Operations

Markhub for ops teams

Turn spreadsheets, PDFs, and recurring reports into completed operational work.

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The daily stuff runs itself

When the moment comes, AI posts the sales and totals the hours. People just check.

What changes

Before

  • The same material is collected by hand every week.
  • Spreadsheets and PDFs get opened one at a time.
  • Approvals bounce between chat and email.
  • Who handled what, and when, has to be dug up again.

With Markhub

  • Agents sort spreadsheets and operating forms by your rules.
  • They pull what you need out of PDF reports and contracts.
  • Requests and approvals finish inside the to-do.
  • Monthly throughput totals up in Flow.

How the day flows

  1. 01

    Hand over the file

  2. 02

    The agent sorts it

  3. 03

    Result posted to the hub

  4. 04

    Exceptions become to-dos

  5. 05

    Someone handles it

  6. 06

    Recorded in Flow

See it in action

Manager

Snap receipts for effortless expense tracking

Upload photos of invoices and receipts. AI automatically categorizes expenses by supplier, tracks unpaid items, and alerts you to price increases.

Unified task management across all stores

All store tasks consolidate into a single board (Not Started, In Progress, Pending, Done). Drag and drop to update status and track complete audit histories.

Manager

Automated supplier reordering with AI

AI automatically drafts orders on your supplier’s portal based on chat agreements. Managers simply review and tap to approve.

Consolidate all store tools into one hub

Bring your messaging, POS data, and spreadsheets together. AI synthesizes your operations into a single source of truth.

In detail

Spreadsheet roundups, PDF analysis, checking operating documents: an AI agent does the repetitive part, and the team picks up whatever needs a person.

Hand the spreadsheets and PDFs to an agent; people check the result and carry on only what needs carrying on.

In Markhub

Link the spreadsheet or operating form you use every week to an agent, and it organises what you need by the rules you set. Reviewing a PDF report or an operating document, extracting from it or comparing versions, can go the same way.

① Write the format and the rules as a note, and link it to the agent.
Linking an operating-format note to an agent

The result posts to the hub you choose, and anything needing follow-up becomes a to-do straight away.

What you can hand over

  • Stock roundups
  • Store sales totals
  • Outbound shipment checks
  • Collecting application forms
  • Checking rosters
  • Comparing purchase orders

How the work runs

The weekly roundup

Operations hands the spreadsheets from the stores to an agent. It organises the items and posts the result to the hub. Exceptions become to-dos with owners, and Flow shows how they were handled.

② Only what needs checking becomes work. With an approver set, the request and the approval finish here.
A to-do created from an exception, with its approval flow

Contract review

Hand a PDF contract to an agent and it sorts out the changed clauses and what needs checking. Someone reviews it and adds the required actions as to-dos. Comment on the document itself and that position stays attached to the to-do.

Monthly review

Flow shows how much was actually processed this month.

③ A month of topics, decisions, to-dos and completions in one view.
Monthly totals in Flow

Getting started

  1. Write the format of your most frequent roundup as a note.
  2. Create an agent with that note linked.
  3. Attach a workflow so it runs on a schedule or an event.
  4. Choose the hub the result posts to.
Watch AI usage on always-on workflows. They keep running whether or not anyone reads them.

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Let your team’s chat run the work.

Start from the group chat you already use.