AI agents for
your entire company

You delegate tasks, agents complete them following your processes and hand them back finished. appto knows your company’s context and works securely inside the tools you already use.

Start free

Built by and

AI is already in most companies — everyone just uses it their own way. appto gives your people AI that knows the company’s documents, procedures and decisions, so nobody has to explain the basics again. And it takes the work off their hands: answering email, drafting proposals, summarizing meetings.

One place that connects your company to AI

Any AI model

GPT, Claude, Gemini and whatever comes next — pick the best model for the job without switching tools.

Wired into your tools

Slack, Gmail, Drive, Pipedrive… appto works where your team already works.

Remembers what the company knows

Documents, procedures and decisions become the context behind every answer.

Runs whole processes

It doesn’t just answer — it starts multi-step work and carries it through to the end.

An assistant for every role in the company.

chat.appto.ai
Back

Sales

Qualifies leads, writes follow-ups and keeps the pipeline honest — on your own CRM data.

Access
Private
Model
Gemini Flash
Tools
Gmail HubSpot Calendar
+Add a tool
Context
Notion — knowledge base Pricing 2026 Proposals and templates
+Add context
Shared context is attached automatically to every chat.
Memory
Private memory
Skills
Lead qualification Post-meeting follow-up
+Add skills
Context›Sales

Sales

team knowledge base — 12 items
Access: Whole organization Sharing 4
AllFoldersDocumentsFilesRemote
Search this collection…
NameTypeStatusAccessSharingUpdated
QualificationLead qualification rules Markdown Ready Whole organization Chat Jun 30, 2026
Pricing 2026full catalog + discounts PDF Ready Sales team Chat Jun 28, 2026
Proposals and templates24 files · folders Folder Ready Whole organization Chat Jun 27, 2026
HubSpot — pipelineremote source · live Remote Live Sales team Chat synced
Notion — knowledge base148 pages · procedures Remote Live Whole organization Chat synced
Return policyterms · pp. 1–4 PDF Ready Whole organization Chat Jun 21, 2026
Customer onboardingrollout checklist Markdown Ready Support team Chat Jun 18, 2026
Recording: Acme calltranscript · 42 min File Processing Private — today 9:14 AM
Case study — Ironlineworking draft Document Draft Private — yesterday
What did we agree with Acme yesterday?

Mark asked for a plan comparison and a pilot date — I saved it on the deal.

9:58 AM
Draft the Acme follow-up after yesterday’s call — short, proposal-focused.
Transcript reviewedAcme · Apr 28 · 2:00 PM✓
Contact from CRMMark · deal “Acme — PIM”✓

Your follow-up is ready, built on your template — Mark hesitated on price and asked about the Salesforce integration, so I added a plan comparison.

  • Leads with the rollout, not the price (a competitor is ~8% cheaper).
  • Price list attached + a proposed pilot date.
10:07 AM
Write a message…
Sales assistant 3.3%

New routine

Trigger → instructions → notification — no code
When something happens On a schedule
TriggerPick the one event that starts this routine.
Step 1
GmailNew email HubSpotConnected Google CalendarConnected NotionNot connected OutlookNot connected AsanaNot connected
InstructionsTell the assistant what to do when the routine fires.
Step 2

When a new email comes in from a customer — judge how urgent it is, find the context in @HubSpot and prepare a @draft reply in our tone.

Wise @ to add tools and assistants
NotificationsChoose who gets the result when the routine finishes.
Step 3
SlackLet’s automate
Direct message@Alex Carter Channels#sales
Unsaved changes Discard
appto / Northwind proposal ⌘K
Draft a proposal for Northwind from our price list and call history.
CRM reviewed Northwind deal · stage: proposal
Price list loaded 24 line items + discounts
Call history 3 meetings · May

Your Northwind proposal is ready — built from your price list and 3 calls. Mark hesitated on price and asked about the ERP integration.

  • Standard and Premium options — Premium recommended (ERP included).
  • Pilot start: 2 weeks after sign-off.
  • PDF ready to send + an editable version.
Summarize this quarter’s sales results.
Data pulled 248 transactions
Pipeline checked 32 open deals
Trends calculated +18% QoQ

Q3: $1.24M (+18% QoQ) — growth driven mainly by the Enterprise segment.

  • Top product: PIM — 34% of revenue.
  • SMB is down (−6%) — worth checking churn.
  • Report with charts is ready — for the board presentation.
Reply to the return request on order #1042.
Ticket loaded return · #1042
Return procedure per policy
Customer history 2 orders · premium

Your reply to the customer is ready — in line with the return policy, in your tone.

  • Refund within 3 business days to the original payment method.
  • Return label attached + step-by-step instructions.
  • Flagged as priority — premium customer.
Every Monday at 9:00 send a new-leads report to Slack.
Lead source CRM · 7 new / week
Channel #sales
Schedule Monday · 9:00 AM

Routine scheduled — every Monday it collects new leads and sends the summary to #sales.

  • First report: Monday 9:00 AM.
  • Format: lead count, sources, top opportunities.
  • Runs in the background — even when you are away.
I have a call with Vesta in 20 minutes. Pull together everything we have.
CRM reviewed 3 deals · last contact 14 days ago
Inbox searched 12 emails in the Vesta thread
Transcripts reviewed 2 calls · May
Knowledge base checked history of the account

Vesta — a building-automation distributor, ~120 people. Thomas (CTO) decides, the board approves budget on Thursdays.

  • They have been waiting on the PIM proposal for 9 days — start there.
  • In May they flagged a price-import problem — resolved, worth mentioning.
  • A competitor quoted ~8% lower — argue on the rollout, not the price.
Write a message…

Hundreds of use cases in every department — from one appto.

  • Draft proposals and documents
  • Analyze data and reports
  • Answer support tickets
  • Automate processes
  • Find what the company knows

Finished proposals, contracts and notes built from your pricing and call history — ready to review and send.

Start free

See what appto changes for your role.

You stop wondering what to do and where to do it. You write what you need and get a finished result in your company’s standard. No hunting through apps, no cleaning up after the AI.

Ready for the whole company — and under control

Security, administration, integrations and a proven rollout method. From day one.

Security

Company data under your full control — from day one.

Administration and control

Roles, access and AI spend — all from a single panel.

A team that has done this

appto is built by people who run AI rollouts, not a startup starting from scratch.

A rollout method

Not just access to AI — a way to get it moving across the company.

Integrations

Works where you already work — without switching tools.

How do you want to roll out appto?

You start right away, under your own steam. Set up your team, pick ready-made assistants and connect your tools — and our method walks you through it step by step.

Let’s talk about your rollout

The questions we hear most.

Short answers on data, rollout, integrations and cost — before you start.

Don’t see your question? Get in touch

appto is AI with your company’s full context: assistants built around roles, a knowledge base from your documents, processes running in the background, memory and integrations. You work with it in the appto app or straight from Slack, Teams and email — wherever your team already is.

Not the model — appto runs on the same ones (Gemini, Claude, GPT, Kimi). The difference is whose context is in play: ChatGPT remembers within one person’s account and projects, Copilot draws context from that person’s files and mail inside Microsoft’s services. In appto the context is shared across the whole team: one company knowledge base (documents, conversations, data); it plugs into your tools (Slack, Teams, CRM, drive) — reading and writing, not only answering; assistants built around roles and company skills, the same ones for everyone; central management — users, assistants, knowledge and permissions from one panel; an EU data region and a data processing agreement, with no model training on your data.

Yes. Access is open — create an account and get going, with no waiting list and no call with us first. A rollout with our expert is a separate, optional path.

Getting started takes minutes — you log in and work with ready-made assistants, no code and no IT department. appto shows its full range once you add your own context: documents, processes, integrations. You can do that yourself or with one of our experts.

It is an optional, guided way to start: together with an expert and a group of other companies you go from a process audit, through configuration for your setup and workshops, to support after launch. For teams that want to get in faster and with more confidence.

It works best for teams of 10–500 people. Below that, off-the-shelf tools are often enough; above it, we run custom rollouts with more support. appto starts paying off once you have your own processes and knowledge to bring over.

Your data region is in the European Union, with encryption at rest and in transit, a separate and isolated space for your company, and per-user access. AI models do not learn from your data.

Slack, Teams, Gmail and Outlook, Google Drive, Notion, HubSpot, Pipedrive, Stripe — and 40+ more. If something is missing, we wire it into your process.

Yes. From a single panel you manage users, assistants and company context — who has access, which assistants they work with, what knowledge they draw on and with what permissions. Instead of AI happening quietly on the side, the whole team works to one company standard.

You pay for what you actually use (pay-as-you-go), or through a credit package sized to your team. We walk you through the exact tiers and the math on the demo call.