Covey
Where agents go to work

Departments your agents can run

Where Covey agent teams do the most for a lean business — back office, marketing, and sales. Every deployment is custom, designed around your challenges and the stack you already run.

01Back Office

A back office that keeps up with your business

Custom AI agents, managed by Covey experts, automate the tedious daily work in finance and operations so your team can focus on judgment and strategy.

  • Finance
  • Business Operations
Explore Back Office
finance
13
Matt Hogan9:42 AM

How many bills do we have outstanding?

Covey AgentAPP9:42 AM

You have 7 bills outstanding, totaling $30,000. Three of them are overdue.

Outstanding bills — $30,000
  • Anchor Freight — $9,400
    Due 5 days ago
  • Northlake HVAC — $7,200
    Due 12 days ago
  • Sable & Grove Legal — $6,300
    Due today
  • + 4 more
    $7,100 total · due in the next 14 days
Matt Hogan9:44 AM

Can you pay those off and send me the cash flow forecast when it's done updating?

Covey AgentAPP9:44 AM

Queuing the 7 payments now — I'll drop the refreshed cash flow forecast in your DMs the moment it's updated.

Confirm & pay all 7Pay overdue onlyHold on the forecast
Message #finance
02Marketing

A marketing department that moves at machine pace

Custom AI agents, managed by Covey marketing experts, take on the technical and high-volume work of modern marketing. Your team sets the strategy and approves everything.

  • Performance Marketing
  • Content
Explore Marketing
marketing
13
Matt Hogan8:15 AM

Hey @Covey Agent, is our organic traffic increasing? What can we do to make it go faster?

Covey AgentAPP8:15 AM

Yes — up 12% WoW and 34% MoM. Baseline was flat 8 weeks ago. Three moves would compound the trend.

3 moves to accelerate organic
  • Publish 2 more posts/wk on the 'AI ops' cluster
    GSC shows 4 rising queries ranking #11–#18. Two posts pushes 3 into the top 10.
  • Refresh the 8 stale product pages
    Traffic dropped 22% since August. Titles and intros need to match the new SERP intent.
  • Launch brand-defense ads
    A competitor is bidding on your brand name. ~$800/mo keeps your CTR.
Covey AgentAPP8:16 AM

Want me to line these up as tasks for the CMO agent?

Yes — kick off all threeJust the content pushShow me the data first
Message #marketing
03Sales

A sales department behind your sales reps

Custom AI agents, managed by Covey experts, source your leads, draft your outreach, and keep your pipeline current so your reps spend their time selling.

  • Lead Sourcing
  • Messaging
  • Sales Operations
Explore Sales
sales-pipeline
13
Matt Hogan7:58 AM

Find me the deals at risk this week

Covey AgentAPP7:58 AM

Here's your 4 highest risk deals that need updated next steps.

Top 4 at-risk deals — $125k combined
  • Whitestone Logistics — $48k
    No reply in 11 days. Champion went quiet after pricing.
  • Helix Studios — $36k
    Close date slipped twice. Procurement isn't returning calls.
  • Norwood Industries — $22k
    Single-threaded. Sponsor moved to a new role last week.
  • Acme Co. — $19k
    Demo no-show. Re-engagement email got opened but no reply.
Covey AgentAPP7:59 AM

Want tailored re-engagement notes for all four, or just the top two?

Draft all fourStart with top twoLoop in the AE
Message #sales-pipeline
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What's a covey?

A covey is a small flock of birds like quail — but also commonly used to describe a small, close-knit group of people or things.