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Your AI team is more capable than you might expect. Not a chatbot — Appy.AI is a sophisticated platform and network of agents built for how your business actually operates. This page gives you a sense of everything your agents can do — so the next time you’re staring at a task, you’ll know whether to do it yourself or just ask.

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What your agents can do

Your agents aren’t limited to answering questions in a chat. They research, they create, they connect to your tools, and they deliver real work product you can use in your business. One message in Slack. Your agents handle the rest. Here are some examples to spark ideas:

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Research and analysis

Your agents scrape websites, monitor news, search the web, and track competitors. They find what matters and filter out noise — delivering analysis, not just links.
  • Get a competitive briefing that summarizes what your rivals launched this quarter and what it means for you
  • Have your agent research a potential vendor and deliver a decision matrix comparing pricing, features, and reviews
  • Ask for a weekly digest of the most important developments in your industry, filtered to what actually matters for your business
  • Prep for a meeting with a one-page briefing on the attendees and their companies
  • Research a job candidate’s background and get tailored interview questions

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Content and communication

From first drafts to polished deliverables, your agents write reports, generate images, produce videos, and build charts. Professional outputs ready to use — formatted, branded, and delivered where you need them.
  • Draft blog posts, email campaigns, and social media content aligned with your brand
  • Write personalized outreach emails for a list of sales prospects
  • Create a plain-English summary of a contract’s key terms and obligations
  • Turn meeting recordings into clear summaries with action items
  • Prepare a narrative board update from a set of metrics and bullet points

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Documents and files

Your agents don’t just write text in a chat — they create actual files you can download, share, and use.
  • Presentations — Pitch decks, meeting slides, and proposals delivered as PowerPoint files
  • Spreadsheets — Financial models, budgets, trackers, and reports as Excel files
  • Word documents — Your agents can create polished Word documents — complete with formatted headings, tables, images, and even a table of contents. Need a proposal, a report, or a client deliverable? Just describe what you need and your agent will put it together. They can even pull in charts or images from earlier in the conversation.
  • PDFs — Polished reports, one-pagers, and printable documents
  • Images — Graphics for social media, blog headers, and marketing materials
Ask for “a pitch deck for our Q2 investor meeting” or “a spreadsheet tracking monthly marketing spend” and your agent delivers a ready-to-use file.

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Planning and operations

Your agents can build plans, track tasks, and keep recurring work on schedule.
  • Create a day-by-day travel itinerary with logistics and reservations
  • Build a content calendar with publish dates, platforms, and topics mapped out
  • Generate a weekly preview of upcoming deadlines and commitments
  • Put together a learning plan with milestones and progress check-ins
  • Produce a shopping list organized by store section from a meal plan

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Connected workflows

Your agents pull data from Sheets, write summaries to Notion, post updates to Slack, and send formatted emails. They work inside your existing workflow, not alongside it. Integrate with over 900 different applications to link external data. Available integrations include services like HubSpot, Slack, Salesforce, Gmail, Google Sheets, Jira, Linear, GitHub, and many more.
  • Check your calendar for open slots and draft a meeting invite
  • Pull leads from your CRM and write personalized follow-ups for each one
  • Summarize your unread emails from this morning
  • Update a project record when a deliverable is complete
  • Monitor a compliance source and send you alerts when something changes
The more you tell your agents about your business — your preferences, your processes, your style — the better their work gets. You’re not just delegating tasks, you’re training a team that gets smarter over time.

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What powers your agents

Everything above happens because of a few underlying capabilities working together. You don’t need to understand any of this to get started — your agents work out of the box. But if you’re curious about what makes them tick, or you want to get the most out of your team, here’s what’s under the hood.

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Behavior and instructions

Every agent on your team has a set of instructions that shapes how it approaches work. These instructions define what the agent does, how it communicates, what processes it follows, and what context it needs to know. This is what makes your SEO Strategist think like an SEO expert and your Sales Outreach Specialist write like a seasoned salesperson. Each agent also comes equipped with built-in tools — capabilities like web search, file creation, and data handling that let it go beyond conversation and produce real work. For complex, repeatable processes, agents can have skills — specialized routines like “analyze a business proposal” or “create a content calendar.” You can shape any agent’s behavior just by talking to it:
  • “Our brand voice should always be warm and approachable”
  • “When writing outreach emails, always mention our free trial”
  • “Keep blog posts under 800 words unless I say otherwise”
  • “Reference the customer’s industry when making recommendations”
Your agents remember these preferences and apply them going forward. The more context you share, the better your results get.

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Knowledge

Knowledge is what makes your agents truly yours. It’s the difference between an agent that gives generic answers and one that speaks with your unique perspective and follows your specific methods. When you share knowledge with your agents, they absorb your expertise and draw on it naturally. They automatically find the right information at the right time — no extra work required on your end. Here are some examples of how businesses use knowledge:
  • A consulting firm uploads service descriptions, process docs, and case study summaries — their agents reference the right materials when putting together client deliverables
  • A coach shares their proprietary framework and exercise workbook — their agent can guide clients through the actual methodology, not generic advice
  • A small business adds their employee handbook and SOPs — their agents follow the real procedures when answering questions
Your agents support documents (markdown, text, and PDF files) and images (PNG, JPG, GIF) as knowledge. Smaller, focused files work better than one massive document — if you have a large handbook, consider breaking it into separate files by topic. The easiest way to add knowledge is to tell Appy.AI directly: “Here’s our brand style guide — add this to my agents’ knowledge” or “My agents should reference this product catalog when answering questions about our lineup.”
Your agents are smart about when to pull from knowledge files. In most cases, just uploading a file is enough — they’ll reference it when it’s relevant without you having to point them to it.

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Integrations

Integrations let your agents connect to the external tools your business already uses. Instead of just working with text and documents, your agents can pull data, take actions, and interact with other platforms on your behalf. Connect with over 900 different applications — including HubSpot, Slack, Salesforce, Google Docs, Google Calendar, Gmail, Google Drive, Google Sheets, Jira, GitHub, Linear, Shopify, Stripe, Intercom, and many more. For each integration, your agents get access to specific actions — like reading emails, creating calendar events, updating records, or sending messages. Your agents are also available wherever your team already works. You can interact with them through Slack, Microsoft Teams, or Telegram — they respond to @mentions, follow threads, and work in both DMs and channels. When you ask your agent to do something that requires an integration, it walks you through connecting your account. You authorize the service once, and from then on your agents can work with it seamlessly. You can disconnect any integration at any time. Integrations use secure authentication — your agents never see or store your passwords. Each agent operates within defined boundaries with scoped permissions. No blanket access.
If you need an integration that isn’t already available, reach out to support. Appy.AI has hundreds of integrations ready to enable.

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Databases

Databases give your agents structured data to work with — turning them from smart assistants into real business tools. Think customer lists, project trackers, sales pipelines, or any organized information your business runs on. When an agent has access to a database, it can look up specific records, add new entries, update existing ones, and use that structured data to inform its work. Here’s how different businesses use databases:
  • Consultants track client projects with fields for deliverables, deadlines, and status — their agent becomes a lightweight project management system
  • Coaches monitor client goals with progress percentages and milestone dates — sessions become data-driven and outcomes trackable
  • Agencies manage content calendars with post titles, publish dates, and performance metrics — their agent orchestrates the entire content workflow
You can control how much visibility you have into the data. Databases can work entirely behind the scenes, or you can view and edit records directly.
Most people get started without databases — they’re most useful once you have structured business data you want your agents to actively work with, not just reference.

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Triggers

Triggers control when your agents start working. By default, agents respond when you message them — but they can also run 24/7 on cloud infrastructure, working autonomously with no maintenance required.
  • On demand — Message Appy.AI in Slack and your agent gets to work immediately. This is how most interactions happen.
  • Scheduled — Agents can run on a recurring schedule — daily, weekly, or monthly. Great for things like morning news digests, weekly competitive reports, or monthly performance summaries.
  • Webhooks — External tools can trigger your agents automatically. When something happens in another system — like a new lead added to your CRM — your agent can kick off and handle it.
  • Email — Send an email to your agent’s unique address and it processes the content automatically. Useful for summarizing articles or documents that come in via email.
You can combine multiple triggers on the same agent. A reporting agent might run on a weekly schedule but also be available for you to message anytime you want an ad-hoc report. The easiest way to set up triggers is just to ask: “Send me a competitive update every Monday morning” or “Change my daily report to 6am instead of 8am.”