Sanaf AI
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Project Management

Rocketlane, worked by an AI employee

Not another app for your team to learn, and not a set of rules for you to build. You hire an AI employee, you give it access to your Rocketlane account, and you ask it for things in Slack or Teams the way you would ask anyone else on the team. There is nothing to map and nothing to maintain.

  • Project Management
  • Connects with a key
  • 33 ready-made tools
  • Asked in Slack or Teams
At work

An illustration of how the conversation reads, not a transcript from a client account.

What Rocketlane is

Collaborative customer onboarding and implementation platform for professional services teams.

You paste in a key from your own Rocketlane account. It is kept encrypted, and you can withdraw it from inside Rocketlane whenever you like.

How a run works

One message in, the work done in Rocketlane.

  1. 01

    You ask

    You message your AI employee in the chat your team already has open, in one sentence, in your own words.

  2. 02

    It works out the step

    It decides what the job needs in Rocketlane. You do not pick anything from a menu or wire anything together.

  3. 03

    It does the work

    Signed in to your own Rocketlane account, inside the access you granted it, doing the thing you asked for.

  4. 04

    It reports back

    It tells you what it did, in the same thread. If it could not do something, it says so rather than guessing.

33 tools it already has

What it can do in Rocketlane

These are the ready-made tools your AI employee already has in Rocketlane. It is not limited to them, but it never has to be taught these.

  • Archive Project by IDArchives a specific project based on its unique identifier.
  • Create CompanyCreates a new company (account) in rocketlane. this action allows you to create a new company/account in your rocketlane workspace. it complements existing company-related actions
  • Create TaskCreates a new task.
  • Create Time EntryTool to create a new time entry in rocketlane. this endpoint allows users to log time spent on tasks or projects. it complements the existing rocketlane get time entries action and
  • Delete ProjectThis tool allows users to permanently delete a project in rocketlane. it requires a valid project id and appropriate permissions (admins, super users, and project owners). note tha
  • Delete Task By IDDelete a specific task using its unique identifier (taskid).
  • Delete Time Entry by IDDelete a specific time entry using its unique identifier (timeentryid).
  • Get All FieldsRetrieve all custom fields available in the system.
  • Get CompanyThis tool retrieves detailed information about a specific company/account in rocketlane by its id. it provides comprehensive information about the company including its status, add
  • Get Field By IDRetrieve detailed information about a specific custom field using its unique identifier (fieldid).
  • Get Project by IDRetrieves detailed information about a specific project using its unique identifier.
  • Get Task By IdRetrieve extensive information about a specific task using the task's unique identifier (taskid).
  • Get Template By IDRetrieve detailed information about a specific template using its unique identifier (templateid). note: the exact api endpoint and response structure need to be verified from the o
  • Get Time EntriesTool to retrieve all time entries from rocketlane. it provides endpoints to get time entries with support for pagination, filtering by project id, user id, start and end dates. thi
  • Get Time Entry By IDRetrieve detailed information about a specific time entry using its unique identifier (timeentryid).
  • Get User By IDRetrieve detailed information about a specific user using their unique identifier (userid).
  • List CompaniesThis tool retrieves a list of all companies/accounts in rocketlane. it's a basic get endpoint that returns all companies without requiring any specific resource ids or additional p
  • List Company FieldsThis tool retrieves a list of all available company/account fields in rocketlane. these fields represent the various attributes and properties that can be associated with companies
  • List Company Note FieldsThis tool retrieves a list of all available note fields for companies in rocketlane. company note fields are custom fields that can be added to company/account notes for better org
  • List CurrenciesReturns a predefined list of commonly used currencies since rocketlane api doesn't provide a dedicated currencies endpoint. this list includes major global currencies with their co
  • List Customer UsersList customer users.
  • List Project FieldsThis tool retrieves a list of all project fields in rocketlane, including both default and custom fields. it provides definitions, metadata, and configuration details for each fiel
  • List Project PhasesThis tool retrieves a list of project phases from rocketlane. it allows users to fetch and filter phases based on various parameters including projectid, startdate, duedate, startd
  • List ProjectsThis tool retrieves a list of all projects in the rocketlane instance. it provides project details including project id, project name, project status, created date, owner informati
  • List Task FieldsThis tool retrieves a list of all task fields in rocketlane. it allows users to get comprehensive field data and details for tasks, and supports various query parameters for filter
  • List TemplatesThis tool retrieves a list of all available templates in rocketlane. it fetches all available templates in the account and returns a list of template objects containing details lik
  • List UsersThis tool retrieves all users in the rocketlane instance. it is an independent action that does not require any resource ids or external dependencies. the endpoint returns detailed
  • List Vendor UsersList vendor users by filtering users with type 'partner'. this action retrieves users from the /api/1.0/users endpoint and applies a filter. the filter used is "type:equal:partner"
  • Retrieve Subscription DetailsRetrieves detailed information about the current subscription.
  • Search User By EmailSearch user by email id.
  • Update CompanyThis tool updates an existing company/account in rocketlane. it uses the put endpoint to update the company details identified by companyid. the action complements the existing cre
  • Update Project By IdUpdates an existing project's details using its unique identifier.
  • Update Time Entry by IDUpdate existing time entry details using its unique identifier (timeentryid).
Access, and who is in charge of it

You stay the boss of your Rocketlane account.

Nothing connects until you approve it. You grant access one app at a time, you can take it back the same way, and everything your AI employee does in there is written down where you can see it.

How we handle your data
  • It signs in to your own Rocketlane account. You are not moving anything into ours.
  • You grant access one app at a time, and you can take it back the same way.
  • Everything it does in Rocketlane is written down, with what it did and when.
  • Anything you tell it to check with you first, it checks with you first.
Other apps in the same corner of the business

It works in Rocketlane and the rest of your software in the same job

A real job rarely stays in one place. Reading a message in one app, checking a record in another and writing the result in a third is one request to your AI employee, not three.

See every app

Questions people ask about Rocketlane

Can an AI employee really work inside Rocketlane?
Yes. It signs in to your own Rocketlane account and works in it the way a new hire would, from the chat your team already has open. Nobody installs anything, and nobody learns a new screen.
Do I have to move anything out of Rocketlane?
No. Nothing moves and nothing is replaced. Your records stay in Rocketlane, your team carries on in the same screens they used yesterday, and your AI employee works alongside them in there.
How does it get into my Rocketlane account?
You paste in a key from your own Rocketlane account. It is kept encrypted, and you can withdraw it from inside Rocketlane whenever you like. You approve it before anything connects, and you can take the access back the same way you gave it.
What can it actually do in Rocketlane?
It has 33 ready-made tools in Rocketlane today, among them Archive Project by ID, Create Company and Create Task. The full list is on this page. It is not limited to those, but it never has to be taught them.
Can it use Rocketlane and the rest of my software in the same job?
Yes, and that is usually the point. Reading a message in one app, checking a record in Rocketlane and writing the result somewhere else is one request to your AI employee, not three separate ones you stitch together.
Who decides what it is allowed to do in Rocketlane?
You do. You grant access one app at a time and can withdraw it at any time, anything you ask it to check with you first it checks with you first, and everything it does in Rocketlane is written down with what it did and when.