Sharklyfor operations teams

Triage, automate,and close the loop

Incoming work lands in Triage. People Accept, Decline, Snooze, or mark duplicates. Task types give each item the right fields and statuses. Agents run the work that repeats.

Get startedSee how ops runs
Sharkly operations board grouped by Triage, To do, and In Progress

Used by teams at

  • Amazon
  • Intuit
  • Markel
  • AT&T
  • Veeam
  • Maersk

Triage, task types, Automations

Ops infrastructure your team can actually run

Keep intake, typed workflows, and recurring execution in one Space instead of spreading them across inboxes, docs, and private chats.

A queue for incoming work

Open Triage and work through items one by one. Accept them into the workflow, Decline them, mark duplicates, or Snooze them until later.

Types that match the process

Each Space owns its task types. Feature, Bug, Request, Ticket — each type binds the fields and statuses that process actually needs.

Agents that run recurring work

Schedules, status changes, comments, and webhooks can start an Agent or Crew. People still review what matters.

From intake to done

Triage first. Type the work. Automate what repeats.

Incoming items sit in one queue until someone decides. Task types keep the process structured. Automations run the repeating checks.

01Triage

Work incoming items in a dedicated queue

Triage is the Space's intake queue, not a saved View you rebuild every morning. Open an item, decide, and move on: Accept it into the workflow, Decline it, mark it as a duplicate, or Snooze it until later.

  • See the pending count and work through items one at a time
  • Accept, Decline, Mark duplicate, or Snooze from the same detail
  • Keep owner, status, and history on the task after it leaves Triage
Triage queue with Accept, Decline, Mark duplicate, and Snooze
02Task types

Give each type its own fields and statuses

A Bug, a Request, and a Feature do not need the same form. Space-owned task types bind custom fields and a bounded Workflow, so intake stays structured without becoming a generic list.

  • Add types such as Request, Ticket, Issue, or Bug
  • Bind the statuses and custom fields that type actually needs
  • Keep labels for lightweight tags, types for real process differences
Space task types and statuses, with recommended types such as Request and Ticket
03Automations

Let Agents run the work that repeats

An Automation is one rule: instructions, an Agent or Crew, a trigger, and run history. Use it for daily checks, docs follow-up, or webhook intake. Use automation workflows when several systems have to act in sequence.

  • Start from a schedule, status change, comment phrase, or webhook
  • Keep run history, failures, and result notifications on the Automation
  • Hand multi-step flows to an Agent or Crew, then continue the workflow
Automation with instructions, a daily schedule, assigned Agent, and run history
04People and Agents

People own the request. Agents execute.

A person stays responsible after Triage. An Agent or Crew takes the execution slot. Comments and Inbox keep the decision on the same item the queue is tracking.

  • Assign people, a Crew, or an Agent on the same request
  • Keep the owner accountable while an Agent does the repeating work
  • Return blockers, results, and review to Inbox instead of a private chat
Assigning an operations request to a person, Crew, or Agent
Runtime

Connect the AI development tools your team uses

Connect local or cloud Machines and expose their Runtimes as controlled execution resources for Agents. Keep the tools your team already uses while making runs assignable and traceable.

ClaudeClaude CodeCodexCodexGeminiGeminiopencodeOpenCodeOpenClawOpenClawHermes AgentHermes

The operating system

The ops primitives teams already expect

Incoming work stays a task. Triage, task types, and Automations attach to that system instead of creating a second source of truth.

Tasks

Capture the ask, type, priority, dates, fields, and discussion so every item has an owner and a history.

Task types

Each Space-owned type binds custom fields and a bounded Workflow, so requests and bugs do not share the same path.

Triage

Work through incoming items one by one. Accept, Decline, mark as duplicate, or Snooze until later.

Automations

Run an Agent or Crew from a schedule, status, comment, webhook, or a manual start, with run history attached.

Webhooks

Accept signed POST requests from the tools ops already uses, then start the same Automation the team reviews.

Slack

Create tasks from Slack, keep a bound thread in sync, and send follow-up without leaving the request.

Meet ops where the request starts

Connect Slack, webhooks, and the systems you already run

Bring requests in from chat or an external system, keep Jira and GitHub connected when engineering is involved, and let Agents work from the same queue.

JiraLinearGitHub IssuesGitLab IssuesAsanaShortcut
See integrations

Quality of life, built in

The details that keep the queue honest

Ops only works if Triage, task types, and Automations stay attached to the same request.

Accept, Decline, Mark duplicate, and Snooze in Triage
Space-owned task types with their own Workflow
Inbox for reply, review, and failed runs
Comment phrases that can start an Automation
Run-result notifications when an Automation finishes
Webhook intake with optional signing secrets

Run the next ops queue with people and Agents together

Give the team one Triage queue, typed workflows for each request, and Automations for the work that repeats.

Start with Sharkly

Start

Stand up an ops Space in three steps

Turn on Triage, give each request type its own fields, then route repeating work to Agents without losing review.

01

Create a Space and turn on Triage

Give IT, internal ops, or on-call follow-up a Space. Incoming items sit in Triage until someone Accepts, Declines, or Snoozes them.

02

Set up the task types you actually run

Add Request, Ticket, Issue, or Bug. Bind the fields and statuses each type needs so intake is not a generic list.

03

Automate what repeats

Add an Automation or workflow for checks, reminders, or webhook intake, then assign a person to review the result.

FAQ

Operations, without a second work system

Can Sharkly replace a separate ops ticketing tool?

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For many teams, yes for the queue itself. Incoming work becomes tasks in a Space. Triage is the intake queue: Accept, Decline, Mark duplicate, or Snooze. Task types give each process its own fields and statuses. Recurring checks run as Automations. Keep a specialist tool only when you need a process Sharkly does not own, such as a dedicated procurement or expense system.

What is the difference between Triage and a saved View?

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A View is a saved way to inspect tasks. Triage is a dedicated intake queue for items in the triage status. It is built for deciding: Accept into the workflow, Decline, mark as a duplicate, or Snooze. After an item leaves Triage, it still appears in Views, boards, and Inbox like any other task.

How do requests get into the queue?

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People can create tasks in the Space, an Agent can create a task from Slack, and an Automation can start from a webhook. If the Space has Triage enabled, items in the triage status appear in that queue until someone decides. Slack events cannot yet start an automation workflow; Slack is available as a task source and as a workflow action.

What is the difference between Automations and automation workflows?

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An Automation is one rule: when to start, which Agent or Crew runs, and what instructions to follow. An automation workflow is a canvas of triggers and actions, including connectors and a Run Agent step. Use Automations for recurring checks; use workflows when several systems have to act in sequence.

Do Automations create a task for every run?

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No. Current Automations start an Agent or Crew run directly and keep history on the Automation. Run Agent in a workflow also does not create a task. Use a task when the request needs an owner, status, and review in the queue.

How do Agents fit an operations team?

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People remain responsible for Triage and approval. An Agent or Crew executes the repeating or well-specified work. Results, failures, and requests for review return to Inbox and the original task or Automation history.