Find: modules, steps & integrations
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+ adds a row to your plan — modules bring their whole comic strip; ticking a step adds the module it belongs to. Assemble below, then copy it as a spec.

NameTypeLineDescriptionTagsPrice
Collect filesBusiness moduleMediaCollects the cycle's exports from wherever they land and refuses stale files before anything runs.Media2 steps$0.05/row
Detect source and unpackin Collect filesStepMediaWhoever sent it, however zipped — the delivery is opened and sorted.Mediasystem$0.025
Read the workbooksin Collect filesStepMediaEvery sheet is read; stale-dated files are refused before anything runs.Mediasystem$0.025
Normalise formatBusiness moduleMediaTurns every platform's export into one clean table before anything is judged.Media2 steps$0.05/row
Strip headers and unify datesin Normalise formatStepMediaJunk headers go; every date format becomes the same one.Mediasystem$0.025
Split and merge columnsin Normalise formatStepMediaWhatever shape the export arrived in, one tidy table leaves.Mediasystem$0.025
Resolve namesBusiness moduleMediaMatches campaign and station names, spending the model only on names never seen before.Media3 steps$0.15/row
Hit the confirmed tablein Resolve namesStepMediaNames seen before match instantly from the table, no model needed.Mediasystem$0.025
Judge only new namesin Resolve namesStepMediaOnly a brand-new name reaches the model, which must show its evidence.Mediajudgment-std$0.1
Write the confirmation backin Resolve namesStepMediaEach confirmed match feeds the table; the model works less every month.Mediasystem$0.025
Check pacingBusiness moduleMediaCompares delivered against contracted and raises an early warning when the threshold is crossed.Media2 steps$0.025/row
Delivered against contracted, with the thresholdin Check pacingStepMediaPure code compares delivered to contracted across three time windows.Mediasystem$0.025
Raise the early warningin Check pacingStepMediaThe warning rides the same code step — no extra charge.Mediasystem$0
Settle amountsBusiness moduleMediaDecides what is owed under the tolerance clause — the amounts themselves never pass through a model.Media2 steps$0.125/row
Locate the periodin Settle amountsStepMediaCode pins every line to its exact billing period.Mediasystem$0.025
Apply the tolerance clausein Settle amountsStepMediaWithin tolerance or not — the contract clause decides; code does the arithmetic.Mediajudgment-std$0.1
Rebuild versionsBusiness moduleMediaReads a thread of revisions and rebuilds the one version that is current.Media3 steps$0.15/row
Filter the threadin Rebuild versionsStepMediaRevision mails are sorted from the noise across the whole thread.Mediasystem$0.025
Name what is missingin Rebuild versionsStepMediaThe model reads each revision and names exactly what is absent.Mediajudgment-std$0.1
Replay revisions in orderin Rebuild versionsStepMediaEvery revision is applied in sequence until the current version stands.Mediasystem$0.025
Check rulesBusiness moduleMediaRuns the numbered rule list and attaches a reason and evidence to every hit.Media2 steps$0.2/row
Apply the numbered rule listin Check rulesStepMediaEvery numbered rule runs; every hit is recorded, none invented.Mediajudgment-std$0.1
Attach reason and evidencein Check rulesStepMediaNo naked flags — every finding carries its reason and its proof.Mediajudgment-std$0.1
Queue and confirmBusiness moduleMediaOrders open items by real deadlines and stops for a person before anything ships.Media2 steps$0.025/row
Order by real deadlinesin Queue and confirmStepMediaCode sorts open items by the deadlines that actually bite.Mediasystem$0.025
Stop for a personin Queue and confirmStepMediaEvery outward write waits here; the approval queue itself is free.Mediasystem$0
Write back and draftBusiness moduleMediaWrites only the cells that should change and drafts the note that explains them.Media3 steps$0.15/row
Skip settled rowsin Write back and draftStepMediaSettled rows are locked lanes; the pen never crosses them.Mediasystem$0.025
Write only the right cellsin Write back and draftStepMediaThree cells a row; formula cells are never touched.Mediasystem$0.025
Draft the notein Write back and draftStepMediaThe note reports every exception — never invented, dropped, or softened.Mediajudgment-std$0.1
Triggerin Intake — paid onceStepMediaA cycle of exports lands in the folder; the run wakes.Mediasystemintake$0.025
Read the workbooksin Intake — paid onceStepMediaWorkbooks are opened once per cycle — $0.20 per cycle, never per line.Mediaparseintake$0.2
Extract the factsin Intake — paid onceStepMediaThe facts come out once; every module shares the same copy.Mediajudgment-stdintake$0.1
Folder drop and shared drive (the default)ChannelMediaIncluded in the run — staff export on cycle and drop files in; on the revision case the mail thread is the recordMediaDays—
Email and caseChannelMediaIncluded in the runMediaDays — shared mailbox OAuth or ticketing API—
Web chatChannelMediaIncluded in the runMediaDays — embedded widget, session state—
SMS (application-to-person)ChannelMediaIncluded in the run; carrier and provider fees billed to youMediaWeeks — carrier registration, opt-out handling—
WhatsApp Business PlatformChannelMediaIncluded in the run; provider fees billed to youMediaWeeks — provider account, templates pre-approved, 24-hour window—
Voice (synchronous)ChannelMediaSpeech $0.1115/min; telephony toll-free $0.0220/min + $2.15/mo, local $0.0085/min + $1.15/mo, $0.00 if you bring your own number or trunk. Not used on this line — no media case we have built involves a call.MediaWeeks to months—
Staff surfaces — approval queue, work queue, audit trailChannelMediaIncluded with the platformMediaWith the build—
Supervisor consoleChannelMediaOne-time build, not yet scopedMediaNot yet scoped—
Do we connect to your system of record?Tech stackMediaHave one: read scope on trackers and contracts is included in the build; write scope is scoped per system (least privilege, sandbox, shadow run, rollback). Missing entirely: $0.00 — the run works from files and mail, which is why media starts faster than the other lines.Media—
Do you have an operational data store?Tech stackMediaHave one: $0.00, we read and write yours. Missing: $450/month flat for tables, knowledge base and run log — one fee across all clients, and the second through twentieth agent adds $0.00. Name tables, rule libraries, tolerance clauses and the task queue all live here.Media—
Do you have a reporting layer?Tech stackMediaHave one: $0.00, we feed yours. Missing: standard views included with the $450 data store. Custom dashboard: one-time build, not yet scoped — the only line on the stack page without a number.Media—
Job description to criteriaBusiness moduleHiringTurns a prose job description into a structured must-have and nice-to-have checklist the screening reads.Hiring4 steps$0.325/candidate
Read the descriptionin Job description to criteriaStepHiringThe prose job ad is read line by line.Hiringjudgment-std$0.1
Split must and nicein Job description to criteriaStepHiringEvery requirement lands in must-have or nice-to-have.Hiringjudgment-std$0.1
Confirmin Job description to criteriaStepHiringThe split is checked once more against the hiring notes.Hiringjudgment-std$0.1
Write the config rowin Job description to criteriaStepHiringThe finished criteria land in the screening configuration table.Hiringsystem$0.025
Screen a candidateBusiness moduleHiringReads the CV against the role and scores the candidate, with a reason behind every score.Hiring6 steps$0.375/candidate
Fetch the rolein Screen a candidateStepHiringThe job requirements are pulled from the config table.Hiringsystem$0.025
Fetch the recordin Screen a candidateStepHiringThe candidate's record comes up alongside.Hiringsystem$0.025
Read the CVin Screen a candidateStepHiringThe CV is read in full, not skimmed.Hiringjudgment-std$0.1
Compare and scorein Screen a candidateStepHiringCandidate meets criteria; every score comes with its reason.Hiringjudgment-std$0.1
Compose the deliverablein Screen a candidateStepHiringA recruiter brief, every sentence carrying its evidence.Hiringjudgment-std$0.1
Write the outcomein Screen a candidateStepHiringScore and verdict are saved back to the system.Hiringsystem$0.025
Engage a candidateBusiness moduleHiringReaches out to the candidate — availability, missing details, staying warm — the same judgment on any channel.Hiring4 steps$0.325/candidate
Pick the momentin Engage a candidateStepHiringDecides who to contact and when it is worth it.Hiringjudgment-std$0.1
Draft the messagein Engage a candidateStepHiringA short, precise question: are you still available?Hiringjudgment-std$0.1
Sendin Engage a candidateStepHiringThe message goes out on the channel you chose.Hiringsystem$0.025
Read the replyin Engage a candidateStepHiringThe candidate's answer is understood, whatever the wording.Hiringjudgment-std$0.1
Qualify from the replyBusiness moduleHiringChecks what the candidate claims against the CV — the CV is the truth — and sets qualification.Hiring3 steps$0.225/candidate
Extract what was saidin Qualify from the replyStepHiringThe reply's claims are pulled out one by one.Hiringjudgment-std$0.1
Check against the CVin Qualify from the replyStepHiringClaims are checked against the CV — the CV wins conflicts.Hiringjudgment-std$0.1
Set the outcomein Qualify from the replyStepHiringQualified or not, the status is set in the record.Hiringsystem$0.025
Book the interviewBusiness moduleHiringFinds free slots, writes the invitation, and books the interview into calendar and ATS.Hiring6 steps$0.3/candidate
Read the calendarin Book the interviewStepHiringThe recruiter's calendar is pulled first.Hiringsystem$0.025
Propose slotsin Book the interviewStepHiringFree slots are worked out from the calendars.Hiringjudgment-std$0.1
Write the invitationin Book the interviewStepHiringA polite invitation with the slots to pick from.Hiringjudgment-std$0.1
Sendin Book the interviewStepHiringThe invitation goes out by email.Hiringsystem$0.025
Update statusin Book the interviewStepHiringThe ATS status moves to interview scheduled.Hiringsystem$0.025
Verify write-backin Book the interviewStepHiringOne check that the write actually landed.Hiringsystem$0.025
Write up the interviewBusiness moduleHiringTurns the interview transcript into a candidate profile and answers to the recruiter's standard questions.Hiring4 steps$0.325/candidate
Read the transcriptin Write up the interviewStepHiringThe full interview transcript is read.Hiringjudgment-std$0.1
Build the profilein Write up the interviewStepHiringA candidate portrait is assembled from what was said.Hiringjudgment-std$0.1
Answer the questionsin Write up the interviewStepHiringThe recruiter's standard questions get answers with evidence.Hiringjudgment-std$0.1
Send to the recruiterin Write up the interviewStepHiringThe write-up lands in the recruiter's inbox.Hiringsystem$0.025
Post-placement careBusiness moduleHiringAnswers placed candidates' inbound calls and turns every action into a draft a human approves.Hiring11 steps$0.725/candidate
Answer the callin Post-placement careStepHiringA placed candidate calls in; the line picks up.Hiringsystem$0.025
Identifyin Post-placement careStepHiringWorks out who is calling — without reading the file aloud.Hiringjudgment-std$0.1
Ask a check questionin Post-placement careStepHiringOne question that confirms identity and reveals nothing.Hiringjudgment-std$0.1
Fetch the recordin Post-placement careStepHiringThe placement record is pulled up quietly.Hiringsystem$0.025
Look upin Post-placement careStepHiringFinds the part of the record that answers the question.Hiringjudgment-std$0.1
Answerin Post-placement careStepHiringThe answer is spoken — never the file itself.Hiringjudgment-std$0.1
Decide the next stepin Post-placement careStepHiringWeighs whether this call needs a follow-up.Hiringjudgment-std$0.1
Draft the follow-upin Post-placement careStepHiringAny action becomes a draft, never a done deed.Hiringjudgment-std$0.1
Route the draft to approvalin Post-placement careStepHiringA person reviews and releases every draft.Hiringsystem$0.025
Log the callin Post-placement careStepHiringThe whole call goes on the record.Hiringsystem$0.025
Update the recordin Post-placement careStepHiringThe record is updated once the draft is approved.Hiringsystem$0.025
Report and steerBusiness moduleHiringMerges and reconciles recruiting data entirely by code, then judges only what the numbers mean.Hiring4 steps$0.175/candidate
Merge the exportsin Report and steerStepHiringSystem exports are merged by code, not by the model.Hiringsystem$0.025
Computein Report and steerStepHiringAll arithmetic is done by code — the model is banned from it.Hiringsystem$0.025
Reconcilein Report and steerStepHiringEvery figure is reconciled against the client's own pivot table.Hiringsystem$0.025
Rank the insightsin Report and steerStepHiringThe model ranks what matters; it never recomputes a number.Hiringjudgment-std$0.1
Triggerin Intake — paid onceStepHiringA new candidate lands in the mailbox; the run starts.Hiringsystemintake$0.025
Read the CV filein Intake — paid onceStepHiringThe attached CV is opened and read — charged only when a file arrives.Hiringparseintake$0.2
Extract the factsin Intake — paid onceStepHiringName, history and details become fields every module shares.Hiringjudgment-stdintake$0.1
Email and caseChannelHiringIncluded in the run — shared mailbox or ticketing system, OAuth scopesHiringDays—
Web chatChannelHiringIncluded in the run — embedded widget, session stateHiringDays—
SMS (application-to-person)ChannelHiringIncluded in the run; provider fees billed to you — carrier registration and opt-out handling requiredHiringWeeks—
WhatsApp Business PlatformChannelHiringIncluded in the run; provider fees billed to you — templates pre-approved, 24-hour windowHiringWeeks—
VoiceChannelHiringSpeech $0.1115/min; telephony toll-free $0.0220/min + $2.15/mo or local $0.0085/min + $1.15/mo; $0.00 if you bring your own numberHiringWeeks to months—
Staff-facing surfacesChannelHiringApproval queue, work queue and audit trail included with the platform; supervisor console is a one-time build, not yet scopedHiringShips with the platform—
Do you have a system of record — an ATS or CRM?Tech stackHiringHave it: read scope is included in the build; write scope is scoped per system (least privilege, sandbox, shadow run, rollback). Missing: $0.00 — the run works from files and mail.Hiring—
Do you have an operational data store?Tech stackHiringHave it: $0.00, we read and write yours. Missing: tables and knowledge base provided at $450/month flat shared across all clients — the second, third or twentieth agent adds $0.00.Hiring—
Do you have a reporting layer?Tech stackHiringHave it: $0.00, we feed yours. Missing: standard views included with the $450 data store. Custom: one-time build, hours not yet scoped — the only line without a number.Hiring—
Order and case statusBusiness moduleCustomer careWhere this order or case stands right now.Customer care6 steps$0.3/contact
Identifyin Order and case statusStepCustomer careWork out who is asking and which order they mean.Customer carejudgment-std$0.1
Find the recordin Order and case statusStepCustomer carePull the order up from the system.Customer caresystem$0.025
Read itin Order and case statusStepCustomer careRead the status straight off the record.Customer caresystem$0.025
Answerin Order and case statusStepCustomer careTell them exactly where it stands.Customer carejudgment-std$0.1
Login Order and case statusStepCustomer careSave what was said to the case.Customer caresystem$0.025
Labelin Order and case statusStepCustomer careTag the thread with what it was about.Customer caresystem$0.025
Product identificationBusiness moduleCustomer careWhich article number the customer actually means.Customer care5 steps$0.35/contact
Read the referencein Product identificationStepCustomer carePull the part reference out of the message.Customer carejudgment-std$0.1
Search the cataloguein Product identificationStepCustomer careQuery the catalogue for candidates.Customer caresystem$0.025
Match the articlein Product identificationStepCustomer careDecide which catalogue article it really is.Customer carejudgment-std$0.1
Answerin Product identificationStepCustomer careReply with the article that matches.Customer carejudgment-std$0.1
Login Product identificationStepCustomer careSave the match to the case.Customer caresystem$0.025
Availability and quantityBusiness moduleCustomer careWhether it is in stock and how many.Customer care5 steps$0.275/contact
Find the articlein Availability and quantityStepCustomer careLook the article up in the system.Customer caresystem$0.025
Read the stock snapshotin Availability and quantityStepCustomer carePull the latest stock figure.Customer caresystem$0.025
Judgein Availability and quantityStepCustomer careWeigh whether the stock on hand covers the ask.Customer carejudgment-std$0.1
Answer with a timestampin Availability and quantityStepCustomer careReply with the quantity and when it was true.Customer carejudgment-std$0.1
Login Availability and quantityStepCustomer careSave the answer to the case.Customer caresystem$0.025
Technical documentsBusiness moduleCustomer careWhich manual or document to send.Customer care4 steps$0.25/contact
Classifyin Technical documentsStepCustomer careDecide which document the question calls for.Customer carejudgment-std$0.1
Check the document existsin Technical documentsStepCustomer careCheck the manual is actually on file.Customer caresystem$0.025
Answer or routein Technical documentsStepCustomer careSend the manual — or pass it on if there is none.Customer carejudgment-std$0.1
Login Technical documentsStepCustomer careSave the outcome to the case.Customer caresystem$0.025
AftersalesBusiness moduleCustomer careWhether the claim is in or out of warranty, and which route it takes.Customer care12 steps$0.75/contact
Parsein AftersalesStepCustomer careRead the claim and everything attached to it.Customer carejudgment-std$0.1
Classifyin AftersalesStepCustomer careSort it: repair, exchange, spare part or delegation.Customer carejudgment-std$0.1
Check the delegated flagin AftersalesStepCustomer careDelegated cases go to the partner, not to us.Customer carejudgment-std$0.1
Build the queryin AftersalesStepCustomer careCode builds the warranty query, the same way every time.Customer caresystem$0.025
Look up warrantyin AftersalesStepCustomer careFetch the warranty record.Customer caresystem$0.025
Decide warrantyin AftersalesStepCustomer careRule whether the warranty still covers it.Customer carejudgment-std$0.1
Route on valuein AftersalesStepCustomer careHigh-value claims take the careful lane.Customer carejudgment-std$0.1
Composein AftersalesStepCustomer careDraft the reply that fits the ruling.Customer carejudgment-std$0.1
Apply the signature templatein AftersalesStepCustomer careCode stamps the signature and house template on the mail.Customer caresystem$0.025
Build the payloadin AftersalesStepCustomer careCode shapes the write-back payload.Customer caresystem$0.025
Write backin AftersalesStepCustomer careSave the case into the system.Customer caresystem$0.025
Labelin AftersalesStepCustomer careTag the original email with its category.Customer caresystem$0.025
Case creationBusiness moduleCustomer careWhat CRM object this email should become.Customer care10 steps$0.55/contact
Extractin Case creationStepCustomer carePull the case facts out of the email.Customer carejudgment-std$0.1
Find the contactin Case creationStepCustomer careMatch the sender to a CRM contact.Customer caresystem$0.025
Identify the accountin Case creationStepCustomer careHop from the contact to their account.Customer caresystem$0.025
Fetch related accountsin Case creationStepCustomer carePull the related accounts — the third hop.Customer caresystem$0.025
Decide the objectin Case creationStepCustomer careDecide what this email should become in the CRM.Customer carejudgment-std$0.1
Check completenessin Case creationStepCustomer careRun the required-fields list for this request type.Customer carejudgment-std$0.1
Create the casein Case creationStepCustomer careCreate the case object itself.Customer caresystem$0.025
Attach filesin Case creationStepCustomer careAttach the files to the new case.Customer caresystem$0.025
Confirmin Case creationStepCustomer careConfirm the new case back to the sender.Customer carejudgment-std$0.1
Label the emailin Case creationStepCustomer careTag the original email as handled.Customer caresystem$0.025
Missing-information chasingBusiness moduleCustomer careWhat is missing, and who to ask for it.Customer care5 steps$0.35/contact
Check required fieldsin Missing-information chasingStepCustomer careRun the must-have list for this request type.Customer carejudgment-std$0.1
Name what is absentin Missing-information chasingStepCustomer careName precisely which items are missing.Customer carejudgment-std$0.1
Ask for exactly thatin Missing-information chasingStepCustomer careAsk for those items and nothing else, then stop.Customer carejudgment-std$0.1
Sendin Missing-information chasingStepCustomer careSend the chase to the right person.Customer caresystem$0.025
Waitin Missing-information chasingStepCustomer carePark the case until the answer lands.Customer caresystem$0.025
Collections follow-upBusiness moduleCustomer careWhich escalation rung this reminder has earned.Customer care6 steps$0.3/contact
Read the calendarin Collections follow-upStepCustomer careCheck due dates and how long it has sat.Customer caresystem$0.025
Decide the rungin Collections follow-upStepCustomer carePick which reminder level this one has earned.Customer carejudgment-std$0.1
Compose at that levelin Collections follow-upStepCustomer careWrite the reminder in that level's tone.Customer carejudgment-std$0.1
Sendin Collections follow-upStepCustomer careSend the reminder out.Customer caresystem$0.025
Recordin Collections follow-upStepCustomer careRecord the touch against the account.Customer caresystem$0.025
Labelin Collections follow-upStepCustomer careTag the thread with its stage.Customer caresystem$0.025
Returns and refund eligibilityBusiness moduleCustomer careWhether the request qualifies under the policy.Customer care6 steps$0.525/contact
Read the requestin Returns and refund eligibilityStepCustomer careRead what is being returned, and why.Customer carejudgment-std$0.1
Read the policyin Returns and refund eligibilityStepCustomer carePull up the policy terms that apply.Customer carejudgment-std$0.1
Decidein Returns and refund eligibilityStepCustomer careRule whether it qualifies.Customer carejudgment-std$0.1
Cite the clausein Returns and refund eligibilityStepCustomer carePoint at the exact clause the ruling rests on.Customer carejudgment-std$0.1
Draftin Returns and refund eligibilityStepCustomer careDraft the yes or the no, with the reason.Customer carejudgment-std$0.1
Login Returns and refund eligibilityStepCustomer careSave the ruling to the case.Customer caresystem$0.025
Supplier feedbackBusiness moduleCustomer careWhether each line of the feedback is right or wrong.Customer care6 steps$0.375/contact
Look up the source recordin Supplier feedbackStepCustomer carePull the record each line is checked against.Customer caresystem$0.025
Sort correct from incorrectin Supplier feedbackStepCustomer careSort every line into right or wrong.Customer carejudgment-std$0.1
Explain what is wrongin Supplier feedbackStepCustomer careState the reason each wrong line fails.Customer carejudgment-std$0.1
Format each groupin Supplier feedbackStepCustomer careLay out the right and the wrong, each in its group.Customer caresystem$0.025
Draft the replyin Supplier feedbackStepCustomer careDraft the reply — a person releases every one.Customer carejudgment-std$0.1
Append the rowin Supplier feedbackStepCustomer careAppend the outcome as a row in the log.Customer caresystem$0.025
Triggerin Intake — paid onceStepCustomer careA new contact lands and the run wakes up.Customer caresystemintake$0.025
Read the attachmentin Intake — paid onceStepCustomer careOnly when a file arrives — twenty cents at the floor.Customer careparseintake$0.2
Extract the factsin Intake — paid onceStepCustomer carePull out who, what and which order — once, for every module.Customer carejudgment-stdintake$0.1
Email and caseChannelCustomer careIncluded in the run — shared mailbox or ticketing API with OAuth scopesCustomer careDays—
Web chatChannelCustomer careIncluded in the run — embedded widget with session stateCustomer careDays—
WhatsApp Business PlatformChannelCustomer careIncluded in the run; provider fees billed to you — templates pre-approved, 24-hour windowCustomer careWeeks—
SMS (application to person)ChannelCustomer careIncluded in the run; provider fees billed to you — carrier registration and opt-out handlingCustomer careWeeks—
Voice (synchronous)ChannelCustomer careSpeech $0.1115/min; telephony toll-free $0.0220/min + $2.15/mo or local $0.0085/min + $1.15/mo; $0 if you bring your own number — demo/POC only, not productionCustomer careWeeks to months—
Approval queueChannelCustomer careIncluded — platform; drafts wait, one click to releaseCustomer careDays—
Work queueChannelCustomer careIncluded — platform; flagged items ordered by real deadlinesCustomer careDays—
Supervisor consoleChannelCustomer careOne-time build, not yet scoped — take a conversation over mid-flightCustomer careWeeks—
Audit trailChannelCustomer careIncluded — platform; what was checked, by whom, whenCustomer careDays—
Do you have a system of record — a help desk or CRM?Tech stackCustomer careHave it: read scope is included in the build (a connector plus a security review); write scope is scoped per system with least privilege, sandbox, shadow run and rollback. Missing: $0 — the run works from files and mail.Customer care—
Do you have an operational data store?Tech stackCustomer careHave it: $0, we read and write yours. Missing: tables and knowledge base provided at $450 per month — one flat fee shared across all clients, and the second through twentieth agent adds $0.Customer care—
Do you have a reporting layer?Tech stackCustomer careHave it: $0, we feed yours. Missing: standard views over the data store are included with the $450. Custom console: a one-time build — the only line on the page without a number yet.Customer care—
Three-way matchBusiness moduleFinanceChecks that the invoice, the purchase order and the goods receipt agree before anything moves toward payment.Finance3 steps$0.15/document
Fetch the purchase orderin Three-way matchStepFinanceThe purchase order comes out of your system.Financesystem$0.025
Fetch the goods receiptin Three-way matchStepFinanceThe goods receipt is pulled up beside it.Financesystem$0.025
Match invoice, order and receiptin Three-way matchStepFinanceDo the invoice, the order and the receipt tell one story?Financejudgment-std$0.1
Duplicate detectionBusiness moduleFinanceCatches an invoice that has already been submitted or paid before it gets paid twice.Finance2 steps$0.125/document
Fetch the historyin Duplicate detectionStepFinancePast invoices are pulled up for comparison.Financesystem$0.025
Compare against prior invoicesin Duplicate detectionStepFinanceHas this invoice been seen before, under any number?Financejudgment-std$0.1
Budget and limit checkBusiness moduleFinanceTests each invoice against its budget line or limit before the cost-centre owner would have to.Finance2 steps$0.125/document
Fetch the budgetin Budget and limit checkStepFinanceThe budget line is looked up before anyone commits.Financesystem$0.025
Test against the budget linein Budget and limit checkStepFinanceDoes this spend still fit inside its budget line?Financejudgment-std$0.1
Policy complianceBusiness moduleFinanceApplies the travel policy — class, caps, routing — clause by clause, the way a human reviewer would.Finance3 steps$0.3/document
Class and capsin Policy complianceStepFinanceCabin class, hotel and car caps are checked against policy.Financejudgment-std$0.1
Routing rulesin Policy complianceStepFinanceInternational routing rules get their own pass.Financejudgment-std$0.1
Name the clausein Policy complianceStepFinanceAny breach is flagged with the exact clause it breaks.Financejudgment-std$0.1
Coverage decisionBusiness moduleFinanceDecides whether the policy document on file actually covers this claim.Finance4 steps$0.4/document
Classify the claimin Coverage decisionStepFinanceThe claim is sorted into its category first.Financejudgment-std$0.1
Read the policyin Coverage decisionStepFinanceThe policy document is read for what it actually covers.Financejudgment-std$0.1
Test the datesin Coverage decisionStepFinanceDo the travel dates fall inside the covered window?Financejudgment-std$0.1
Test the amountin Coverage decisionStepFinanceIs the claimed amount within what the policy allows?Financejudgment-std$0.1
Document verificationBusiness moduleFinanceChecks the paperwork itself: is it there, is it legible, and do the amounts agree.Finance2 steps$0.2/document
Present and legiblein Document verificationStepFinanceIs every required document there, and readable?Financejudgment-std$0.1
Amount agreementin Document verificationStepFinanceDo the amounts on the receipts agree with the claim?Financejudgment-std$0.1
Money arithmeticBusiness moduleFinanceComputes deductions, retention, tax and net payable in code, shown as a sum the approver can recheck line by line.Finance2 steps$0.025/document
Compute net payable in codein Money arithmeticStepFinanceDeductions, retention and tax are computed in code, never guessed.Financesystem$0.025
Show the arithmeticin Money arithmeticStepFinanceSame code step, no extra charge: the sum is shown for rechecking.Financesystem$0
Payment reconciliationBusiness moduleFinanceMatches incoming payments to open invoices, flags every difference, and updates the balance.Finance5 steps$0.275/document
Extract the paymentin Payment reconciliationStepFinanceThe payment details are lifted from the transaction.Financesystem$0.025
Fetch open itemsin Payment reconciliationStepFinanceOpen invoices are pulled from the ledger.Financesystem$0.025
Match payment to open itemsin Payment reconciliationStepFinanceWhich open invoices does this payment actually settle?Financejudgment-std$0.1
Flag differencesin Payment reconciliationStepFinanceEvery discrepancy is flagged with its amount and reason.Financejudgment-std$0.1
Update the balancein Payment reconciliationStepFinanceThe balance is written back once the match stands.Financesystem$0.025
Dunning ladderBusiness moduleFinanceDecides how far up the collection ladder each overdue account should move, on the dunning calendar's schedule.Finance6 steps$0.3/document
Read the calendarin Dunning ladderStepFinanceThe dunning calendar says whether it is time to escalate.Financesystem$0.025
Decide the rungin Dunning ladderStepFinanceWhich rung of the ladder has this account reached?Financejudgment-std$0.1
Compose the reminderin Dunning ladderStepFinanceThe reminder is drafted in the tone that rung demands.Financejudgment-std$0.1
Sendin Dunning ladderStepFinanceThe reminder goes out to the right contact.Financesystem$0.025
Recordin Dunning ladderStepFinanceWhat was sent, and when, goes on the record.Financesystem$0.025
Labelin Dunning ladderStepFinanceThe account is labelled and parked for the next cycle.Financesystem$0.025
Missing-document chasingBusiness moduleFinanceSpots exactly what is missing from a case and chases the right person for it.Finance4 steps$0.25/document
Name what is absentin Missing-document chasingStepFinanceThe missing document is named precisely, not vaguely.Financejudgment-std$0.1
Find who has itin Missing-document chasingStepFinanceWhoever holds that document is tracked down.Financejudgment-std$0.1
Askin Missing-document chasingStepFinanceOne precise request goes out for exactly that file.Financesystem$0.025
Waitin Missing-document chasingStepFinanceThe case parks itself until the reply lands.Financesystem$0.025
Triggerin Intake — paid onceStepFinanceAn invoice lands in the mailbox and the run wakes up.Financesystemintake$0.025
Parse the documentin Intake — paid onceStepFinanceThe file is read once — the priciest single step on the line.Financeparseintake$0.2
Extract the factsin Intake — paid onceStepFinanceAmounts, dates, parties and line items become fields.Financejudgment-stdintake$0.1
Email and case (shared mailbox or ticketing)ChannelFinanceIncluded in the run; OAuth scopes on a shared mailbox or a ticketing APIFinanceDays—
Shared drive / SharePoint workbookChannelFinanceIncluded; read-write on your folder or workbook (live: Americana writes Excel cells directly)FinanceDays—
Submission formChannelFinanceIncluded in the run once built — a hosted front end plus its decision record (built for procure-to-pay)FinanceWeeks—
Rendered documents out (invoice PDF, check report)ChannelFinanceIncluded; a rendering service plus long-term storage (built: Zurich invoice generation, MHP HTML-to-PDF)FinanceDays—
Web chatChannelFinanceIncluded in the run; embedded widget with session stateFinanceDays—
WhatsApp Business PlatformChannelFinanceIncluded in the run; provider fees billed to you; templates pre-approved, 24-hour windowFinanceWeeks—
SMS (A2P)ChannelFinanceIncluded in the run; provider fees billed to you; carrier registration and opt-out handlingFinanceWeeks—
Voice (speech + telephony)ChannelFinanceSpeech $0.1115/min; telephony toll-free $0.0220/min + $2.15/mo or local $0.0085/min + $1.15/mo; $0.00 if you bring your own number. Not used on this line — no finance case built involves a callFinanceWeeks to months—
Approval queue, work queue, audit trailChannelFinanceIncluded — platform capability, not a build; consent gates stop before the step runsFinanceDays—
Supervisor consoleChannelFinanceOne-time build, not yet scopedFinanceNot yet scoped—
Do you have a system of record — an ERP or ledger — we can read?Tech stackFinanceRead scope is included in the build (a connector plus a security review). Write scope is scoped per system — least privilege, sandbox, shadow run, rollback — and deliberately outside any run price. No system of record: $0.00, the run works from files and mail. Posting to the ledger stays out of scope.Finance—
Do you have an operational data store?Tech stackFinanceYou have one: $0.00, we read and write yours. You do not: tables, knowledge base and run log provided at $450 per month flat, shared across all clients — the second or twentieth agent adds $0.00.Finance—
Do you have a reporting layer?Tech stackFinanceYou have one: $0.00, we feed it. You do not: standard views over the data store are included with the $450. A bespoke dashboard is a one-time custom build, not yet scoped — the only line on the page without a number.Finance—
Gmail15 workspacesIntegration—read, label, reply to and send email in Google Workspace inboxesemailused in real agents—
Microsoft Outlook8 workspacesIntegration—read, categorize, move, reply to and send email in Microsoft 365 mailboxesemailused in real agents—
Airtable15 workspacesIntegration—look up, create and update records in Airtable basesdatabaseused in real agents—
Google Sheets11 workspacesIntegration—read rows and append data to shared spreadsheetsspreadsheetused in real agents—
Microsoft Excel2 workspacesIntegration—read and append rows in Excel workbooksspreadsheetused in real agents—
Slack6 workspacesIntegration—post and reply to messages in Slack channelschatused in real agents—
Telegram2 workspacesIntegration—send and reply to Telegram messages via botchatused in real agents—
Google Chat1 workspaceIntegration—send messages into Google Chat spaceschatused in real agents—
HubSpot4 workspacesIntegration—search and update contacts and CRM recordscrmused in real agents—
Salesforce2 workspacesIntegration—create cases, attach files and update Salesforce recordscrmused in real agents—
Zendesk2 workspacesIntegration—create, search and update support ticketsticketingused in real agents—
Dixa1 workspaceIntegration—manage customer-service conversations, tags and outbound repliesticketingused in real agents—
Linear2 workspacesIntegration—create issues and add comments in Linearticketingused in real agents—
Planview LeanKit1 workspaceIntegration—complete tasks on LeanKit work boardsticketingused in real agents—
SharePoint3 workspacesIntegration—fetch, create and share files in SharePoint sitesstorageused in real agents—
Google Drive1 workspaceIntegration—search files and clone documents in Google Drivestorageused in real agents—
Microsoft OneDrive1 workspaceIntegration—fetch files from OneDrivestorageused in real agents—
DocuWare1 workspaceIntegration—upload documents into DocuWare document managementstorageused in real agents—
Google Docs5 workspacesIntegration—create documents and insert or replace contentotherused in real agents—
Notion2 workspacesIntegration—create pages in Notion workspacesotherused in real agents—
Confluence1 workspaceIntegration—publish posts to Confluence spacesotherused in real agents—
Odoo1 workspaceIntegration—create records in the Odoo business suiteerpused in real agents—
Microsoft Dynamics 365 Business Central1 workspaceIntegration—fetch data from Business Central ERPerpused in real agents—
Apaleo1 workspaceIntegration—search reservations and update folios in the Apaleo hotel platformotherused in real agents—
Stripe1 workspaceIntegration—retrieve invoices from Stripepaymentused in real agents—
Zoho Recruit1 workspaceIntegration—look up candidates and update their status in Zoho Recruitatsused in real agents—
DocuSign1 workspaceIntegration—create e-signature draftsotherused in real agents—
PandaDoc1 workspaceIntegration—track document status in PandaDocotherused in real agents—
Docmosis1 workspaceIntegration—generate documents from templatesotherused in real agents—
Templated1 workspaceIntegration—render images and PDFs from design templatesotherused in real agents—
Firebase1 workspaceIntegration—write documents to Firestoredatabaseused in real agents—
Neon Postgres1 workspaceIntegration—query and insert rows in a hosted Postgres databasedatabaseused in real agents—
Baserow1 workspaceIntegration—create and update rows in Baserow tablesdatabaseused in real agents—
Adyntel1 workspaceIntegration—pull competitor ad data by companyotherused in real agents—
Notiff1 workspaceIntegration—push notifications to usersotherused in real agents—
SMS sending (custom Twilio-style)3 workspacesIntegration—text candidates and customers by SMS through a workspace custom integrationvoiceused in real agents—
LLM Prompt Steps (Custom GPT Tool)48 workspacesIntegration—language-model reasoning steps for classification, extraction and draftingplatform-toolused in real agents—
Custom API Tool (OpenAPI custom integrations)22 workspacesIntegration—connect any in-house or niche system by importing its API speccustomused in real agents—
Code Executor18 workspacesIntegration—run JavaScript or Python inside the workflow for exact calculations and data reshapingplatform-toolused in real agents—
Trigger Agent (multi-agent orchestration)11 workspacesIntegration—one agent hands work to another published agentplatform-toolused in real agents—
S3 File Link Generator6 workspacesIntegration—turn workflow files into shareable download linksplatform-toolused in real agents—
OneCompiler code runner3 workspacesIntegration—execute code snippets via the OneCompiler serviceplatform-toolused in real agents—
PDF Text Extractor2 workspacesIntegration—pull text out of PDF attachmentsplatform-toolused in real agents—
SFTP Uploader1 workspaceIntegration—deliver output files to an SFTP serverplatform-toolused in real agents—
CSV Creator1 workspaceIntegration—write workflow data out as CSV filesplatform-toolused in real agents—
EML Creator1 workspaceIntegration—package content as email filesplatform-toolused in real agents—
URL to Base64 converter1 workspaceIntegration—fetch a file by URL and encode it for downstream toolsplatform-toolused in real agents—
Agent Views lookup1 workspaceIntegration—query a lightweight data table managed inside the Beam workspace, no external database neededplatform-toolused in real agents—
Google Gemini models43 workspacesIntegration—Gemini as the reasoning model behind workflow stepsmodelused in real agents—
OpenAI GPT models32 workspacesIntegration—GPT-4/5 family as the reasoning model behind workflow stepsmodelused in real agents—
Anthropic Claude (via AWS Bedrock)17 workspacesIntegration—Claude Sonnet as the reasoning model behind workflow stepsmodelused in real agents—
DeepSeek models1 workspaceIntegration—DeepSeek as an alternative reasoning modelmodelused in real agents—
PipedriveIntegration—sales pipeline CRMcrm—
Zoho CRMIntegration—CRM for sales and contact managementcrm—
CopperIntegration—CRM built for Google Workspacecrm—
Microsoft TeamsIntegration—post messages and notifications into Teamschat—
ZoomIntegration—meetings and communication platformchat—
DiscordIntegration—community chat platformchat—
LinkedInIntegration—professional network for outreach and profilesother—
CalendlyIntegration—scheduling and booking linkscalendar—
SendGridIntegration—transactional email deliveryemail—
MailchimpIntegration—email marketing campaigns and listsemail—
ActiveCampaignIntegration—marketing automation and emailemail—
KlaviyoIntegration—e-commerce marketing email and SMSemail—
SmartsheetIntegration—spreadsheet-style work managementspreadsheet—
DropboxIntegration—cloud file storage and sharingstorage—
BoxIntegration—enterprise cloud content managementstorage—
FreshdeskIntegration—customer support helpdeskticketing—
JiraIntegration—issue tracking and project managementticketing—
AsanaIntegration—team task and project trackingticketing—
ShopifyIntegration—e-commerce storefront and ordersother—
WooCommerceIntegration—WordPress e-commerceother—
PayPalIntegration—online paymentspayment—
Google AnalyticsIntegration—website traffic analyticsother—
MixpanelIntegration—product usage analyticsother—
SegmentIntegration—customer data pipelineother—
GitHubIntegration—code hosting and collaborationother—
GitLabIntegration—code hosting and DevOps platformother—
BitbucketIntegration—code hosting for teamsother—
Hugging FaceIntegration—open-source AI model hubmodel—
Google WorkspaceIntegration—the Google productivity suite as a connector familyother—
Microsoft 365Integration—the Microsoft productivity suite as a connector familyother—
SurecartIntegration—81 pre-built functions in the Beam catalogcatalog—
Servicem8Integration—75 pre-built functions in the Beam catalogcatalog—
QuickbooksIntegration—65 pre-built functions in the Beam catalogcatalog—
Salesforce Rest APIIntegration—61 pre-built functions in the Beam catalogcatalog—
DataforseoIntegration—59 pre-built functions in the Beam catalogcatalog—
ClickupIntegration—52 pre-built functions in the Beam catalogcatalog—
PubrioIntegration—50 pre-built functions in the Beam catalogcatalog—
OpenaiIntegration—46 pre-built functions in the Beam catalogcatalog—
MboumIntegration—45 pre-built functions in the Beam catalogcatalog—
TodoistIntegration—45 pre-built functions in the Beam catalogcatalog—
UpsalesIntegration—45 pre-built functions in the Beam catalogcatalog—
Quickbooks SandboxIntegration—43 pre-built functions in the Beam catalogcatalog—
BitgetIntegration—42 pre-built functions in the Beam catalogcatalog—
DatabricksIntegration—42 pre-built functions in the Beam catalogcatalog—
Databricks OauthIntegration—42 pre-built functions in the Beam catalogcatalog—
Shopify Developer AppIntegration—39 pre-built functions in the Beam catalogcatalog—
Xero Accounting APIIntegration—39 pre-built functions in the Beam catalogcatalog—
Google AdsIntegration—37 pre-built functions in the Beam catalogcatalog—
TrelloIntegration—35 pre-built functions in the Beam catalogcatalog—
InfusionsoftIntegration—34 pre-built functions in the Beam catalogcatalog—
TrengoIntegration—34 pre-built functions in the Beam catalogcatalog—
MontaIntegration—32 pre-built functions in the Beam catalogcatalog—
PagerdutyIntegration—31 pre-built functions in the Beam catalogcatalog—
PaystackIntegration—31 pre-built functions in the Beam catalogcatalog—
Zoho DeskIntegration—30 pre-built functions in the Beam catalogcatalog—
ServicenowIntegration—28 pre-built functions in the Beam catalogcatalog—
Telegram Bot APIIntegration—28 pre-built functions in the Beam catalogcatalog—
Apollo IOIntegration—27 pre-built functions in the Beam catalogcatalog—
AwsIntegration—27 pre-built functions in the Beam catalogcatalog—
FrontappIntegration—27 pre-built functions in the Beam catalogcatalog—
MoodleIntegration—27 pre-built functions in the Beam catalogcatalog—
PostmarkIntegration—27 pre-built functions in the Beam catalogcatalog—
TeamgateIntegration—27 pre-built functions in the Beam catalogcatalog—
Universal APIIntegration—27 pre-built functions in the Beam catalogcatalog—
Zoom AdminIntegration—27 pre-built functions in the Beam catalogcatalog—
BingxIntegration—26 pre-built functions in the Beam catalogcatalog—
Brainbase LabsIntegration—26 pre-built functions in the Beam catalogcatalog—
Jira Data CenterIntegration—26 pre-built functions in the Beam catalogcatalog—
PicqerIntegration—26 pre-built functions in the Beam catalogcatalog—
Zoho BooksIntegration—26 pre-built functions in the Beam catalogcatalog—
Browser UseIntegration—25 pre-built functions in the Beam catalogcatalog—
Enrich LayerIntegration—25 pre-built functions in the Beam catalogcatalog—
LushaIntegration—25 pre-built functions in the Beam catalogcatalog—
Social FetchIntegration—25 pre-built functions in the Beam catalogcatalog—
Token MetricsIntegration—25 pre-built functions in the Beam catalogcatalog—
Booking ExpertsIntegration—24 pre-built functions in the Beam catalogcatalog—
ClockifyIntegration—24 pre-built functions in the Beam catalogcatalog—
DeelIntegration—24 pre-built functions in the Beam catalogcatalog—
ProdpadIntegration—24 pre-built functions in the Beam catalogcatalog—
SendcloudIntegration—24 pre-built functions in the Beam catalogcatalog—
Slack BotIntegration—24 pre-built functions in the Beam catalogcatalog—
TwilioIntegration—24 pre-built functions in the Beam catalogcatalog—
Gorgias OauthIntegration—23 pre-built functions in the Beam catalogcatalog—
OverloopIntegration—23 pre-built functions in the Beam catalogcatalog—
Symbl AIIntegration—23 pre-built functions in the Beam catalogcatalog—
Add TO Calendar ProIntegration—22 pre-built functions in the Beam catalogcatalog—
ChartmogulIntegration—22 pre-built functions in the Beam catalogcatalog—
Discord BotIntegration—22 pre-built functions in the Beam catalogcatalog—
Google CloudIntegration—22 pre-built functions in the Beam catalogcatalog—
PipelineIntegration—22 pre-built functions in the Beam catalogcatalog—
TopdeskIntegration—22 pre-built functions in the Beam catalogcatalog—
FortnoxIntegration—21 pre-built functions in the Beam catalogcatalog—
MastodonIntegration—21 pre-built functions in the Beam catalogcatalog—

Showing the first 400 — narrow the search to see the rest.

2527 items found2527 indexed2,247 integrations

Catalog scanned live 2026-08-29 via GET /tool?type=beam_tool: 11,703 pre-built tool functions across 2,247 distinct apps — the docs' '1500+' undersold it and the '200+' figure is retired. The 82 curated entries below add categories and evidence; 39 of them are observed in real agent graphs with workspace counts. Catalog apps without curation appear in search as 'catalog' rows with their function counts.