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AI原生产品公司如何将工作流转化为运营能力
Basis、Clay和Exa Labs使用AI代理改进入职、账户管理和开发者集成,企业领导者可借鉴其经验。
AI推荐理由 OpenAI官方分享Basis、Clay和Exa Labs使用AI代理优化工作流的案例,对企业应用有参考价值,但技术深度有限。
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正文
2026年9月1日
AI采用
AI原生公司如何将工作流转化为运营能力
Basis、Clay和Exa Labs使用代理进行入职、账户管理和开发者集成。他们的例子展示了企业领导者可以借鉴什么。
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OpenAI最新的企业信号显示,企业AI正从辅助转向执行,但速度差异显著。前沿公司(AI使用率最高的前10%)现在每个活跃用户生成的输出令牌数是典型公司的8.3倍,而1月份这一数字为2.6倍。不断扩大的差距指向更深层的运营转变:领先公司将代理与公司上下文和工具连接,委派更多实质性工作,并使成功的工作流更容易重复。
对于领导者来说,挑战在于将这种深度转化为人们可以信任、衡量和改进的工作。领导者还应为实验留出空间,包括那些首次尝试价值不明显的用例。
初创公司Basis(在新窗口中打开)、Clay(在新窗口中打开)和Exa Labs(在新窗口中打开)已将代理融入员工入职、账户管理和开发者生态系统增长。他们的工作流各不相同,但进展具有启发性:教代理一个稳定的流程,随着工作变化提供持续的上下文,然后让它将机会转化为经过测试的行动。
这些例子共同展示了团队如何将代理融入熟悉的工作,并随着时间的推移改进流程。
Basis:用代理让入职变得可教学
长期以来,入职对雇主和员工来说都很繁琐。在Basis,这家为会计公司构建AI代理的公司,第一天的入职现在只需30分钟,而不是两个小时,这让人力资源有更多时间关注文化和支持。
第一天,员工立即获得Codex的访问权限和一个公司特定的入职技能(针对特定工作流的可重用指令和资源集)。Codex欢迎他们,介绍关键公司概念,并在后台使用他们的计算机完成集成设置。当出现重复的问题或异常时,人力资源可以在下一批员工之前更新技能。
Basis演示了一次入职流程,然后将其转化为一个可重用的技能,具有明确的触发器、已知步骤、正确工具的访问权限以及明确的“完成”定义。该流程不再依赖于某个人的可用性,但团队可以介入处理异常或复杂问题。入职现在更加一致、可重复且易于改进,新员工也立即获得了与AI合作的模式。
Clay:为分散的工作提供持久的基地
Clay是一家为市场推广团队构建自学习收入引擎的公司,面临着熟悉的销售挑战:关键的交易上下文分散在CRM记录、电子邮件、Slack、电话、演示文稿、短信以及与内部团队和客户支持者的对话中。
为了保持这些上下文的最新状态,Clay的一位GTM工程师尝试了一种更好的方法——为每个账户提供一个持久的工作空间和专门的子代理。每个子代理审查主要来源,并在夜间更新其交易文件夹。每天早上,一个协调代理将她所有账户的这些更新转化为简短的优先行动列表:回答一个悬而未决的客户问题,填补购买委员会中的空白,或给潜在客户一个重新参与的理由。
据Clay称,该工作流每晚为她节省了大约一个小时的收件箱分类时间。每日优先事项帮助她坚持执行那些在长期企业销售周期中可能累积起来的小行动。支持证据紧邻每个建议,因此销售人员可以在行动前检查主要来源。企业可以将这种共享上下文扩展到客户经理、BDR、解决方案工程师和销售领导者,但需遵守现有的账户权限。
Clay展示了不断演变的工作需要什么才能扩展:一致的结构、有用的刷新节奏、共享的证据以及行动点上的人类判断。
Exa:将机会转化为经过测试的行动
Exa Labs为AI代理构建网络搜索基础设施,希望其搜索API能在开发者可能使用的任何地方可用。团队称这一目标为“无处不在的Exa”。追求这一目标曾经需要开发者关系和账户团队监控仓库和更广泛的生态系统,识别有前景的集成,收集上下文,并跨系统协调工作。尽管机会各不相同,但从发现到实施的路径遵循一致的顺序。Exa将该顺序转化为Codex的明确工作流,具有明确的优先级、必要来源的访问权限,以及在任何内容发布前的人工审查。
Codex现在监控高优先级的集成机会,收集相关上下文,创建拉取请求,运行测试,并使用Slack和Notion等来源准备每周更新。在适当的时候,它还可以起草下一步,包括初步公告,供团队审查。该工作流将机会从信号带到经过测试的工件,同时减少了研究、工程和沟通之间的交接。
人们仍然决定哪些机会重要,Exa应该做出哪些承诺,以及如何管理外部关系。测试和审查点使代理的工作在发布前可见。测试结果和人工审查可以向团队展示在下次运行前应调整工作流的哪些方面。随着工作变得更加重要,权限、证据和决策权成为工作流设计中更大的部分。
总之,Basis、Clay和Exa将我们在企业信号中看到的模式转化为操作术语。Basis将经过验证的流程转化为可重用的技能。Clay为代理提供上下文和持久性,以保持不断演变的工作体最新。Exa添加了工具、测试和审查,以便代理能够将信号带入有边界的执行。三者都将改进作为工作流的一部分:入职异常揭示了技能需要改进的地方;新的账户活动和销售验证保持交易上下文最新;测试和人工审查为未来的执行划定了更清晰的边界。每个都从特定的工作和足够的测试空间开始。分工在使用中变得更加清晰,随着工作流证明自己,责任也随之扩大。
现在实验并扩展有效方法的六个步骤
随着前沿差距的扩大,企业领导者需要给员工空间来测试重要的工作流,衡量成功,并将最强的实验转化为可重复的实践。
选择一个重要的价值表面。从一个端到端的工作流开始,其中战略优先级、系统、交接、控制和可衡量的风险交汇。它应该足够频繁地重复以从中学习,并且足够重要以证明重新设计的合理性。
定义结果以及如何衡量它。指定负责的所有者、KPI、基线和护栏。通过完成的任务、连接的上下文和工具、异常和审查负载来跟踪深度。通过周期时间、质量、成本、收入或风险来跟踪价值。输出量可以表明人们要求AI做更多;工作流结果则表明它是否重要。
编写代理的职位描述。定义触发工作的内容、结果、所需上下文、工具、权限以及代理应持续工作以完成的程度。指定它必须产生什么证据,以及它必须在何处停下来进行人工审查。
围绕代理构建人员系统。让最接近工作流的人员参与设计循环。指定谁拥有业务结果、领域逻辑、访问和控制、采用以及日常使用。初创公司将这些责任压缩到少数人身上;随着工作流的扩展,企业需要明确的决策权。
让实验可见且可重用。OpenAI研究发现,采用六个月后,早期职业员工每周比高管多发送13条消息。给员工空间测试新的用例,然后捕获有效流程和证据,并将其打包为技能、插件或共享工作空间。Chat、Work和Codex(在新窗口中打开)支持不同的模式:Chat用于问题和快速协作,Work用于多步骤知识工作和完成的交付物,Codex用于技术执行。
将操作模式向前推进。保留有效的上下文、权限、评估、审查点、所有者、措施和赋能,然后将它们应用于下一个价值表面。每个新实验都应该为下一个团队提供更好的起点。
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技能需要改进;新的账户活动和销售验证保持交易上下文最新;测试和人工审查为未来的执行划定了更清晰的边界。每个都从特定的工作和足够的测试空间开始。分工在使用中变得更加清晰,随着工作流证明自己,责任也随之扩大。
现在实验并扩展有效方法的六个步骤
随着前沿差距的扩大,企业领导者需要给员工空间来测试重要的工作流,衡量成功,并将最强的实验转化为可重复的实践。
选择一个重要的价值表面。从一个端到端的工作流开始,其中战略优先级、系统、交接、控制和可衡量的风险交汇。它应该足够频繁地重复以从中学习,并且足够重要以证明重新设计的合理性。
定义结果以及如何衡量它。指定负责的所有者、KPI、基线和护栏。通过完成的任务、连接的上下文和工具、异常和审查负载来跟踪深度。通过周期时间、质量、成本、收入或风险来跟踪价值。输出量可以表明人们要求AI做更多;工作流结果则表明它是否重要。
编写代理的职位描述。定义触发工作的内容、结果、所需上下文、工具、权限以及代理应持续工作以完成的程度。指定它必须产生什么证据,以及它必须在何处停下来进行人工审查。
围绕代理构建人员系统。让最接近工作流的人员参与设计循环。指定谁拥有业务结果、领域逻辑、访问和控制、采用以及日常使用。初创公司将这些责任压缩到少数人身上;随着工作流的扩展,企业需要明确的决策权。
让实验可见且可重用。OpenAI研究发现,采用六个月后,早期职业员工每周比高管多发送13条消息。给员工空间测试新的用例,然后捕获有效流程和证据,并将其打包为技能、插件或共享工作空间。Chat、Work和Codex(在新窗口中打开)支持不同的模式:Chat用于问题和快速协作,Work用于多步骤知识工作和完成的交付物,Codex用于技术执行。
将操作模式向前推进。保留有效的上下文、权限、评估、审查点、所有者、措施和赋能,然后将它们应用于下一个价值表面。每个新实验都应该为下一个团队提供更好的起点。
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查看原文(中文正文为 AI 翻译)
September 1, 2026
AI Adoption
How AI-native companies turn workflows into operating capability
Basis, Clay, and Exa Labs use agents for onboarding, account management, and developer integrations. Their examples show what enterprise leaders can borrow.
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OpenAI’s latest Enterprise Signals shows enterprise AI moving from assistance to execution at sharply different speeds. Frontier firms (those with the top 10% of AI usage) now generate 8.3× as many output tokens per active user as typical firms, up from 2.6× in January. The widening gap points to a deeper operating shift: leading firms connect agents to company context and tools, delegate more substantive work, and make successful workflows easier to repeat.
For leaders, the challenge is to turn that depth into work people can trust, measure, and improve. Leaders should also leave room for experimentation, including use cases whose value is not obvious on the first try.
Startups Basis(opens in a new window), Clay(opens in a new window), and Exa Labs(opens in a new window) have built agents into employee onboarding, account management, and developer ecosystem growth. Their workflows differ, but the progression is instructive: teach an agent a stable process, give it persistent context as work changes, then let it carry opportunities into tested action.
Together, these examples show how teams can build agents into familiar work and improve the process over time.
Basis: Make onboarding teachable with agents
Onboarding has long been cumbersome for employers and employees. At Basis, which builds AI agents for accounting firms, first-day onboarding now takes 30 minutes instead of two hours, giving HR more time for culture and support.
On day one, employees receive immediate access to Codex and a company-specific onboarding skill (a reusable set of instructions and resources for a specific workflow). Codex welcomes them, introduces key company concepts, and uses their computer to complete integration setup in the background. When recurring questions or exceptions appear, HR can update the skill before the next cohort.
Basis demonstrated the onboarding process once, then turned it into a reusable skill with a clear trigger, known steps, access to the right tools, and a clear definition of “done.” The process no longer depends on one person’s availability, yet the team can step in for exceptions or complex questions. Onboarding is now more consistent, repeatable, and easier to improve, and new employees gain an immediate model for working with AI.
Clay: Give scattered work a persistent home base
Clay, a company building a self-learning revenue engine for go-to-market teams, faces a familiar sales challenge: critical deal context is scattered across CRM records, email, Slack, calls, presentations, text messages, and conversations with internal teams and customer champions.
To keep that context current, one of Clay’s GTM engineers experimented with a better approach—a persistent workspace and dedicated subagent for every account. Each subagent reviews primary sources and updates its deal folder overnight. Every morning, a coordinating agent turns those updates across all her accounts into a short list of priority moves: answer a lingering customer question, fill a gap in the buying committee, or give a prospect a reason to re-engage.
The workflow saves her roughly an hour of inbox triage each night, according to Clay. The daily priorities help her follow through on the small actions that can add up over a long enterprise sales cycle. The supporting evidence stays close to each recommendation, so sellers can inspect the primary sources before acting. Enterprises could extend that shared context to account executives, BDRs, solutions engineers, and sales leaders, subject to existing account permissions.
Clay shows what evolving work needs in order to scale: a consistent structure, a useful refresh cadence, shared evidence, and human judgment at the point of action.
Exa: Carry an opportunity into tested action
Exa Labs, which builds web search infrastructure for AI agents, wants to make its search API available wherever developers could use it. The team calls this goal “Exa everywhere.” Pursuing it once required developer relations and account teams to monitor repositories and the wider ecosystem, identify promising integrations, gather context, and coordinate work across systems. Although the opportunities varied, the path from discovery to implementation followed a consistent sequence. Exa turned that sequence into a defined workflow for Codex, with clear priorities, access to the necessary sources, and human review before anything ships.
Codex now monitors for high-priority integration opportunities, gathers the relevant context, creates pull requests, runs tests, and prepares weekly updates using sources such as Slack and Notion. When appropriate, it can also draft the next step, including an initial announcement, for the team to review. The workflow carries an opportunity from signal to tested artifact while reducing handoffs across research, engineering, and communication.
People still decide which opportunities matter, which commitments Exa should make, and how external relationships should be managed. Tests and review points make the agent’s work visible before it ships. Test results and human review can show the team where to adjust the workflow before the next run. As the work becomes more consequential, permissions, evidence, and decision rights become a larger part of the workflow design.
Together, Basis, Clay, and Exa put the patterns we see across Enterprise Signals into operational terms. Basis turns a proven process into a reusable skill. Clay gives an agent the context and persistence to keep an evolving body of work current. Exa adds tools, tests, and review so an agent can carry a signal into bounded execution. All three make improvement part of the workflow: onboarding exceptions reveal where a skill needs refinement; new account activity and seller validation keep deal context current; and tests and human review sharpen the boundaries for future execution. Each starts with a specific job and enough room to test it. The division of labor becomes clearer through use, and responsibility expands as the workflow proves itself.
Six steps to experiment now and scale what works
With the frontier gap widening, enterprise leaders need to give employees room to test consequential workflows, measure success, and turn the strongest experiments into repeatable practice.
Choose one consequential value surface. Start with an end-to-end workflow where a strategic priority, systems, handoffs, controls, and measurable stakes meet. It should repeat often enough to learn from and matter enough to justify redesign.
Define the outcome and how you will measure it. Name the accountable owner, KPI, baseline, and guardrails. Track depth through completed tasks, connected context and tools, exceptions, and review load. Track value through cycle time, quality, cost, revenue, or risk. Output volume can show that people are asking AI to do more; workflow outcomes show whether it matters.
Write the agent’s job description. Define what triggers the work, the outcome, required context, tools, permissions, and how persistently the agent should work toward completion. Specify what evidence it must produce and where it must stop for human review.
Build the human system around the agent. Put the people closest to the workflow in the design loop. Name who owns the business outcome, domain logic, access and controls, adoption, and daily use. Startups compress these responsibilities into a few people; enterprises need explicit decision rights as the workflow scales.
Make experimentation visible and reusable. OpenAI research finds that six months after adoption, early-career employees sent 13 more messages per week than executives. Give employees room to test new use cases, then capture the process and evidence behind what works and package it as skills, Plugins, or shared workspaces. Chat, Work, and Codex(opens in a new window) support different modes: Chat for questions and quick collaboration, Work for multi-step knowledge work and finished deliverables, and Codex for technical execution.
Carry the operating pattern forward. Preserve the context, permissions, evaluations, review points, owners, measures, and enablement that worked, then apply them to the next value surface. Each new experiment should give the next team a better place to start.
Codex
2026
Author
OpenAI
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