Agentic AI Automation
An agentic AI engine that runs multi-step business workflows from a visual builder.
- Chains blocks into multi-step agent workflows
- Reads records from a Google Sheet range
- Loop control with a set iteration count
- Asks clarifying questions to prevent AI hallucinations
Natural Language Task Conversion
Converts unstructured business communication into ready-to-use outputs.
- Turns emails and meeting notes into structured tasks
- Creates expense reports, CRM updates, and follow-ups
- Produces on-demand emails and management follow-ups
- Handles sales-related workflows from plain text
Calendar
A calendar that pulls meetings from a connected calendar and pairs each one with details and an AI notetaker.
- Day view of meetings from a connected calendar
- Notetaker auto-joins calls through a toggle
- Summaries and notes generated after each meeting
- Suggested action items after each meeting
Chat
A chat interface with selectable expert modes, each wired to a specific business tool.
- Expert modes: Generalist, Salesforce, HubSpot, Jira, Concur
- Salesforce expert logs calls and creates records
- Drafts a full email from a plain-text request
- "@" for contacts, "/" for shortcuts
Contacts
A contacts dashboard with people and business profiles and in-depth insights.
- People and Businesses views in one dashboard
- Profiles with role, company, and email
- Recently added people surfaced on entry
- "Last meeting" date tracked for each person
Meetings
A meetings workspace that captures each call as a searchable record.
- Transcript with per-speaker attribution
- Insights, Transcript, and In-Meeting Chat tabs
- Notetaker joins calls and generates summaries
- Meeting details with attendees and source calendar