Operational agents

Operational agents for proposal automation, user access, and franchise qualification.

Workmind helps teams apply company rules inside the systems they already use—so corporate can define standards and every location can move faster within approved boundaries.

Configure the rules Translate pricing, access, or qualification standards into a structured workflow.
Automate the work Workmind prepares and coordinates the next action across connected systems.
Keep people in control Your team reviews the result and retains authority over consequential decisions.
Available Proposal automation

QuoteSter

Proposal automation that fits your current process.

QuoteSter helps service businesses apply pricing, scope, margin, and approval rules inside the proposal system they already use. Corporate can define the standards, while locations can still work within those guardrails and follow the process they already use.

  • Reduce missed scope and prevent avoidable pricing drift
  • Standardize proposals across teams and locations
  • Protect required fields, margins, and brand standards
  • Keep your current proposal platform and familiar workflow
  • Keep final review with the person responsible for the proposal
Integration ecosystem: ClientTether is live today. Integrations with Jobber, Housecall Pro, and ServiceTitan are planned; availability and timing will be confirmed as each integration is developed.
QuoteSter applies company guardrails to proposal creation
Available User access coordination

UMA

User access coordination that works with your existing systems.

UMA helps organizations coordinate onboarding, role changes, and offboarding across HR, IT, and connected systems without replacing the identity or HR platforms they already rely on.

  • Use Paycor or BambooHR as the authoritative source for employee changes
  • Coordinate provisioning and deprovisioning across connected systems
  • Apply role-based access rules tied to organizational structure
  • Track access changes, progress, and administrative review
System-of-record integrations: UMA is available with Paycor and BambooHR integrations. Your HR platform remains the authoritative source for employee information; UMA responds to approved changes there and coordinates the downstream access workflow.
Access provisioning integrations: UMA can provision and deprovision access in connected operational and collaboration systems, including Slack, Google Workspace, FieldRoutes, Open Dental, and ClientTether.
UMA coordinates user onboarding, access changes, and offboarding
Design partner stage Franchise development

FranDev

Franchise qualification that brings consistency without losing flexibility.

FranDev is being designed to structure candidate engagement, apply qualification criteria, and coordinate progression through a franchise development pipeline while keeping evaluation and award decisions with your team. Corporate can define the standards, and local teams can work within them without losing flexibility.

  • Collect and organize qualification information consistently
  • Apply brand-defined screening and progression criteria
  • Coordinate candidate communication across workflow stages
  • Give development teams clearer handoffs and pipeline visibility
Availability: FranDev is in design and scoping. Workmind is speaking with selected franchise organizations to shape the initial implementation.
FranDev structures franchise candidate qualification and progression

Designed to complement your stack

Add an operational layer—not another system your team has to manage.

Workmind products connect defined business rules to the tools where work already happens. The goal is to reduce rework, handoff delays, and inconsistent execution without forcing a broad rip-and-replace project or removing the flexibility local teams need.

Which workflow is creating the most drag?

Tell us what your team is coordinating manually. We’ll focus the conversation on the product—and the operating model—most relevant to you.

Request a personalized demo