Agent and automation platforms
Software for building and running AI agents and automations, including workflow tools and the MCP connection standard.
Who is making money
The companies earning or raising real money in this part of AI. Suppliers are marked: they sell to the builders rather than to end users.
Sells Copilot Studio, its tool for building agents inside Microsoft 365 and Azure.
20M+ users (2025)
Open profileSells Agentforce, a platform for building AI agents into its CRM and other business apps.
Agentforce ARR about $800M in the quarter to Jan 2026, up 169% year on year (company, Q4 FY26)
Open profileopen-source workflow automation
About $40M a year (reported at the Aug 2025 term sheet, Sifted). GetLatka also estimates $40M
Open profileagent framework
LangSmith annual recurring revenue reported at $12M to $16M (TechCrunch, 2025). Not confirmed by the company
Open profileBusiness software giant that invested in n8n and plans to put n8n inside its Joule Studio agent tool.
Open profileOpen-source framework where several AI agents work together as a team on one task.
About $3.2M ARR in 2025 (estimate, via a news report citing Latka). Growjo estimates $2.4M
Open profileworkflow automation
About $250M+ a year (estimate)
Open profileautomation moving to agents
About $1.5B a year (public)
Open profileLow-code platform where businesses build teams of AI agents without deep coding.
US$24M Series B led by Bessemer (May 2025), after a $15M Series A (2023)
Open profileEnterprise automation platform that connects business systems and runs AI agents across them.
ARR up 35% year on year and net new ARR up 50% in FY26 (year to 31 Jan 2026, company-reported via a summary site). Over 700 customers above $100K ARR
Open profileWhere the money flows
Businesses pay subscriptions or per-run fees. Platforms pass model costs to the labs.
Strategic investment, with plans to embed n8n in its Joule Studio
bolsamania.com
The openings
Gaps still open in this area, from ones a small business could take to ones only giants can play.
- Small business Build and run agents for small and mid-size firms: fixed-price build plus a monthly fee
- Small business Connectors (MCP servers) for industry software like practice management and accounting, sold as products
- Startup money Agent testing and governance platform
- Giants only Owning the default business agent platform
Generic agent builders are being absorbed by the labs and the big suites, and investors already value them low.
Sources: tomtunguz.com
The map updates three times a week.
241 companies across 25 areas, 62 money flows and 89 openings so far. New research lands every Tuesday, Thursday and Saturday.
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