Adapt

Key Features

• •Ask Questions Across the Stack: Pull live data from any connected tool and get evidence-backed answers without SQL or dashboards. Just type your question in Slack or the web app, and Adapt returns actionable insights with citations.
• •Automate Workflows and Tasks: Set up recurring workflows like daily briefings, pipeline reports, and systems monitoring. Adapt runs these multi-step tasks on schedule, freeing your team from repetitive manual work.
• •Build Internal Apps and Dashboards: Describe what you need in plain language, and Adapt instantly builds custom calculators, dashboards, and utilities. No coding required, and apps are shareable securely within your team.
• •Knowledge Faculty: The brain learns and stores org facts, policies, and decisions over time, ensuring everyone accesses up-to-date institutional knowledge without manual documentation.
• •Skills Faculty: Reusable procedures that agents execute consistently each time, ensuring tasks like data extraction or report generation follow the same reliable steps.
• •Memory Faculty: A shared workspace that every task reads from and writes back to, maintaining context across interactions and allowing seamless handoffs between tasks and users.
• •Live Search: Pulls just-in-time facts from web, documents, and live APIs, complementing stored knowledge with current data from external sources.

Use Cases

• •Daily Briefing for Leadership: Every morning, Adapt delivers a personalized brief highlighting the highest-leverage actions and key metrics from across your business, so leaders can focus on what matters most.
• •Churn Risk Detection: Adapt continuously monitors CRM and billing data to detect early signs of churn or changes in ARR, alerting the team before issues escalate and enabling proactive retention.
• •CAC Analysis for Marketing: Track customer acquisition cost trends across channels, identify efficient spend areas, and catch changes early—all without building reports manually.
• •Prospect Intelligence for Sales: Before a meeting, Adapt compiles CRM history, email threads, LinkedIn updates, and relevant news into a concise briefing, ensuring sales reps are fully prepared.
• •Cross-Functional Visibility for Product: See product work across teams without switching tools—Adapt syncs data from project management, issue trackers, and communication platforms to provide a unified view.
• •Automated Follow-ups: Adapt automatically surfaces at-risk deals and drafts personalized follow-up emails, keeping accounts engaged and reducing manual pipeline management.

Who is this for?

Adapt is built for executives, data engineers, marketing managers, sales leaders, product managers, and operations teams who rely on Slack or web-based work. It serves organizations needing to unify data across multiple SaaS tools and automate repetitive questions and tasks. Ideal for teams tired of ad-hoc report requests and manual data gathering, wanting to empower every employee with instant, actionable insights without engineering support.