SOBAI
Plans work, assigns automations, and monitors outcomes.
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AI Agents for Finance, Market Research, Architecture and HR
Connect your existing software and processes with AI agents for Finance, Market Research, Architecture and HR. Explore illustrative workflows, from reporting and research to team operations.
Cash Flow Analytics Agent
Live
Cash Flow Analytics Agent
LiveManage Agent in Operator Mode
Workflow
Instructions
Monday at 9:00 AM PT
Outlook
Outlook
1 skill
v3
Ask me anything...
Meet SOBAI
Add SOBAI to your team. SOBAI handles one-off tasks across your tools and builds AI coworkers that automate business processes, so your team can focus on customers, revenue, and growth.
Secured fork of OpenClawAutomation agents
Automation Agent Workflow
Preview changing
SOBAI builds each step the right way
Some steps use simple rules. Some use AI. Some use custom code. SOBAI sets up each part of the workflow so it runs reliably.
Workflow type
Workflow
Automation spectrum
SOBAI brings intelligence and automation together.
General agents can think through work. Zapier and n8n can move work across apps. SOBAI pairs SOBAI with Automation Agents that build, run, and repair full business workflows.
Layer
Agent
AI model, ChatGPT, etc.
SOBAI
Spans every layer
Zapier
Trigger / action
n8n
Workflow builder
01
AI Assistant
Plain-English chat for one-off reasoning, drafting, and answers.
Intelligence
Reliability
General AI assistant
Reasons, drafts, answers, and helps with one-off thinking work.
SOBAI
Chats with your tools, handles one-off work, drafts, reasons, and keeps agents running.
-No coverage
-No coverage
02
Agentic Workflow
Plans, runs, handles exceptions, and recovers from failure.
Intelligence
Reliability
-No coverage
Automation Agents
Build, test, run, monitor, and repair purpose-built workflows with transparent run history.
Zaps + AI actions
Pre-wired connectors and AI steps for app-to-app automation.
Node graphs + AI nodes
Visual workflows and AI nodes that a builder wires, owns, and maintains.
03
Non-AI Workflow
Pre-built deterministic steps for known paths.
Intelligence
Reliability
-No coverage
Integrates with your favorite tools
Connect seamlessly with the apps you already use
Built-in Capabilities
Every agent comes equipped
Your agent can read documents, use spreadsheets, load the right skills for every tool, and recover when a step fails.
Document Intelligence
Extract data from PDFs, invoices, contracts, and scanned documents. Your agent reads, understands, and structures unstructured files.
invoice_Q4_2024.pdf
2 pages · 340 KB
Parsed
OCR + RAG
VendorAcme Corp
Amount$12,450.00
Due Date2024-12-15
PO NumberPO-2024-0847
Spreadsheet Use
Your agent can use a spreadsheet to help keep track of its work over long running tasks.
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1000+ Integrations and Triggers
Call APIs, listen to webhook triggers, connect to tools you already use. Agent writes code to get the job done.
Gmail
Integration
Slack
Integration
Stripe
Integration
New email
Trigger
Scheduled
Trigger
Form submit
Trigger
HubSpot
Integration
Invoice paid
Trigger
Sheets
Integration
Dynamic Skills
SOBAI loads the right skill for each connected tool, so agents know how to work inside your apps instead of guessing from scratch.
skills.md
Skill loaded for QuickBooks, HubSpot, Sheets
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# QuickBooks skill
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Loaded for accounting integrations.
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## How it works
5
- Authenticate connected workspace
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- Read invoices, vendors, payments
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- Match records before updates
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- Preserve source links
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- Ask before sending reminders
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- Never overwrite reconciled data
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## Output contract
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- status: matched | needs_review
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- confidence: high | medium | low
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- next_action: update_sheet
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## Guardrails
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- Log every API write
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- Retry transient sync errors
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- Escalate duplicate matches
Turn everyday business tools into automated workflows
SOBAI connects to your email, spreadsheets, chat, CRM, accounting, and payment apps so AI Agents can handle follow-ups, approvals, reporting, and updates for you.