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
Listing copy & marketing
Sales
Turns your spec sheet, viewing notes and photos into particulars, portal copy, social captions and the campaign email.
Transaction coordination
Sales
Tracks every milestone from offer to completion and tells you which compliance documents are still missing.
Maintenance triage & vendor coordination
Lettings & Property Management
Classifies an inbound repair report by urgency, routes it to the right contractor, and tracks the job to close.
Tenancy & compliance calendar
Lettings & Property Management
Reads your tenancy records and certificate register, flags what's expiring, and drafts the landlord or tenant message.
Lead qualification & instant response
Across the Branch
Answers a portal or web enquiry from your real listing data, qualifies the lead, and books a viewing into the diary.
Client reporting & follow-up
Across the Branch
Drafts recurring landlord and vendor reports on schedule, and keeps past clients and lapsed valuations in a steady nurture instead of going cold.
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.