Internal Copilot
A connected assistant for daily work.
An internal AI assistant that lets employees ask questions and complete tasks right inside their everyday tools.
Creating a task for a project
Creating a task for a project
What need does it address?
People switch between applications to find information and complete simple tasks.
01 / Example use
Creating a task for a project
- 01
Describe your request
Find project record · Draft a task · Suggest an owner
- 02
Review the proposed action
Task title · Assigned team · User approval
- 03
Approve the authorized task
Read information · Create tasks · Restricted actions
The user reviews a draft and the authorized task is created in the connected tool after approval.
02 /
Inside the solution
01In-tool integration↗
Creating a task for a project
Creating a task for a project
We connect the assistant to everyday interfaces, incorporating user identity and work context.
02Task automation↗
Creating a task for a project
Creating a task for a project
We build bounded flows that translate tasks into tool calls, with previews and approval for critical actions.
03Enterprise data connection↗
Creating a task for a project
Creating a task for a project
We assess enterprise data access against user permissions, defining read and write capabilities separately.
03 /
How does it fit your organization?
Tools, API permissions, identity and execution records are designed together.
Connection points
- REST API
- Webhooks
Hosting options
- Cloud
- Self-hosted
Connections and deployment options are confirmed after reviewing your systems.
04 /
Frequently asked questions
How is it different from a knowledge assistant?
A copilot can perform bounded tasks in connected tools as well as provide information. Allowed actions and approval requirements are explicitly defined.
Does it need full access to every tool?
No. We identify the narrowest read and write permissions required and assess available access methods.
Open-source tools to consider
Internal Copilot
Start with your needs.
Share your current process and desired outcome so we can define a suitable starting scope together.