From answer to action.
Search is the wedge. Workflows are the product. A planner, an executor and a verifier coordinate over your data — taking the next step a senior employee would take, with the audit trail to prove it.
Planner
Decomposes the request. Picks tools. Sets verification thresholds.
Executor
Runs retrieval, calls tools, drafts content. Sandboxed and rate-limited.
Verifier
Independent model checks citations, math, policy. Forces escalation when uncertain.
You
Approve, edit, or reject. Every action recorded.
Pre-built workflows that ship the day you deploy.
Forty production-grade workflow templates across sales, success, support, ops, finance, and engineering. Use as-is or fork in the Studio.
Renewal brief
Pulls Salesforce stage, last 30 days of email, Slack chatter, and the MSA — drafts a customer brief and a draft email.
Health risk digest
Daily scan across CRM + support + product usage. Flags accounts with declining signals.
Ticket triage
Classifies, deduplicates, suggests a reply with citations, escalates if confidence below threshold.
Incident commander
PagerDuty trigger → log search → status doc draft → exec Slack update.
Close anomaly hunter
Monthly. Scans GL, expense reports, vendor invoices for outliers, requests context from owners.
Weekly brief
Every Monday 7am. Synthesizes the week across CRM, eng, support and finance into 400 words.
Compose your own.
The Workflow Studio is a visual canvas with a natural-language assist. Describe the workflow; review the steps; ship.
Renewal brief — v4
LiveTrigger
Salesforce stage → Negotiation
Retrieve
CRM + email + Slack + MSA
Draft
Brief + email
Verify
Citation + policy
Deliver
Slack DM to AE