appto knows what you know
The price list on the drive, decisions in Slack, the customer record in the CRM. Everything stays where it is — appto reaches for it at the moment of the question and shows what it used.
/ Quote for Nowak Logistics ⌘K 
CRM checked Nowak Logistics · 50 seats · stage: negotiation 
Price list read updated 12 August 
Team decisions #sales · Thursday’s thread On an annual contract you can go down to 20% — Nowak is above the threshold.
- The threshold is 30 seats, Nowak has 50 — the discount is within the band.
- Above 15% you need the sales director’s approval.
- On their side the decision is made by Mateusz, not the person from the form.
The same AI.Two different results.
Underneath runs the same model your team already uses in a browser today. The difference is whether it knows your procedures, prices and decisions.
„Prepare a quote for Kamex, 40 seats, billed annually.”
I can write the skeleton of a quote, but I do not know your price list or your discount rules. Prices, payment terms and the validity date will have to be filled in by hand.
There is nothing to click and verify.
appto with company context Ready, on your template. 40 seats is PLN 16,200 a year, PLN 13,770 net after a 15% discount. The discount is within the band, so it needs no director approval. Valid for 14 days.
Price list 2026 version of 12 August 
B2B quote template layout and payment terms Kamex — customer record stage: quote · 40 seats „Write a reply to a customer who wants a refund instead of a replacement.”
I can write a polite reply, but I do not know your complaints procedure or the tone you use with customers. The text will have to be checked and corrected.
There is nothing to click and verify.
appto with company context Written in your tone: you offer a replacement first, a refund comes into play after two failed repairs, and the review period is 14 days. I took the case number from the thread in the inbox.
Complaints process version of 4 August Tone of voice how we write to customers 
Thread with the customer case in progress „Check the order from Zenit and prepare it for approval.”
I can describe how an order approval path usually looks, but I have no access to this order, to your procedure or to your credit limits. I cannot check whether anything adds up.
There is nothing to click and verify.
appto with company context The order of PLN 78k exceeds the 50k threshold, so it goes to the board, not to a manager. Zenit’s credit limit is 120k with 44k used — it fits. The approval request is ready.
Purchasing procedure version of 12 August 
Customer credit limits finance team sheet Order from Zenit attachment in the inbox „Summarize which rollouts are stuck, and on what.”
I have no access to your projects, your inbox or your statuses, so I cannot say what is stuck. At best I can suggest how such a review is usually run.
There is nothing to click and verify.
appto with company context Two are stuck. Zenit has been waiting for customer data since 9 August — two emails with no reply. Kamex is waiting for budget approval on your side. The third, Nowak, started yesterday.
Rollout statuses project team sheet Project inbox threads from the last 30 days Customer records stages and owners You move nothing.You only point.
appto works like a signpost: it knows where everything of yours is and reaches for it at the right moment. Material stays in the tools it already lives in — or goes straight into appto.
Price lists, procedures, quotes and contracts — what the company actually runs on.
Documents Team drive / Sales / Price list 2026.xlsx Working rules Notion / Sales / B2B quote standard How you calculate a discount, who approves it, in what tone you write to a customer.
Deal stage, credit limit, deadlines — fetched at the moment of the question.
Live data HubSpot / Customers / Kamex Team decisions Slack / #sales The exceptions and decisions nobody ever wrote down, which settle half of all cases.
Close to 1000 integrations — and whatever lives in no tool at all, you upload straight into appto. See the integrations
Try it on your own price list
You change it once.It applies to everyone.
You raise the discount threshold, fix a procedure, change the tone of a quote. From the next answer on, the team already works the new way — no training, no reminders, no checking who read the email.
The rule applies on paper. The salesperson still calculates the old way, because the price list sits in their downloads, service repeats the pre-change version, and the customer gets the old rate.
The salesperson quotes the new rate, service replies with the new rule, and the person on their first day never even learns the old one. Nobody has to remember that something changed.
Shared.But not with everyone.
A moment ago we wrote that the answer does not depend on who is asking. There is one exception: it depends on what that person is allowed to see.
Brand tone of voice Price list 2026 Complaints process Work rules Salary bands An assistant will not reach for material the person asking cannot access. Permissions hold the same in a conversation as in the knowledge base — chat is not a way around what is not visible in the collections.
Data is processed on servers in the European Union, and your material is not used to train models. The subprocessor list and how data is isolated between organizations are described in our security section — ask us for the security pack.
Roll it out to the whole team
Pasting creates copies.appto reads the original.
It is not about the model — the same one runs in appto. It is that material pasted into ChatGPT or Claude lives in one conversation, on one account. The next person pastes their own version, usually an older one.
Price_list_2026_FINAL.xlsx
Price list 2026 (1).xlsx- A pasted copy does not know the file changed. appto reads the source, so the next answer already uses the new version.
- Context is nobody’s private conversation. It belongs to the company, has an owner and permissions — which is why two people get the same answer.
- Documents do not wander onto personal accounts. They stay in your space, with version history and a visible author.
It does not have to be tidy.appto will piece it together.
Half of what a company decides never made it into any document. It hangs in a thread from last month, in an email and in someone’s meeting notes. That is context too.
“Where did we land with Kamex? Pull together what we discussed over the last quarter.”
12 June · #sales “Kamex wants to start with a pilot in one department, not the whole company.”
18 June · email from them “Our budget is approved through the end of Q3.”
2 July · meeting notes “On their side the decision is made by Mateusz, not the person from the form.”
9 August · customer record Stage: Negotiation · 40 seats · owner: Anna K.
Conclusion A pilot in one department, budget on their side locked through the end of the quarter. Send the quote to Mateusz — not to the address from the form.
Has anyone already settled how we calculate the discount for chain customers?
What did we promise Zenit at the July meeting?
Which of us has worked with this supplier before?
Why did we raise the order approval threshold?
Where did we land with hiring for the service team?
Context is not one thing.Every agent gets its own.
The material sits in one place, but nobody works with all of the company’s knowledge at once. Every agent gets its own slice and its own tools — and in those tools it does not just read, it acts.
Price list 2026Discount rulesB2B quote templateComplaints processBrand tone of voiceCredit limitsCustomer records Sends the finished quote from your mailbox, saves it to the drive and moves the deal to the “Quote sent” stage.
The same material feeds several agents. The price list is read by quoting and by orders — you do not copy it twice and do not keep two versions in check. A change in the original applies to everyone who has it in reach.
An agent’s reach never goes beyond the permissions of the person using it — and what an agent does inside tools is set separately. How agents work.
One folder is enough.The rest can wait.
Connect one source — a folder, a team drive or a channel — and work on it right away. No rollout, no project, nothing to move.
No card. Your account takes 30 seconds.
Before you connect anything
The usual doubts about giving AI assistants access to company knowledge. Got a different case? We will go through your material and say plainly what can be connected.
Do we have to tidy up our documents first?
No — and we advise against it. You point appto at the sources where they already are: a folder on Drive, a space in Notion, a channel in Slack. There is no migration and no moving files into a new system. It is best to start with one team and a few materials that genuinely keep coming up in everyday questions — context then grows along with use.
What happens when someone changes a document?
Material connected from a source refreshes automatically, so the next answer already uses the new version. Files uploaded straight into appto have versions, an update date and the author of the change. Either way there is one place to fix — nobody has to be retrained and nobody has to check who read the email.
Does the assistant read every document on every question?
No. Material is indexed, and for a specific question the assistant reaches for the fragments related to it — which is why an answer comes back fast even when the knowledge base runs to thousands of pages. Under the answer you see the list of sources it actually used.
Does every employee see all of the company’s knowledge?
No. Context is split into collections, and you assign each one to a team or to the whole organization. Salary bands can be available only to leadership and people ops, while the quote standard is open to all of sales. An assistant will never use material the person asking cannot access — permissions hold the same in a conversation as in the knowledge base.
What does the assistant do when something is not in the context?
It says plainly that it cannot find it, and shows what it does have instead. That matters more than it looks: a model without context will always answer something, and the most dangerous answer is one that sounds credible and rests on nothing. Questions that regularly end with no source are, incidentally, the best list of what is worth adding.
Do the AI models learn from our data?
No. Your documents and conversations are not used to train models, and data is processed on servers in the European Union. The subprocessor list and the technical details are described in our security section — together with how data is isolated between organizations.
How is this different from pasting documents into ChatGPT?
Not in the model — the same one runs underneath. A paste is private and one-off: only that one conversation knows the context, and the next person pastes their own, often older, version of the file. In appto the context belongs to the company: there is one of it, it has an owner, it refreshes from the source and it works the same for everyone who can access it. On top of that, documents do not wander onto personal accounts — they stay in the company space with a change history.