My Agent: your personal assistant for tasks, OKRs and deals
My Agent is the assistant on your My page. It looks at your own work only: your tasks, the key results you are responsible for, your deals and contacts, and the approvals waiting for you. When you ask "what should I focus on?", it answers from that list, not from the whole company.
That is the point. The My page already pulls your work from several modules into one place, with the same UI and the same database. My Agent adds a conversation on top of it.
What it does
- Briefs you. It writes a short brief with three parts: Focus, Calendar and Mail. Focus ranks overdue or high-priority tasks, key results that are at risk or behind, and late-stage or high-value deals, and gives you one next action plus two backups.
- Defaults to you. Searches start with tasks assigned to you, key results where you are responsible, and deals and contacts you own.
- Edits your records. It can create, update and delete tasks, key results and deals. Copying key results under another parent creates new rows, and only a move reassigns existing ones.
- Charts and diagrams. "Chart my tasks by status" returns a bar or pie chart, and "draw the flow" returns a small diagram.
- Runs the hygiene check. It can find missing owners, dates and stale key results among your records. For a guided clean-up, see the Data Hygiene Assistant.
When it helps
- You start the day with forty items. "Brief me" gives you one thing to do first and two fall-backs.
- You are asked about a team-wide OKR status. My Agent says that this belongs to the OKR page and names the OKR Assistant, instead of searching in circles.
- You want to see which of your tasks have no due date. It lists them and proposes dates you confirm.
How it works with your data
My Agent reads only what you may read, and it does not widen a question to the whole company on its own. Every write is queued as a preview. You confirm it before anything is saved. It never invents meetings, emails, amounts or currencies. If your calendar or mail is not connected, the Calendar and Mail parts of the brief say so in one sentence.
Task statuses can differ per project, so before it sets a status it reads that project's own list. It runs on a fast model by default, which you can change.
Make it yours
My Agent is a record in the Agents module. You can rewrite its instructions to match how you work, change the model or temperature, add or remove tools, duplicate it, or start from a blank agent for a particular role. Build your own agent gives the steps, and How to edit a page assistant and a reusable agent shows the editor. The page itself is described in My.