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
How work moves, for every AI employeeSelect a stage
  1. Your systemsBooks, CRM, helpdesk, mail Step 2
  2. AI employeeDoes the work on a schedule Step 3
  3. Second-AI checkAnother AI re-reads the work Step 4
  4. YouApprove, edit or discard Step 4
  5. 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

Financial Analyst · Monthly management report

Step 1See it first

The sample opens without signup.

Monthly management report · sample
Revenue$163K12.9% vs prior month
Operating expenses$181K+6.7% vs plan
Cash$1454Kat month end
Open the sample
Step 2Connect your systems

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.

Step 3It does the work

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

Step 4You review, then it ships

A second AI checks; you decide.

  1. Draft

    P&L, balance sheet, 13-week cash forecast, board deck and Excel workbook

  2. Second-AI check

    Every monthly narrative: figures are matched to the books, and anything unmatched comes to you.

  3. You

    The report reaches no one else until you share it or switch on automatic delivery. Share links open only for approved reports.

  4. Out the door

    An approved report you share

Try it free · Financial AnalystFirst month free, no card. It starts when you connect your books; with no card by the end, the plan pauses — it is not cancelled.

Outbound Sales · First-touch emails

Step 1See it first

The sample opens without signup.

First-touch emails · sample
Sent49This week
Replies510.2% reply rate
Interested2Replies worth a meeting
Open the sample
Step 2Connect your systems

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

Mail

  • 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.

Step 3It does the work

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

Step 4You review, then it ships

A second AI checks; you decide.

  1. Draft

    Verified contacts, a first email on a real reason, follow-ups in the same thread

  2. Second-AI check

    Every draft is re-read by a second AI.

  3. 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.

  4. Out the door

    Sent from your own mailbox

Try it free · Outbound Sales10 verified contacts and 30 emails free, one time, no card.

Support Desk · Ticket replies

Step 1See it first

The sample opens without signup.

Ticket replies · sample
Resolution rate88%23 resolved · 3 escalated
Deflection85%17 of 20 deflected
Avg. time to resolve41sper ticket
Open the sample
Step 2Connect your systems

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

Step 3It does the work

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

Step 4You review, then it ships

A second AI checks; you decide.

  1. Draft

    A reply that cites the article it came from, or an escalation to your team

  2. Second-AI check

    Every reply, before it may send on its own.

  3. You

    You send each reply with one click. A topic sends on its own only after it clears calibration and you opt in.

  4. Out the door

    Posted on the original ticket

Try it free · Support Desk50 free resolutions in 30 days, no card.

Renewals · At-risk renewals

Step 1See it first

The sample opens without signup.

At-risk renewals · sample
Gross retention96%
Net retention97%
ARR at risk$578K6 accounts
Open the sample
Step 2Connect your systems

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

Mail

  • 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.

Step 3It does the work

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

Step 4You review, then it ships

A second AI checks; you decide.

  1. Draft

    A verdict per account with the evidence behind it, and a save or upsell email

  2. Second-AI check

    High-value accounts get a second AI review.

  3. 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.

  4. Out the door

    Sent after your approval, or by auto-send if you switch it on

Try it free · RenewalsOne free preview scan.

Contracts · Contract brief

Step 1See it first

The sample opens without signup.

Contract brief · sample
Contracts read9
Deadlines tracked8
Auto-renews$144,000Contracts: 3
Open the sample
Step 2Connect your systems

Sign in, then connect what it reads.

Then connect

Mail

  • 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

Step 3It does the work

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

Step 4You review, then it ships

A second AI checks; you decide.

  1. Draft

    A plain-language brief with every term cited to its clause

  2. Second-AI check

    Every brief; a fact not tied to a clause is rejected.

  3. You

    The brief comes to you. It never contacts the other party.

  4. Out the door

    Delivered to you

Try it free · ContractsYour first contract review is free.

Collections · Collection letters

Step 1See it first

The sample opens without signup.

Collection letters · sample
Total owed$194,800
Overdue21Avg. 26 days late
DSO94days
Open the sample
Step 2Connect your systems

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

Mail

  • 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.

Step 3It does the work

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

Step 4You review, then it ships

A second AI checks; you decide.

  1. Draft

    A reminder per overdue invoice, every figure filled in by code

  2. Second-AI check

    The one optional AI paragraph; every figure is written by code.

  3. You

    Every reminder waits for your approval. Sending on its own is opt-in, per customer, with a workspace switch.

  4. Out the door

    Sent from your own mailbox

Try it free · CollectionsFree: template reminders from your own mailbox, up to 100 a month, no card.

What stays true

The same rules for every AI employee

How we protect your data
  • 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.