Automate Roll workflows with AI Agents

Roll is a powerful business management platform that streamlines operations for service firms—from project and sales tracking to financial reporting. But what if you could unlock even more collaboration and automation by bringing Roll right into your team’s daily workflow? With Runbear’s AI agent platform, integrating Roll with Slack, Microsoft Teams, or Discord lets your team access key Roll insights, automate routine tasks, and supercharge productivity—all by talking naturally with an intelligent agent in your team chat.

About Roll

Roll is a cloud-based business management solution purpose-built for service firms like consultancies, agencies, and contractors. It centralizes critical workflows—including project management, time tracking, CRM, invoicing, and business analytics—into one intuitive platform. Teams use Roll to monitor sales pipelines, manage client relationships, oversee project delivery, and keep financials on track. Known for its all-in-one simplicity, Roll appeals to businesses looking to increase transparency, streamline operations, and gain actionable insights from their data—without juggling multiple fragmented tools or spreadsheets. Roll’s value lies in giving growing teams both oversight and control, along with actionable business metrics to support smarter decision-making in a competitive market landscape.

Use Cases in Practice

When Roll is paired with Runbear’s AI agent, business management becomes deeply collaborative and proactive. Picture an account manager asking in Slack, “How are this month’s projects tracking in Roll?”—and receiving instant, AI-generated charts and summaries. Or imagine a team lead who gets a daily Slack digest with project burn rates, unbilled hours, and pipeline updates, all automated via the AI agent and based on Roll data. The AI agent can monitor critical KPIs, alert the team to budget risks, and enable instant access to client docs or sales activity—all without leaving your main collaboration hub. These use cases not only transform everyday routines, but mirror the benefit seen in AI-powered executive dashboards and automated KPI reporting use cases we've helped other teams unlock. No more context switching or waiting for end-of-week reports: the Runbear AI agent keeps your team connected to Roll, driving faster reactions and higher productivity.

Roll vs Roll + AI Agent: Key Differences

Integrating Roll with Runbear is a game changer for service businesses. Traditionally, retrieving business data or generating performance reports in Roll required manual digging and frequent action switching. With Runbear, your team gets direct access via AI agents inside Slack, Teams, or Discord—transforming how information flows and automations run. This unlocks real-time collaboration, removes silos, and empowers everyone to access Roll insights and automate routine updates, all by chatting naturally with the AI agent.

Implementation Considerations

Adopting the Runbear and Roll integration requires some initial setup, such as connecting both platforms and configuring secure permissions for data access. Team members may need brief training to get comfortable querying Roll data using natural language in Slack or Teams. Expect some change management as routines shift from manual report pulling to AI-driven automation—teams should prepare guidelines for which queries and scheduled jobs are most valuable, to avoid notification clutter. It’s important to assess user roles and data governance, ensuring only the right people can access sensitive Roll data via the AI agent. Finally, teams should weigh the cost-benefit: while the upfront time and investment may be higher, automation and real-time insights can quickly unlock major productivity and transparency gains.

Get Started Today

Integrating Roll with Runbear’s AI agent is a leap forward for teams that want to automate and collaborate at scale. By enabling instant access to business data, automating routine reports, and centralizing insights in your team’s communication hub, the AI agent helps every team member make smarter, faster decisions. Ready to transform your team’s workflows and maximize your Roll investment? Try the Roll-Runbear integration today and experience the next era of AI-powered business management in action.