Welcome to agentic operations.

Create any workflow in plain English. Askpilot executes it end to end.

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claude.ai

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Reply to Claude…

Opus 5.5

app.askpilot.com

Workflows

Workflows

Search…New

NameAccessTriggerUpdated

Invoice chasingCompanyWebhook • Invoice past due26 Oct 2026, 16:20

Lead qualificationCompanyOutlook • New email21 Oct 2026, 11:47

Customer supportCompanyFront • New conversation19 Oct 2026, 15:02

New enquiriesCompanyWhatsApp • New message14 Oct 2026, 09:30

Northgate Ltd · INV-4021ActivityEnable auto-run

Invoice past due27 Oct 2026, 09:00

Start workflow invoice-chasing

Ask27 Oct 2026, 09:00

WorkingWorked for 14 seconds

Task assigned to Outlook agent

Updating workflow

Your accounting system sent INV-4021: £4,200, 8 days overdue. I emailed Northgate Ltd a reminder with the invoice attached.

If it’s still unpaid on Thu 30 Oct, I’ll message them on WhatsApp.

Summary

2 completed1 in progress

Ask30 Oct 2026, 09:00

WorkingWorked for 8 seconds

Task assigned to WhatsApp agent

INV-4021 is still unpaid, so I sent Northgate a WhatsApp reminder with a link to pay.

Summary

3 completed

Message Received30 Oct 2026, 11:24

Event

Ask30 Oct 2026, 11:24

WorkingWorked for 6 seconds

Northgate replied on WhatsApp: “Could we pay it in three parts?” Your workflow needs your approval before offering a payment plan.

Actions needing your approvalApproved actionsSkip

Input needed

Agree 3 payments of £1,400 with Northgate Ltd?

They asked to pay INV-4021 in three monthly parts.

1Yes, agree the plan

2No, offer a call

Custom input

SubmitSubmitted

SGSophie Grant30 Oct 2026, 11:40

Reply required response:

Q: Agree 3 payments of £1,400 with Northgate Ltd?
A: Yes, agree the plan

Ask30 Oct 2026, 11:40

WorkingWorked for 11 seconds

Task assigned to WhatsApp agent

Task assigned to Outlook agent

Updating workflow

I sent Northgate the plan on WhatsApp, three payments of £1,400 on 3 Nov, 3 Dec and 3 Jan, and confirmed it by email.

Summary

5 completed

Type a message…

3 sources enabled

Grow without hiring,
for a fraction of the cost.

Same team
More work done
Lower cost

Hire a teammate

~£4.60~$5.50per task done

About £2,600$3,100 a month each

Office hours
Weeks to start
One person’s capacity

13× less

Askpilot

~35p~42¢per task done

Plans from £25$30 a month

Works 24/7
Live the same day
Grows with your workload

Work out your cost

These figures are estimates. One multi-step task takes a person about 15 minutes, or Askpilot about 28 credits.

United Kingdom Property Awards winner 2024-2025, Best Lettings Agency Surrey — **James Hay**Director, The Home Club

**Jonathan Scudder**Chief Operating Officer, My Debt Plan

Agentic operations

Any task. Any job.
Run by AI, from one place.

Something happens

New client signs upYour website · 09:31
You miss a callCallSwitch One · 09:28
Invoice is past dueXero · 09:26
New lead emails youOutlook · 09:25
Customer messages youWhatsApp · 09:24

Askpilot runs the workflow

app.askpilot.com

BBrightline Studio

Run workflow Workflows Sources Settings

OpenDone

Onboard Harper & CoNov 9, 09:31 AM

Call back Tom ReedNov 9, 09:28 AM

Chase INV-4021Nov 9, 09:26 AM

Qualify Maya ChenNov 9, 09:25 AM

Refund order 1182Nov 9, 09:24 AMAwaiting input

SLSarah Lee

Refund order 1182

ActivityProgress 4/4

Message Received09:24

Start refund-requests ›

Ask09:24

Worked for 8 seconds ›

Order 1182 went out in the wrong size. The customer is due a refund of £45.

Actions needing your approvalApproved actionsSkip

Input needed

Refund £45 for order 1182?

Wrong size sent. Paid by card, so the refund goes back to the card.

1Approve

2Decline

Custom input

SubmitSubmitted

Ask09:26

Worked for 12 seconds ›

Summary

Refund sentReply sent

Message Received
Read the message
Check order 1182
Refund £45Human approval required
Reply to customer

Type a message…

2 sources enabled

No session open yet

Work gets done

OnboardingRunning now
Notes in your CRMCallback booked
Invoice paidAfter 2 reminders
Call bookedThursday, 10:00
Refund sentApproved by you

Why Askpilot

Can’t Claude or ChatGPT do this on their own?

What it takes to run your operations

Claude or ChatGPT

Askpilot

Writes, researches and answers questionse.g. drafts, summaries, quick answersYes: Works alongside: Keep using Claude or ChatGPT

Runs many workflows at once, end to ende.g. qualify a lead and save it to your CRMPartly: Only a few, within limitsYes:

Starts workflows automaticallye.g. a new lead, a missed call, an invoice duePartly: You start each chatYes:

Resumes on key actions, not on a timere.g. lead replied or payment receivedPartly: Only if you build itYes:

Here’s an example: getting a new lead

9:47pm A new lead comes in from your website

WaitsNothing happens automaticallyuntil you open a chat and ask

9:48pm

Starts automaticallyReplies and offers times for a callWorkflow triggered by the website form

11:20pm The lead replies: “Tuesday works”

MissedThe reply sits in your inboxuntil you notice it

11:21pm

Replies automaticallyBooks Tuesday at 10:00and updates your CRM

9:15am You start your day

Manually follow up with leadsYou catch up yourselfTell it in a chat what to send, for every lead

9:15am

Handles many leads automaticallyYou review the night’s work13 leads: 4 calls booked, 9 being followed up

Then all over again, for every new lead

Industries and teams

Whatever your industry,
Askpilot fits right in.

Estate agents

IVA firms

Call-heavy teams

Sales and support teams

Operations and finance

Any workflow, any team

Automation that works
like a person.

Traditional automation

Agentic Automation

Customer support

Answer every request until it is solved.

New conversation

customer-support / PROCESS.md

## Role

Act as our support agent, replying to customers.

## Instructions

Friendly and short. Answer from the help centre and the order. Never guess.

## Events

Subscribe to events to listen for a reply.

## Rules

Stop: the customer confirms it is solved.

Escalate: if the customer is unhappy or asks for a person, to the support lead.

Approval: required before any refund over £100.

## Todos

Read the request and check the order

Reply with the answer from the help centre

Follow up until the customer confirms it is solved

## Paths

wrong-item If they were sent the wrong item, check the order and send a return label.

Traditional automation

Agentic Automation

Lead qualification

Qualify every new lead and book the call.

New lead email

lead-qualification / PROCESS.md

## Role

Act as our sales assistant, writing to new leads.

## Instructions

Reply within five minutes. Ask one question at a time. Never quote prices.

## Events

Subscribe to events to listen for a reply or a booking.

## Rules

Stop: a call is booked or the lead says no.

Escalate: after three follow-ups with no reply, to a sales rep.

Approval: required before offering any discount.

## Todos

Research the company and what they asked for

Reply within five minutes with our questions

Follow up until they book a call or say no

## Paths

not-a-fit If they are too small for us, send the starter guide and close the lead.

Traditional automation

Agentic Automation

Invoice chasing

Chase overdue invoices until they are paid.

Invoice past due

invoice-chasing / PROCESS.md

## Role

Act as our accounts assistant, writing to customers.

## Instructions

Polite at first, then firmer. Quote amounts from the invoice. Never guess.

## Events

Subscribe to events to listen for a reply or a payment.

## Rules

Stop: the invoice is paid or written off.

Escalate: after five reminders with no reply, to the account owner.

Approval: required before offering a payment plan.

## Todos

Check what is owed and how late it is

Send the first reminder

Chase every three working days until it is paid

## Paths

wrong-amount If they say the amount is wrong, check the invoice and send a corrected copy.

Traditional automation

Agentic Automation

Delayed orders

Update customers until a late order arrives.

Order delayed

delayed-orders / PROCESS.md

## Role

Act as our support team, writing to customers.

## Instructions

Apologise once. Give the new date from our system. Keep every update short.

## Events

Subscribe to events from our order system.

## Rules

Stop: the order is delivered or cancelled.

Escalate: if it is delayed a second time, to the operations lead.

Approval: required before offering any credit.

## Todos

Check the order and the new delivery date

Tell the customer the new date and their options

Send an update every two days until it arrives

## Paths

cancel If they want to cancel, cancel the order and confirm the refund.

Every workflow is a PROCESS.md, written in plain English.Learn more

Why Askpilot

No need to build it.
Simply describe it.

Describing it in Askpilot

PROCESS.mdDraftLive

Lead follow-up

Reply to every new lead within 5 minutes.

Follow up until they book a call.

Ask me before offering a discount.

Uses

All it needs to run, built in.

Building it yourself

Lead follow-up flow my-agent JDMKAR+2 devs Week 6not live yet

38 steps · 10 branches

SNew reply from Sarah“Can we do next week instead?”

Run stoppedNo branch for this reply

my-agent/
agent.py
prompts/
system.md
tools/
crm_mcp.py
docs_mcp.py
email_mcp.py
whatsapp.py
workflows/
follow_up.py
memory/
store.py
evals/
leads.jsonl
infra/
Dockerfile
deploy.yml
.env

agent.pydocs_mcp.pyfollow_up.py

1from claude_agent_sdk import *
2from tools import crm, docs
3opts = ClaudeAgentOptions(
4 model="claude-sonnet-5-5",
5 system_prompt=SYSTEM,
6 mcp_servers={
7 "crm": crm,
8 "docs": docs,
9 },
10)
11
12@durable(retries=3)
13async def follow_up(lead):
14 a = ClaudeSDKClient(opts)
15 await a.query(lead.brief)
16 # TODO approvals, evals

Go-live checklist3 of 9

Model and prompts
MCP tool servers
Document extraction
Memory between runs
Durable waits and retries
Approvals
Evals and tracing
Hosting and security
Monitoring and cost limits

$ pytest evals/ -q! 14 passed, 2 skipped: approvals, retries$ python run.py --lead sarah@brightline.coToolError: extract_document timed out after 30s on scan_0412.pdf (scanned, no text layer)

View how it works

Go live instantly

Using or ?
Let it set up Askpilot for you.

Connect any system by asking your AI, or use existing integrations.

1Step

Your AI sets up the workflowYour AI changes the workflowYour AI reviews and improvesYour AI uses a pre-made workflowYour AI adds the MCP serverYour AI connects the APIYour AI sets up the webhookYour AI sets up the webhookYour AI connects the Askpilot API

ClaudeClaude Code

When a new lead emails us, reply within 5 minutes, ask our qualification questions and chase on WhatsApp until they book a call.

I’ll set this up as a workflow in Askpilot.

Used Askpilot3 actions

Created the Lead qualification workflow
Set the trigger: new email in Outlook
Connected Outlook and WhatsApp

Done. Lead qualification is live and starts on the next lead email.

Reply within 2 minutes instead of 5.

Updated. Lead qualification now replies within 2 minutes.

Lead qualification: never offer a discount without asking me first.

Got it. I’ll add that rule to Lead qualification.

Used Askpilot2 actions

Read the Lead qualification workflow
Added a rule: ask before any discount

Done. From the next lead, Askpilot asks you before it offers a discount.

How did Lead qualification do this week? Anything to improve?

I’ll read this week’s runs.

Used Askpilot2 actions

Read 42 runs from this week
Compared the replies and the calls booked

Leads chased on WhatsApp after one day booked twice as often as those chased after two. Shall I change it to one day?

Yes, update it.

Used Askpilot1 action

Updated Lead qualification: chase on WhatsApp after 1 day

We’re a sales team. Which ready-made workflows can we start from?

Askpilot has these ready-made workflows for sales teams.

Lead qualificationReplies in minutes, then follows up.
Missed-call follow-upTexts back every missed call.
Post-call adminTurns calls into notes and follow-ups.

Set up Lead qualification for us, with Outlook and WhatsApp.

Used Askpilot2 actions

Created Lead qualification from the template
Connected Outlook and WhatsApp

Done. It’s live, and you can change any step by asking me.

Connect our Notion workspace, so our workflows can look up client notes.

Happy to. Which MCP server should I use? If you are not sure, send me the docs.

Here are the docs: developers.notion.com/docs/mcp

Found it. I added Notion as a custom MCP source. Sign in to Notion in Askpilot to finish.

Used Askpilot3 actions

Created the custom MCP source Notion
Turned on the 2 tools the workflow needs
Added Notion to Client onboarding

Connect our booking system. It has an API, but no MCP server.

No problem. Do you have the API docs or an OpenAPI file?

Here you go: api.acmebookings.com/docs

Done. I read the docs and added 4 endpoints as tools. Add your API key in Askpilot to connect it.

Used Askpilot3 actions

Created the custom API source Acme Bookings
Added 4 endpoints as tools
Set approval on the tools that change data

When someone fills in the contact form on our website, start Lead qualification.

Your form tool can send webhooks, so I made an event URL for it. Paste it into the form’s webhook settings and send a test.

Done, test sent.

Got it. I learned 4 fields from the test, and the form now starts Lead qualification.

Used Askpilot3 actions

Created the source Website form, with an event URL
Learned 4 fields from the test event
Set it as the trigger of Lead qualification

When a lead is qualified, send it to our sales dashboard. It takes webhooks at hooks.brightlinestudio.com/leads.

Sure. What should each lead look like? Send me an example, or name the fields.

Name, email, company and the lead score.

Done. I added your endpoint as a Webhook source, and Lead qualification now sends each qualified lead to it. Add a signing secret in Askpilot to finish.

Used Askpilot3 actions

Created the Webhook source Sales dashboard
Set the example request body
Added the send step to Lead qualification

Start Quote follow-up whenever our app gets a quote request, and send each customer reply into their case.

I’ll use the Askpilot API. Create an API key in Askpilot, then add it to the app as ASKPILOT_API_KEY.

Key added.

Done. A quote request now starts the workflow, and each reply goes into its open session.

POST /v1/workflows/{id}/start
    POST /v1/sessions/{id}/messages

Used Askpilot3 actions

Found the workflow Quote follow-up
Read the API guide
Sent a test quote request

2StepConnectedLive

Ready for any Askpilot workflowAskpilot runs it, start to finishNew runs follow the changeAskpilot runs the new versionAskpilot runs it, start to finishYour app starts workflows

Workflows/Lead qualification

Lead qualificationStarts on a new email in Outlook

DraftLive

Todos5 tasks

Reply within 5 minutesReply within 2 minutesOutlook
Updated
Ask the qualification questionsOutlook
Score the answers against your criteriaAsk agent
Send the booking link to qualified leadsOutlook
Chase on WhatsApp until they bookWhatsApp

It starts on the next lead email. Every step shows in its session.

Workflows/Lead qualification

Lead qualificationRules, from its PROCESS.md

UpdatingLive

Rules3 rules

Stop when they book a call or say noStop
Hand over after three chases with no replyEscalate
Ask me before offering any discountApproval
New

Next runFollows the new rule

Jane Cole asked for 10% offLead qualification
Asks you first

Changed in one sentence. No flowchart to redraw.

Lead qualification/Runs

This week42 runs

Tom IqbalChased on WhatsApp after 2 days
Booked
Sara KhanChased on WhatsApp after 2 days
No reply
Ben OrtizChased on WhatsApp after 2 days
No reply

Workflow updated: chase on WhatsApp after 1 day

New runsNew version

Jane ColeChased on WhatsApp after 1 day
Booked
Mark EllisChased on WhatsApp after 1 day
Running

Workflows/Lead qualification

Lead qualification TemplateStarts on a new email in Outlook

DraftLive

TodosFrom the template

Reply to every enquiry in minutesOutlook
Ask your qualification questionsOutlook
Score the answers against your criteriaAsk agent
Follow up on WhatsApp until they bookWhatsApp

Sources/Notion

NotionCustom MCP source

Not connectedConnected

Server URL

https://mcp.notion.com/mcp

Tools2 of 4 on

Search pagesFinds pages and notes by keyword
Read a pageGets the content of one page
Create a pageAdds a new page
Update a pageChanges an existing page

Logins are entered only in Askpilot. Your AI agent never sees them.

Sources/Acme Bookings

Acme BookingsCustom API source

Not connectedConnected

Base URL

https://api.acmebookings.com/v1

API key

••••••••••••••••

Verify and saveVerified

Tools from the API docs4 endpoints

GETFind a booking
GETList free slots
POSTCreate a booking
Needs approval
PATCHMove a booking
Needs approval

Logins are entered only in Askpilot. Your AI agent never sees them.

Sources/Website form

Website formCustom source with events

Waiting for a testReceiving events

Event URL

https://webhook.askpilot.com/e/k7f2x9Copy

Test event received4 fields learned

nameemailcompanymessage

Events

Form submittedStarts Lead qualification
Starts a workflow
Same form, existing leadMatched by email, wakes their open session
Wakes a session

Every event can start a workflow or wake a session that is waiting for it.

Sources/Sales dashboard

Sales dashboardWebhook source

Not connectedConnected

Endpoint URL

https://hooks.brightlinestudio.com/leads

Example request body

{
      "name": "Hannah Okafor",
      "email": "hannah.okafor@example.com",
      "company": "Okafor Lettings",
      "score": 82
    }

Signing secret

••••••••••••••••

Verify and saveVerified

Askpilot sends a test request first, and saves the webhook only when your endpoint answers with a 2xx.

Settings/API keys

Askpilot APIPublic API

No requests yetReceiving requests

API key for Quote app

••••••••••••••••

Create keyCreated

Requests from your appLast minute

POSTStart Quote follow-upOpened a session for Hannah Okafor
202
POSTSend a message“Tuesday works for us.” went into her session
200
GETRead the sessionRunning: booking the visit
200

Your app can start workflows, send messages into open sessions and read their status.

You read that right. Your AI connects any system to Askpilot.

1You ask your AIShare details about your tool.
2Askpilot guides your AIThe MCP walks your AI through it.
3Your AI builds the integrationIt learns the API and connects it.
4You connect it. It’s live.Authorise or add an API key in Askpilot.

Your AI

Connect our Notion.

Done. Authorise Notion in Askpilot to finish.

Notion Your tool

Askpilot Runs your workflowsAuthoriseConnected

Askpilot MCP Guide Through its MCP server

Askpilot can nowRead pagesUpdate pages

Choose an example

Ready out of the boxand more

Optimized to cost less

Fewer tools. Fewer tokens.
Lower costs.

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

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

Pricing

Pay only for the
work done. Not per seat.

workflows done end to end

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?

Get started Explore Askpilot MCP

Welcome to agentic operations.

Grow without hiring, for a fraction of the cost.

Any task. Any job. Run by AI, from one place.

Can’t Claude or ChatGPT do this on their own?

Whatever your industry, Askpilot fits right in.

Estate agents

IVA firms

Call-heavy teams

Sales and support teams

Operations and finance

Any workflow, any team

Automation that works like a person.

No need to build it. Simply describe it.

Using or ? Let it set up Askpilot for you.

Your AI sets up the workflowYour AI changes the workflowYour AI reviews and improvesYour AI uses a pre-made workflowYour AI adds the MCP serverYour AI connects the APIYour AI sets up the webhookYour AI sets up the webhookYour AI connects the Askpilot API

Ready for any Askpilot workflowAskpilot runs it, start to finishNew runs follow the changeAskpilot runs the new versionAskpilot runs it, start to finishYour app starts workflows

You read that right. Your AI connects any system to Askpilot.

Fewer tools. Fewer tokens. Lower costs.

Every workflow optimised for the lowest cost.

Replace your automation tools. Pay for just one.

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?

Grow without hiring,
for a fraction of the cost.

Any task. Any job.
Run by AI, from one place.

Whatever your industry,
Askpilot fits right in.

Automation that works
like a person.

No need to build it.
Simply describe it.

Using or ?
Let it set up Askpilot for you.

Fewer tools. Fewer tokens.
Lower costs.

Every workflow optimised
for the lowest cost.

Replace your automation tools.
Pay for just one.

Pay only for the
work done. Not per seat.