XDQ AgentOS flows

Set it up once. Your agents take it from there.

Drag your agents onto a canvas and connect them. Every time a client is added, a contract comes in or a proposal is accepted, they run in order. Each agent step uses its usual credits, and anything that reaches a client can ask you first.

Sample run · fictional client

New client onboarding

4 agents15 credits per run

Add a client once: a proposal is drafted, the contract is filed and sent for signature, the amount goes to Collections and a welcome email waits for you.

  1. A new client is added · free
    Add a client here or share an intake link. Their details flow into every step.
  2. Draft a proposal · 10 credits
    Proposals Agent drafts a proposal for the client from the notes. It stays a draft for you to share.
  3. Add the contract to the vault · free
    Legal Desk files the contract with the client, value and renewal so nothing is lost.
  4. Send for signature · 5 credits · asks you first
    Docs turns the contract into a PDF and sends it to the client, then you. Signed copies are emailed to both.
  5. Add the amount to Collections · free
    Collections adds the amount as a due in 7 days and sends polite reminders from then, each waiting in Approvals.
  6. Welcome email with portal · free
    Drafts a welcome email with the client portal link. It waits in Approvals.
Build your first flow freeSee credits and plans