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Average Ratings 0 Ratings

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ease
features
design
support

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Description

Runbook is an independent operations platform that transforms the workflow of an operations team into AI-driven agents capable of executing tasks from start to finish within existing business systems. These agents can function across various communication channels such as phone calls, emails, SMS, Microsoft Teams, Slack, web chat, as well as within ERP and CRM systems, spreadsheets, vendor portals, and even older systems that lack APIs by utilizing browser automation. Teams articulate their workflows using simple language and supply standard operating procedures, training materials, call recordings, carrier guidelines, and historical work data to enable the agent to understand the operational processes thoroughly, including exceptional scenarios and informal knowledge. Unlike a co-pilot, the agent takes full ownership of the entire workflow, managing everything from the initial incoming request to system updates and resolution. Capable of streamlining tasks such as scheduling appointments, managing accounts payable and receivable, overseeing order processing, providing status updates, coordinating with vendors, making calls, and conducting follow-ups, the agent significantly enhances operational efficiency. In doing so, it allows teams to focus on more strategic initiatives while routine operations are handled seamlessly.

Description

Tadata is an AI assistant integrated within Slack, designed to enhance productivity for sales and go-to-market teams by delivering completed tasks right where they communicate. It operates continuously across interconnected tools, providing timely updates such as a morning briefing that includes details on upcoming calls, changes in accounts, and pertinent news articles. Tadata adapts to the preferences of each team member, identifies tasks that can be automated, and seeks user consent before initiating any automation. After meetings, it can draft follow-up emails, update CRM entries, and outline next steps, ensuring that no changes are made without user approval. Sales teams benefit from its capabilities for preparing for meetings, researching prospects and accounts, crafting personalized outreach, monitoring buying signals, preparing for conferences, facilitating warm introductions, and maintaining accurate CRM records. Additionally, users can interact with Tadata by asking questions in simple language, retrieving information from various sources including CRM data, activity signals, product updates, documents, as well as from Slack, email, and calendars. This versatility makes Tadata an invaluable tool in streamlining workflows and improving team efficiency.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Microsoft Outlook
Slack
Attio
Cloudflare
Cursor
DigitalOcean
Google Calendar
Grain
Klaviyo
LinkedIn Sales Navigator
Oracle Cloud Infrastructure
Otter
Outreach
Read AI
RocketReach
Sentry
ServiceChannel
Snowflake
Supabase
Waalaxy

Integrations

Microsoft Outlook
Slack
Attio
Cloudflare
Cursor
DigitalOcean
Google Calendar
Grain
Klaviyo
LinkedIn Sales Navigator
Oracle Cloud Infrastructure
Otter
Outreach
Read AI
RocketReach
Sentry
ServiceChannel
Snowflake
Supabase
Waalaxy

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$39 per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Runbook

Founded

2025

Country

United States

Website

myrunbook.com

Vendor Details

Company Name

Tadata

Founded

2024

Country

United States

Website

www.tadata.com

Product Features

Product Features

Alternatives

Alternatives

No Alternatives