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deskmate 2026 five skills, one desk
01 Runs in chat

weekly reporting

Data Synthesis Auto-Draft Executive Ready
Runs in chat 2–3 hrs saved / wk

Pulls the numbers, writes the summary in your house voice, and drops it in the channel before Monday stand-up.

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02 On a schedule

invoice chasing

Ledger Watch Smart Follow-up Human Approval
On a schedule Never sends alone

Watches the ledger, drafts the follow-up against the right contact, and queues it for a human to approve.

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$
Queued for approval
03 With approval

client onboarding

Document Collection Filing Ticket Routing
With approval One pass, no gaps

Collects the documents, files them where they belong, and opens every downstream ticket in a single pass.

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ID verified
Contract signed
Welcome sent
CRM Support Finance
04 Runs in chat

inbox triage

Intent Sorting Reply Drafts Human Judgement
Runs in chat Humans see 1 in 9

Sorts the shared inbox by intent, drafts the reply from your own past answers, and flags only what needs judgement.

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Auto Needs you
05 On a schedule

compliance checks

Checklist Runner Exception Reports Evidence Linked
On a schedule Evidence attached

Runs the checklist against every record, then reports only the exceptions — each one with the evidence already attached.

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! Missing record
or scroll — 5 skills in the library