
Proposal manager
Turns a call summary into a branded proposal document and emails it to the client.
Build an agent in a chat, give it connectors, skills and knowledge, and let it do the work on your own AI model.
It works across Gmail, Slack, Notion, Drive, HubSpot and 1,300+ more apps your team already uses.
No credit card. Your connections stay private to you.
Proposal — Dana Ltd.docx
Generated just now · 1.2 MB
Pulled the call notes, built the document and sent it over.
1,300+
connectors
20+
file formats out
3
trigger types: schedule, email, webhook
100%
your own AI model
Works with the tools your team already uses
Watch the agent read your intent, think, call the right tools and hand back a finished file — every step visible and under your control.
Plug into your whole stack instantly. Gmail, Slack, Notion, Drive, HubSpot and more — each teammate connects their own accounts, privately.
The whole product is a chat, a connector catalogue and a knowledge panel. That is the entire learning curve.



Node-based tools make you draw the logic yourself. Here you describe the outcome and the agent works out the steps.

Turns a call summary into a branded proposal document and emails it to the client.

Reads new mail, labels it, drafts replies and pings you only when it matters.

Searches the web, reads sources and delivers a sourced brief every Monday.

Pulls numbers from your tools and posts a formatted summary to Slack daily.

Summarises meetings, decisions and tasks into a daily recap of team progress.

Generates project status reports with progress, risks and blockers.
Monitors competitor news, pricing changes and product updates.

Pulls context from your CRM, past notes and calendar before every call.
No flowcharts to learn. Describe the job, wire the tools, hit run.
Write instructions in plain language. Our AI helper sharpens them for you.
Pick connectors, skills, knowledge bases and files the agent may use.
Chat with it, trigger it on new email, on a webhook, or every morning at 8.
Connectors, skills, knowledge, files, sub-agents and triggers — all attached to the agent.
Gmail, Slack, Notion, HubSpot, GitHub and more. Each person connects their own accounts.
Drop documents in once and let any agent ground its answers in them.
Reusable instruction packs your agents can load, share and improve with AI.
Let one agent delegate to another and watch the whole conversation inline.
Schedules, incoming email and webhooks start agents without you touching the chat.
Upload anything to the chat, get DOCX, PDF, XLSX and 20+ formats back.
Prompts run against your own AI server, connections are isolated per user, and agents stay private until you explicitly share them with view, run or edit access.
Start free, upgrade when your team needs more agents and credits.
Create your first agent today — it takes about five minutes.
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