Features
Automated purchase order entry from Gmail to Printavo or ShopWorks
Invoice matching: PO-to-invoice validation and reconciliation
Order status request handling: auto-reply from Printavo lookup
Artwork approval handoffs across email, Airtable, and Box
Vendor follow-up automation for order updates
Custom workflow builder for multi-step agent sequences
Live workflow monitoring dashboard with health and run history
Trigger-based execution (e.g., email receipt, file update)
Data extraction from unstructured email (PO number, quantities, dates)
Job creation in Printavo with full field population
Customer confirmation email sending
Automated file moving based on status changes (e.g., Airtable → Box)
Integration with PPAI recognized solution providers
ShopWorks PO entry from email with extraction and job creation
Real-time workflow health and recent run display
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