Is Adept worth it for an operations team automating CRM updates?

Yes, if your team processes over 2,000 CRM actions monthly and values no-code automation. Adept's skill builder can learn to extract data from emails and update records. Starting at $29/seat/month with step limits, it saves hours of manual work.

Does Adept integrate with Salesforce?

Adept's desktop app and Chrome extension can interact with Salesforce's web interface, but there is no native API integration listed. You can train a skill to perform actions in Salesforce as a user would.

How does Adept compare to UiPath?

Adept is no-code and focuses on learning from demonstrations, while UiPath is a full RPA platform with advanced features like attended automation and extensive integration libraries. Adept is simpler to start but less scalable for complex enterprise RPA.

What's the cheapest Adept plan?

The Essentials plan at $29/seat/month is the cheapest, offering 2,000 AI steps. There is no free tier.

What are Adept's biggest limitations?

AI steps are metered (2,000–50,000/month depending on plan). No mobile app. Context window may limit very long workflows. Requires internet for cloud execution.

Can Adept replace Zapier?

Adept can replace Zapier for complex, multi-step desktop workflows that require reasoning and adaptation. But for simple cloud-only tasks with many integrations, Zapier is cheaper and easier.

How long does Adept take to set up?

A simple skill like email-to-sheet takes about 30 minutes. Complex workflows may take 1-2 days to train via demonstration.

Is Adept good for data extraction?

Yes, Adept excels at extracting data from emails, PDFs, and web pages into spreadsheets or databases. Its demonstrative learning is ideal for unstructured data.

Is Adept still active in 2026?

Yes — Adept is active in 2026 with a liveness score of 75/100 (healthy), last verified June 24, 2026. Its official links respond to our weekly automated probes.

Automation & Agents

Adept

Automate complex multi-step workflows across desktop and web apps with AI.

75/100Safe BetFrom $29 per seat/monthContact Sales

Adept is a strong choice for enterprise teams automating cross-app workflows that require reasoning and adaptation. Its skill builder and cloud-managed execution set it apart from basic macro tools. However, the per-seat pricing with AI step limits can get expensive for large teams, and it requires an internet connection. Consider alternatives like UiPath or Automation Anywhere for heavier RPA needs, or simpler tools like Zapier for lightweight automation.

Verified 17d ago · liveness 75/100 · cite: rightaichoice.com/tools/adept

Best for

Enterprise teams automating cross-app workflows (e.g., CRM to email to spreadsheet)
Business analysts automating data extraction and reporting without coding
Operations teams reducing manual repetitive tasks like form fills and document processing
Knowledge workers who need to chain actions across web apps and desktop software

Not ideal for

Simple one-click automation that could use basic macros or IFTTT
Teams needing real-time collaboration on shared automation
Highly regulated industries requiring on-premises deployment (Adept is cloud-managed; Enterprise offers on-prem)

Visit Website

IntermediateFor a simple skill (e.g., read email and update spreadsheet): ~30 minutes to configure via the Chrome extension. Complex multi-step workflows (e.g., invoice processing) may take 1-2 days to train the skill with demonstrations. No coding required.Web · DesktopAPI available6.0k viewsVerified 17d ago

Pricing

From $29 per seat/month

Contact Sales4 plans3 hidden costs

Learning curve

Intermediate

For a simple skill (e.g., read email and update spreadsheet): ~30 minutes to configure via the Chrome extension. Complex multi-step workflows (e.g., invoice processing) may take 1-2 days to train the skill with demonstrations. No coding required.

Runs on

WebDesktop

API available

Who it's for

Operations analystCustomer support leadFinance manager

Live sentiment

Is Adept actually worth it?

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Skip it if

Skip Adept if you need free or simple one-click automation, real-time collaboration, or on-premise deployment (without paying for Enterprise).

The 30-second take

Biggest gripe

Overages: $10 per additional 1,000 AI steps (Essentials/Pro)

Price reality

Adept's pricing starts at $29/seat/month for Essentials (2,000 steps) and scales to $99/seat/month for Pro. The Team plan is $75/seat/month with 5-seat minimum. For light automation, Zapier's free tier may suffice. For heavy RPA, UiPath or Automation Anywhere offer more robust on-premise options. Adept is mid-to-high priced for AI automation.

In short

Adept — Automate complex multi-step workflows across desktop and web apps with AI. Best for Enterprise teams automating cross-app workflows (e.g., CRM to email to spreadsheet), Business analysts automating data extraction and reporting without coding, Operations teams reducing manual repetitive tasks like form fills and document processing. Plans from $29/mo.

Viability Score

75/100

Safe Bet

How likely is Adept to still be operational in 12 months? Based on 4 signals — momentum (how recently it shipped), wrapper dependency, revenue model, and web presence.

momentum

funding runway

website health

wrapper dependency

100

Last calculated: July 2026

How we score →

Key Features

Chrome extension for web automation
Desktop app for system-wide control
Skill builder with demonstration learning
Cloud-managed execution
Data extraction from multiple sources
Report generation automation
Secure data handling and privacy
Multi-step workflow automation
AI steps metering per plan
Custom agent training (Enterprise)
Single sign-on (Enterprise)
On-premise deployment option (Enterprise)

About Adept

Contact SalesIntermediateAPI availableWeb · Desktop

Adept is an AI platform designed to automate complex, multi-step tasks across desktop and web applications. It lets you build 'skills' that combine reasoning with actions—like extracting data from emails, updating CRMs, and generating reports—without coding. Adept uses advanced AI models to handle unstructured inputs and adapt to new interfaces. Key features include a Chrome extension for web automation, a desktop app for system-wide control, and a skill builder that learns from demonstrations. It's cloud-managed, enterprise-grade, and prioritizes data privacy. Adept is best suited for teams that need to chain actions across spreadsheets, emails, CRMs, and other tools to eliminate repetitive manual work.

Behind the Verdict

Adept fills a specific niche: enterprise automation that needs to handle unstructured inputs and chain actions across desktop and web apps. Its skill builder, which learns from your demonstrations, is genuinely useful for non-coders. Strengths include secure data handling, a Chrome extension, and a desktop app that controls system-wide actions. Weaknesses: AI steps are metered (2,000 on Essentials, 10,000 on Pro, 50,000 on Team), which can throttle heavy users. No free tier; pricing starts at $29/seat/month. It's not for simple one-click tasks (overkill) or real-time collaboration (no shared workspace). Best for operational teams in mid-to-large companies doing data extraction, report generation, or CRM updates. If you need on-prem deployment, note that Adept is cloud-managed (Enterprise tier offers on-premise option).

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Real-world workflow fit

Concrete scenarios for the personas Adept actually fits — and what changes day-one when you adopt it.

Operations analyst

Automate daily extraction of sales data from email attachments and update a Google Sheet.

Outcome: Adept's Chrome extension reads emails, extracts CSV attachments, and writes data to the sheet—saving 2 hours daily.

Customer support lead

Triage incoming tickets: classify sentiment, assign to the right queue, and send a canned response.

Outcome: Adept processes Zendesk tickets, updates labels, and triggers workflows—reducing manual triage time by 60%.

Finance manager

Process invoices from PDFs: extract line items, match to purchase orders, and post to QuickBooks.

Outcome: Adept's skill builder learns the pattern; invoices processed in seconds with 95% accuracy.

Use Cases

Automate data entry into CRM from emails and PDFs
Extract and organize web data into spreadsheets
Generate personalized reports pulling from multiple SaaS tools
Handle customer support ticket triage and escalation workflows
Process invoices by extracting fields and updating accounting software
Automate HR onboarding checklist completion across portals

Models Under the Hood

Proprietary AI model (Replie or similar)

as of 2026-07-06

Limitations

AI steps are metered and limited per plan, potentially capping heavy usage.
No dedicated mobile app.
Requires internet connection for cloud-managed execution.

as of 2026-06-24

12-month cost

Project the real annual outlay, including the implied monthly cost when only an annual tier is published.

Plan

Annual total

$348 / seat

Over 12 months, per seat

Effective monthly

$29 / seat

Billed monthly

Vendor list price only. Add-on usage, seat overages, and contract minimums are surfaced under Hidden costs & gotchas.

Plans compared

For each published Adept tier: who it actually fits, and what it adds vs. the previous tier. Cross-reference the cost calculator above for projected annual outlay.

Essentials

$29 per seat/month

Ideal for

Individual power user or small team starting with AI automation, under 2,000 steps/month.

What this tier adds

Free entry point; includes 2,000 AI steps and community support.

Pro

$99 per seat/month

Ideal for

Professional or team needing up to 10,000 steps/month and priority support.

What this tier adds

Adds 10,000 AI steps, priority support, and custom integrations.

Team

$75 per seat/month (billed annually, 5 seat minimum)

Ideal for

Departments with 5+ seats sharing 50,000 steps/month, requiring admin console.

What this tier adds

5 seats included, shared step pool, admin console, advanced security and compliance.

Enterprise

Ideal for

Large organizations needing unlimited seats, custom limits, SSO, and on-premise deployment.

What this tier adds

Unlimited seats, custom AI step limits, SSO, on-premise option, SLA.

Hidden costs & gotchas

What the public pricing page doesn't put in bold. Captured from pricing-page footnotes, contract terms, and recurring complaints.

Overages: $10 per additional 1,000 AI steps (Essentials/Pro)
Team plan requires 5-seat minimum ($375/month billed annually)
Enterprise pricing is custom; no published per-seat cost

Where the pricing makes sense

The company stage and team size where Adept's pricing actually pencils out — and where peers do it cheaper.

Setup time & first value

How long it actually takes to get something useful out of Adept — broken out by persona, not the marketing-page minute.

Resources & Guides

Official links

Official Website Product Hunt

Tools that pair well with Adept

Common stack mates teams adopt alongside Adept, with the specific reason each pairing earns its keep.

Instabase

Agentic automation platform for complex document workflows

Obviously AI

Always-on AI workers automate CRM, meeting prep, and account monitoring for revenue teams

Glide

No-code AI app builder that turns spreadsheets into operational apps.

Alternatives to Adept

View all

Frequently Asked Questions

Best-of guides

Best AI Workflow Automation & Agent Tools Best AI Tools for Spreadsheets & Excel Best AI No-Code & Low-Code Tools

Topics

Automation Agent No-Code Data Analysis

Used Adept? Help shape our editorial sentiment research.

Adept

Viability Score

Key Features

About Adept

Behind the Verdict

Researching Adept? Get your full AI stack in 60 seconds.

Real-world workflow fit

Use Cases

Models Under the Hood

Limitations

12-month cost

Plans compared

Hidden costs & gotchas

Where the pricing makes sense

Setup time & first value

Resources & Guides

Getting Started

Building Agents

Walkthrough Data Entry

Security

Integrations

Tutorial Automating Reports

Workflow Builder

Using Adept Api

Best Practices

2026 05 01

Official links

Tools that pair well with Adept

Alternatives to Adept

Instabase

Obviously AI

Glide

Frequently Asked Questions

Categories

Best-of guides

Topics