Agentis builds agentic AI tooling for ops and growth teams. Their platform handles the work that sits between decisions and execution: routing tasks, syncing CRMs, sequencing outreach, and adapting logic based on real-time signals.

By the time they came to Velocy, they had already automated a significant portion of their clients' operations. Their own internal workflow was a different story.

Busy without moving forward.

Agentis ran lean from the start. Small team, high output expectations, and a product surface expanding faster than their planning process could keep up with.

"We were tracking everything but seeing nothing. Tasks were getting done. Goals were not closing."

James Mitchell, Chief Operations Officer

The team had no shortage of work on the board. What they lacked was a clear line between that work and the outcomes it was supposed to produce.

The tools they used before Velocy were built around tasks. You define the work, assign it, track its status, and close it when it is done. For Agentis, where the goal was always a business outcome and the tasks were just the path to it, that model broke down. Sprints ended with green boards and incomplete objectives.

Replacing the board with a direction.

The shift to Velocy forced a change in how the team started their planning. Instead of opening with a task list, they started with the outcome. What needs to be true at the end of this cycle, and what work directly serves that?

"You have to resist the instinct to just start listing things to do. The discipline is in defining the goal clearly enough that the tasks write themselves."

James Mitchell, Chief Operations Officer

Once that habit formed, the planning process shortened considerably. Sessions that had previously taken the better part of a morning were finishing in under 25 minutes.

The work that made it onto the list changed too. Agentis builds automation tooling, which means there is always more to build, more to optimize, more to test. In their previous setup, all of it competed for the same sprint slots with no clear filter. Velocy applied that filter automatically. If a piece of work did not serve an active goal, it did not get scheduled.

Outreach cycles closed 3x faster.

One of the clearest results came from how Agentis managed their own growth workflows. Their outreach sequences, onboarding flows, and client expansion goals had previously lived across a mix of their platform, a project management tool, and a shared doc that nobody fully trusted.

Consolidating those goals into Velocy and generating tasks directly from them cut the time it took to close a growth objective from an average of nine weeks to just under three.

"Nothing about our effort changed. What changed was that we stopped doing work that felt productive but wasn't pointed at anything."

James Mitchell, Chief Operations Officer

Blockers became visible before they became problems.

Agentis operates across multiple concurrent client workflows at any given time. A blocker in one does not stay isolated. It tends to surface in the next standup, delay a handoff, and create a chain of small coordination problems that each individually seem manageable but collectively cost days.

In their previous tool, a blocked task was only as visible as whoever owned it chose to make it. In Velocy, blocked tasks surface alongside the goal they belong to and show the team what the delay is costing in context.

"We stopped finding out about blockers after the fact. They showed up in the same view as the goal they were slowing down. That context is what changed how fast we responded."

James Mitchell, Chief Operations Officer

Average blocker resolution dropped from just over four days to under 14 hours within the first two months.

A tool that matched how they think.

Agentis was built on the idea that intelligence without structure creates chaos. Their agents are designed to operate within defined rules, adapt to real-time signals, and route work toward specific outcomes rather than just completing tasks in sequence. Velocy operates on the same principle applied to how teams plan.

"We tell our clients that automation without direction is just faster confusion. Velocy is the same argument applied to project management."

James Mitchell, Chief Operations Officer

What changed.

Agentis did not restructure their team or change how many hours they worked. They changed what the work was pointed at and how quickly they could see when something was getting in the way of it.

Planning overhead dropped, goal cycles shortened, and blockers stopped accumulating in the background until a deadline forced them into view.

"We built Agentis to remove the gap between intent and execution for our clients. Velocy did the same thing for us."

James Mitchell, Chief Operations Officer