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// case study · real clients · real outcomes

The agents show up.
The work gets done.

Two real OpsAgents customers. Two operational bottlenecks turned into agent runs — recruiter screening for Masa Kal, month-end billing for UM-Aman. Watch the team clock in.

Noa — screening agent Noa screening
Idan — sourcing agent Idan sourcing
Talia — outreach agent Talia outreach
Boaz — invoicing agent Boaz invoicing
Dana — receipts agent Dana reconciling
Levi — reporting agent Levi reporting
Maya — client-comms agent Maya client comms
Kai — QA agent Kai QA check
// 01

Two teams, two bottlenecks

Every ops team has one process that quietly eats the week. For a recruitment firm it's screening. For a services business it's month-end billing. We put OpsAgents on both — and framed the results the honest way: in hours reclaimed, tasks automated, and turnaround, not invented dollar figures.

// 02 · recruitment

Masa Kal — recruiter screening on a pipeline

Masa Kal screening agent
Masa Kal
// recruitment agency · candidate screening
pipeline healthy

Masa Kal's recruiters were doing the reading no one sees: every inbound CV opened by hand, skimmed against the role, tagged, and either advanced or parked. The volume was fine — the manual hours per role were the problem. Good candidates cooled off while the queue backed up.

OpsAgents wired a screening pipeline onto their existing intake. Sourcing, first-pass screening against the role brief, and candidate outreach run as agents — a recruiter reviews the shortlist and makes the call, instead of reading the whole stack.

Before · manual

  • Every CV opened and read by hand
  • Screening hours scaled with every open role
  • Shortlists arrived days after applications
  • Strong candidates went cold in the queue

After · agent pipeline

  • First-pass screening runs automatically on intake
  • Recruiter reviews a ranked shortlist, not a stack
  • Shortlists ready the same day applications land
  • Outreach fires while candidates are still warm
manual auto
first-pass screening moved from hand-read to an automated pipeline
days same day
shortlist turnaround per role, from application to reviewed list
1 reviewer
recruiter judgment stays in the loop on every shortlist decision

"We stopped reading the whole stack and started reviewing a ranked shortlist. The recruiters still make every call — they just make it hours earlier, on the candidates that matter."

— Recruitment lead, Masa Kal
// 03 · billing

UM-Aman — month-end billing in a single run

UM-Aman billing agent
UM-Aman
// services · month-end billing & reconciliation
billing healthy

UM-Aman's month-end close was the classic fire drill: hours pulled from tracking, matched to the right client, entered line by line, then charges reconciled against the mailbox. Every month, without fail, a full day disappeared into data entry — and a single mismatch meant re-checking the lot.

OpsAgents turned the close into an agent run. Hours are pulled and matched to clients, draft billing is assembled, and incoming charges are reconciled against the mailbox — with a human approving before anything is sent. What was a day of entry became a review of a finished draft.

Before · manual

  • Hours pulled and matched to clients by hand
  • Line-by-line entry every single month
  • Charges reconciled against the mailbox manually
  • One mismatch meant re-checking everything

After · agent run

  • Hours pulled and matched to clients automatically
  • Draft billing assembled ready for approval
  • Charges reconciled against the mailbox on the run
  • Mismatches flagged for a human, not hunted for
full day same day
month-end close compressed from a day of entry to a same-day review
3 tasks
pull & match, draft billing, and reconciliation all automated
0 missed
no charge slips through — every mismatch is flagged for approval

"Month-end used to swallow a full day of entry and cross-checking. Now the close is a draft waiting for me to approve — I read it, I sign off, and the month is done."

— Finance lead, UM-Aman
// 04

What a live run looks like

Agents don't run once and stop — they run continuously, incrementing counters and clearing tasks. This is the shape of an ordinary morning across both accounts.

live agent activity · illustrative
0
tasks automated this month
0
CVs screened today · Masa Kal
0
month-end lines matched · UM-Aman
Screened 12 new applications against the QA-engineer brief
Masa Kal · screening
done
Sent warm outreach to 4 shortlisted candidates
Masa Kal · outreach
running
Assembled draft billing for 9 clients · pulled & matched hours
UM-Aman · invoicing
done
Reconciled 31 charges against the mailbox · 1 flagged for approval
UM-Aman · reconciliation
needs a human
Posted the morning pipeline summary to the ops channel
both accounts · reporting
done
// 05

The outcomes, side by side

manual auto recruiter first-pass screening · Masa Kal
days same day shortlist turnaround per role · Masa Kal
full day same day month-end billing close · UM-Aman
3 tasks pull & match, draft, reconcile — automated · UM-Aman
0 missed no charge or candidate slips the queue
100% human approval kept on every send & shortlist
24/7 agents run continuously, not once a month
1 session onboarding: map the workflow, connect tools, go
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