Insiro turns one business outcome into a coordinated journey across AI teammates, company data, everyday apps and human approvals, so a lean team moves from request to accepted result.
For owners, operations, finance, revenue and IT teams
Goal · captured from Outlook
Planning the onboarding working
Snowflake · read-only working
Asana · from template working
Checking evidence workingBring approved company context into every goal, then move the result through the tools people use every day. No rip-and-replace: Insiro connects the systems where requests, knowledge, data and decisions already live.
OutlookSnowflake
Salesforce
Slack
Jira
NotionGoogle DriveTeams
GitHub
HubSpot
Zendesk
NetSuiteAsanaSalesforceHubSpotSlackTeamsOutlook
GmailNotion
ConfluenceJira
LinearAsanaGitHubZendesk
ServiceNowSnowflake
DatabricksNetSuite
QuickBooks
Xero
Stripe
Workday
Rippling
Okta
Shopify
Klaviyo
Tableau
Power BIGoogle Drive
SharePoint
Dropbox
Zoom
Miro
Gong
Datadog
SQL Server
Oracle
PostgreSQL
MySQL
TiDB
Azure SQL
AWS Redshift
IBM Db2
Kusto
Microsoft FabricPower BI
TeradataSnowflakeDatabricks
BigQuery
Cassandra
DynamoDB
Cosmos DB
Elastic
Excel
PDFsBecause no single system owns the outcome. A customer request starts in email, context lives in a document, numbers sit in three databases and the next action waits in a CRM. Each handoff adds a waiting point, so the owner still has to ask, "Is it done?"
EmailProcess docCRMOrders DBCapacity DBFinance DBTeam chatEmailProcess docCRMOrders DBCapacity DBFinance DBTeam chatSomeone manually interprets and forwards the request.
The goal is captured with an owner, rules and a definition of done.
People search, copy, reconcile and hope they have the latest version.
Agent Harness gathers only the approved context needed for this goal.
The request advances through messages, meetings and manual reminders.
Multiplayer coordinates specialist agents while Automation moves work through the apps.
The owner asks for status and rebuilds the story from several systems.
Governance attaches approvals, tool calls, cost and evidence to the accepted result.
The problem is not a shortage of apps. It is that nothing carries the outcome across context, people, systems, decisions and proof.
Each Insiro product carries the same goal forward, adding the context, skills, action, insight and control needed at that moment. Follow a new-customer onboarding goal through five stages.
Insiro captures the outcome, constraints, owner, budget, due date and acceptance criteria before any agent starts.
The harness loads approved knowledge, memory, app scopes, browser and code tools, then picks the right model for each part of the work.
OutlookOnboarding question arrivesSnowflakeCapacity queried · read-onlyTeamsBrief delivered to the project channelA lead agent coordinates analyst, operator, engineer and reviewer roles. Each one gets only the apps, data access and budget its assignment needs.
Automation carries approved actions across SaaS tools while Datasight turns live operational data into answers, charts and decisions.
MCP scopes, human approvals, token use, cost, tool calls and result evidence stay attached to the goal. Telemetry shows which model and tool ran at every stage and what each step cost.
| Stage | Model | Calls | Tokens | Cost |
|---|---|---|---|---|
| The brief | Insiro Fast | 1 | 2,400 | $0.01 |
| Agent Harness | Claude Sonnet 5 | 4 | 38,200 | $1.90 |
| Multiplayer | Claude Opus 5 | 5 | 96,500 | $6.40 |
| Automation + Datasight | Gemini 3.5 Flash | 4 | 41,800 | $2.70 |
| Governance | Insiro Fast | 0 | 3,500 | $0.80 |
Accepted work, with the story of how it got there.
Insiro Platform runs every agent, teammate, pipeline and dashboard on the same harness, the same company context and the same governance. Watch a request travel up from your apps: Governance checks it first, Context grounds it, the Harness runs it. Hover a product to see what it builds on.
Real work crosses systems. Insiro agents most often pair email with the CRM, support desks with issue trackers, chat with docs, and billing with the ledger. Apps never talk to each other directly: every hop goes through Insiro, which checks permissions, applies approvals and records the evidence, using each person's own access. Hover any app to see the journeys it powers.
Drop in a trigger, the apps it needs and an agent that decides, then add a human approval where it matters. Insiro runs each step through its governed gateway and shows every call as it happens. Press Run, click any step to inspect it, or use + to add the next action.
Insiro fits digitally active businesses of roughly 20 to 250 people with recurring operational work, several business apps and no internal automation team. Pick your industry and watch Insiro do a real task end to end: the request, every tool call, and the result.
Insiro researches the account, gathers approved knowledge, drafts the client output, refreshes the reporting view and routes the final version to the engagement lead.
Watch Insiro do the work · pick a task
salesforceget_accountBrightline Health · renewal Marsharepointfetch_fileQBR Q2 · 18 slidespower_birefresh_reportClient usage · 6 visualsQBR draft ready in SharePoint. Usage up 22% QoQ, two open escalations closed, renewal risk low. Routed to the engagement partner for review before Friday.
linkedinsearch_peopleHalcyon · 4 leaderssalesforcelist_opportunities1 closed-lost · 2024outlooksearch_mail11 threadsBrief drafted. New COO since June; our 2024 proposal lost on price. Lead with the phased scope. Brief attached to the Salesforce account.
jirasearch_issuesMeridian · 31 doneexcelread_rangeTimesheets · wk 46teamspost_message#meridian-client · held for reviewUpdate drafted: 31 issues closed, burn at 94% of plan, one risk on data migration. Waiting for the project lead to approve before it posts to the client channel.
Insiro enriches an account, prepares a relevant follow-up, updates the CRM, opens onboarding work and keeps support and revenue aligned around the same customer context.
Watch Insiro do the work · pick a task
snowflakequeryusage_daily · 412 accountszendesksearch_ticketsP1 open · 9 accountshubspotupdate_deal4 owners assigned4 accounts at risk (combined ARR $310k). Owners assigned in HubSpot with a next-best action each. Two need an exec sponsor call this week.
hubspotget_contactAna Ortiz · Cobaltlinkedinget_profileVP RevOps · 6 yrsgmailcreate_draftFollow-up · in reviewLead enriched and scored 82. Draft references Cobalt's Salesforce migration. It is in your Gmail drafts; nothing was sent.
zendeskget_ticket#48211 · 3 similarjiracreate_issueBILL-772 · P1slackpost_message#billing-oncallBILL-772 created with logs, 3 linked tickets and reproduction steps. On-call notified. The customer got an acknowledgement with the ticket link.
Insiro collects permitted records, identifies mismatches, prepares an explanation and routes material corrections to the responsible reviewer without hiding the source trail.
Watch Insiro do the work · pick a task
stripelist_payoutsOctober · 4,812netsuitesearch_transactionsDeposits · Octexcelwrite_sheetExceptions · 17 rows4,795 matched. 17 exceptions: 11 timing, 4 fee differences, 2 missing deposits ($8,420). Review pack ready. No entries were posted.
netsuiterun_reportP&L vs budget · Octpower_birefresh_reportManagement packoutlookcreate_draftTo controller · in reviewTop driver: freight +$62k on expedited shipping. Pack refreshed with commentary per line. Email to the controller is drafted for your approval.
gmailfetch_emailsAP inbox · 38 invoicesquickbooksmatch_bills31 matchedslackpost_message#ap-approvals · 731 invoices matched and queued. 7 without a PO sent to #ap-approvals with the vendor history attached.
Insiro combines production, supplier, quality and inventory signals, assigns the right specialist agents and prepares the next action for an operations leader to approve.
Watch Insiro do the work · pick a task
sapget_production_ordersLine 3 · 22 orderssnowflakequerydowntime_events · 6teamspost_message#ops-leads · heldTwo unplanned stops on the filler (3h 10m) caused 80% of the gap. Recovery: add a Saturday half-shift. Plan waiting for the plant manager's approval.
saplist_purchase_ordersOpen · 146outlooksearch_mailDelay notices · 9excelwrite_sheetAt-risk POs · 1212 POs at risk across 3 suppliers; 2 affect next week's builds. Alternative suppliers listed for each part.
snowflakequerypress7_vibration · 7dservicenowcreate_work_orderWO-3381 · P2teamspost_message#maintenanceVibration crossed 7.1 mm/s. WO-3381 opened with the trend chart attached and the maintenance team notified.
Insiro assembles stock, promotion, service and store information into a daily picture, then helps teams coordinate replenishment, customer communication and exceptions.
Watch Insiro do the work · pick a task
shopifyget_ordersYesterday · 38 storessnowflakequerystock_levels · 214 SKUs lowteamspost_message#store-opsSales 4% over plan. 9 stores have stockouts on the autumn range. Digest posted to #store-ops with replenishment suggestions.
snowflakequeryforecast · 6 stores at risksapcheck_inventoryDC North · 1,240 unitsslackpost_message#merch · held for approvalTransfer of 420 units proposed for 6 stores. Waiting for the merchandiser's approval before the transfer order is raised.
shopifyget_ordersPromo vs baselineklaviyoget_campaignOpen 41% · click 6%power_birefresh_reportPromo upliftIncremental sales +11%, but margin −3 pts. Uplift came from new customers (62%). Report refreshed for Monday's trading meeting.
Insiro triages order and return issues, understands customer and catalog context, drafts the next response, updates connected systems and escalates only what needs a person.
Watch Insiro do the work · pick a task
shopifylist_ordersDelayed · 64zendeskcreate_tickets64 · tagged delaygmailcreate_drafts58 updates · 6 escalated58 customer updates drafted with new delivery dates. 6 orders over $500 escalated for a refund decision.
zendesksearch_ticketsReturns · 41shopifyget_orders41 ordersslackpost_message#cx-leads · 5 exceptions36 returns approved within policy. 5 exceptions (outside window or used) sent to #cx-leads with the order history.
notionfetch_pageWinter launch v3shopifyget_segmentRepeat buyers · 18,204klaviyocreate_flow3 emails · draftFlow drafted: teaser, launch day and last-chance. Targeted at 18,204 repeat buyers. Saved as a draft for your review.
Insiro monitors inventory, vendor, fulfilment and margin inputs, explains exceptions and routes a prioritised response to purchasing, warehouse or account teams.
Watch Insiro do the work · pick a task
snowflakequeryshipments · 23 latesalesforcelist_accountsKey accounts · 7teamspost_message#warehouse · held7 key accounts affected. Recovery owners assigned and account managers briefed. Warehouse message waiting for the ops manager.
netsuiterun_reportSales by line · Novsnowflakequerylanded_cost · 1,140 SKUspower_birefresh_reportMargin watchFasteners lost 2.4 pts: supplier price rise not yet passed through. 3 customers on fixed pricing. Report refreshed with the list.
saplist_purchase_ordersOverdue · 19outlookcreate_drafts11 vendorsslackpost_message#purchasing11 vendor chasers drafted with PO lines and dates. Purchasing told which 3 affect customer orders this week.
Move from a useful prompt to a finished, explainable result, without stitching together a chatbot, a BI tool, an automation platform, a bot framework and an MCP console.
Context, tools, memory, code, a cloud browser and specialist sub-agents. Plan, act, inspect, recover and continue, on OpenAI, Claude, Gemini or Insiro models.
"Why did margin fall in the West?" Discounting and freight, not volume, with the query and source trace kept.
Explore Datasight 03 · MultiplayerGive a lead teammate the outcome; it assembles the crew, coordinates handoffs and returns verified work.
Explore Multiplayer 04 · AutomationQualify the account, create CRM, project and finance records, notify the team and keep watching for exceptions.
Explore Automation 05 · GovernanceRead-only Salesforce search: allowed. Outlook send: needs the owner. Goal budget: within limit.
Explore GovernanceLong jobs are where AI breaks down. Insiro gives agents tested steps, a private computer for heavy work and a hard budget, so they reach the end.
Show Insiro a task once in the cloud browser. It saves the steps, the apps and the guardrails as a skill your whole team can reuse and share.
How skills workWhen a task means thousands of rows, the agent writes and runs code in an isolated sandbox with no open internet, then brings back only the answer.
About the sandboxEach goal gets a spending cap. Model calls, tools, sandbox time and search draw from one account and stop cleanly at the limit, with an itemised receipt.
Budgets and costPrep for a customer meeting
Insiro works across the day instead of living in one chatbot window, and surfaces only the decisions that need people.
Insiro reads the permitted sources, compares today with yesterday, and brings revenue, support and delivery exceptions into one reviewable brief.
SalesforceZendeskSnowflakeThe operations lead names the result and constraints. Insiro assembles the agents, loads approved knowledge and opens the work in the team's existing tools.
HubSpotGoogle DriveAsanaRoutine read-only work continues, while a finance-sensitive correction arrives with its evidence, proposed action, source trace and expected effect.
NetSuiteGmailPower BICompleted work, refreshed reports, open exceptions, app actions and tomorrow's priorities arrive as one explainable operating summary.
SlackNotionTeamsInsiro answers a different question for every member of the buying group.
"How do we grow without adding another layer of overhead?"
"Can recurring work run consistently without me chasing every handoff?"
"Can I trust the numbers and control consequential actions?"
"Can the team follow up faster without losing our voice?"
"How do we avoid five disconnected AI tools and shadow automation?"
Small businesses need control without a governance department. Try the four controls that put the essential decisions into the normal flow of work.
A teammate and its sub-agents can never exceed the app ceiling you assign.
Sub-agents may use 3 apps.
Material tool calls, plans and outputs pause in a review inbox.
Goals and users run within explicit budget and credit limits.
Spent $11.80 · within limit
Activity, evidence, outcomes, cost, latency and errors stay visible.
Insiro replaces a chatbot, a BI add-on, an automation suite, a bot framework and a homegrown MCP console.
| Capability | Insiro | AI chat assistants | DIY agent frameworks | iPaaS / RPA |
|---|---|---|---|---|
| Finishes work in your apps | Agents act in 1,700+ apps | Mostly answers | If you build it | Scripted only |
| Plain-English questions on live data | 30+ dialects, validated SQL | Not core | Build your own | No |
| Goal-led teams of AI specialists | Lead + crew, acceptance checks | One assistant | Code it yourself | No |
| Approvals where consequences matter | Risk tiers, exact-action approval | Basic confirmations | Build it | Manual steps |
| Budget cap per goal | Reserve, then settle | Seat licences | No | No |
| Evidence for every result | Tool calls, cost, trace | Chat history | Add observability | Run logs |
| Needs an AI or automation team | No, plain language first | No | Yes | Often |
Comparison reflects Insiro's shipped capabilities against the typical scope of each tool category. Specific vendors vary; see the full comparison.
Is Insiro right for your business? The clearest fit is a growing team with repeatable digital work, connected tools and an owner who wants measurable capacity.
Insiro is an AI operations workspace for growing businesses. It brings an assistant, digital teammates, no-code agents, workflows, business-data analysis, BI reporting, knowledge, collaboration and controls into one place, so a lean team can move from a request to an accepted, evidenced result.
The clearest fit is a growing team with repeatable digital work, connected business tools and an owner who wants measurable capacity, not another experiment. If recurring work crosses email, documents, a CRM and a database before anyone can call it done, Insiro is built for you.
Digitally active firms with roughly 20 to 250 employees are the strongest fit, especially professional services, B2B SaaS, finance and accounting, ecommerce, wholesale, distribution and multi-location services. They have repeatable work and several apps, but no large internal AI or automation team.
No. Most work starts in plain language: chat, define a goal, generate a pipeline, teach a browser skill, ask a data question or describe a report. Developer and custom-tool options are there for advanced needs, but a typical team gets its first workflow running without writing code.
Yes. Insiro supports app permissions, teammate capability ceilings, human approvals, review queues, budget and credit limits, run history, evidence and operational telemetry. Routine read-only work keeps moving; consequential actions pause for the right person with the evidence attached.
Insiro Platform is five products on one harness, one company-context layer and one governance layer: Agent Harness for reliable execution, Datasight for data and BI, Multiplayer for coordinated AI teammates, Automation for cross-app workflows, and Governance for MCP controls and telemetry.
Insiro Automation uses a managed catalog of more than 1,700 applications alongside native MCP connectors, and Datasight supports more than 30 database and warehouse dialects plus MongoDB. Availability depends on enabled connectors, credentials and workspace configuration.
Insiro agents work across more than 1,700 business apps, including Salesforce, HubSpot, Gmail, Outlook, Slack, Microsoft Teams, Jira, Zendesk, ServiceNow, Notion, Google Drive, NetSuite, QuickBooks, Stripe and Workday, plus any MCP server you register. The most common journeys pair email with the CRM, support with issue tracking, and billing with the ledger.
Insiro Datasight answers plain-English questions over SQL Server, Oracle, PostgreSQL, MySQL, TiDB, Azure SQL, Amazon Redshift, IBM Db2, Kusto, Microsoft Fabric, Power BI, Teradata, Snowflake, Databricks, BigQuery, Cassandra, DynamoDB, Cosmos DB and Elastic, as well as Excel workbooks and PDFs. Queries are read-only and every answer keeps its SQL and source trace.
Choose one recurring process with a clear owner and a measurable result, such as a daily operations digest, lead research and follow-up, invoice exception review, support triage or management reporting. Run it as a pilot, measure the capacity returned, then reuse what works.
Bring one recurring workflow. We'll shape a pilot around the apps, data, approval point and result that matter to your business.
Good first workflows: daily operations digest, lead research and follow-up, invoice exception review, support triage, management reporting.