Now in beta

Put your AI agents on the team

Add your own AI agent to Manifestly as a team member. Assign it steps, invite it to runs, and @mention it, the same way you would a person. It does its part of the workflow and your people do theirs. Every action is permissioned and on the record.

Request access Get started

AI Agents is in beta and turned on per account. Talk to support to try it.

Vendor Onboarding — Northwind Supply Run

Collect W-9 and banking details DR
Verify tax ID and screen vendor AI agent
Create vendor record in ERP AI agent
Approve vendor Approval PS

Agents need a place in the process, not just access to it

An agent with an API key can do things, but nobody knows what it's responsible for, when it should act, or what it did. AI Agents gives your agent a seat on the team: assigned work, a defined scope, and its own line in the audit trail.

Agent on a borrowed key

Acts as whoever's key it was given
Has to poll to find out what changed
Its work is mixed in with a person's activity

Agent as a team member

Its own identity, department, and role
Notified the moment work is assigned to it
Every action attributed to the agent by name

From new hire to working teammate in three steps

Add the agent

An account admin adds an AI agent to a department and gives it a name, a role, and the webhook URL where its work should go. Manifestly issues the agent its own API key.

Hand it work

The agent shows up in the same pickers as your people. Assign it steps, add it to a role, invite it to runs and scheduled runs, or @mention it in a comment.

It does its part

Manifestly sends a signed webhook the moment something needs the agent. The agent acts back through the Manifestly MCP server or the v2 API with its own key. Its work lands in the run like anyone else's.

Your agent hears about work the moment it's ready

Your people get email, Slack, and Teams notifications. Your agent gets a webhook. When a step is assigned to it, becomes ready, is mentioned in a comment, or runs late, Manifestly posts a signed event to the agent's endpoint right away.

run_invited step_assigned step_became_applicable step_role_ready mention comment_created step_completed approval_rejected step_late run_almost_late run_late run_completed reminder

Each delivery is HMAC-signed with your account's webhook secret.
Payloads carry IDs only, never run content. The agent fetches the details it's allowed to see with its own key.
Failed deliveries retry automatically. Admins can see every delivery and retry it by hand.

# Manifestly → your agent's endpoint
POST https://agents.example.com/manifestly
X-Manifestly-Event: step_assigned
X-Manifestly-Delivery: 8f2c…e41a

{
  "event":        "step_assigned",
  "occurred_at":  "2026-10-12T14:03:22Z",
  "agent_id":     4182,
  "run_id":       90231,
  "run_step_id":  771045
}

# → the agent reads the step over MCP or the v2 API,
#   does the work, and completes it

Every action has a name on it

When the agent completes a step, records data, or leaves a comment, the activity feed shows the agent as the one who did it. It isn't credited to the admin who set it up or to a shared integration key. When someone asks who verified a vendor, the record answers.

Agent work is attributed to the agent in run activity and reporting.
Agents are clearly marked with a robot avatar wherever they appear.
Admin actions on an agent, such as rotating its key, are logged too.

Run activity

PS
Priya Shah approved Approve vendor
2:41 PM
Vendor Setup Agent completed Create vendor record in ERP
2:12 PM
Vendor Setup Agent commented: “Tax ID verified. No sanctions matches.”
2:09 PM
DR
Dana Ruiz completed Collect W-9 and banking details
1:55 PM

Bring the agent you already run

Manifestly doesn't host your agent or choose its model. Use whatever you've built or bought: a custom LLM agent, an agent framework, or an automation platform. Manifestly stays the system of record for who owns which step, what state the run is in, what's allowed, and what happened.

Manifestly

assigns the work

Your agent

does the work

MCP / v2 API

reports it back

Act through the Manifestly MCP server or the v2 API.
Each agent authenticates with its own API key, shown once at creation and rotatable at any time.

Adding an AI agent to Finance

Name

Webhook URL

Role

Save this token now. Only the last 4 characters will be visible afterwards.

Autonomous, but never unaccountable

Scoped like a person. An agent sees and changes only what its department and role allow. An agent in Finance can't read HR.
Humans keep the final say. Put an approval step after the agent's work. If a reviewer rejects it, the agent is told so it can rework it.
Admin-controlled. Only account admins can add agents, view their deliveries, or rotate their keys. Agents can never sign in to the app.
An instant off switch. Rotate the key and the old one stops working immediately. Clear the webhook URL and deliveries stop.

Deliveries — Vendor Setup Agent

Sent	Event	Result
2:41 PM	run_completed	Delivered
2:12 PM	step_assigned	Delivered
2:03 PM	step_became_applicable	Delivered
1:58 PM	mention	Delivered
1:55 PM	run_invited	Delivered

Where teams put an agent to work

Finance & procurement

Vendor checks, invoice matching, and system-of-record updates.

The agent verifies the tax ID and creates the ERP record. A controller approves before payment is set up.

IT & employee onboarding

Account provisioning and access requests across your tools.

HR completes the hire details. The agent is notified, creates the accounts, and completes its steps.

Compliance & reporting

Evidence gathering, drafting, and recurring status summaries.

Each month the agent pulls the evidence, attaches its findings, and @mentions the reviewer.

AI Agents, answered

AI Agents is in beta and turned on account by account. Talk to support and we'll enable it for you. Once it's on, account admins will see an AI agents option under Settings → Users and an AI Agents tab on each department.

No. You bring the agent and choose its model, and you run it wherever you like. Manifestly gives the agent an identity on your team, tells it when there's work, and keeps the record of what it did. It doesn't host or run the agent.

Through the Manifestly MCP server or the v2 API, using the agent's own API key. It can do whatever its role and department allow a person to do, such as reading runs, completing steps, recording data, commenting, and starting runs.

Exactly what a person with the same department membership and role could see, and nothing more. Webhook payloads contain IDs only, so run content is never pushed out. The agent has to fetch it through permission-checked calls.

No. Agents can't sign in by password, SSO, or any other method. They only act through their API key.

Rotate its API key and the old key stops working immediately. Clear its webhook URL to stop deliveries. You can also remove it from a department just as you would a person.

Yes. An AI agent is a member of your team, so it uses a user seat on your plan. See the pricing page for details.

Other Features

Design your process

Workflow Customization

Shape exactly how each workflow behaves — logic, data, timing, and documentation.

Workflow Versioning

Make changes and collaborate on workflow improvements in a private Draft, keep a stable Published version for your team, and maintain a full version history with restore.

Conditional Logic

Customize your workflows to conditionally hide or display workflow sections and steps based on data collection or the completion of a different step or section in the workflow.

Workflow Approvals

Add a required sign-off to any workflow step so work gets reviewed before it moves forward. Assign the person who owns the decision, hold the steps behind it until they approve or reject, and keep every decision on the record.

Relative Due Dates

Set expectations for when tasks are due and send notifications to users. Due dates are also utilized in our calendar integration.

Business Calendars

Attach a holiday calendar to a workflow to keep due dates and reminders off weekends and holidays. When a date lands on a day off, snap it to the next or previous business day — and move or skip recurring runs that fall on one.

Data Collection

Add data collection fields to your workflows. Users can enter data, choose from a list, upload images and files, and even collect signatures.

Data Tables

Keep reusable reference data in a shared table and pull it into your workflows. Choose a row in a run and Manifestly auto-fills the rest of that row into your other fields. An Enterprise feature.

Embed Links, Videos, and Images

Customize your workflow steps to add videos, images, and links to supporting documents to make them not only a list of what to do, but also a document of how a process should be done.

Workflow Automations

Set up one workflow to automatically create and assign another workflow when a specific step is completed in the original workflow.

Send a Customized Email on Step Completion

Customize an email to be sent when a step in your workflow is completed, providing real-time updates to the team.

Set Due Dates for Steps Based on Date Data Collection Fields

Use step data collection to drive due dates in your workflows, ensuring that deadlines are accurate and meaningful.

Subtasks

Define lightweight subtasks within a step to help your team follow a step-by-step process for completing a task.

QuickLists for Ad Hoc Tasks

Create lightweight, ad hoc task lists for one-off to-do items or collaborative team lists that don't require recurring workflows.

Organize with Tags

Keep your workflows and runs organized by using tags. Tags act as flexible folders to easily filter and find your tasks in Manifestly. Set up tags to track work by client, property, type of work, and more.

Manage your Standard Operating Procedures - SOPs

Create, edit, and publish your standard operating procedures. Keep your documentation updated and ensure everyone is using the most recently updated process documentation.

Send a Customized SMS Message on Step Completion

Customize an SMS message to be sent when a step in your workflow is completed, providing real-time updates to any phone number.

Delegate & automate

Assign and Automate

Get the right work to the right people, on schedule — automatically.

Schedule Recurring Runs

Schedule daily, weekly, or quarterly workflow runs to ensure recurring tasks are completed on time. Receive notifications on run activity, such as when a run has started.

Role-Based Assignments

Assign steps in your workflows to a role and then assign people to a role on a run-by-run basis, giving you more control over recurring assignments.

Automations with Zapier

Connect with 1,000+ apps using our Zapier app to automate data and workflow connections across platforms, ensuring seamless integration.

Import Runs

Import 200 workflow runs at a time using our spreadsheet importer. Set custom start and due dates, assign participants, add tags, Slack channels, and more.

Initiator Role

Automatically assign steps in the workflow to the person creating the new run using the Initiator Role, streamlining role-based task delegation.

Display Assignments in a Calendar

Visualize and manage your tasks within a calendar to plan ahead effectively and stay organized.

Stay on top of it

Track Progress and Reporting

See what's done, what's late, and what's coming — across every run.

Calendar Integration

Manifestly integrates with both Microsoft Outlook and Google Calendar so you can view your assignments and upcoming runs within your regular calendar.

Bird's-eye View of Tasks

Track task progress and work on multiple runs all on one summary page that highlights assignments, late runs, and late tasks.

Customizable Dashboards

Customize your dashboard using as many dashboard "widgets" as you want to show exactly what you need to stay on top of for your organization's recurring tasks in Manifestly.

Reminders

Set up reminders on workflows or runs. Reminders can ensure your team does not miss deadlines in their assignments.

Reporting & Data Exports

View real-time reports of exactly what steps are done and what are left, with summary views across runs. Our data export feature gives you all the detailed data from your runs in a format easily imported into a spreadsheet or business intelligence tool.

Inbox

A single inbox page that consolidates your assignments, runs, and tasks. This unified view helps you stay organized, reduces the need to jump between screens, and makes it simpler to prioritize and manage your workload.

Governance & security

Govern, secure & prove it

SSO, granular permissions, and a complete audit trail — the controls enterprise teams need to run their work and prove how it was done.

Departments & Locations

Use departments to organize teams and workflows, as well as maintain security by keeping runs and activity private from your whole organization.

Permissions

Control access and abilities in the system using user permission roles. Admins, Users, and Limited Users all have different rights levels.

SAML SSO

Set up SAML SSO to control access to your Manifestly account. Manifestly supports Okta, Azure AD, Auth0, OneLogin, and Google SSO.

Guest Users

Invite external users to participate in workflows without requiring full accounts. Maintain security while allowing seamless collaboration.

Custom Branding

Create a branded environment by customizing your workspace with a company-specific logo. The logo appears in emails, guest run pages, and login pages.

Initiator Role

Automatically assign steps in the workflow to the person creating the new run with the Initiator Role, simplifying the setup and execution of recurring tasks.

Audit Trail

Every action — who did what, entered which data, and when — is captured in a searchable, permanent activity log, so you can prove exactly how work was run.

API & Webhooks

Full read/write access over the Manifestly v2 REST API plus webhooks, so Manifestly fits into your existing systems, provisioning, and reporting.

Collaborate & audit

Communicate

Keep the conversation — and a permanent record of who did what, and when — in one place.

Comments & Mentions

Collaborate with your team within a run without relying on emails or other communication methods. You can also add Manifestly directly to Slack.

Searchable Account Activity Logs

Every action taken — who completed a task, entered data, started and finished a run, and more — is stored in the cloud, forever, making it easy to audit who did what and when on previous runs and tasks.

Bulk Send of Reminders

With one click you can send out reminders to everyone working on a list of runs to help ensure your team completes tasks on time.

Trusted by organizations big and small for their recurring workflows