Agent Organization System

Run your company with
governed AI agents
— safely.

AI executes. Humans approve. Everything is audited. SageOS is the multi-agent operating system that lets AI run your operations — with the governance your board requires.

See How It Works

Trusted by forward-thinking security and operations teams

Stealth Customer
Stealth Customer
Stealth Customer
Pilot Partner
Pilot Partner
Design Partner
Why SageOS

Autonomous operations, governed by design

Internal agents are not Microsoft accounts. Execution identity is one governed mailbox. Approvals are human roles with real authority. This is how enterprise AI should work.

Policy-Governed Execution

Every agent action is bounded by a policy engine. Tier-1 auto-executes, Tier-2 requires on-call approval, Tier-3 needs executive sign-off.

Full Audit Trail

Every decision, every approval, every action — logged immutably. Generate compliance evidence packs on demand.

Human-in-the-Loop

AI proposes. Humans approve. Approval roles map to your org: CEO, CISO, General Counsel for external comms.

M365 Native Execution

Send email via Graph API, notify via Teams, upload evidence to SharePoint — all through a single governed executor mailbox.

Kill Switch

Instantly halt any agent, any workflow, any time. One click to freeze all autonomous operations organization-wide.

Real-Time Observability

See every agent's status, pending approvals, execution queue, and audit timeline in a single pane of glass.

How It Works

Three-tier escalation, zero ambiguity

Every action is classified by risk. Low-risk auto-executes. Medium-risk requires on-call approval. High-risk — like external communications — requires CEO, CISO, or General Counsel sign-off.

Tier 1

Auto-Containment

Low-risk, pre-approved actions execute immediately. Isolate a compromised endpoint, rotate a credential, create an incident ticket — no human delay.

  • Endpoint isolation
  • Credential rotation
  • Ticket creation
  • Log collection
Tier 2

On-Call Approval

Medium-risk actions require approval from the designated on-call responder. Teams notification, one-click approve/deny, full context attached.

  • Network segment isolation
  • Service restart
  • Vendor notification
  • Internal escalation
Tier 3

Executive Approval

High-risk actions — especially external communications — require sign-off from CEO, CISO, or General Counsel. No exceptions, full audit trail.

  • External breach notification
  • Regulator communication
  • Press statement
  • Legal hold
Enterprise Integration

Native Microsoft 365 execution layer

SageOS agents operate through a single governed executor identity — not individual user accounts. Every action flows through Microsoft Graph with full audit attribution.

Email via Graph API

Send incident notifications, stakeholder updates, and regulatory communications — all from a governed executor mailbox with full audit trail.

Teams Notifications

Push approval requests, status updates, and alerts to the right Teams channels. On-call approvers get actionable cards with one-click approve/deny.

SharePoint Evidence Packs

Automatically compile and upload evidence packs — logs, screenshots, timelines, approval chains — to a secured SharePoint document library.

Pilot-Ready Capabilities

What we've built and demonstrated

These are real, working capabilities demonstrated in our pilot environment — not roadmap promises.

3-Tier
Approval gates implemented
2,400+
Audit log entries (demo)
47
M365 actions automated
12
Evidence packs generated
85+
Policy engine rules
<4 min
Time to contain (demo)

Working Approval Gates

  • 3-tier approval engine with configurable escalation paths
  • Teams-native approval cards with context and one-click actions
  • Timeout and auto-escalation for unresponsive approvers

Audit & Evidence

  • Immutable audit log with timeline visualization
  • Auto-generated evidence packs (PDF + structured data)
  • SharePoint upload with metadata tagging

M365 Executor Identity

  • Single governed mailbox — not individual user accounts
  • Graph API integration for mail, Teams, SharePoint
  • Action attribution linked to agent + policy that authorized it

Policy Engine

  • 85+ configurable policy rules across 7 categories
  • Tier-based classification (auto, on-call, executive)
  • Policy versioning and change audit trail
Industry Perspective

What enterprise leaders are saying

Finally, an AI platform that understands compliance isn't optional. The approval gates are exactly what our board demanded before we could deploy any autonomous system.

CISO

Series B Fintech

Design mock quote

We evaluated six agent platforms. SageOS was the only one with real governance — not just a checkbox, but actual multi-tier approval flows with audit evidence.

VP Engineering

Enterprise SaaS

Design mock quote

The M365 integration sealed it for us. Our agents operate through a governed executor identity — not individual accounts. That's the right architecture.

CTO

Mid-Market Insurance

Design mock quote

100 Automations

Top 100 things SageOS can automate

From security incident response to HR onboarding — every automation is governed, audited, and approval-gated by design.

Showing 100 of 100 automations

Tier 1

Endpoint Isolation

Automatically quarantine compromised endpoints upon threat detection

Security
Tier 1

Credential Rotation

Force-rotate compromised credentials across connected services

Security
Tier 1

Phishing Email Triage

Classify and quarantine reported phishing emails, notify affected users

Security
Tier 3

Breach Notification Drafting

Draft regulatory breach notifications with legal-reviewed templates

Security
Tier 1

Evidence Pack Generation

Compile forensic evidence, timelines, and approval chains into audit-ready packs

Security
Tier 1

Vulnerability Prioritization

Triage and rank vulnerabilities by business context and exploitability

Security
Tier 2

Network Segment Isolation

Isolate compromised network segments with on-call approval

Security
Tier 1

DLP Alert Investigation

Investigate data loss prevention alerts and classify false positives

Security
Tier 1

Incident Post-Mortem Generation

Auto-generate post-mortem reports from incident timelines and actions

Security
Tier 1

Threat Intelligence Enrichment

Enrich IOCs with threat intelligence feeds and contextual data

Security
Tier 1

Access Anomaly Detection

Detect and flag unusual access patterns across identity providers

Security
Tier 2

Security Vendor Escalation

Escalate to third-party security vendors with full context package

Security
Tier 1

Compliance Gap Analysis

Continuously monitor controls against compliance frameworks

Security
Tier 2

Insider Threat Investigation

Investigate insider threat alerts with behavioral analysis

Security
Tier 1

SOC Shift Handoff

Generate shift handoff reports with open incidents and context

Security
Tier 1

Expense Anomaly Detection

Flag unusual expense patterns and policy violations automatically

Finance
Tier 1

Invoice Matching

Match invoices to POs and flag discrepancies for review

Finance
Tier 1

Budget Alert Notifications

Notify department heads when spend approaches budget thresholds

Finance
Tier 2

Vendor Payment Verification

Verify vendor payment details against known records before processing

Finance
Tier 1

Revenue Recognition Checks

Automated checks on revenue recognition criteria and flagging

Finance
Tier 3

Board Financial Package

Compile and distribute monthly financial packages to board members

Finance
Tier 2

Audit Request Response

Gather and package documentation for external audit requests

Finance
Tier 1

Subscription Renewal Tracking

Track SaaS subscriptions and flag upcoming renewals for renegotiation

Finance
Tier 1

Tax Document Collection

Collect and organize tax-related documents across departments

Finance
Tier 3

Wire Transfer Verification

Multi-step verification for wire transfers above threshold amounts

Finance
Tier 1

Cash Flow Forecasting

Generate weekly cash flow forecasts from AR/AP data

Finance
Tier 1

Duplicate Payment Detection

Identify and flag potential duplicate vendor payments

Finance
Tier 1

Credit Card Reconciliation

Auto-reconcile corporate credit card transactions with receipts

Finance
Tier 1

Financial Close Checklist

Track and coordinate month-end close tasks across teams

Finance
Tier 1

Service Health Monitoring

Monitor service health and auto-create incidents for degradation

Operations
Tier 1

Capacity Alert Management

Track resource utilization and alert before capacity limits

Operations
Tier 2

Change Request Routing

Route change requests to appropriate approval chains based on risk

Operations
Tier 1

Deployment Verification

Post-deployment health checks and automated rollback triggers

Operations
Tier 2

Runbook Execution

Execute operational runbooks with step-by-step verification

Operations
Tier 1

SLA Monitoring

Track SLA compliance and auto-escalate approaching breaches

Operations
Tier 1

Vendor SLA Tracking

Monitor vendor SLAs and compile breach documentation

Operations
Tier 1

Incident Escalation

Auto-escalate incidents based on severity and response time

Operations
Tier 2

Resource Provisioning

Provision cloud resources based on approved templates

Operations
Tier 1

Environment Cleanup

Identify and decommission unused development environments

Operations
Tier 1

Status Page Updates

Auto-update status pages based on monitoring data

Operations
Tier 1

On-Call Schedule Management

Manage on-call rotations and coverage gap detection

Operations
Tier 2

Maintenance Window Coordination

Coordinate maintenance windows across dependent services

Operations
Tier 1

Cost Optimization Recommendations

Identify underutilized resources and recommend right-sizing

Operations
Tier 2

Disaster Recovery Testing

Schedule and coordinate DR tests with verification checklists

Operations
Tier 1

Employee Onboarding Workflow

Coordinate onboarding tasks across IT, facilities, and management

HR
Tier 2

Offboarding Checklist

Execute offboarding procedures: access revocation, asset recovery, exit tasks

HR
Tier 1

Benefits Enrollment Reminders

Send personalized enrollment reminders and deadline notifications

HR
Tier 1

Performance Review Scheduling

Coordinate review cycles, send reminders, collect submissions

HR
Tier 1

PTO Balance Alerts

Notify employees and managers of approaching PTO limits

HR
Tier 1

Policy Acknowledgment Tracking

Track employee acknowledgment of updated policies

HR
Tier 1

Training Compliance Monitoring

Track mandatory training completion and send reminders

HR
Tier 1

Headcount Reporting

Generate automated headcount and org structure reports

HR
Tier 1

Interview Scheduling

Coordinate interview schedules across panels and candidates

HR
Tier 1

Employee Survey Distribution

Distribute and collect engagement surveys with anonymized reporting

HR
Tier 2

Visa Expiry Tracking

Monitor work authorization dates and trigger renewal workflows

HR
Tier 2

Compensation Review Prep

Compile market data and internal equity analysis for comp reviews

HR
Tier 1

Exit Interview Scheduling

Schedule exit interviews and compile feedback reports

HR
Tier 1

Referral Program Management

Track employee referrals and bonus eligibility

HR
Tier 1

Lead Scoring Automation

Score and prioritize leads based on engagement and firmographic data

Sales
Tier 1

Follow-up Sequence Management

Trigger and manage multi-step follow-up sequences

Sales
Tier 1

Deal Stage Progression Alerts

Notify reps and managers of stalled deals and pipeline issues

Sales
Tier 1

Proposal Generation

Generate customized proposals from templates and deal data

Sales
Tier 1

Contract Renewal Alerts

Track upcoming renewals and trigger expansion conversations

Sales
Tier 1

Competitive Intelligence Briefs

Compile competitive intelligence for active deal pursuits

Sales
Tier 1

Customer Health Scoring

Monitor customer engagement signals and flag at-risk accounts

Sales
Tier 1

Win/Loss Analysis

Compile deal data and generate win/loss analysis reports

Sales
Tier 2

Territory Assignment

Auto-assign territories based on rep capacity and geography

Sales
Tier 1

Commission Calculation

Calculate commissions based on closed deals and plan structures

Sales
Tier 1

Forecast Compilation

Compile weekly forecasts from rep inputs and pipeline data

Sales
Tier 1

Customer Reference Management

Track customer reference availability and usage

Sales
Tier 1

QBR Package Preparation

Compile usage data, ROI metrics, and renewal context for QBRs

Sales
Tier 2

Pricing Approval Workflow

Route non-standard pricing through approval chains

Sales
Tier 1

Partner Deal Registration

Process partner deal registrations and check for conflicts

Sales
Tier 1

User Provisioning

Auto-provision user accounts across SaaS applications

IT
Tier 2

Access Review Campaigns

Run periodic access reviews and flag excessive permissions

IT
Tier 1

Password Reset Automation

Self-service password reset with identity verification

IT
Tier 1

Software License Management

Track license usage and reclaim unused seats

IT
Tier 1

Ticket Routing & Triage

Auto-classify and route support tickets to appropriate teams

IT
Tier 1

Device Compliance Checking

Monitor device compliance and flag non-compliant endpoints

IT
Tier 1

Certificate Expiry Monitoring

Track SSL/TLS certificates and alert before expiration

IT
Tier 1

Patch Compliance Reporting

Generate patch compliance reports across the fleet

IT
Tier 1

SaaS Sprawl Detection

Identify unauthorized SaaS usage and shadow IT

IT
Tier 1

Network Configuration Backup

Automated backup of network device configurations

IT
Tier 1

Email Distribution List Management

Auto-manage DL membership based on org structure changes

IT
Tier 2

Service Account Audit

Review and audit service accounts for least privilege compliance

IT
Tier 1

Asset Lifecycle Tracking

Track hardware assets from procurement through decommission

IT
Tier 2

DNS Record Management

Manage DNS records with change approval and audit trail

IT
Tier 2

Contract Review Routing

Route contracts to appropriate reviewers based on type and value

Legal
Tier 1

NDA Processing

Process standard NDAs with automated review and execution tracking

Legal
Tier 3

Legal Hold Management

Initiate and manage legal holds with custodian notifications

Legal
Tier 2

Regulatory Filing Tracking

Track regulatory filing deadlines and prepare documentation

Legal
Tier 1

IP Portfolio Management

Track patents, trademarks, and filing deadlines

Legal
Tier 2

Data Subject Access Requests

Process DSARs with automated data discovery and compilation

Legal
Tier 1

Contract Expiry Alerts

Monitor contract terms and alert for upcoming expirations

Legal
Tier 1

Vendor Risk Assessment

Compile vendor risk assessments with questionnaire distribution

Legal
Tier 1

Board Resolution Tracking

Track board resolutions and required corporate actions

Legal
Tier 1

Entity Management

Manage corporate entities, registered agents, and filing status

Legal
Tier 2

Employment Agreement Generation

Generate employment agreements from approved templates

Legal
Tier 1

Litigation Timeline Tracking

Track litigation timelines, deadlines, and required actions

Legal
Tier 2

Privacy Impact Assessments

Initiate and track PIAs for new data processing activities

Legal
Roadmap

Next moves

Where we're headed — built on the foundation of working governance, real approval flows, and M365 execution.

Q1 2026
  • Tenant resource resolver
  • Role-based dashboards
  • On-call routing engine
Q2 2026
  • SLA monitoring & enforcement
  • Integrations catalog (v1)
  • Policy template library
Q3 2026
  • Evidence pack standardization
  • Multi-tenant support
  • Advanced analytics
Q4 2026
  • Custom agent builder
  • Marketplace for agent templates
  • SOC 2 Type II readiness

The future of operations is
autonomous and governed

Stop choosing between AI speed and enterprise compliance. SageOS delivers both.

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