Hand over the task.
Come back for the result.

Several tasks at once, each in a single sentence. appto runs them in parallel — reaching into the CRM, the drive and the inbox, and leaving finished results for review.

Delegate the work.Not just the answers.

The outcome is the same — a finished quote, a sent email, an updated record. The difference is how many steps you have to take yourself to get there.

„Prepare a quote for VeloPol and send it to me for review.”

An ordinary chat7 steps
  1. The AI writes a draft answertext in a chat window — that is where it ends
  2. Paste the answer into your template
  3. Find the current price list and check the bands
  4. Calculate the discount for 40 seats
  5. Save the quote as a PDF on the drive
  6. Write an email to Mateusz and attach the file
  7. Update the deal in the CRM
Done after 7 steps
With appto2 steps
  1. Collects data from the CRM and the drive, builds the quote, writes the email and updates the dealall inside your tools
  2. Read it and click “send”
Done after 2 steps

„Collect last week’s complaints and group them by root cause.”

An ordinary chat6 steps
  1. The AI writes a draft answertext in a chat window — that is where it ends
  2. Search the inbox for the cases
  3. Copy 118 messages into a spreadsheet
  4. Assign a category to each one
  5. Count how many fall on each cause
  6. Post the summary to the service channel
Done after 6 steps
With appto3 steps
  1. Goes through the inbox and groups 118 cases by root causeseven categories, counted
  2. Asks: refund or replacement for transit damage?your procedure allows both
  3. Answer in one click — appto finishes the rest
Done after 3 steps

„Summarize yesterday’s meetings and list what we promised to whom.”

An ordinary chat6 steps
  1. The AI writes a draft answertext in a chat window — that is where it ends
  2. Find yesterday’s meetings in the calendar
  3. Download the recordings and transcripts
  4. Paste them into the chat one by one
  5. Break the commitments down by person
  6. Put the note into Notion and send it round
Done after 6 steps
With appto2 steps
  1. Takes the transcripts from the calendar, breaks down the commitments and creates the taskswith the dates from the call
  2. Check that nothing slipped through
Done after 2 steps

„Review the Nordwind contract for risks.”

An ordinary chat6 steps
  1. The AI writes a draft answertext in a chat window — that is where it ends
  2. Find the contract on the drive
  3. Paste 24 pages in chunks
  4. Compare the clauses with your template
  5. Write the differences into a separate file
  6. Send everything to the lawyer
Done after 6 steps
With appto3 steps
  1. Finds the contract and compares it with your templatefour clauses deviate from the standard
  2. Asks: add mutual confidentiality, or leave it as it is?that is the only change beyond your template
  3. Decide and send the edits to the lawyer
Done after 3 steps

Five tasks at once.Fifteen minutes and done.

Tasks do not queue for your attention — appto runs them in parallel. You stop being the bottleneck of your own company.

9:02 In progress5
Quote for VeloPolAgent working · 12 s
Complaints from the weekAgent working · 40 s
Meeting summariesAgent working · 1 min
Deals after the callsAgent working · 1 min
Threads with no replyAgent working · 2 min
9:17 To review5
Quote for VeloPolthree options, discount within the band 9:06
Complaints from the week118 cases, 7 root causes 9:09
Meeting summaries9 commitments, who promised what 9:11
Deals after the calls6 deals updated 9:14
Threads with no reply12 draft replies 9:17

You spent those fifteen minutes in a meeting. None of the five tasks waited for you to get back to your desk — and none of them needed you to track which stage it was at.

You do not have to watch it.The work happens without an audience.

The AI needs roughly the same time either way. The difference is whether somebody has to sit there and watch the answer being written. In the inbox, nobody does.

In a chat 20 of 20 minutes at the screen you writeyou waityou readyou fixyou waityou copyyou finish
In the inbox 3 of 20 minutes at the screen you hand it overyou do your own work — appto runs in the backgroundyou glance at it

Hand over your first task

Start free Book a demo

The same result.No matter who asks.

Quality does not depend on how well somebody phrases a prompt. The standard sits in the assistant and in the company context, so a person opening AI for the first time gets what a daily user gets.

Done Quote — VeloPol.pdf three options8% discountvalid 14 days Built from
Quote template and the price list of 12 August Terms and deal stage for VeloPol Discount rules from the team’s skill

You do not have to teach the team prompt writing. It is enough that they know what they want to ask for — the rest is held by the assistant you set up once.

On its own.But not everything.

You draw the line, separately for every assistant. Anything going outside stops in front of it by default and waits for one click.

Held — waiting for your OK
To: Mateusz Nowicki — VeloPolQuote for 40 seats, annual billing

Hello, attached is the quote in line with what we agreed on Thursday. The 8% discount applies with payment up front, valid for 14 days…

Send Revise
Passed — done straight away
Task “follow-up on Thursday”created · 9:41
Quote — VeloPol.pdfsaved in Sales/2026 · 9:41
Deal VeloPol → Quote sentnote appended · 9:41

A task is not done by “AI”.It is done by an agent.

Every request goes to the agent for that area — it knows your procedure and has access to the right tools. It works within the permissions of the person who asked, so it will not see anything that person cannot see.

Sales Quoting

Builds the quote on your price list, keeps the discount within the bands and addresses it to the person who actually decides on the other side.

Customer service Complaints

Runs the case by your procedure: replacement first, a refund only after two failed repairs.

Sales Sales report

Every Monday it pulls the numbers from the CRM and the sheets into one summary for the board — with a note on what changed.

The same agent answers in appto, in Slack and in Microsoft Teams. The thread is free the moment you hand the task over — the work runs in the background and you go back to yours.

See how agents work

Hand over one thing and come back for the result

Connect a mailbox or a drive and hand over a task you would do by hand today. You will see the result where you work.

Start free Book a demo

Before you hand over the first task

The usual questions about work handed over whole. Got an unusual process? We will walk through it with you and say plainly what can be handed over.

How is this different from an ordinary AI chat?

A chat ends with text you still have to act on: copy, paste, send, update. A task handed over in the Inbox ends with an outcome — a finished document, a sent message, an updated record. You come back to the result, not to instructions on what to do next.

How does appto know how to do it our way?

From the company context and the connected tools. It knows your price list, procedures, templates and the decisions from your conversations, so the quote is built on your template and your terms, not generic ones. That is why the Inbox only makes sense once knowledge and tools are connected — on an empty account it will quickly generate a lot of things, none of them usable.

Will appto send something to a customer without us knowing?

Not unless you set it up that way. For every assistant you draw the line: what it does on its own and what stops as a finished draft for approval. By default anything going outside — an email to a customer, a change to a deal amount — waits for your click.

What does appto see in our data?

Exactly as much as the person who handed over the task. The agent works within their permissions — it will not see a folder, a channel or a record they cannot open. Changing someone’s permissions immediately changes the scope of their tasks.

What happens when a task fails?

Instead of breaking off halfway, the agent tries again and carries the thing to the end. If something is missing or a tool refuses, the task ends with a question to you rather than half-finished work — and you can see which step it stopped at.