AI teammates forevery workflow
Start with one painful workflow. Give an AI teammate the context. The shared operating layer compounds from there.
Work is scattered across systems.
CRM here. Helpdesk there. Data warehouse, BI, runbooks in Notion, contracts in SharePoint, decisions in Slack threads. Every handoff asks someone to work out what changed, who owns it, and what needs doing next.
ExcelUnify turns useful context into an operating layer.
As workflows prove value, the context they rely on can be promoted into shared, queryable infrastructure. Accounts, customers, employees, contracts, tickets and decisions stay in the tools your teams already use; Unify maps only what is worth reusing.
Google DriveGoogle DriveStart with the minimum useful context.
AI teammates do not need the whole company connected before they can work. We scope one workflow with your team in the room, give the teammate the documents, apps and context it needs today, and connect deeper only where the win is worth making reusable.
Pick the first workflow
Start with one team, one slow workflow and the minimum context an AI teammate needs to do useful work.
narrow scope · single team
read-only to start · confirmed by you
Hand over the working context
Use conversation, files, existing app access or APIs. A shared data layer helps, but it is not the entry ticket.
SharePoint folder ↔ Salesforce tasks
Confirm? — yes
Connect deeper where it pays
When a workflow proves value, promote the useful context into shared tables, reusable memory and live syncs.
✓ Owners and actions normalised
✓ Review rules retained
The layer grows from use
Small team wins become the operating layer: versioned, governed and useful to the next teammate.
Meet Sarah — your first AI teammate.
Sarah is one example of your first AI teammate: scoped to a specific remit, not a fixed template. Yours might start with closed-won handoffs, weekly forecast hygiene, board-prep reconciliations or vendor-risk follow-ups. Once her remit is set, she gets her own browser, files, mouse, keyboard, inbox, calendar and app access.
| Source | Work item | Action | Status | |
|---|---|---|---|---|
| Vendor MSA | Critical clauses | Review ready | ||
| Excel | Q3 model | Variance checked | Matched | |
| Word | Exec update | Populate section | Writing | |
| Browser | Vendor site | Source note | Queued |
She has a scope. Like everyone else.
She isn't an admin user with the whole operation handed to her. She gets exactly what her remit needs — same access model your team uses, same audit, same one-click controls. Click anyone to see their world.
She has a job description. Like everyone else.
The output of onboarding is a remit — the same thing you'd write before opening a req. Owner, scope, what done looks like. It's what makes her accountable, and lets you add, pause or change her remit as the work shifts.
- Closed-won handoffs — every new customer matched to a kickoff plan and CSM owner
- Forecast hygiene — stale opportunities reconciled against meeting notes weekly
- Board-prep reconciliations — variance notes drafted before Friday
- Vendor-risk follow-ups — flag stalled reviews and missing access provisioning
- Pricing decisions — escalate to Lin
- Contract redlines — escalate to Legal
- Hiring decisions — escalate to David
She shows up. Like everyone else.
Here is what a normal Tuesday can look like once she is live. No prompts. No babysitting. Just the working day, end-to-end, with every action audited and every decision revertible.
Every workflow makes the next one easier.
Start with Sarah on one revenue-operations workflow. The access model, review rules, useful joins and team memory from that first remit become reusable infrastructure. Marcus for vendor risk and Jules for finance reporting do not start from zero.
The first thing we'll do is listen.
Book a guided rollout session. We'll learn the workflow that's slow today, identify the minimum useful context, and propose a first AI teammate remit you can sign or shelve.