Processes/end-to-end playbook
Company launch — end-to-end playbookCompany launch
Incorporate, get the EIN, open the bank account, turn on payroll and the books.
5 processes · 19 steps end to end
Current agent ceiling
An agent can run 8 of 19 steps
⚡ Closable with today’s market (11 — via AI Research Agents, Browser Automation for Agents, Workflow Automation, Startup Legal & Incorporation, Cap Table & Equity): Choose formation service (a research agent can gather and compare the options — a human makes the pick); Submit incorporation filing (computer-use candidate — a browser agent can drive this deterministic web flow); Receive Certificate of Incorporation (a workflow with webhooks/polling watches this so no human has to); Adopt bylaws & initial resolutions (route the signature through an e-sign API instead of paper); Issue founder stock (draft the issuance on a cap-table platform’s API — the board still approves); File 83(b) election with IRS (a workflow with webhooks/polling watches this so no human has to); Complete IRS SS-4 form online (computer-use candidate — a browser agent can drive this deterministic web flow); Choose bank provider (a research agent can gather and compare the options — a human makes the pick); Apply for business account (a workflow with webhooks/polling watches this so no human has to); Sign up for payroll (a workflow with webhooks/polling watches this so no human has to); Sign up and configure (a workflow with webhooks/polling watches this so no human has to)
The full run
One continuous flow, sectioned per process. Route-coded blocks: emerald = agent, amber = manual form/portal, red = needs a human. ⏸ approval gate · ⏳ async wait.
process 1 of 5
Incorporate C-Corp — formation processIncorporate C-Corp
Set up a new Delaware C-Corporation with standard startup structure including bylaws, stock purchase agreements, and initial board resolutions.
01Choose formation service
human
⚡ agentic workaround: a research agent can gather and compare the options — a human makes the pick — Elicit, top of AI Research Agents →
02Check name availability
agent1 API call
- GET /api/name-availability?state=DE&name={name}
03Submit incorporation filing
manual form
Ironclad
Docusign1 API call
- clerky.incorporation.submit()(manual)
⚡ agentic workaround: computer-use candidate — a browser agent can drive this deterministic web flow — Steel, top of Browser Automation for Agents → · assisted, not autonomous — a human supervises; verify the portal’s terms allow automation
04Receive Certificate of Incorporation
human⚡ agentic workaround: a workflow with webhooks/polling watches this so no human has to — n8n, top of Workflow Automation →
05Adopt bylaws & initial resolutions
manual form⚡ agentic workaround: route the signature through an e-sign API instead of paper — Clerky, top of Startup Legal & Incorporation →
06Issue founder stock
manual form⚡ agentic workaround: draft the issuance on a cap-table platform’s API — the board still approves — Carta, top of Cap Table & Equity →
07File 83(b) election with IRS
human1 API call
- USPS certified mail to IRS(manual)
⚡ agentic workaround: a workflow with webhooks/polling watches this so no human has to — n8n, top of Workflow Automation →
process 2 of 5
Get EIN — formation processGet EIN
Apply for an Employer Identification Number (EIN) from the IRS for the newly incorporated company.
01Pre-fill EIN application data
agent1 API call
- company_data_get({query: "company info"})
02Complete IRS SS-4 form online
manual form1 API call
- IRS.gov online SS-4 wizard(manual)
⚡ agentic workaround: computer-use candidate — a browser agent can drive this deterministic web flow — Steel, top of Browser Automation for Agents → · assisted, not autonomous — a human supervises; verify the portal’s terms allow automation
03Store EIN in company records
agentcompany_data_get
process 3 of 5
Open bank account — finance processOpen bank account
Setup wizard suggested task when user has no bank yet. Open a business checking account to separate personal and company finances.
01Choose bank provider
human
⚡ agentic workaround: a research agent can gather and compare the options — a human makes the pick — Elicit, top of AI Research Agents →
02Apply for business account
human⚡ agentic workaround: a workflow with webhooks/polling watches this so no human has to — n8n, top of Workflow Automation →
03Connect bank to Ultrametric
agent1 API call
- integrations.connect()
process 4 of 5
Set up payroll — hr processSet up payroll
Setup wizard suggested task covering Gusto, Rippling, Deel, and Justworks users as well as companies with no payroll. Set up or verify a payroll provider for payroll, tax filings, and benefits.
01Compare payroll providers
agent
02Sign up for payroll
human⚡ agentic workaround: a workflow with webhooks/polling watches this so no human has to — n8n, top of Workflow Automation →
03Connect to Ultrametric
agent1 API call
- integrations.connect()
process 5 of 5
Set up accounting — finance processSet up accounting
Setup wizard suggested task covering QuickBooks, Xero, and Pilot users as well as companies with no accounting software. Connect bookkeeping and configure chart of accounts.
01Compare accounting tools
agent02Sign up and configure
human
Zoho Books33
Digits47
Xero44↗
QuickBooks Online39↗
Puzzle24
FreshBooks33
Mercury Books1
Kick8
Pilot3↗full arena →⚡ agentic workaround: a workflow with webhooks/polling watches this so no human has to — n8n, top of Workflow Automation →
03Connect to Ultrametric
agent1 API call
- integrations.connect()