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Askpilot

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WorkspaceBennett & Co

PlanAskpilot Pro · trial

Trial endsin 14 days

Open in Claude Open in another platform

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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

Tell your AI agent to set it all up.

Create workflows and connect tools 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

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.

Review and improve

Review and improve your workflows.

Ask your AI agent to review your workflows and improve them.

Claude

Write a message…

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

Request access See how to connect your AI

Agentic workflow execution

Everything you need to run
agentic workflows.

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

Events in your tools start or resume workflows.

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?"

Optimized to cost less

Fewer tools. Fewer tokens.
Lower costs.

Replace your automation tools.
Pay for just one.

A separate tool for every job

Flowchart automation toolZapier-style if-this-then-that flows
AI support agentAnswers customer emails
Separate account and billing
AI SDRSends sales follow-ups
Separate account and billing
AI lead qualifierScores and qualifies leads
Separate account and billing
AI call notetakerWrites up every call
Separate account and billing
AI invoice chaserChases unpaid invoices
Separate account and billing

AskpilotOne place for every workflow automation

Flowchart automationsTool replaced
Customer supportTool replaced
Sales follow-upTool replaced
Lead qualificationTool replaced
Post-call adminTool replaced
Invoice chasingTool replaced

Every workflow optimised
for the lowest cost.

Lead qualification · Daniel Price

TaskModel and cost

1Read the new lead’s emailMiniMax Fast
2Find them in your CRMZ.ai Fast
3Research their company onlineGemini Research
4Write a personal replyClaude Writing
5Decide if they qualify, or ask youGPT Reasoning

Save on every run

Strongest model on every task

Cost-optimized by Askpilot

Pricing

Pay only for the
work done. Not per seat.

workflows executed

Workflow complexity

These are estimates. Real workflow execution can vary.

£25/month

Plans · workflows covered a month

Start free with 500 credits

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 help

Want help setting up and maintaining your workflows?

Our team can map your workflows, set up automations around your business and help you launch, then keep everything up to date as your business changes. Remote and in-person setup is available.

On demand

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 access See how to connect your AI

Start your agentic operations today.

Activate your Askpilot account.

Sign up

Account created

Install Askpilot MCP in any AI agent.

Tell your AI agent to set it all up.

Workflow runs automatically in Askpilot.

Invoice INV-4021Past due

Review and improve your workflows.

Everything you need to run agentic workflows.

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.

Events in your tools start or resume workflows.

Approve the sensitive actions you choose.

Fewer tools. Fewer tokens. Lower costs.

Replace your automation tools. Pay for just one.

Every workflow optimised for the lowest cost.

Pay only for the work done. Not per seat.

Start running your workflows with 500 free credits.

Want help setting up and maintaining your workflows?

Your data stays yours.

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

Everything you need to run
agentic workflows.

Fewer tools. Fewer tokens.
Lower costs.

Replace your automation tools.
Pay for just one.

Every workflow optimised
for the lowest cost.

Pay only for the
work done. Not per seat.