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ServFlow lets you set up AI agents that do real work in the apps you already use, such as Gmail, Slack, Notion, GitHub, Telegram, and Discord. You don’t need to write code. This page explains what an agent is and what you can do with one. To try one right away, see Your first agent.

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What an agent is

An agent is an assistant that waits for something to happen, thinks about it, and acts. Every agent works the same way:
  1. Something starts it. A new email arrives, someone mentions it in Slack, a pull request opens, or a set time comes round.
  2. It reads its instructions. You write these in plain language, the way you would brief a new colleague: who you are, what it should handle, and what it must never do.
  3. It uses its tools. Tools are the actions an agent may take in your apps, such as reading an email thread, searching a Notion page, or posting a message.
  4. It finishes the job. It replies, saves a draft, posts a summary, or decides nothing needs doing.
For example, the Meeting Follow-ups agent runs every weekday evening. It reads the meetings you had that day and saves a thank-you email to each meeting’s attendees as a draft in Gmail. It never sends anything itself.

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What you can build

  • Answer questions in chat. An agent in Slack, Telegram, or Discord that answers from your Notion pages or its own notes.
  • Keep your inbox moving. Draft replies to customer emails, sort what arrives, and warn you about what’s urgent.
  • Review code. Read new GitHub pull requests and comment on anything risky, or sort new issues.
  • Report on a schedule. A daily digest of a Slack channel, or a weekly report of what changed in a repository.
  • Prepare and follow up on meetings. Research the people you’re meeting, then send the follow-ups afterwards.
Most of these exist as ready-made templates: an agent that already works, which you install, connect to your apps, and change to suit you.

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How you build one

You build agents in the ServFlow dashboard, in one of three ways:
  • Install a template. Pick a ready-made agent, connect the apps it asks for, and it starts working.
  • Describe it to AI assist. Say in a sentence what you want, and AI assist drafts the agent for you to review.
  • Start from scratch. Name the agent and add its instructions and tools yourself.
Whichever you choose, you end up in the same editor, where you can change anything later.

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What you need

  • A ServFlow account. Sign up at dash.servflow.io.
  • Your apps, connected. You sign in to each app once, and every agent on your team can then use it.
  • A model. This is the AI that does the thinking. On the Starter and Pro plans, ServFlow includes model credit, so you need no AI account of your own. You can also use your own OpenAI, Anthropic, or other account.

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Keeping control

  • Agents only do what their tools allow. An agent with no send tool can’t send email. Templates are built this way: the Meeting Follow-ups agent can only read your calendar and save drafts.
  • You turn agents on and off. A new agent you build stays off until you enable it.
  • You can see every run. Each time an agent runs, ServFlow records what started it, what it read, which tools it used, and what it replied.

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Next steps

Your first agent

Install a template that drafts follow-up emails after your meetings, in about ten minutes.

For developers

Self-host ServFlow, build agents as config files, and connect your own systems.