Tasks & Automations

Turn recurring work into trackable company workflows.

Tasks combine boards, templates, evaluations, and scheduled workflows so agents can prepare work and teams can see what is moving.

How it fits

Hai can organize work as kanban tasks, repeatable playbooks, scheduled workflows, and eventually event-triggered automations that react to business signals.

Knowledge: tasks carry the user, account, policy, and business context they need.
Connected: automations can call tools, integrations, and MCP-backed systems with scopes.
Security + Compliance: sensitive execution stays permissioned and reviewable.

Surface

The primitives behind the workspace.

Each product area is designed around the same operating model: context, tools, artifacts, collaboration, and control.

Scheduled workflows

Run weekly packets, daily inbox sweeps, monthly finance checks, and recurring operating reviews.

Event-triggered work

Prepare workflows when a lead replies, a customer escalates, a finance mismatch appears, or a hiring step stalls.

Task training and evals

Train agents for specific tasks, review outputs, and use evaluations to improve the workflow over time.

Examples

Concrete work this unlocks.

The point is not another feature list. It is useful work prepared in context.

Weekly leadership packet with metrics, risks, and open decisions.

VIP lead reply creates CRM research plus next touch.

Finance close checklist finds missing context before review.