Your firm's knowledge, on every engagement

Agentwork connects to your firm's Teams, SharePoint, Outlook, and CRM, and answers questions about clients, past work, and who knows what, with sources you can check. When it isn't written down, it asks the colleague who knows.

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How it works

1. Connect

   Bring proposals, deliverables, and client conversations into Agentwork from Microsoft 365, your CRM, and the tools your firm already uses.

2. Remember

   Agentwork turns information from your tools into a shared memory of clients, engagements, and past work.

3. Act

   Use that memory to resolve conflicting information, share engagement context, and coordinate work across your firm.

Every client, every project. Everything your firm knows.

• Prep for a client meeting — “Brief me on Brightline before Thursday's steering committee”
• Track client commitments — “What did we commit to in the Brightline phase 2 scope?”
• Reuse proposals and credentials — “Have we done a pricing strategy project for a logistics company?”
• Find the latest template — “Where is our current operating model design template?”
• Find the expert — “Who here has worked on hospital procurement?”
• Staff a new engagement — “Who has retail due diligence experience and is available in May?”
• Ramp up on a new project — “I'm joining the Corvel project on Monday. What do I need to know?”
• Understand past decisions — “Why did we drop the Nordic market from the Corvel growth plan?”

Sourced answers, protected client data, and knowledge that grows with every project

• Answers you can verify — Every response links back to the exact proposal, deck, or thread, so you can check it
• Two-factor authentication — Two-factor authentication and permission-aware access keep client data with the people who already have access to it
• Smarter with every project — It keeps learning from your connected tools and every question your team asks.
• Repeatable workflows — Schedule recurring tasks like a weekly status brief for every active engagement.

Shared knowledge for the team. Private knowledge that stays yours.

Agentwork connects in two layers: shared sources everyone can see, and private ones each employee connects through their own account — private data never surfaces in someone else's answer. The boundary is enforced in code, not the model's judgment.

Integrations: Microsoft 365, Teams, Outlook, SharePoint, Word, Excel, PowerPoint, Salesforce, HubSpot, Confluence, Jira, Kantata, Fireflies, Granola, Pleo.

Keep using the AI tools you know

Connect them to Agentwork to find answers across your team's tools, without switching apps.

Protected by design. Governed by default.

• GDPR compliant — We are GDPR compliant, with strict access controls on data synced from your connected tools.
• End-to-end encryption (in progress) — We're working toward end-to-end encryption. Data is encrypted in transit today, and integration credentials are never stored in plaintext.
• SOC 2 & ISO27001 (in progress) — We're working toward SOC 2 and ISO 27001 certification.

Trust center

Questions

Which tools does Agentwork connect to?

Agentwork connects to Slack, Notion, Google Workspace (Drive, Docs, Sheets, Slides, Gmail, and Calendar), Microsoft 365 (Outlook mail and calendar), Fireflies, GitHub, GitLab, Linear, Atlassian (Jira and Confluence), HubSpot, Attio, Stripe, Shopify, PostHog, Mixpanel, Google Ads, LinkedIn Ads, Granola, Pleo, Numina, Oneleet, n8n, and Semrush. You can also connect AI tools to Agentwork through the Model Context Protocol (MCP). We work on adding new integrations every day.

Can consultants see client work they aren't staffed on?

Agentwork follows the access rules your tools already enforce. If a consultant can't open a client folder, channel, or document today, Agentwork won't use it to answer their questions.

How do we find past work we can reuse?

Ask in plain language, like “Have we done a pricing project for a logistics company?” Agentwork searches proposals, decks, and project notes across your tools and links to the exact files.

What happens when the answer isn't written down anywhere?

It doesn't guess. Agentwork works out which colleague is most likely to know and, once you approve, sends them one short, specific question. Their answer is saved, so the next person on the project gets it instantly.

Is client data used to train AI models?

No. Your data is encrypted in transit and only processed to answer your team's questions, never to train shared models. Agentwork staff access for support and debugging is off unless your organization enables it. Limited human access may also occur with your consent or when needed for security or legal compliance. You can disconnect any source or delete everything at any time.

Where does our data live?

We host Agentwork in the EU/EEA. Some providers may process personal data elsewhere under an adequacy decision or safeguards such as the EU Standard Contractual Clauses. We process connected content to provide Agentwork, including answering your team's questions, and never use it to train shared models. It's encrypted in transit, integration credentials are never stored in plaintext, and we're working toward end-to-end encryption for data at rest. Agentwork staff access for support and debugging is off unless your organization enables it. Limited human access may also occur with your consent or when needed for security or legal compliance. You can disconnect any source or delete everything at any time. A current list of sub-processors is in our data processing agreement (DPA), available on request.

Your employees have AI. Now your company does too.

Connect your first tools today and start building your company memory.

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