Does the Roll agent actually execute tasks?

Yes. Unlike copilots that suggest actions, the DoMyWork agent executes them directly in Roll and your other connected apps.

How is this different from native AI in Roll?

Native AI features are often limited to the app itself. Our agent works across Roll and your entire stack, such as syncing data with your CRM or financial apps.

Is this just like using Zapier?

Zapier requires you to build logic steps manually. With DoMyWork, you describe the task in plain English and the agent performs the work for you.

Can the agent monitor my Roll account autonomously?

Yes. You can set up agents on autopilot to watch for specific triggers in Roll, such as budget changes, and act on them instantly.

How is my data kept safe?

DoMyWork uses enterprise-grade security to manage your connections and execute tasks, ensuring your Roll data remains private and secure.

Can the agent connect Roll to other tools?

Absolutely. The agent can bridge Roll with apps like Slack, Google Sheets, Gmail, and Asana to create unified, cross-app workflows.

AI Agent for Roll

Track time, manage project budgets, and generate agency reports automatically. DoMyWork AI agents work with Roll and 1,500+ apps to turn operational data into business clarity.

Find projects over budget and draft a summary

Import missing time entries from my calendar

Create a monthly project health report

Sync new Roll projects to my task manager

Flag team members with low billable hours

Update project status based on client emails

Agent for

Roll

A Product by

Trusted by

42,000+ businesses worldwide

Certified

💬 Chat with agent

Turn your agency data into clear project decisions

Analyse project budgets, reconcile time entries, flag scope creep, and update your team.

3 projects identified, drafts ready

Identify every project currently trending over budget

"Review all active projects in Roll, compare actual spend against the budget, and list those trending over 90% capacity. Post the list to Slack for the project leads."

Send Message

Reconcile time entries against calendar events

"Check my Google Calendar for last week and compare it with time entries in Roll. Find any gaps where I worked but didn't log time, and create draft entries for me to review."

Send Message

Summarise client communication for project status

"Scan my Gmail for recent threads with client 'Acme Corp', extract key project milestones discussed, and update the project notes in Roll."

Send Message

Flag team members with excessive non-billable time

"Analyse the last month of time logs in Roll. Identify team members with over 20 hours of non-billable time and draft an email asking for a status update."

Send Message

Prepare a weekly project health digest

"Pull the status of all active projects in Roll, format the data into a clean table, and send it to the management team via email."

Send Message

Got a different task in mind? Describe it

Send Message

Find tasks that have stalled without updates

"Search for projects in Roll with no activity in the last 7 days and flag them for review."

Send Message

Update project timelines from client feedback

"Read the latest client emails in Outlook, identify requested deadline changes, and update the project timeline in Roll."

Send Message

Generate a resource allocation report

"Calculate team capacity based on current Roll project assignments and highlight potential bottlenecks for next week."

Send Message

Draft project update emails for clients

"Pull the latest project milestones from Roll and draft a professional status email for my clients."

Send Message

Check for unassigned project tasks

"Find all tasks in Roll that are currently unassigned and list them by project priority."

Send Message

Got a different task in mind? Describe it

Send Message

Review invoices against project budget

"Compare current project spend in Roll against issued invoices and flag any discrepancies."

Send Message

Forecast remaining project revenue

"Analyse remaining project hours in Roll and calculate the expected revenue for the next 3 months."

Send Message

Clean up duplicate time entries

"Search for identical time entries in Roll for the same project and day, then flag them for deletion."

Send Message

Prepare a monthly billable hours report

"Export total billable hours per project from Roll and format them into a spreadsheet for accounting."

Send Message

Identify projects nearing budget exhaustion

"List all projects that have consumed 95% of their budget and send an alert to the finance team."

Send Message

Got a different task in mind? Describe it

Send Message

Get a high-level agency performance summary

"Summarise total billable hours and revenue across all Roll projects for the current month."

Send Message

Identify your most profitable clients

"Analyse project profitability in Roll and rank clients by net margin."

Send Message

Check project velocity across the agency

"Compare the pace of project completion in Roll against our quarterly goals."

Send Message

Flag projects with poor client sentiment

"Read recent client feedback in our CRM and cross-reference it with project status in Roll to identify at-risk accounts."

Send Message

Review agency-wide resource utilisation

"Analyse team time logs in Roll to identify which departments are over-capacity."

Send Message

Got a different task in mind? Describe it

Send Message

How Does a Roll AI Agent Work

Connect Your Apps

Type Your Task

Agent Executes & Reports Back

See it in action

Try Roll AI Agent

🛸 Autopilot

Act on project data the moment it changes — with agents on autopilot

The agents work across your apps 24/7.

They catch new project updates, validate entries, and trigger follow-ups before you even open Roll.

Setting up an autopilot is too easy

New project is created in Roll

Describe...

1. Alert the team when a project hits budget limits

WhenProject budget is updated in Roll

Then

Check if the new budget usage exceeds 90%. If it does, post an urgent alert to the project Slack channel.

Put on Autopilot

2. Sync project updates to your task tracker

WhenNew project is created in Roll

Then

Create a matching project folder in Google Drive and a task board in Asana.

Put on Autopilot

3. Flag missing time logs every Friday

WhenEvery Friday at 05:00 PM

Then

Check for team members with less than 35 hours logged in Roll and send a reminder.

Put on Autopilot

4. Update project status from client emails

WhenNew email is received in Gmail

Then

If the email contains 'deadline' or 'delay', update the project status in Roll.

Put on Autopilot

5. Notify finance of new project contracts

WhenProject status is changed to 'Active' in Roll

Then

Send a summary of the project scope and budget to the finance email address.

Put on Autopilot

1. Triage new project tasks instantly

WhenNew task is created in Roll

Then

Assign the task to the relevant team member based on the project category.

Put on Autopilot

2. Send weekly project progress summaries

WhenEvery Monday at 09:00 AM

Then

Email a summary of project milestones completed last week to the client.

Put on Autopilot

3. Flag overdue project deliverables

WhenTask due date is reached in Roll

Then

If the task is not marked complete, post a notification to the project manager.

Put on Autopilot

4. Update project notes from meeting transcripts

WhenNew message is posted in Slack

Then

If the message contains a meeting summary, append it to the project notes in Roll.

Put on Autopilot

5. Automate project onboarding tasks

WhenNew project is created in Roll

Then

Create a welcome document and share it with the client via email.

Put on Autopilot

1. Flag projects with unbilled time

WhenEvery Monday at 08:00 AM

Then

Identify projects with unbilled time entries older than 14 days and alert the finance team.

Put on Autopilot

2. Alert on budget variance

WhenProject budget is updated in Roll

Then

If the budget variance is greater than 10%, flag the project for financial review.

Put on Autopilot

3. Sync project revenue to accounting software

WhenProject is marked as 'Completed' in Roll

Then

Create an invoice draft in QuickBooks for the final project amount.

Put on Autopilot

4. Monitor team billable hour targets

WhenEvery 1st of the month

Then

Generate a report of billable hours per team member and email it to the finance lead.

Put on Autopilot

5. Verify project profitability

WhenProject is marked as 'Completed' in Roll

Then

Calculate the final project margin and post it to the finance Slack channel.

Put on Autopilot

1. Receive high-level agency alerts

WhenEvery Monday at 09:00 AM

Then

Summarise the agency's total billable hours and revenue from Roll.

Put on Autopilot

2. Monitor project sentiment

WhenClient feedback is added in Roll

Then

If the feedback score is below 3, send an immediate alert to the founder.

Put on Autopilot

3. Track quarterly project goals

WhenEvery 1st of the month

Then

Compare current project completion rates in Roll against quarterly targets.

Put on Autopilot

4. Flag at-risk client accounts

WhenProject scope is expanded in Roll

Then

If the project scope increases by 20%, alert the founder to review the client contract.

Put on Autopilot

5. Review agency resource health

WhenEvery Friday at 04:00 PM

Then

Identify team members with low billable utilisation and suggest a review.

Put on Autopilot

Build your own autopilot

Set the trigger. Describe the action. Done.

1. Select when agent is executed

App

Roll

When

Select

2. Describe the task to agent

Put on Autopilot

Playbooks

Turn any repetitive process into a
click-to-complete workflow.

Collect inputs through forms, run AI agents on the spot — all on one page.

New Project Setup Playbook

FormCollect data with form

1. Enter Project Details

Enter Project Details

Fill fields below 👇

Project Name *

Client *

Budget *

Complete in a clickSend data to 1500+ apps

2. Create Project in Roll

Create ProjectinRoll

Complete in a clickSend data to 1500+ apps

3. Set up Slack channel

Create ChannelinSlack

4. Share onboarding docs

Send EmailinGmail

New Project Setup Playbook

Standardise project creation and team onboarding.

Clone This Playbook

Budget Variance Review Playbook

Analyse and report on budget overruns.

Clone This Playbook

Time Entry Reconciliation Playbook

Fix missing time logs.

Clone This Playbook

Client Feedback Handoff Playbook

Act on client feedback.

Clone This Playbook

Monthly Resource Report Playbook

Generate team capacity reports.

Clone This Playbook

Task Prioritisation Playbook

Organise tasks by priority.

Clone This Playbook

Client Update Playbook

Draft status updates.

Clone This Playbook

Resource Bottleneck Playbook

Identify capacity issues.

Clone This Playbook

Project Milestone Playbook

Track key milestones.

Clone This Playbook

Team Huddle Playbook

Prepare for huddles.

Clone This Playbook

Invoice Reconciliation Playbook

Match invoices to projects.

Clone This Playbook

Profit Margin Playbook

Calculate project margins.

Clone This Playbook

Budget Alert Playbook

Alert on overruns.

Clone This Playbook

Revenue Forecast Playbook

Forecast project revenue.

Clone This Playbook

Billable Hours Playbook

Report billable hours.

Clone This Playbook

Performance Summary Playbook

Get agency performance.

Clone This Playbook

Client Sentiment Playbook

Check client health.

Clone This Playbook

Quarterly Goal Playbook

Track agency goals.

Clone This Playbook

Resource Health Playbook

Check team health.

Clone This Playbook

Agency Velocity Playbook

Track project speed.

Clone This Playbook

1500+ App Integrations

Connect Roll + Your Favourite Apps With AI Agents

Google Sheets

Webhook / API Integration

SafetyCulture (iAuditor)

Swipe Pages

Manychat

Freshworks CRM (Freshsales Suite)

Click Funnels

Tally

TikTok Lead Generation

Salesforce Marketing Cloud

RSS

Builderall Mailingboss

Facebook Custom Audiences

FastField Mobile Forms

Thrive Themes (Thrive Automator)

Instagram for business

Microsoft Dynamics 365 CRM

Google Search Console

QuickEmailVerification

Ora

CalendarHero (Zoom.ai)

CompanyCam (In Review)

Adobe Commerce (Magento)

Microsoft Dynamics 365 Business Central

Alchemer (SurveyGizmo)

Katana Cloud Manufacturing

Brilliant Directories

You Need A Budget (YNAB)

Accredible Credential

Wix

Cisco Webex (Meetings)

Box

GREEN-API (In Review)

Clio Grow

Facebook Ads Management And Insights

Agolix (Assessment Generator)

The Conversion Engine

WhatsApp V3 by OnlineLiveSupport

PDF Export by PDFCrowd

Lob

Forminit (Getform.io)

Vooplayer - ( Spotlightr )

Instabot: Chatbot Platform

The Course Creator's Kit

Really Simple Systems CRM

SMS Online Live Support

SolarWinds Service Desk

Eko

Manifestly Checklists

Tango Card (Under Review)

Unsplash (Under Review)

Sempico Solutions SMS

WhatsApp Blast, APIs & CRM by WAToolsonline

Planyo Online Booking

PagePixels Screenshots

NioLeads

Xoal

PostGrid Print and Mail

Crypto Valley Journal

Projekly – Project Management, CRM, HR & Invo

Google Photos(Under Review)

8x8

Email List Validation

BPC

LinkupAPI for LinkedIn

Moz

WhatsApp Notifications and Alerts by SyncMate

E2B

ReachStream Email Verifier

Automate any manual work with AI Agents

One-off tasks in one message

Chat

When

New project is created in Roll

Then

Recurring Work on autopilot

Autopilot

Project Setup Playbook

Enter project details

Create Roll project

Set up team access

Repetitive Processes in 1 click

Playbooks

Why DoMyWork

Most Tools Call Themselves Agents.
Few Actually Are.

Capability	DoMyWork AI agent + execution	Claude Code Agentic dev CLI	Anthropic Cowork Desktop file agent	Zapier / Make / n8n Rule-based automation	ChatGPT + Copilot General AI assistants
	Getting Started
Instant To Start, No Setup			App Install Needed	Flows Must Be Built First
No Pre-Mapping Needed				Every Field Must Be Mapped
No Technical Skills Needed		Terminal, Scripts, Infra		Gets Complex Fast
	Reach & Execution
Built-In App Connections	1500+ Apps	Manual Config	Via Connectors Only	Each Needs Its Own Flow	Own Ecosystem Only
Web Research & Scraping	Built-In, No Extra Setup				Not Automation-Grade
	Intelligence
Reasons Through Edge Cases					Reasons, Rarely Acts
Scheduled Tasks					Limited Support
Single Prompt, Multi-App				Each App Pair Needs Own Flow	Conversation-Scoped Only

Agent for

Roll

A Product by

Trusted by

42,000+ businesses worldwide

Certified

FAQ

Questions
About Roll AI Agent

An AI agent for Roll is a digital worker that connects to your Roll account and 1,500+ other apps to execute tasks like time tracking, budget management, and reporting.

Give It a Task.
Watch It Get Done.

Type in your task. The agent accesses your apps, reasons through the data, executes across your stack, and comes back with results.

👇 Tell the AI agent what to do

Run My Agent Free

AI Agent for Roll

Turn your agency data into clear project decisions

Identify every project currently trending over budget

Reconcile time entries against calendar events

Summarise client communication for project status

Flag team members with excessive non-billable time

Prepare a weekly project health digest

Got a different task in mind? Describe it

Find tasks that have stalled without updates

Update project timelines from client feedback

Generate a resource allocation report

Draft project update emails for clients

Check for unassigned project tasks

Got a different task in mind? Describe it

Review invoices against project budget

Forecast remaining project revenue

Clean up duplicate time entries

Prepare a monthly billable hours report

Identify projects nearing budget exhaustion

Got a different task in mind? Describe it

Get a high-level agency performance summary

Identify your most profitable clients

Check project velocity across the agency

Flag projects with poor client sentiment

Review agency-wide resource utilisation

Got a different task in mind? Describe it

How Does a Roll AI Agent Work

Act on project data the moment it changes — with agents on autopilot

1. Alert the team when a project hits budget limits

2. Sync project updates to your task tracker

3. Flag missing time logs every Friday

4. Update project status from client emails

5. Notify finance of new project contracts

1. Triage new project tasks instantly

2. Send weekly project progress summaries

3. Flag overdue project deliverables

4. Update project notes from meeting transcripts

5. Automate project onboarding tasks

1. Flag projects with unbilled time

2. Alert on budget variance

3. Sync project revenue to accounting software

4. Monitor team billable hour targets

5. Verify project profitability

1. Receive high-level agency alerts

2. Monitor project sentiment

3. Track quarterly project goals

4. Flag at-risk client accounts

5. Review agency resource health

Playbooks

Turn any repetitive process into a click-to-complete workflow.

What are playbooks?

New Project Setup Playbook

Budget Variance Review Playbook

Time Entry Reconciliation Playbook

Client Feedback Handoff Playbook

Monthly Resource Report Playbook

Task Prioritisation Playbook

Client Update Playbook

Resource Bottleneck Playbook

Project Milestone Playbook

Team Huddle Playbook

Invoice Reconciliation Playbook

Profit Margin Playbook

Budget Alert Playbook

Revenue Forecast Playbook

Billable Hours Playbook

Performance Summary Playbook

Client Sentiment Playbook

Quarterly Goal Playbook

Resource Health Playbook

Agency Velocity Playbook

Connect Roll + Your Favourite Apps With AI Agents

Automate any manual work with AI Agents

One-off tasks in one message

Recurring Work on autopilot

Repetitive Processes in 1 click

Most Tools Call Themselves Agents. Few Actually Are.

Questions About Roll AI Agent

Turn any repetitive process into a
click-to-complete workflow.

Most Tools Call Themselves Agents.
Few Actually Are.

Questions
About Roll AI Agent