A conversational agent that manages your workflows, queries your data, and orchestrates your tools — all through natural language.
Create a workflow that monitors our Slack channels and sends a daily digest to the team email
I'll set that up. Creating a workflow with Slack monitoring and email digest...
Trusted by forward-thinking teams
A conversational AI that doesn't just answer questions — it takes action. The Chatsheet agent understands context, uses tools, and executes multi-step tasks across your connected systems.
Find all deals closing this quarter over $50k and add them to a dataset
Querying your CRM for Q2 deals above $50k...
Found 14 deals totaling $1.2M. Created dataset "Q2 Pipeline >$50k" with all records.
Automated task pipelines you create through conversation. Describe what you need, and the agent builds, schedules, and monitors it — with full visibility into every execution step.
Daily Slack Digest
workflow_7f3a • cron: 0 9 * * 1-5
30+ connected tools across communication, work management, CRM, data, and developer platforms. The agent uses them as naturally as you would — no configuration required.
Google Workspace
Communication
Work Management
CRM
Data
Dev Tools
Bring your data into Chatsheet as structured datasets or indexed documents. The agent queries, filters, and transforms it on demand — no SQL required (but supported if you prefer).
Q2 Pipeline >$50k
14 rows • 8 columns • Updated 2m ago
Chatsheet doesn't wait to be asked. It builds a persistent model of your people, companies, and commitments — then surfaces what matters before you think to look.
MORNING BRIEFING • APR 5
You have 2 overdue follow-ups — Sarah Chen hasn't responded in 5 days, Marcus went quiet after the proposal.
Meridian's Q1 earnings dropped 12% — may affect their renewal conversation next week.
3 Slack threads mention "pricing concerns" — escalation pattern detected.
Business intelligence tools that turn the agent into a research analyst. Financial data, web intelligence, email search, and contact enrichment — all accessible through conversation.
Pull Meridian's latest earnings and compare to last quarter
MERIDIAN INC — Q1 2026 vs Q4 2025
Revenue
$48.2M
-12.3%
Net Income
$4.1M
-23.1%
Margin
8.5%
-1.8pp