Your tools
Connect the systems the workflow already runs on. Internal software and private APIs are scoped with you.
- HubSpot
- QuickBooks
- Asana
- Google Drive
Plus Zoho, Notion, and your internal tools
For organizations
Your operations.
With Sidekick.
Specialized AI assistants for the workflows that run your organization. Connected to your tools, following your procedures, with your people approving the work.
Your operations team3 Sidekicks · 3 owners
- Finance SidekickApprovesFinance lead
Tracks expenses and shows where sales can do better.
- QuickBooks
- HubSpot
- Google Sheets
- Operations SidekickApprovesOps manager
Gathers the morning update and flags what is stuck.
- Asana
- Google Sheets
- Slack
- Social Media SidekickApprovesMarketing lead
Drafts daily posts, updates the site, plans campaigns.
- Wix
- Google Analytics
- Google Drive
Who’s behind Sidekick
Built by people with experience at
- Meta
- Microsoft
- HubSpot
How it fits
Built around how your organization already works.
Three things every engagement is shaped by. None of them require a new system for your team to learn.
Your rules
You define what each Sidekick may do on its own, what needs sign-off, and when to bring a decision back to a person.
- Approval steps per workflow
- Clear owner for every handoff
- Boundaries agreed before go-live
Your team
People talk to their Sidekick in the chat they already use. No new app to roll out.
- Slack
- Telegram
- Signal
- Microsoft Teams
Your data
Your data stays yours.
Sidekick only sees the services you connect and the material you share, used for the work you assign.
Never sold.
Your information is not a product. Not now, not later.
Not used to improve AI models.
What you share with Sidekick is used for your work and nothing else.
Disconnect anytime.
Remove any connected service from your account whenever you choose.
Dedicated infrastructure.
Available where residency or governance needs call for it.
How an engagement runs
Start with one workflow. Build from there.
From the first call to the first workflow in use.
Discovery call
TogetherWe learn how your team works today, and walk you through how we work.
One workflow, planned
TogetherWe pick the workflow where a Sidekick makes a difference soonest, and agree what it may do on its own.
Foundations, if any are missing
UsA shared inbox, a clean spreadsheet, a field in your CRM. If the workflow needs it, we help build it.
Made your way
UsWe connect your tools and specialize the Sidekick in your procedures, terminology, and decisions.
Review, then refine
You + usYour team runs it on real work and real exceptions. We tune it together before widening the scope.
Then the next workflow
TogetherSame steps, less setup. The foundations are already there.
A few practical answers
Before we talk.
What about deployment and pricing?
We scope the integration work, responsibilities, and ongoing support with you. Dedicated infrastructure can be evaluated where isolation, residency, or governance needs call for it. Pricing follows the agreed scope.
Can Sidekick work with our internal software?
That is part of the conversation. We review the tools, available APIs, permissions, and data the workflow needs. Custom integrations are scoped around what your systems support.
What stays with our team?
You help define what each Sidekick can do, what needs approval, and when it should bring a decision back to a person. We work through those boundaries before putting the workflow into use.
Do we need to roll this out across the company?
No. A single process or team can be the starting point. A custom engagement is useful when your tools, procedures, or coordination need a more specific setup—not simply because you have more employees.
Let’s talk
Where does your team lose time?
Tell us where work gets stuck. We’ll talk through whether Sidekick can help, and what it would take.
Only need one Sidekick? See the standard plan