Assign-AI

Open Assign-AI, press Record, and do the task once exactly as you normally would. The app captures clicks, form fills, file moves, and app switches, then turns that walkthrough into a reusable action. Give it a name, add inputs (date range, project, recipient), and pin it to your dashboard for one-tap runs or a schedule. Add simple rules—if/then branches, loops over rows, and data checks—so the flow adapts to different cases. Choose outputs (doc, sheet, slide, email, Slack), and set who can run it. Example: build a weekly status pack—pull KPIs from your CRM and sheets, format slides, summarize deltas, and deliver to email and Slack—no more manual copy/paste.

Operations teams can chain steps to cleanse data, reconcile exports, and publish metrics. Capture values from web dashboards or PDFs, normalize columns, merge CSVs, and load results into your warehouse. Mark any step for review, route it to a manager, and log the sign-off. Finance can snapshot ledgers, compare to targets, refresh budget trackers, and notify owners when spending crosses a threshold. Schedule daily runs at 7 a.m., compile a roll-up, and post to Teams. Compliance comes built-in: every run produces time-stamped logs, input/output snapshots, and an exportable audit bundle for regulators or internal audit.

For content and go-to-market work, turn planning into a checklist that executes itself. Draft a campaign brief from a template, pull last quarter performance, propose channel mixes, and fill the calendar. Build a blog workflow: generate an outline, gather sources, draft variations, route for edits, and publish with assets attached. Sales can triage inboxes, qualify leads, assemble call sheets, and sync notes back to the CRM. Support can capture incident details, search the knowledge base, and craft a suggested reply for agent approval. Product and engineering can create tickets from feedback, link designs, sync Git issues, run tests, and compile release notes.

Assign-AI connects to your stack through native integrations and safe browser actions. Map credentials once, apply role-based access, and share flows with run-only links. Test in a sandbox, version changes, and monitor executions with success, duration, and error reasons. Retry failed steps, roll back outputs, and attach alerts to SLAs. Use the mobile app to kick off or approve runs on the go. Sync deadlines to calendars, auto-create events, and remind assignees as due dates approach. Start with a 10-minute process, measure hours saved in the dashboard, and expand from there. No code required—APIs and webhooks are available for advanced teams that want triggers from external systems.