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Platform

Organizational GPT—one platform for enterprise work.

Chat for answers across your organization's knowledge, use Projects for repeatable tasks in chat, and run governed workflows in Workspace—connected to your tools with enterprise control.

Chat
Projects
Workspace
Templates
Enterprise control
Platform Overview

One platform. Three modes of work.

Use Chat for fast answers, Projects for repeatable task flows, and Workspace for governed execution across teams.

S
Scalong
Connectors
Projects

Chats

+
Meridian Steel SLA...
Apex Finance MSA...
Q3 contract renewals
GDPR breach respon...
Vendor NDA review
Board meeting prep
Finance reconcilia...
Legal GPT
J
John Mitchell
What are the SLA breach penalties in our Meridian Steel contract?
S
Thought for 8 secsSharePoint ▾

Meridian Steel — SLA Breach Penalties (§8.3)

Uptime SLA target is 99.5%. Penalties escalate by breach severity:

99.0–99.5% uptime → 5% monthly service credit
Below 99.0% → 15% monthly service credit
3 consecutive breaches → termination rights
Sources:Meridian MSA v2Legal Repository

Try asking:

+ Which contracts renew in Q3?+ Compare with Apex Finance SLA
Ask anything about your contracts, vendors, policies…Connector ^
↑ Send

Get answers from your organization's knowledge

Ask questions across connected knowledge and tools, and get grounded responses with the context teams already trust.

  • Answers with traceability
  • Connected knowledge and tools
  • Ideal for daily team questions

Best for: policy questions, quick lookups, contextual answers

Explore Platform
How It Works

Connect. Ask. Run.

Organizational GPT connects to your knowledge and tools, helps teams work through chat and templates, and enables governed execution in Workspace.

01

Connect

Connect your knowledge and tools

Bring together documents, data, and business systems so teams can work with the context they already rely on.

SharePointJiraEmailPDFsInternal docs
02

Ask

Use Chat and Projects to move work forward

Ask questions, generate outputs, and run repeatable task templates directly in chat—without switching between systems.

Q&ASummariesDraftsComparisonsAnalysis
03

Run

Execute in Workspace with control

Run multi-step workflows with approvals, visibility, and logs—so execution stays governed, traceable, and team-ready.

ApprovalsRun logsReviewsWorkflow execution
Connectors

Connectors that power Chat, Projects, and Workspace.

Connect your tools and knowledge so answers and workflows run in the right context—without switching systems.

Connect your tools and knowledge so answers and workflows run in the right context—without switching systems.

8 live now
SP

SharePoint

Cloud Storage

Live
OD

OneDrive

Cloud Storage

Live
GD

Google Drive

Cloud Storage

Coming Soon
Ol

Outlook

Email

Live
Gm

Gmail

Email

Beta
Cf

Confluence

Productivity

Live
Ji

Jira

Productivity

Live
Gh

GitHub

Development

Live
SS

SmartSheet

Productivity

Live
WS

Web Search

Productivity

Live
Sl

Slack

Communication

Coming Soon
MT

Microsoft Teams

Communication

Beta
As

Asana

Productivity

Coming Soon
SN

ServiceNow

Productivity

Coming Soon
Sa

Salesforce

CRM

In Progress
ZC

Zoho CRM

CRM

Coming Soon
ZP

Zoho Payroll

Productivity

Coming Soon
ZPe

Zoho People

Productivity

In Progress

Used across  ·  Chat answers  ·  Projects templates  ·  Workspace workflows

Templates

Start with templates. Get consistent outcomes.

Use Projects templates for repeatable work in chat, and Workspace templates for governed execution across teams.

Projects TemplatesOutput in chat
6 templates

Repeatable work, directly in chat

Run prompt-led templates that turn recurring tasks into consistent outputs—without starting from scratch.

01

Finance Insights & Ratio Analysis Agent

Understands financial docs, calculates ratios, and produces management-ready analysis.

02

Budget vs Actual Variance Explainer

Explains variances by BU/cost center/account with drivers and actions.

03

HR Policy & Benefits Help Agent

Answers HR policy/benefit questions with citations for consistent employee support.

04

Joiner–Mover–Leaver Readiness Analyzer

Identifies access/tasks needed for joiners, moves, and exits to reduce misses.

05

Contract Clause Extractor & Summarizer

Extracts key clauses and summarizes obligations in plain language.

06

Ticket Triage & Auto-Categorizer

Classifies tickets, detects urgency, and suggests routing + next-best steps.

Workspace TemplatesGoverned execution
6 templates

Governed workflows, ready to run

Start with structured workflows that support approvals, execution tracking, and visibility across teams.

01

Finance Pack Builder

Time saved per pack
02

Variance Narratives → Exec Pack Publisher

Report turnaround time
03

HR Ticket Deflection & Routing

Ticket deflection rate
04

JML Orchestrator

Zero missed offboarding tasks
05

Contract Summary Pack Publisher

Review cycle time
06

Triage → Route → Request Missing Info

Faster first response

Projects templates output results in chat.  Workspace templates execute governed workflows with approvals and run logs.

Platform Coverage

One platform for every department.

From Sales and Marketing to R&D and Legal—see how each department gets more done with Organizational GPT.

HR

Instantly answer policy questions, generate onboarding sequences, resolve employee FAQs and retrieve region-specific compliance rules.

Try asking

Compare the parental leave policies stored in Notion and the employee handbook on SharePoint for India vs. US teams.

Legal

Summarize contracts, extract specific clauses, and compare redlines across document versions.

Try asking

Find arbitration clauses from all MSAs stored in SharePoint for vendors signed in Q2.

Project Management

Fetch timelines, dependencies, summarize sprint notes, cross-reference Jira updates, and track OKR progress in real-time.

Try asking

Summarize blockers tagged 'high-priority' across Falcon and Nova sprints in Jira and match them to Confluence retrospectives.

Sales & Pre-Sales

Support live sales with dynamic access to product specs, region-wise pricing, and competitor comparisons.

Try asking

Generate a feature-by-feature comparison between Orion Pro and SolarIQ using assets stored in Notion and Intercom FAQs.

Customer Support

Resolve escalations with fast access to historical cases, troubleshooting workflows, and resolution patterns.

Try asking

What's the full resolution history for Apex Finance's login timeout issue documented in Zendesk and Slack?

Finance & Accounts

Retrieve tax documents, automate reconciliation checks, and build financial summaries.

Try asking

Pull unreconciled POs from CoreAxis and Meridian Steel and match them against invoice records from the last 90 days.

Procurement & Ops

Track vendor SLAs, generate compliance checklists, and summarize contract renewal windows.

Try asking

List all SLA breaches logged in the procurement Notion database and supporting documents in Google Drive.

IT & Security

Query audit logs, compliance checklists, and threat mitigation reports in seconds.

Try asking

Generate a list of all admin access changes recorded in Jira tickets and Slack approvals for the 'CloudGuard' environment.

Marketing

Analyze campaign performance, reuse top content, and monitor cross-channel messaging.

Try asking

Summarize performance of the 'EdgeAI' campaign using LinkedIn stats, Mailchimp analytics, and creative briefs in Notion.

Product & Engineering

Bridge product feedback, QA results, and roadmap priorities from multiple tools.

Try asking

Extract all user requests for the Helix Dashboard from GitHub issues and Zendesk tickets, and map them to Confluence roadmap notes.

DevOps

Monitor deployments, extract CI/CD logs, and track downtime patterns.

Try asking

Analyze rollback events for Zephyr deployments in GitHub Actions logs and match them to Confluence postmortems.

Strategy & Leadership

Pull multi-department KPIs, dashboards, and board meeting briefs.

Try asking

Summarize Q2 OKRs and revenue metrics across Orion, Pulse, and Glint from Confluence, Excel dashboards, and Jira.

Enterprise control

Enterprise control built in.

Organizational GPT is built with privacy-first controls, governance, and execution visibility—so teams can move faster without losing control.

Role-based access

Control what users can access and do across the platform.

Approvals and oversight

Review layers before sensitive actions are executed.

Audit trails and run logs

Visibility into workflow execution, outputs, and history.

Encryption by default

Protect data at rest and in transit across all layers.

Regional governance

Align with data residency and governance expectations.

Customer-managed security options

Align with internal policies and access controls.

Workspace Implementations

Built on Workspace. Deployed for results.

Each implementation runs governed, multi-step workflows on Workspace—with approvals, run logs, and system integration built in.

Workspace

Document Extraction

ExtractQ

Stop re-typing documents.

Upload contracts, receipts, or scanned forms and get structured data back in seconds—with validation layers, human review steps, and direct ERP or downstream system integration.

90%

time saved

99.5%

accuracy rate

PDFDOCXXLSXPNG/JPGScans
Workspace

Finance Automation

AccountingQ

Stop chasing invoices.

Automate invoice ingestion, fraud checks, three-way matching, and approval routing—then sync clean financial data directly into your ERP with full audit trail.

75%

faster processing

85%

fraud risk reduction

InvoicesPOsReceiptsBank stmtsERP sync
Workspace

Support Operations

SupportQ

Stop drowning in tickets.

Triage, categorize, and route support tickets automatically—pulling context from Zendesk, Jira, Slack, and ServiceNow to resolve faster with less manual work.

30%

faster resolution

4+ hrs

saved per agent daily

EmailSlackZendeskServiceNowJira
See it on your workflow

See Organizational GPT on your process—not a generic demo.

We'll map Chat, Projects, and Workspace to one real workflow using your tools and business context.

Chat  ·  Projects  ·  Workspace  ·  Templates  ·  Enterprise control