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
Delegate tasks via email or chat in plain language
Autonomous planning and execution by AI workers
Connects to 5,000+ integrations (Gmail, Slack, Salesforce, etc.)
Delivers finished work as files or outputs
Policy abstraction and document processing
Lead qualification and outbound automation
Content creation (marketing copy, image generation)
Knowledge assistant for policy queries
24/7 always-on work queues with guardrails
Log retention: 30 days (Business) or 1 year (Business Max)
Unlimited tokens on paid plans
Credits-based usage (25K Business, 80K Business Max)
Encrypted data in transit and rest, never used for model training
14-day free trial, no credit card required
Organizations feature for team management (Business Max and Enterprise)