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Introduction to Agents

Last updated: October 20, 2025

Coral Hartman avatar
Written by Coral Hartman
Updated this week

What are these Agents?

Agents in timeOS are for building, running, and sharing skilled AI agents that are triggered by moments in your day.

Instead of a single agent trying to do everything, Agents in timeOS let you organize multiple focused agents that collaborate with you and your team - inside Rooms, coordinated through a Daily Chat, and powered by reusable Actions and Artifacts.


Agent types:

  1. AI Docs - Make docs for you with meeting history (e.g. Client-ready proposals)

  2. AI Chat - Answer anything across your conversations or rooms

  3. AI Actions - Write in Notion, Google Doc, Slack, and Gmail/Outlook

  4. AI Schedule - Schedule in Google Calendar / Outlook

  5. More agent types are coming soon!

Use Agents to:

  1. Create meeting prep, follow‑ups, CRM hygiene, standup summaries, campaign ops, research, QA, and more.

  2. Create and edit your meeting notes with just an ask (e.g. "make my summary shorter, longer, in Hebrew").

  3. Run agents on-demand (chat) or automatically, after a meeting, based on the things you said and heard.

Meeting notes templates are now agents. We went ahead and converted your old templates to agents that are accessible from the "/" command. You can modify them or create new ones.

Watch this please, Yana worked hard on this:


Rooms

Your meeting space is now a Room. Auto-generated after every meeting, with meeting notes ready for you in the context panel. You can add more context, a client or past meetings and build the room around any topic or theme of your choice.

Rooms keep everything related to one thing in one place.


Each Room centers on a theme, a client, a launch, a project, and automatically gathers every related conversation, note, and a doc.

  • Talk about something once, it shows up. Keep talking about it, the Room keeps growing.

  • As context builds, agents trigger — writing recaps, sending emails, creating docs — tied to that Room’s purpose.

  • You don’t need to tag or organize anything. timeOS recognizes patterns and keeps the thread going.

  • Rooms give continuity to your work. When you pick it back up, it’s already moved forward.

Things you can do in Rooms:

  1. Create deliverables like meeting summaries, docs, report, and soon presentations!
    Try: "Create a business proposal for this client"

  2. Ask the agent anything related to the context of the Room and get more accurate answers.
    Try: "How likely are they to churn?"

  3. Run actions with your existing tools with # like send an email, create a Google Doc, or even share available dates for a follow-up meeting.
    Try: "Follow-up with next steps"

Built-in Room Agents:

  1. Create a proposal: Generate a custom proposal using insights from my past client calls.

  2. Collect testimonials: Turn customer calls into ready-to-use testimonials to share with your team.

  3. Present client snapshot: Draft a doc of a comprehensive account snapshot that helps sales managers and founders prepare for client conversations by synthesizing internal knowledge and external intelligence.



Daily Chat (Lobby)

The Daily Chat/Lobby is the always‑on front door to Agents at timeOS.

  • Trigger any agent that will run across all conversations or specific time filters.

  • Try: "when was the last time I said thank you to Tommy for a great product?"

  • Great for ad‑hoc tasks that don’t yet belong to a Room.

Pro tips:

  • Type / to open the Agents launcher; Enter to run.

  • Use @ to bring a specific context (like recordings) into the thread.

  • Type # to trigger a specific Action in the thread.

Get started:

  1. Go to timeOS

  2. In the chat, start with a simple ask: “What are my action items from the last 7 days.”

  3. Vote 👍 if you like it (:

Built-in Lobby Agents

  • Prep me for my next meeting: Prepare me for my next meeting and suggest smart things to say.

  • List my latest tasks: Create a to-do list from my recent tasks and sync to my favorite apps.

  • Make me more productive: This coaching framework synthesizes principles from the world's most effective productivity books and methodologies. Use these frameworks to diagnose patterns and provide actionable guidance.


Actions

Actions are the tools that talk with your agents, example "create a google doc" "add to monday" "you get the point"


Deliverables

Things you create in a room. Think documents, tables, different types of summaries.

What we integrate with (for now):

  • Gmail, Microsoft Outlook

  • Google Calendar, Outlook Calendar

  • Slack, Microsoft Teams

  • Google Docs, Notion

  • Monday.com, Asana, Linear

  • Google Drive

  • Custom CRMs via MCP (Model Context Protocol)

Types of actions

  • Draft communications: Draft and send emails, slack messages, and documents.

  • Calendar management: Suggest or create calendar events

  • Task creation: Generate action items and add to your project management tool of choice

  • Document generation: Create proposals, reports, summaries, and more.

3. Integration Capabilities
Agents can interact with (requires explicit user authentication):


Building agents

Agents in timeOS are like your personal productivity helpers — they can summarize meetings, send follow-ups, create documents, or sync notes across your favorite tools.

Follow these steps to build your first one.

1. Open the Agent Builder

From your timeOS home screen, click on the / Agents button or type “/Agents” in the main command bar.

Then click ➕ Create Agent.

2. Name your agent

In the Agent name field, choose a short and descriptive name.

For example:

  • /FollowUp Bot

  • /Meeting Summarizer

  • /Doc Creator

  • /Tommy thanker

    3. Describe what your Agent should do

    In the description box, tell your Agent exactly what you want it to handle.

    Try something like:

    “Summarize today’s meeting notes, create a doc in timeOS, and send a follow-up email with action items.”

    4. Add Context, Actions, and Time filters

    Use the three options at the bottom to make your Agent even more powerful:

    • @ Context → Choose where your Agent should pull information from, like recent meetings or specific contacts.

    • # Actions → Define what your Agent can do — for example:

      • Create a doc in timeOS or Google Docs

      • Send an email

      • Add items to Notion or monday.com

    • ⏱ Time → Control how far back the Agent looks: today, this week, this month, or all time.

      5. Choose when your Agent runs

      At the bottom, you can set your Agent to:

      • Run only when I ask, or

      • Run after every meeting

        • All meetings, or

        • With specific conditions

          • example: "Run only if the client says "send me a proposal""

    6. Click Create Agent

    Once you’re happy with the setup, click Create Agent to save it.

    Your Agent is now ready to use — just type its name (e.g. /FollowUp Bot) in the command bar to run it anytime.


FAQs

What’s the difference between the Lobby and a Room?

The Lobby is for quick, ad‑hoc chats and discovery; Rooms are persistent workspaces with scoped context, agents, actions, artifacts, and governance.

Can I run actions automatically?

Yes! You can set your Agents to run actions automatically instead of triggering them manually.

When creating or editing an Agent, open the “Run” menu at the bottom and switch from “Only when I ask” to “After every meeting.”

Where are my meeting notes templates?

We converted your meeting notes template to Agents, which can be found under the /Agents menu in the chat.

Where do I Publicly share my meetings?

You share them now from Share Room button:

👀 Pay attention that sharing a Room gives others access to all its content - including past and future recordings, files, and insights linked to the people or organizations in it.

How can I share a room without a recording and transcription?

You can share just the artifact, without the recording and transcription, by removing the recording from the Context menu. You can still find this recording by searching for it in the context of a new room.


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