Managed Agent Operations

A workflow is one repeatable process: a defined trigger, a sequence of tasks, and a finished output you can inspect. Sending a weekly pipeline report is a workflow.

A workload is bigger. It is the complete stream of work a Marshal agent owns end to end, bundling every workflow that stream needs. Inbound lead handling is a workload: every inbound lead answered, enriched, routed, followed up until it books, logged, and reported.

A workload is the job you hire an agent to do.

Workflows are never priced or sold alone. The big ones do the visible work, the small ones like reporting and CRM hygiene come included, and our engineers configure and tune all of them as part of the service. No meters, no seats, and no math about which workflow ran how many times.

No. The 14-day free trial costs nothing. You create an account, connect where your work lives, and kick off configuration the same day. Our engineers tune Marshal to your processes, your tools, and your approval rules, and the trial clock starts only once your agent goes live on real work.

You walk. No subscription, no invoice for the setup, no "but you owe us" conversation. We carry the full cost of the trial because we are confident the agent will prove itself.

Start with work that happens often, follows a repeatable pattern, and already costs you time, money, or stress.

Good first workflows: inbound lead follow-up, customer support triage, CRM cleanup, meeting prep, sales research, intake routing, reporting, and operational handoffs.

Bad first workflows are vague, rare, politically sensitive, or dependent on judgment nobody can explain.

Just help us understand what “done correctly” means, per task.

Helpful data to share: the tools involved, examples of the work being done today, the rules your team follows, and one internal owner who can make approval decisions, if needed.

The agent does not guess its way through judgment calls. When a workflow falls outside the rules, it moves to an exception queue or routes to a human for review. The goal is to let machines handle repeatable work while humans stay in control of judgment, edge cases, and customer-sensitive decisions.

Yes. We build on the tools you already own. Standard integrations cover the common revenue, communication, and operations platforms (HubSpot, Gmail, Slack, Calendar, Notion, Salesforce, Apollo, Linear, Stripe, Intercom, Airtable, and the usual suspects). Advanced integrations covering deeper API work, custom middleware, or legacy systems are scoped. No rip and replace, no forced migration.

Your core systems stay where they are. Your CRM, inbox, calendar, and project tools never move. Agents reach into those systems through credentials you control and can revoke at any time. The workflow logic, the agent runtime, and the orchestration layer run inside a secure, hosted environment with encryption in transit and at rest, and full audit logging on every run. Your data is not used to train models, ours or anyone else's. You retain ownership of both your data and the outputs generated by the agent system.

Account creation takes minutes, and connecting your systems is nearly as fast. But speed is not the point; reclaiming your time is. Once you’re connected, our AI engineers configure Marshal to successfully handle one of your business’s critical workloads. Your agent goes live, and the trial runs 14 days from there. The trial is not two weeks of you operating an agent. It is two weeks of watching one work.

Marshal is not a fit for businesses where recurring knowledge work doesn't impose a meaningful cost. If human time spent on follow-up, routing, reporting, research, CRM updates, intake, customer replies, or operational handoffs is a minor cost, agentic AI is probably a solution to a problem you don't have.

Yes. You are free to cancel at any time, for any reason.