The sample opens without signup.
How it works
From a sample to work you approve
The same four steps for every AI employee: open a sample, connect your systems, let it do the work, and review what it produces. You choose how much runs on its own.
- Samples open without signup
- A free way to try every role
- Every write is named before you connect
- Your systemsBooks, CRM, helpdesk, mail Step 2
- AI employeeDoes the work on a schedule Step 3
- Second-AI checkAnother AI re-reads the work Step 4
- YouApprove, edit or discard Step 4
- DeliveredReport, email, reply, brief Step 1
Reads your systems; every write is namedDisagreements come to you; a person decidesYou choose how much runs on its own
Pick an AI employee to see its four steps
Figures come from each role's public sample.Financial Analyst · Monthly management report
Sign in, then connect what it reads.
Then connect
Accounting
- QuickBooks Online read only*
- Xero read only
- Sage Intacct read only
- NetSuite read only
- Zoho CRM + Zoho Books read only
- Microsoft Dynamics 365 Business Central read only*
Billing
- Stripe read only
- Shopify read only
- Chargebee read only
- Recurly read only
- Paddle read only
CRM
- HubSpot read only
- Pipedrive read only*
- Bitrix24 read only*
Chat
- Slack writes
- Slack incoming webhook writes
- Microsoft Teams webhooks writes
Slack — posts notices and answers from the Ataski bot
Slack incoming webhook, Microsoft Teams webhooks — posts into the one channel you choose
Files and docs
- Notion writes
Notion — adds a new page per delivered brief or digest
Payroll and HR
- Gusto read only
- BambooHR read only*
- Deel read only
- Rippling read only
* The provider's permission also allows writing; Ataski only reads.
On a rhythm you can plan around.
Monthly management report
- On the 1st, a draft for the month just closed
- Cash re-read from your ledger every week
What it makes
P&L, balance sheet, 13-week cash forecast, board deck and Excel workbook
A second AI checks; you decide.
- Draft
P&L, balance sheet, 13-week cash forecast, board deck and Excel workbook
- Second-AI check
Every monthly narrative: figures are matched to the books, and anything unmatched comes to you.
- You
The report reaches no one else until you share it or switch on automatic delivery. Share links open only for approved reports.
- Out the door
An approved report you share
Outbound Sales · First-touch emails
The sample opens without signup.
Sign in, then connect what it reads.
Then connect
CRM
- Salesforce writes
- Pipedrive read only*
- Close read only*
Salesforce — logs the CRM activity you switch on
- Gmail writes
- Microsoft Outlook / Microsoft 365 writes
Gmail, Microsoft Outlook / Microsoft 365 — sends email from your own mailbox
Calendar
- Google Calendar read only
* The provider's permission also allows writing; Ataski only reads.
On a rhythm you can plan around.
First-touch emails
- Per campaign
- Follow-ups written on schedule
What it makes
Verified contacts, a first email on a real reason, follow-ups in the same thread
A second AI checks; you decide.
- Draft
Verified contacts, a first email on a real reason, follow-ups in the same thread
- Second-AI check
Every draft is re-read by a second AI.
- You
You approve the first 5 letters of each campaign. After a one-time consent, letters that pass the check send on their own — US recipients only, and you can switch it off. Every follow-up waits for your click.
- Out the door
Sent from your own mailbox
Support Desk · Ticket replies
The sample opens without signup.
Sign in, then connect what it reads.
Then connect
Helpdesk
- Help Scout writes
- Front writes
- Freshdesk writes
- Intercom writes
- Zendesk writes
Help Scout, Front, Freshdesk, Intercom, Zendesk — posts replies on the original ticket
Files and docs
- Notion writes
Notion — adds a new page per delivered brief or digest
On a rhythm you can plan around.
Ticket replies
- Minutes after a ticket arrives
- Answered from your own help-center articles
What it makes
A reply that cites the article it came from, or an escalation to your team
A second AI checks; you decide.
- Draft
A reply that cites the article it came from, or an escalation to your team
- Second-AI check
Every reply, before it may send on its own.
- You
You send each reply with one click. A topic sends on its own only after it clears calibration and you opt in.
- Out the door
Posted on the original ticket
Renewals · At-risk renewals
The sample opens without signup.
Sign in, then connect what it reads.
Then connect
Accounting
- Zoho CRM + Zoho Books read only
Billing
- Stripe read only
CRM
- HubSpot read only
- Salesforce writes
- Pipedrive read only*
- Close read only*
Salesforce — logs the CRM activity you switch on
Helpdesk
- Intercom writes
- Zendesk writes
Intercom, Zendesk — posts replies on the original ticket
- Gmail writes
- Postmark read only*
Gmail — sends email from your own mailbox
Chat
- Slack writes
Slack — posts notices and answers from the Ataski bot
Product analytics
- PostHog read only
- Amplitude read only*
- Segment read only
- Mixpanel read only
* The provider's permission also allows writing; Ataski only reads.
On a rhythm you can plan around.
At-risk renewals
- Every paying customer reviewed daily, 14–90 days before renewal
- A Monday digest of the ARR in motion
What it makes
A verdict per account with the evidence behind it, and a save or upsell email
A second AI checks; you decide.
- Draft
A verdict per account with the evidence behind it, and a save or upsell email
- Second-AI check
High-value accounts get a second AI review.
- You
You approve every send. Two exceptions you can switch on: auto-send on Scale and above (low-risk accounts by default), and a save email 30 minutes after a Stripe cancellation.
- Out the door
Sent after your approval, or by auto-send if you switch it on
Contracts · Contract brief
The sample opens without signup.
Sign in, then connect what it reads.
Then connect
- Microsoft Outlook / Microsoft 365 writes
Microsoft Outlook / Microsoft 365 — sends email from your own mailbox
Chat
- Slack incoming webhook writes
Slack incoming webhook — posts into the one channel you choose
Files and docs
- Google Drive read only
- Dropbox read only
- Notion writes
Notion — adds a new page per delivered brief or digest
On a rhythm you can plan around.
Contract brief
- Minutes after you forward a contract
- Reminders 60, 30, 15 and 3 days before each deadline
What it makes
A plain-language brief with every term cited to its clause
A second AI checks; you decide.
- Draft
A plain-language brief with every term cited to its clause
- Second-AI check
Every brief; a fact not tied to a clause is rejected.
- You
The brief comes to you. It never contacts the other party.
- Out the door
Delivered to you
Collections · Collection letters
The sample opens without signup.
Sign in, then connect what it reads.
Then connect
Accounting
- QuickBooks Online read only*
- Xero read only
- Sage Intacct read only
- NetSuite read only
- Zoho CRM + Zoho Books read only
- Microsoft Dynamics 365 Business Central read only*
Billing
- Stripe read only
- Gmail writes
- Microsoft Outlook / Microsoft 365 writes
- SMTP mailbox writes
Gmail, Microsoft Outlook / Microsoft 365, SMTP mailbox — sends email from your own mailbox
Chat
- Slack writes
- Slack incoming webhook writes
- Microsoft Teams webhooks writes
Slack — posts notices and answers from the Ataski bot
Slack incoming webhook, Microsoft Teams webhooks — posts into the one channel you choose
* The provider's permission also allows writing; Ataski only reads.
On a rhythm you can plan around.
Collection letters
- Every morning
- Letters at 7, 21 and 45 days overdue
What it makes
A reminder per overdue invoice, every figure filled in by code
A second AI checks; you decide.
- Draft
A reminder per overdue invoice, every figure filled in by code
- Second-AI check
The one optional AI paragraph; every figure is written by code.
- You
Every reminder waits for your approval. Sending on its own is opt-in, per customer, with a workspace switch.
- Out the door
Sent from your own mailbox
What stays true
The same rules for every AI employee
- Writes are namedMost connectors only read. One that writes says what it writes before you connect it.
- A second AI checksWhere a role's work is checked, disagreements come to you, and a person makes the call.
- Not used to train AIYour data is never used to train models.
- Stored in the USYour workspace data is kept in the United States.
- Every action loggedAn audit log that nothing can edit afterwards.
Leave any time
Easy to stop, easy to take your data
- Cancel in SettingsThrough the Stripe billing portal, whenever you choose.
- Export everythingDownload the whole workspace as JSON at any time.
- Delete for goodA 30-day grace period to change your mind, then the purge completes within 48 hours.
Questions
Before you connect anything
Do I need an account to see a sample?
No. Every role has a public sample that opens without signup. Its figures belong to a sample company, not a customer.
How do I sign in?
With Google or with your email address.
What does “read only” mean?
It reads the system and never changes it. A connector that writes is marked “writes” and names what it writes — for example, sending email from your own mailbox.
What is the second-AI check?
A second AI re-reads the work against its sources. When the two disagree, the work is held for you to decide.
Does anything go out without me?
Only what you switch on. Each role's card above shows its default and what you can let run on its own.
What does it cost?
Each role has a free way to try it, shown above. Plans and prices are on the Pricing page. See plans and prices
Where is our data kept?
In the US, and it is never used to train AI. Delete your workspace and, after a 30-day grace period, it is purged within 48 hours.
See the work before you hire it
Open a sample now. Connect your own systems when you are ready.