Askpilot lets your AI run your business workflows

Qualify leads, chase unpaid invoices, or automate any business workflow. Set it up from the AI you already use. Askpilot runs it from start to finish.

Request early access See how to connect your AI

Works with

Claude
Claude Code
ChatGPT
Codex
Hermes
Gemini
OpenClaw

Claude

Write a message…

Claude is AI and can make mistakes. Please double-check responses.

Stripe Invoices › Outstanding › INV-4021

Invoice INV-4021Past due

Invoice

Customer Northgate Property Ltd Amount due £2,480.00 Billing email accounts@northgate.co.uk Currency GBP

Payment

Due date 14 August 2026 Days overdue 17 Last attempt Card declined Reminders sent 0

Webhook sent invoice.payment_failed

Askpilot

Askpilot

OpenDone

DKDom Krpan

New session Auto-run on

Ask anything… 5 sources enabled

Connect Askpilot to the AI agent you already use

You: Connect Askpilot. The setup instructions are at askpilot.com/mcp.

Claude: Askpilot runs and manages long-running business workflows. I will add it as a custom connector.

Askpilot, custom connector. Remote MCP server: https://mcp.askpilot.com. What it does: run and manage long-running business processes. Workspace: Bennett & Co. Askpilot connected.

Set the workflow up once, in the AI agent you already use

You: When an invoice goes past due in Stripe, chase the customer until it is paid. Start polite, escalate if there is no reply, and bring me anything that needs a decision.

Claude: I will set this up in Askpilot as a workflow, so it runs on its own rather than waiting for us to talk again.

Invoice chasing, PROCESS.md. Trigger: An invoice goes past due in Stripe. Todos: Name the run after the invoice. Check what is owed and how late it is. Send the first reminder. Chase until it is paid. Rules. Stop: the invoice is paid or written off. Escalate: after five reminders with no reply, to the account owner.

Claude: That is live now. Askpilot is listening to Stripe, and every overdue invoice gets its own run.

The event arrives from the tool where the work happens

Stripe, invoice INV-4021, Northgate Property Ltd, £2,480.00 past due, 17 days overdue, last attempt card declined. Stripe sends invoice.payment_failed to Askpilot.

Askpilot runs the workflow end to end

Session: Northgate Ltd · INV-4021. Invoice past due, so Askpilot started Invoice chasing. Process: Check the invoice and what was already sent. Send the first reminder with a payment link. Follow up until it is paid. Hand it to the account owner.

Checking the invoice in Stripe and what we have already sent them. £2,480.00, 17 days overdue. Their card was declined on the last attempt and no reminder has gone out yet, so I am starting from the first step.

Sending the first reminder, using the approved template. Reminder sent: emailed accounts@northgate.co.uk with the invoice attached and a payment link, and asked for a date if they cannot settle this week.

Setting up the follow-ups, so nothing slips if they do not reply. Follow-ups scheduled: I am watching the billing inbox and Stripe for a reply or a payment. If nothing arrives, the next reminder goes out in three working days, up to five in total.

Making sure someone picks this up if the reminders do not work. Handover set: if all five reminders go unanswered, this goes to the account owner with everything that has been sent.

Official partner

Official integration

Your AI agent plans the work. Askpilot runs it.

Your AI agent

Understands what you need
Helps you define the workflow
Sets up the workflow in Askpilot
Helps you improve every workflow

Helps you plan the work

Askpilot

Starts workflows on events in your tools
Runs every workflow step by step
Schedules its own follow-up actions
Works across all your tools

Runs your business workflows

Request early access See how to connect your AI

Workflows

Automate any business workflow
from start to finish.

1Start with the basics

Needs only: Gmail Outlook WhatsApp Calendar

Sales

Lead qualification and follow-up

Replies to every enquiry in minutes, asks your questions and follows up until they book.

Reply in minutes, not the next day
Finance

Invoice chasing

Reminds customers politely, reads their replies and tells you when an invoice needs a call.

Get paid without the awkward emails
Support

Customer support

Answers email and WhatsApp questions from your documents. Hands the rest to you.

Every conversation followed to the end
Admin

Inbox triage and reply drafts

Labels every new email and drafts replies in your tone for you to check and send.

Your inbox sorted, replies ready to send
Admin

Document collection

Asks clients for what you need, checks what arrives and chases only what is still missing.

Nothing missing, no chasing by hand
Custom

Create your own

Describe any process to your AI agent. It writes the workflow, and Askpilot runs it.

Start writing

2Automate anything else

Pre-built workflows

Portal enquiry to viewing (Sales). Match the enquiry to the property, offer viewing slots, chase by email then WhatsApp, and book it. Trigger: Enquiry received on Rightmove.
Post-call admin (Admin). Turn every call into finished admin before anyone thinks about it. Trigger: Call ended on CallSwitch One.
Missed-call follow-up (Sales). Text back the moment a call is missed, so nobody quietly slips away. Trigger: Missed call on CallSwitch One.
Sales progression (Sales). Chase the buyer, the seller and both solicitors from offer accepted to completion. Trigger: Offer accepted on Street CRM.
Compliance certificate chase (Compliance). Chase landlords and contractors before a certificate lapses, then file the new one. Trigger: Certificate expiring on Street CRM.
Missed payment chase (Finance). Confirm the arrears, send the notice and chase until the client responds. Trigger: Payment failed on HubSolv.
New client onboarding (Ops). Take a signed client from contract through to fully set up. Trigger: Start session manually.
Create your own (Custom). Create a completely custom workflow.

Example workflow: Lead qualification

Leads from the website are usually price-sensitive, so lead with availability rather than cost. Never quote a figure without a manager.

Rules

Stop: If the lead books an appointment.
Escalate: After three attempts, tell the branch manager.

Todos

Check the lead details — Pull the enquiry from {street-crm} and score it against assets/lead-qualification.md.
Send the first response — Draft from assets/first-response.md, offer availability and ask the qualifying questions.
Chase for a reply — Follow assets/lead-follow-up.md and nudge them on {whatsapp}.
Offer two times — Check the diary and offer the next two free slots.

Select

Created using the PROCESS.md format. See how PROCESS.md works

Request early access See how to connect your AI

Agentic workflow execution

Fully customisable workflow execution infrastructure.

Askpilot MCP

Set up and manage workflows from any AI agent.

Connect Askpilot once. Claude, ChatGPT, Claude Code, Gemini, Codex and OpenClaw can then create, change, pause and run the same workflows.

Claude
Create a workflow that chases missing documents on new tenancies.
Created Document chase
ChatGPT
Pause Invoice chasing over the bank holiday weekend.
Paused Invoice chasing
Claude Code
Add a rule to Lead qualification: reply within five minutes.
Added a rule to Lead qualification
Gemini
Hand Customer support over to Priya.
Handed Customer support to Priya
Codex
Run Post-call admin on this morning’s calls now.
Ran Post-call admin
OpenClaw
Delete New client onboarding, we no longer use it.
Deleted New client onboarding

Workflows

NameAccessUpdated

Document chaseNewOnly mePriyaCreated byJust now

Lead qualificationUpdatedAll membersPriyaYesterdayUpdated byJust now

Invoice chasingPausedOnly mePriya2 days agoPaused byJust now

Customer supportOnly mePriya2 days agoUpdated byJust now

Post-call adminRunningAll membersPriya4 days agoRun byJust now

New client onboardingDeletedOnly mePriya6 days agoDeleted byJust now

Durable execution

Workflows run automatically, from start to finish.

Askpilot uses the workflow’s instructions, rules, tasks and paths to complete the work across your connected tools. Every run stays visible, with each action recorded.

Sarah Bennett · enquiry Auto-run on

Ask anything… 5 sources enabled

Street CRM Dashboard › Lettings Applicants › Create

Create Lettings Applicant

Applicant Details

Full Name Sarah Bennett Branch Askpilot Email Address sarah.bennett@gmail.com Mobile +44 7700 900882

Basic Requirements

Budget £1,450 pcm Bedrooms 2 Source Website enquiry Move-in Date 1 September 2026

Save applicant

Lettings applicant created

Integrations

Connect the tools your workflows need.

Connect your CRM, email, phone, calendar, messaging, or any tools you use. Askpilot uses them across workflows with the permissions you set. Missing one? We build it on request, at no extra cost.

Askpilot

OpenDone

Enquiry to booked

DKDom Krpan

Sources

NameAccessUpdated

Add source

Add files, web content, or connect your tools.

Type

Files

Search…

Access

Only me

Name

HR Policies

Give this source a short, descriptive name (e.g., "HR Policies", "Hubspot CRM", "Gmail Inbox").

Description

HR policies, PTO, benefits. Use for employee handbook questions.

Summarize the contents and best use cases. Ask relies on this to know when to search this knowledge source.

Cancel Create

Connect CallSwitch One

Connect your CallSwitch One account to read and transcribe calls and voicemails.

Microsoft

dom@askpilot.com

Permissions requested

Askpilotaskpilot.com

This app would like to:

Sign you in and read your profile
Read your mail
Send mail as you
Maintain access to data you have given it access to

Accepting these permissions means that you allow this app to use your data as specified in their terms of service and privacy statement. You can change these permissions at myapps.microsoft.com.

Cancel Accept

Tools

Built-in tools to power your workflows.

Every workflow can search your business knowledge, create documents, work with current Drive and SharePoint files, research the web, and schedule its own next steps. All six tools are built into Askpilot and available whenever a workflow needs them.

Knowledge search Search your indexed business documents for any information a workflow needs to complete its work accurately. Workflow exampleAnswer a tenant’s WhatsApp question using the approved wording from your handbook.
Create and edit documents Create new documents or edit existing ones, then return the completed file. Workflow exampleCreate a completed renewal letter using details from the tenancy record.
Drive and SharePoint sync Keep Google Drive and SharePoint files indexed and up to date, so workflows always use the current version. Workflow exampleRetrieve the latest gas safety certificate from SharePoint before contacting the tenant.
Web search Search the web for current facts and verify details such as company records, listings, addresses and prices. Workflow exampleVerify that a new supplier is registered before releasing the first payment.
Deep research Investigate larger questions across multiple sources and return a structured answer with links to the evidence. Workflow exampleResearch a corporate landlord and produce a sourced briefing before a pitch.
Scheduling Plan the next step of a workflow for later, such as a follow-up in an hour or a check-in next week. Workflow exampleFollow up with a tenant who has not replied, an hour later and again the next day.

Document automation

Your documents, updated and sent automatically.

Any workflow can open a contract, letter or form, fill in the right details from your tools and send the finished file on, with the formatting exactly as it was.

Hannah Okafor · quote Auto-run on

Ask anything… 5 sources enabled

Quote template.docx TemplateFilled

Quotation

Oakfield Cleaning Ltd · Quote Q-2026-1104

Prepared for customer nameHannah Okafor, following your WhatsApp message of 18 September 2026.

ServiceserviceDeep clean, 3-bed house, carried out by two cleaners with all products included.
PropertyareaHeadingley, Leeds. We will confirm the address when you book.
DateBy needed by3 October 2026, or earlier if a slot suits you.
Priceprice£240, payable on completion. No deposit needed.
Valid for30 days from the date of this quote.

To book, reply to this message on phone+44 7700 900321 with a date that suits you.

Triggers

Triggers start workflows and keep them moving.

Askpilot identifies the exact event each workflow needs, applies the right filter, and subscribes to it. A WhatsApp workflow listens only for replies from that number, then resumes automatically.

Emma Hughes · enquiry Auto-run on

Ask anything… 5 sources enabled

Approvals

Approve the sensitive actions you choose.

Anything sensitive, outside the rules, or needing judgement pauses. Askpilot sends the right person a desktop pop-up or notification for review or approval, with every action recorded.

09:41

Approval needed

Send this WhatsApp to Rachel Adeyemi?

"Hi Rachel, sorry we missed you! Are you free Thursday 2pm or Friday 11am for a viewing?"

Triggers

Whatever happens in your tools
can trigger Askpilot.

An invoice fails in StripeInvoice chasing starts

Sarah replies on WhatsAppCustomer support continues

A lettings enquiry lands in Street CRMLead qualification starts

A message from an unknown numberNothing is listening. Ignored

Northgate replies by emailInvoice chasing continues

A call ends in CallSwitch OnePost-call admin starts

Stripeinvoice.payment_failedINV-4021 · £2,480 past due
WhatsAppinbound.message+44 7700 900882 · “Great, can I view it on Thursday?”inbound.message+44 7700 123456 · “Do you do valuations?”
Street CRMenquiry.createdTom Iqbal · 2 bed, Guildford
Outlookemail.receivedaccounts@northgate.co.uk · Re: Invoice INV-4021
CallSwitch Onecall.ended07700 900123 · 4 min 12 s

Trigger

Eventinvoice.payment_failedWorkflowInvoice chasingStarts a new session

Eventinbound.messageFilterfrom = +44 7700 900882SessionCustomer support · Sarah BennettContinues the waiting session

Eventenquiry.createdFiltertype = lettingsWorkflowLead qualificationStarts a new session

Eventinbound.messageFilterfrom = +44 7700 900882No match. Nothing starts.

Eventemail.receivedFilterfrom = accounts@northgate.co.ukSessionInvoice chasing · Northgate LtdContinues the waiting session

Eventcall.endedWorkflowPost-call adminStarts a new session

Sessions in Askpilot Open

Post-call admin07700 900123StartedWaiting for a replyResumed
Lead qualificationTom IqbalStartedWaiting for a replyResumed
Invoice chasingNorthgate LtdStartedWaiting for a replyResumed
Customer supportSarah BennettStartedWaiting for a replyResumed
Document chase12 Elm RoadStartedWaiting for a fileResumed

Every company process, documented

Build the system of record
for how your company works.

Claude

Write a message…

Claude is AI and can make mistakes. Please double-check responses.

Askpilot

OpenDone

Enquiry to booked

DKDom Krpan

Workflows

Lead qualificationSales

Street CRMEnquiry createdSMSarah M.

Customer supportSupport

WhatsAppMessage receivedPAPriya A.

Invoice chasingFinance

StripePayment missedDKDom K.

Post-call adminAdmin

CallSwitch OneCall endedTITom I.

Missed-call follow-upSales

CallSwitch OneMissed callSMSarah M.

Document chaseAdmin

Street CRMDocument missingJOJames O.

New client onboardingOpsManualStarted by handDKDom K.

You: We keep losing leads because nobody gets back to them fast enough. Can you set something up in Askpilot so every new enquiry gets a proper follow-up?

Claude: Yes. Two quick questions so I get it right: where do new enquiries land, and what should happen to each one?

You: They come into Street CRM. Reply straight away and ask the usual things: budget, when they want to move, who is moving in, whether they are working, and pets. Then keep chasing until they book a viewing. If they go quiet, try WhatsApp as well.

Claude: Got it. Here is the process. It starts the moment an enquiry is created in Street CRM, qualifies them on the things you named, and stops once a viewing is booked.

Lead qualification. Trigger: Enquiry created in Street CRM. Process: Reply to the enquiry within minutes. Ask budget, move-in date, who is moving in, employment and pets. Check affordability and right to rent before offering a viewing. Chase by email, then WhatsApp. Book the viewing once they qualify. Sources: Street CRM, Outlook, WhatsApp. Rules: Stop when a viewing is booked. Escalate after three chases with no reply, to Sarah.

You: That is exactly it. Make it live in Askpilot.

Claude: Done. Lead qualification is now in Askpilot, owned by Sarah. It will start every time a new enquiry is created in Street CRM.

How it works

Get your first workflow
running in minutes.

Step 01

Activate your Askpilot account.

Sign up

First name First name Last name Last name

Email Your email address Continue

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Terms of Service and Privacy Policy

Askpilot

Try Askpilot

Free trial for 14 days

Total due today£0.00

Payment details

Start trial

You will not be charged today. We will remind you before the trial ends.

Account created

Your workspace is ready and the 14-day trial has started.

WorkspaceBennett & Co

PlanAskpilot Pro · trial

Trial endsin 14 days

Open in Claude Open in another platform

Continue to Askpilot

Step 02

Install Askpilot MCP in any AI agent.

Works with

Claude
Claude Code
ChatGPT
Codex
Hermes
Gemini
OpenClaw

Claude

Write a message…

Claude is AI and can make mistakes. Please double-check responses.

Step 03

Set up a workflow from your AI agent.

Create new and manage workflows by talking to your AI agent.

Claude

Write a message…

Claude is AI and can make mistakes. Please double-check responses.

Step 04

Workflow runs automatically in Askpilot.

Askpilot runs the workflows set up by your AI agent end to end.

Stripe Invoices › Outstanding › INV-4021

Invoice INV-4021Past due

Invoice

Customer Northgate Property Ltd Amount due £2,480.00 Billing email accounts@northgate.co.uk Currency GBP

Payment

Due date 14 August 2026 Days overdue 17 Last attempt Card declined Reminders sent 0

Webhook sent invoice.payment_failed

Askpilot

Askpilot

OpenDone

DKDom Krpan

New session Auto-run on

Ask anything… 5 sources enabled

The event arrives from the tool where the work happens

Stripe, invoice INV-4021, Northgate Property Ltd, £2,480.00 past due, 17 days overdue, last attempt card declined. Stripe sends invoice.payment_failed to Askpilot.

Askpilot runs the workflow end to end

Making sure someone picks this up if the reminders do not work. Handover set: if all five reminders go unanswered, this goes to the account owner with everything that has been sent.

Reports

Get daily reports or ask for any.

Askpilot reports on your workflows every morning, or whenever you ask.

Claude

Write a message…

Claude is AI and can make mistakes. Please double-check responses.

Request early access See how to connect your AI

Full visibility

See every run and action, from open to done.

Askpilot OpenDone

Viewing rebook · Rachel Adeyemi Missed-call follow-up Needs your approval

Compliance chase · 42 Oakfield Rd EPC & gas safety reminder Running

Call logged → Street CRM Inbound call · transcript attached Done · 2m ago

Offer recap email · Priya Anand Post-call follow-up Done · 14m ago

Web app Live Desktop app Live Mobile Coming soon

Integrations

Connect the tools you already use.

Don’t see your tool?We will build it on request, at no extra cost.

View all integrations Request early access

API and webhooks

Start workflows through the API.
Send data through webhooks.

Start any workflow through the API

Create a workflow in Askpilot, then start it from your CRM, a booking tool, a web form or any internal app with one request. Live in minutes.

POSTStart a workflow

curl -X POST https://public-api.askpilot.com/v1/workflows/{workflow_id}/start \
  -H "Authorization: Bearer $ASKPILOT_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"context": "New quote request from the website. Hannah Okafor, 3 bed end of tenancy clean in Headingley."}'

# pip install askpilot
import askpilot

client = askpilot.Askpilot()  # reads ASKPILOT_API_KEY

start = client.workflows.start(
    "{workflow_id}",
    context="New quote request from the website. Hannah Okafor, 3 bed end of tenancy clean in Headingley.",
)
print(start.session_id)

202 Accepted { "id": "…", "workflow_id": "…", "session_id": "9f3c1b2e-…" }

How to start a workflow

Send any data to your own endpoint

Create a Webhook source with your endpoint, and the Ask agent sends data to it whenever a workflow calls for it.

Set up Webhook

Endpoint URL https://receiver.example.com/hooks/askpilot

Signing secretOptional Used to sign each request so your endpoint can verify its authenticity.

Example request body { "message": "Example payload the receiver expects" } Provide an example of the payload your endpoint expects. It will be used to shape the data sent.

We’ll send a test request to your endpoint before saving. The webhook is saved only if the endpoint returns a 2xx response. This may take a few seconds.

CancelVerify and save

How webhooks work

Our ecosystem

Built alongside the businesses shaping modern work.

Official partner

The cloud phone system from Nebula, used by more than 200,000 business users across the UK.

callswitchone.com · Partner announcementCallSwitch One partners with Askpilot to save users hours on admin after every call

Official integration

The CRM used by more than 7,000 estate agency branches across the UK.

iamproperty.com · Partner announcementAskpilot Integration for iamproperty CRM

UK Property Awards winner 2024 to 2025, Best Lettings Agency Surrey — **James Hay**Director, The Home Club

Pricing

Pay only for the work done.
Not per seat.

Pro

£100/month

Choose the credits that fit your team.

2,000 monthly credits

Monthly credits

Create and run custom workflows
Connect your business tools
Event triggers, approvals, and notifications
Unlimited users

Request early access

Free trial · 500 credits

Enterprise

Custom

A package designed around your volume and controls

For larger teams running complex workflows

SSO
Multi-factor authentication
Audit logs
Dedicated support

Talk to sales

Custom trial available

How many credits does each process use?

Estimates per run. Cost varies with todos, sources and complexity.

Call logged Call ends → logged against contact, transcribed, summarised ~4credits
Missed-call follow-up Missed call → message sent, logged, reminder set ~7credits
Post-call admin Call ends → logged, follow-up email sent, reminder task created ~8credits
Enquiry to booked valuation Enquiry → qualified, responded, valuation booked ~13credits
Repair intake to action-ready Report → gathered, classified, logged, escalated ~13credits
Information chasing Missing information → chased up to 3 times until received or escalated ~24credits
Property to market Instruction → terms sent, certificates filed, AML, photoshoot booked ~48credits

Free trial · 500 credits

Start running your workflows with 500 free credits.

Your free trial includes 500 credits, so you can experience Askpilot before choosing a paid plan.

Free trial

Optional expert setup

Want help setting up your workflows?

Our team can map your workflow, configure it around your business, connect your tools, and help you launch. Remote and in-person setup is available.

Free onboarding

Are you an AI agent? See pricing

Your data stays yours.

Your data is never used to train Askpilot or the AI models that power it.

Read the DPA

Ready to take repetitive work off your team’s plate?

Connect Askpilot to your AI agent and start running workflows.

Request early access See how to connect your AI

Askpilot lets your AI run your business workflows

Invoice INV-4021Past due

Your AI agent plans the work. Askpilot runs it.

Your AI agent

Askpilot

Automate any business workflow from start to finish.

1Start with the basics

Lead qualification and follow-up

Invoice chasing

Customer support

Inbox triage and reply drafts

Document collection

Create your own

2Automate anything else

Process

Process

Fully customisable workflow execution infrastructure.

Set up and manage workflows from any AI agent.

Workflows

Workflows run automatically, from start to finish.

Create Lettings Applicant

Connect the tools your workflows need.

Sources

Add source

Connect CallSwitch One

Built-in tools to power your workflows.

Your documents, updated and sent automatically.

Triggers start workflows and keep them moving.

Approve the sensitive actions you choose.

Whatever happens in your tools can trigger Askpilot.

Build the system of record for how your company works.

Workflows

Get your first workflow running in minutes.

Activate your Askpilot account.

Sign up

Account created

Install Askpilot MCP in any AI agent.

Set up a workflow from your AI agent.

Workflow runs automatically in Askpilot.

Invoice INV-4021Past due

Get daily reports or ask for any.

See every run and action, from open to done.

Connect the tools you already use.

Start workflows through the API. Send data through webhooks.

Start any workflow through the API

Send any data to your own endpoint

Built alongside the businesses shaping modern work.

Pay only for the work done. Not per seat.

Start running your workflows with 500 free credits.

Want help setting up your workflows?

Your data stays yours.

Ready to take repetitive work off your team’s plate?

Automate any business workflow
from start to finish.

Whatever happens in your tools
can trigger Askpilot.

Build the system of record
for how your company works.

Get your first workflow
running in minutes.

Start workflows through the API.
Send data through webhooks.

Pay only for the work done.
Not per seat.