent search
Pursuit & Proposal
Finds the past engagements, deliverables and credentials that fit a live pursuit
Proposal & scoping draft
Pursuit & Proposal
Turns a brief and the closest precedents into a first-draft proposal
Methodology & framework finder
Engagement Delivery
Surfaces the right framework for the problem, with how it was used before
Interview & workshop synthesis
Engagement Delivery
Turns interview notes and workshop output into one attributed synthesis
Deliverable fact-check
Closeout & Knowledge Capture
Checks every claim in a draft deliverable against the source it cites
Engagement closeout & reuse pack
Closeout & Knowledge Capture
Captures what an engagement produced so the next team can build on it
Engineering context search
Product & Engineering
Answers where a decision was made and what broke the last time
Release notes & changelog draft
Product & Engineering
Turns the tickets that shipped into notes a customer can actually read
Support answer drafting
Support & Escalation
Drafts the first reply from past resolutions, with the sources attached
Escalation & bug triage
Support & Escalation
Spots the ticket that is really a bug and routes it with the evidence
Account briefing
Revenue & Enablement
Assembles what has actually happened on the account before the call
New starter enablement
Revenue & Enablement
Answers a new joiner's questions from the docs, with links to read next
Matter intake triage
Intake & Conflicts
Reads the inbound request, drafts the matter record and flags what is missing
Conflicts & risk pre-check
Intake & Conflicts
Assembles the evidence a conflicts decision needs and flags the near misses
Precedent & clause search
Drafting & Review
Finds the clause, the position or the precedent across every matter you hold
Contract review & markup
Drafting & Review
Reads a contract against your playbook and drafts the first markup
Obligation & renewal tracking
Obligations & Advice
Pulls the duties and dates out of signed contracts and keeps them visible
Policy & advice desk
Obligations & Advice
Answers routine policy questions from colleagues and routes the rest
Site & market research
Sourcing & Underwriting
Research on a site, its occupiers and its market, written up as a cited note.
Underwriting brief
Sourcing & Underwriting
Turns the rent roll, comparables and prior terms into a sourced set of assumptions.
Lease abstraction
Transaction & Diligence
Reads a lease and returns a structured abstract, every field cited to its clause.
Diligence pack review
Transaction & Diligence
Indexes the data room, answers from it, and lists what the checklist still needs.
Lease event watch
Asset & Tenant Management
Watches the register for reviews, breaks and expiries and posts what is coming up.
Portfolio & investor reporting
Asset & Tenant Management
Drafts the recurring property or fund report with each figure traced to its file.
Policy & procedure answers
Policy & Procedure Knowledge
Staff ask in plain English and get your own written policy back, quoted and linked.
Policy change tracking
Policy & Procedure Knowledge
When a policy changes, finds where the old wording still lives and drafts the edits.
Rota cover admin
Rostering & Service Coordination
Gathers unfilled shifts and cover requests and drafts the asks in your agreed order.
Family & referrer correspondence
Rostering & Service Coordination
Drafts replies to routine administrative post and leaves them for a person to send.
Training record watch
Assurance & Reporting
Reads your training records and drafts the renewal reminders for line managers.
Audit evidence pack
Assurance & Reporting
Pulls the documents your quality lead's checklist asks for and lists what is missing.
Submission pack preparation
Submission & Quoting
Builds the market submission from the client file and flags what is still missing.
Carrier appetite check
Submission & Quoting
Matches a risk to appetite guides and where you have placed similar business before.
Renewal review brief
Renewal & Retention
Assembles the pre-renewal brief: expiring terms, changes at the client, and questions.
Policy comparison & gaps
Renewal & Retention
Compares quoted wordings against the expiring cover and marks every difference.
Claims history lookup
Claims & Servicing
Answers questions on a claim or a book of claims with the file cited.
Client file review
Claims & Servicing
Checks each client file against your own review checklist and lists what is missing.
Engagement scoping brief
Onboarding & Engagement Planning
Reads last year's file and drafts the scope, the risks and who needs to be involved.
Records chasing
Onboarding & Engagement Planning
Tracks outstanding client records against the checklist and drafts each chase.
Working paper review
Preparation & Review
Checks a prepared file against your review programme and lists the points to raise.
Year-on-year variance check
Preparation & Review
Lists the movements against the prior year and where the file already explains them.
Technical research memo
Technical Advisory & Client Reporting
Drafts a cited memo on a client question from your guidance library and prior advice.
Client update drafts
Technical Advisory & Client Reporting
Turns a change in guidance into updates written for the clients it actually affects.
Cross-functional status brief
Operating Cadence
A weekly read on every function, drawn from the tools your teams already use
Executive meeting prep
Operating Cadence
A short brief before each meeting: who is attending, what happened last, what is open
Board pack drafting
Board & Investor Reporting
Drafts the board pack from your own numbers, documents and updates, with sources
Investor question desk
Board & Investor Reporting
Answers investor and diligence questions from your own documents, with citations
Investor CRM upkeep
Fundraising & Network
Keeps investor records current from your email, calendar and meeting notes
Warm-path introductions
Fundraising & Network
Finds who in your network can introduce you, and drafts the ask
Lead list building
Prospecting & Outreach
Builds a researched prospect list against your ICP, with the evidence attached
Personalised outbound drafting
Prospecting & Outreach
Drafts outreach for each account from real research, not merge fields
Account research & buying committee
Account Research & Deal Prep
A cited account plan: the organisation, the people, and who has to say yes
Meeting prep & call brief
Account Research & Deal Prep
A brief before every sales call: history, open items and the questions to ask
Deal risk watch
Pipeline Health & Forecast Hygiene
Flags deals going quiet, single-threaded or stalled, with the evidence why
CRM hygiene & pipeline reporting
Pipeline Health & Forecast Hygiene
Finds duplicates, gaps and rule breaches, then reports on a pipeline you can trust
Account health brief
Account Health & Risk
One cited view of an account: usage, tickets, contacts and open promises
Churn risk watch
Account Health & Risk
Flags accounts drifting from healthy patterns, with the evidence behind each flag
Renewal prep pack
Renewals & Expansion
Assembles the case for renewal: value delivered, issues closed, what changed
Expansion signal finder
Renewals & Expansion
Surfaces accounts showing real signs they need more, with the evidence
QBR & executive review prep
Customer Meetings & Voice of Customer
Builds the quarterly review from the account's own record, in your template
Customer interview synthesis
Customer Meetings & Voice of Customer
Turns discovery and customer calls into themes you can act on, quoted
Competitor & category watch
Market & Audience Research
Watches named competitors and the category, and reports only what changed
Buyer signal listening
Market & Audience Research
Surfaces where buyers discuss the problem you solve, and who engaged with you
Content brief & brand check
Content & Campaign Production
Writes the brief from your own material, then checks drafts against brand rules
Meetings into content
Content & Campaign Production
Turns recorded calls and internal sessions into drafted, sourced content
Website visitor & enquiry follow-up
Demand Capture & Reporting
Researches inbound enquiries, qualifies them against your ICP, drafts the reply
Campaign performance reporting
Demand Capture & Reporting
Pulls campaign results together with the context needed to read them
Role brief & interview kit
Hiring & Interviewing
Turns an intake conversation into a role brief and a structured question set.
Candidate briefing pack
Hiring & Interviewing
Assembles the CV, application and earlier interview notes into one cited brief.
Interview scheduling & panel logistics
Coordination & Onboarding
Finds panel availability, drafts the invitations and tracks the confirmations.
New starter onboarding pack
Coordination & Onboarding
Builds the first week plan, access list and reading pack for each new starter.
Policy & benefits desk
Employee Support & Policy
Answers handbook questions in Slack with the policy page each answer came from.
Handbook & policy upkeep
Employee Support & Policy
Finds stale, missing and contradictory policy pages and drafts the revisions.
Month-end close tracker
Close & Reporting
Tracks the close checklist, finds the gaps and drafts the status note.
Management reporting commentary
Close & Reporting
Drafts the monthly commentary from signed-off numbers, citing every figure.
Audit evidence desk
Controls & Audit
Turns a request list into a cited index of what exists and what is missing.
Finance policy & controls desk
Controls & Audit
Answers spend policy, threshold and control questions from your own documents.
Budget versus actuals briefing
Planning & Business Partnering
Assembles the variance story for a budget holder, with the documents behind it.
Spend enquiry desk
Planning & Business Partnering
Answers invoice and purchase questions, and drafts the reply for finance to send.
Vendor due diligence pack
Sourcing & Vendor Onboarding
Checks vendor documents against your onboarding list and flags what is missing.
Purchase request intake
Sourcing & Vendor Onboarding
Takes a buying request, applies the policy, and routes it to the right approver.
Contract & clause search
Contracting & Review
Finds any clause, obligation or term across your contract library, with sources.
First-draft review notes
Contracting & Review
Compares an incoming paper against your playbook and lists where it departs.
Obligation & renewal watch
Obligations & Renewals
Surfaces notice periods, renewals and commitments due, with the clause behind each.
Procurement & legal policy desk
Obligations & Renewals
Answers can-we-do-this questions from your published positions, with citations.
First-line answers desk
Service Desk & Support
Answers common IT questions from your runbooks, and raises a ticket when it cannot.
Ticket triage & routing
Service Desk & Support
Classifies incoming tickets, attaches the runbook and proposes the right queue.
Joiner, mover, leaver checklist
Access & Lifecycle
Builds the access and equipment checklist for a role and drafts the IT tasks.
Software access & licence desk
Access & Lifecycle
Handles tool requests: what is approved, which licence pool, and who signs off.
AI use-case intake & review
AI Rollout & Governance
Captures a team's agent request with the sources, rights and approvers it needs.
AI usage oversight pack
AI Rollout & Governance
Compiles what agents ran, what they read and which gates fired, ready for review.