Getting Started

Core Concepts

Agently is an AI chief of staff for your company, on the web and in an app on your Mac. It gives you three things that work as one: a single agent (Jarvis) that does real work, a Brain that holds what your company knows, and a workspace where that work is run, tracked and reviewed.

This page is the map. Each concept has its own page, linked inline.

Workspace

Your workspace is your company's home base. Everything lives inside it: Jarvis, your Brain, your connected apps, your cards and pages.

  • You can belong to several workspaces.
  • Each workspace has its own Brain, connections and team.
  • Your plan and credits belong to the owner's account and cover every workspace they own.
  • Members have roles (Owner, Admin, Member) that control what they can do. See Workspace Management.

Jarvis, your agent

Jarvis is the one AI agent that runs your workspace. You don't pick a bot; you describe the outcome, and Jarvis plans the work, pulls context from your Brain, acts through your connected apps, and hands heavy chunks to focused sub-agents when needed.

Type to it in a chat, talk to it by voice, or message it in Slack. See Meet Jarvis.

Brain

The Brain is your company's knowledge: documents, web pages and notes you add, content your apps sync, your company profile, and notes Jarvis keeps across conversations. When Jarvis answers, it searches the Brain and shows the sources behind each fact.

You fill it by adding files, pages and notes, by connecting apps that sync, from your website, and by letting Jarvis save things as it works. See Brain.

Work

Work is home base, and where your workspace opens. Its Canvas holds Needs you: everything waiting on you, ranked the way you would rank it, from approvals and your work items to new mail and Slack mentions, next to widgets such as Your day, Routines and Site health. See Work and Needs you.

Routines

A Routine is a standing instruction: every Monday, send me the churn report. Describe it in a sentence and Jarvis recommends the setup. Routines run on Agently's servers, even while your computer is off, and their results land in Work. Each one either asks before sending or runs unattended. See Routines.

Skills

Skills are reusable playbooks that teach Jarvis to do a job your way, such as draft an X post in my voice or turn research into a cited digest. Agently ships dozens of built-in skills, and you can write your own or import them from Claude Code. See Skills.

Pages

Pages holds your documents: notes, presentations, spreadsheets, live HTML and React pages, code and files. Pages can be private to you, shared with the workspace, shared by public link, or gated to capture leads. Jarvis can write and edit them for you. See Pages.

Integrations

Integrations connect the tools you already use, more than 100 of them, through secure OAuth. Jarvis reads them live and acts through them; a few, like Notion and Confluence, also sync documents into the Brain. Connect them in Brain → Add integration. Mail and calendar connections are personal to each member. See Integrations.

Approvals

Before Jarvis sends anything to people, deletes or archives anything, merges code, or uses a custom connector tool that isn't marked read-only, it asks you with an approval card: in the chat, in Work, as a notification, or as buttons in Slack. Approve and it runs once, exactly as shown; dismiss and it never runs. Routines follow their own setting. See Approvals.

How it all fits together

  1. Your workspace holds everything.
  2. You fill the Brain with company knowledge, by adding it and by connecting apps.
  3. You connect integrations: email, calendar, CRM and the rest.
  4. You hand Jarvis work in a chat or a Work card, or write a Routine so it happens on a schedule.
  5. Jarvis reads the Brain, follows any relevant Skills, and acts through your Integrations.
  6. Output is written up in Pages and reviewed on the card.
  7. Anything that would reach other people or delete something waits for your approval.

Next Steps

← Getting StartedMeet Jarvis →