Features
Custom email digest creation with HTML/text editor
Variable insertion from connected data sources
Live preview of latest data in editor
Data list loops (e.g., bullet list of outstanding bills)
Scheduled daily or weekly delivery
QuickBooks Online integration
Plaid banking integration
Zapier integration (any app)
AES-256 encryption for financial/PII data
Automatic data deletion after email send
Per-email-profile pricing with bulk discounts
Theme editor (Custom plan)
Unlimited email recipients (Custom plan)
Connection failure notifications
AI meeting preparation with deep research and battle cards (Evan)
CRM auto-updates via plain English commands (Atlas, coming soon)
Account monitoring with stakeholder and org change alerts (Nico, coming soon)
LinkedIn network analysis for warm lead generation (Iris, coming soon)
Lookalike customer discovery (Nova, coming soon)
Custom AI workers tailored to specific workflows
Secure isolated environment, no data training
Integration with CRM, email, calendar, call recorders
Slack and email notifications for AI worker outputs
Org chart mapping and stakeholder identification
Pipeline analytics and field updates
Record cleaning and standardization
Multi-agent system for task planning and execution (Z1 Engine)
Schema-level accuracy for enterprise workflows