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Productivity

Suitedash, 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 Suitedash 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.

  • Productivity
  • Connects with a key
  • 8 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 Suitedash is

All-in-one business software for client management, CRM, project management, and invoicing

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

How a run works

One message in, the work done in Suitedash.

  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 Suitedash. You do not pick anything from a menu or wire anything together.

  3. 03

    It does the work

    Signed in to your own Suitedash 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.

8 tools it already has

What it can do in Suitedash

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

  • Create CompanyTool to create a new company in SuiteDash CRM. Use when you need to add a new Lead, Client, or Prospect company to the system. You can optionally specify primary contact informatio
  • Create ContactTool to create a new contact in SuiteDash CRM. Use when you need to add a new Lead, Client, or Prospect contact to the system. Requires first name, last name, role, and email addre
  • Get CompanyTool to retrieve a single company by UID or Name from SuiteDash. Use when you need to fetch detailed information about a specific company including contact details, address, tags,
  • Get Company Meta AttributesTool to retrieve CRM company meta attributes information. Returns a complete schema of all the CRM Company Custom Fields that exist in the account along with all the Meta Attribute
  • Get Contact by UID or EmailTool to retrieve a single contact from SuiteDash by their UID or email address. Use when you need to fetch detailed information about a specific contact including their personal de
  • Get Contact Meta AttributesTool to retrieve CRM contact meta attributes information. Returns a complete schema of all the CRM Contact Custom Fields that exist in the account along with all the Meta Attribute
  • List CompaniesTool to retrieve all existing companies from SuiteDash. Returns a paginated list with optional filtering by creation date and ordering options. Use this when you need to list, sear
  • List ContactsTool to get all existing contacts from SuiteDash. Returns a paginated list of contacts with optional filtering by creation date and custom ordering. Use when you need to retrieve,
Access, and who is in charge of it

You stay the boss of your Suitedash 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 Suitedash 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 Suitedash 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 Suitedash 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 Suitedash

Can an AI employee really work inside Suitedash?
Yes. It signs in to your own Suitedash 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 Suitedash?
No. Nothing moves and nothing is replaced. Your records stay in Suitedash, 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 Suitedash account?
You paste in a key from your own Suitedash account. It is kept encrypted, and you can withdraw it from inside Suitedash 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 Suitedash?
It has 8 ready-made tools in Suitedash today, among them Create Company, Create Contact and Get Company. The full list is on this page. It is not limited to those, but it never has to be taught them.
Can it use Suitedash 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 Suitedash 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 Suitedash?
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 Suitedash is written down with what it did and when.