Custom automation · Scope by inquiry
Spend less time moving information. Do more with what you already know.
Have a repetitive workflow, a pile of conversations to review or data spread across your tools? Tell DeskBot what you want to accomplish. We can assess a custom project for your apps and the information you are authorized to use.
Start with the job you want done
- Chat and conversation review: explore summaries, action-item drafts or searchable reference material from conversations you are permitted to provide.
- Data review: explore ways to organize supplied records, highlight items for review or prepare a recurring report.
- Repetitive workflows: assess whether supported app connections can reduce repeated copying, formatting or handoffs.
These are project ideas for assessment, not a list of ready-made integrations or features included in a DeskBot trading product.
A clear scope before a build
We first review the apps involved, the available APIs or supported access methods, your data permissions and the result you need. The agreed scope should specify which information is used, where it is processed, what is retained and which actions require your review. Some workflows may not be feasible with the tools or permissions available.
Keep decisions and access under your control
AI output can be incomplete or wrong. A proposed workflow should include appropriate human review before consequential decisions or external actions. We do not promise compatibility with every app, access to private conversations without authorization or a finished integration today.
Tell us about your workflow
Email the names of the apps, a short description of the repeated task and the outcome you want. Use an example with sensitive details removed; do not send passwords, API keys or private conversation exports in your initial inquiry.
Discuss a custom automation project
Custom work is scoped separately. Pricing, delivery timing, data handling and support are agreed after feasibility review; no custom project is included in a standard DeskBot purchase unless expressly stated.
Explore DeskBot FOMO, DeskBot Robinhood and DeskBot Kraken for their current product scope and availability.