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CloudyBot

A CloudAxis product — your cloud agent for business, works while you’re away.

CloudyBot is the business operations product line from CloudAxis — built on the CloudAxis Agent OS. It handles real work: research, monitoring, data processing, document generation, and scheduled tasks — powered by hosted models (Claude, GPT, DeepSeek, Moonshot and more). No API keys to manage. Tell it what to do in the desktop or via optional WhatsApp; it runs it and reports back.

Run multi-step jobs in the background on a schedule you choose — daily digests, competitor price monitoring, data cleanup, report generation, and more. Optionally use WhatsApp Business as a command channel: send a task, get a concise update when it’s done. New teams often start with a weekend setup that automates Monday morning admin before expanding to daily duties.

CloudyBot is designed for non-technical users. No coding, no configuration files, no server management. Sign up with email and start working in minutes. On the full CloudAxis OS, set up your first specialist agent in under an hour — competitor monitoring to WhatsApp, timed step by step. Ready for a full weekend stack? See the three essential AI agents for small business — Research, Brand Monitor, and weekly Reporting in one afternoon.

Features

AI task execution

Describe outcomes in natural language. CloudyBot plans steps, uses allowed tools within your workspace, and delivers structured results you can reuse — summaries, drafts, tables, and file outputs.

Background scheduling

Automate recurring work: monitoring, research passes, data processing, and report generation. Jobs run on your cadence with automated cron job scheduling; you review results when you’re ready. Schedule collection at 2am and read the summary on your phone at 6am — see how to make AI agents work overnight. Want to bill for that output? Read how to make money while AI agents work for you — monitoring retainers and research packages with before/after math. Solo agency owners: hour-by-hour look at four agents running a Tuesday while the founder takes one client call. New founders often start with the three-agent stack to deploy in 48 hours before taking their first client call. Wondering how much of your week qualifies? See how much work AI can realistically automate from a real time-tracking exercise. Still postponing setup? One founder waited eight months before automating and calculated the real cost of the delay. Agency owners: how agencies bill clients for work agents finish in 10 minutes. Taking time off? See how one agency ran agents for ten days on holiday. Competitive gap: five things rivals already do with AI agents in 2026.

File workspace

Upload, organize, and process documents and data files in one place. Built for operational work — not just chat for chat’s sake. Local moving companies stage estimate follow-up rows and pre-move inventory PDFs into job folders the same way — AI agents for moving companies covers three duties that replace dispatch coordinator prep before Thursday truck roll. Landscaping and design-build firms stage permit status rows and nursery invoices into job folders the same way — AI agents for landscaping companies covers three duties that replace office manager prep before Monday yard roll. RIAs and wealth management firms stage custodian statements and onboarding PDFs into household folders the same way — AI agents for financial advisors covers three duties that replace associate document prep before review season. Bookkeeping firms use the same pattern for client PDF intake and month-end staging — AI agents for accounting firms walks through three duties that replace junior document prep. Staffing agencies stage candidate profiles the same way — AI agents for recruitment agencies covers Boolean scans and shortlist duties that run before Monday standup. Property management firms triage maintenance tickets and vendor invoices into unit folders the same way — AI agents for property management covers three duties that replace coordinator prep before Monday standup. HVAC and plumbing shops stage permit status rows and field work-order uploads into job folders the same way — AI agents for home services contractors covers three duties that replace dispatcher prep before Monday truck roll. Roofing contractors stage county permit sweeps and supplement PDFs into job folders the same way — AI agents for roofing companies covers three duties that replace office coordinator prep before Monday crew roll. Pest control companies stage callback queues and chemical supplier invoices into dispatch folders the same way — AI agents for pest control companies covers three duties that replace dispatcher prep before Tuesday route lock. Pool service companies stage service-call queues and chemical supplier invoices into dispatch folders the same way — AI agents for pool service companies covers three duties that replace coordinator prep before Monday route lock. Independent insurance agencies stage COI requests and renewal documents into client folders the same way — AI agents for insurance agencies covers three duties that replace CSR prep before certificate season. Small law firms stage client intake and discovery documents into matter folders the same way — AI agents for law firms covers three duties that replace paralegal rename-and-file work before filing week. Dental practices stage insurance verification rows and new-patient intake PDFs into patient folders the same way — AI agents for dental practices covers three duties that replace front-desk prep before Monday huddle. Veterinary hospitals stage refill triage rows and new-patient intake PDFs into patient folders the same way — AI agents for veterinary practices covers three duties that replace client-service prep before Tuesday huddle. Outpatient PT clinics stage prior auth rows and physician referral PDFs into patient folders the same way — AI agents for physical therapy clinics covers three duties that replace coordinator prep before Monday huddle. Independent restaurants stage vendor invoices and reservation special requests into service prep folders the same way — AI agents for restaurants covers three duties that replace manager admin before Friday service. Salons and spas stage distributor invoices and appointment prep notes into chair-prep folders the same way — AI agents for salon and spa businesses covers three duties that replace front-desk prep before the morning huddle. Independent auto shops stage parts invoices and RO warranty folders into job prep directories the same way — AI agents for auto repair shops covers three duties that replace service-writer prep before Monday bay roll. Optometry practices stage insurance eligibility PDFs and contact lens refill queues into clinical prep folders the same way — AI agents for optometry practices covers three duties that replace optical coordinator prep before Monday clinic. Chiropractic practices stage eligibility rows and PI lien packets into patient folders the same way — AI agents for chiropractic clinics covers three duties that replace billing coordinator prep before Wednesday huddle. HVAC shops stage maintenance callback lists and service-ticket photos into customer job folders the same way — AI agents for HVAC companies covers three duties that replace dispatcher prep before Monday huddle. Med spas stage appointment confirmations and consent packets into patient folders the same way — AI agents for med spas covers three duties that replace front-desk prep before the morning block. Chiropractic clinics stage insurance verification rows and new-patient intake PDFs into patient folders the same way — AI agents for chiropractic practices covers three duties that replace front-desk prep before Monday schedule. Commercial cleaning and janitorial firms stage inspection callback queues and supply reorder rows into quality folders the same way — AI agents for cleaning companies covers three duties that replace office manager prep before Monday crew roll. Independent insurance agencies stage COI requests and renewal documents into client folders the same way — AI agents for insurance agencies covers three duties that replace CSR prep before certificate season. Small law firms stage client intake and discovery documents into matter folders the same way — AI agents for law firms covers three duties that replace paralegal rename-and-file work before filing week. Dental practices stage insurance verification rows and new-patient intake PDFs into patient folders the same way — AI agents for dental practices covers three duties that replace front-desk prep before Monday huddle. Veterinary hospitals stage refill triage rows and new-patient intake PDFs into patient folders the same way — AI agents for veterinary practices covers three duties that replace client-service prep before Tuesday huddle. Outpatient PT clinics stage prior auth rows and physician referral PDFs into patient folders the same way — AI agents for physical therapy clinics covers three duties that replace coordinator prep before Monday huddle. Independent restaurants stage vendor invoices and reservation special requests into service prep folders the same way — AI agents for restaurants covers three duties that replace manager admin before Friday service. Salons and spas stage distributor invoices and appointment prep notes into chair-prep folders the same way — AI agents for salon and spa businesses covers three duties that replace front-desk prep before the morning huddle. Independent auto shops stage parts invoices and RO warranty folders into job prep directories the same way — AI agents for auto repair shops covers three duties that replace service-writer prep before Monday bay roll. Optometry practices stage insurance eligibility PDFs and contact lens refill queues into clinical prep folders the same way — AI agents for optometry practices covers three duties that replace optical coordinator prep before Monday clinic. Chiropractic practices stage eligibility rows and PI lien packets into patient folders the same way — AI agents for chiropractic clinics covers three duties that replace billing coordinator prep before Wednesday huddle.

Browser automation

Where your plan supports it, CloudyBot can drive browser sessions to complete workflows that need real cloud browser automation — with safeguards appropriate to a business product. If your Zapier browser steps keep breaking when pricing pages change layout, see CloudAxis vs Zapier for when to keep Zaps for APIs and move browser work to agents.

WhatsApp Business (command channel)

Optional and explicit opt-in: assign tasks and receive short status or result messages on WhatsApp Business. Designed as a fast lane to your agent — not a substitute for your full dashboard.

How it works

  1. Sign up with email — no credit card required
  2. Describe the task or outcome you want
  3. CloudyBot runs it — in the app, and on your schedule — and reports back

Integrates with

WhatsApp Business Web dashboard Chat workspace

Security and privacy
We do not use your content to train third-party foundation models. Connections you authorize can be reviewed and revoked from your dashboard. See CloudyBot Privacy Policy and Security for details on retention, subprocessors, and disclosure.

Free creative tools (on cloudybot.ai)

Try social post creatives before you sign up — both tools are free to start and run on the CloudyBot domain:

Answer engine visibility (AEO)

For citation monitoring, start with CloudyBot’s free AI citation checker, then automate recurring checks in the OS — see Answer Engine Visibility and the AEO bridge guide.

Inside the full CloudAxis OS, agents can regenerate these creatives on a schedule when your landing page or changelog updates.