Create a lead enrichment teammate
YouYou
Create a Teammate that watches for new company or lead records and enriches them with useful business context.
AnyBotCreating the Lead Enrichment Teammate...
Defining its role, goal, instructions and accessAgentic Collaboration and Operations
One Adaptable Platform for People and AI to Run Your Business
AnyBot / ChatGPT / ClaudeBusiness operations assistant
AnyBotBuild the CRM
YouYou
Build a CRM for our sales team. We need companies, contacts, opportunities and follow-ups.
AnyBotCreating your CRM...
Building objects and relationshipsAdd and enrich a customer
YouYou
Add Northstar Supply as an account, then research the company and complete its profile.
Enrich the context
Lead Enrichment TeammateEnriching Northstar Supply...
Prepare and approve a follow-up
Sales TeammateI prepared a customer follow-up using Northstar’s account context. Approve it to send.
Approve & SendReview
Human approval
YouYou
Approve and send the follow-up.
ApproveReview
Sales TeammateEmail sent. Northstar Supply is now Contacted.
Expand the system
YouYou
Add invoicing to our CRM and create product records for the things we sell.
- Field Sensor
- Gateway
- Monitoring Kit
- Installation Service
Add products
YouYou
Add these four products we sell.
- Field Sensor
- Gateway
- Monitoring Kit
- Installation Service
Create and approve an invoice
YouYou
Create an invoice for Northstar Supply for 10 Monitoring Kits and installation.
Finance TeammateInvoice INV-1048 is ready for approval.
ApproveReview
Approval and execution
Finance TeammateInvoice INV-1048 is ready. Approval is required before sending.
ApproveReview
Approved and sentBuild a CRM for our sales team
Sales CRMWorkspaceAutomationTeammates
Workspace
Creating your CRM
Companies2 records
Contacts3 records
Opportunities2 records
Activities4 records
Follow-ups1 record
Relationships connected: Companies → Contacts → Opportunities → Activities
Store Business Context
Let AI create and manage complex business records, documents, relationships, and knowledge in one place.
Add AI Teammates
AI Teammates move processes forward using the rules, workflows, and tools you define.
Keep People in Control
Your team can collaborate with AI, inspect work and govern actions through approvals, and oversight.
Trusted by
Built by the team behind FileCloud, trusted by 3,000+ organizations worldwide.
Your Data.
Your People.
Your AI.
Together.
Imagine a business where AI Teammates understand your customers, orders, documents, and processes, and can take on responsibilities alongside your employees.
AnyDB brings the information, relationships, workflows, and permissions they need into one shared environment.
People make the decisions that matter. AI handles more of the work around them.
Your Business Context managed by AI.
AI creates, organizes, and maintains the business context it needs to work, while everything remains visible and editable by your team.
BUSINESS OBJECT
ActiveCustomer
CompanyNorthstar Supply Co.
OwnerJordan Davis
Emailops@northstar.co
RegionMidwest
Structured Records
AI creates and maintains business records, fields, and relationships around your unique requirements. Your team can inspect, update, and work with them at any time.
Operations / Team handbook
Team handbook
A shared space for how we work
Getting startedGuides, processes, and useful links for the team.
Projects & prioritiesPlans and updates, connected to the work.
One page for the context everyone needs.
Pages
Keep policies, procedures, instructions, and shared knowledge connected to your business. AI helps create, organize, and maintain information your team relies on.
PROJECT RECORD
In Progress
Northstar Warehouse Upgrade
Customer: Northstar Supply Co.3 related orders
OverviewTasksFiles 3
Files
Attached to this project record
PDFProject brief.pdfApr 10
IMGWarehouse layout.pngApr 9
DOCInstallation guide.docApr 6
Files
Keep documents, drawings, photos, and other files directly with the customers, projects, orders, and records they belong to. Files stay part of the business context instead of disappearing into separate folders and drives.
AI Teammates for your Business
Create AI Teammates with defined responsibilities, instructions, skills, and access to the business information they need.
They can review records, prepare actions, update information, and participate in workflows, involving your team when approvals or judgment are required.
Defined roles
Assign responsibilities, instructions, and skills.
Activity visibility
Track actions, outcomes, and spending.
Permissions and approvals
Work within your access controls with human oversight.
Multiple AI models
Use leading models, with Bring Your Own LLM support.
Reusable configurations
Create and share AI Teammates across your team and systems.
Agent-to-Agent Collaboration (A2A)
Enable AI Teammates to communicate, delegate tasks, and coordinate work with other agents through the A2A protocol.
AI Teammates
＋ New AI Teammate
Sales TeammateQualify leads, prepare quotes, and update opportunities
Active›
Procurement TeammateCreate POs, check supplier status, and track deliveries
Active›
Operations TeammateCoordinate production, inventory, and logistics
Active›Support TeammateHandle customer inquiries and update records
Active›Procurement Teammate
ActiveCreate POs, check supplier status, and track deliveries
InstructionsToolsData Access
Role and goals
Source suppliers, create purchase orders, track delivery status, and flag potential delays. Involve a human for approvals over $50,000.
Find suppliersCreate purchase ordersCheck delivery status
Procurement TeammateI’ve reviewed the supplier options for the 1,000 units. Based on price, lead time, and quality history, I recommend Apex Components.
Supplier Recommendation
- Supplier
- Apex Components
- Unit price
- $12.40
- Lead time
- 3 weeks
- Total
- $12,400
Create Purchase OrderView Alternatives
Build Complex Systems Unique to your Business in Minutes.
Describe your business processes, data, and relationships and create connected business objects, views, teammates and operational structures in AnyDB.
The system AI creates isn't just for people to operate. Its records, relationships, workflows and permissions are also available to AI Teammates from the start.
1. Describe your business
2. AI builds your system
AnyBot
3. Get a working system in minutes
AnyBotI want to build an inventory and procurement system for our business.
We manage suppliers, purchase orders, inventory items, and receiving. Approvals are required for orders over $50,000.
We also want to track files, vendor contacts, and see low stock alerts.
Purchase Orders
＋ NewListKanbanCalendarBy SupplierLow Stock
| PO Number | Supplier | Status | Order Date | Total |
|---|---|---|---|---|
| PO-1042 | Apex Components | Pending Approval | Oct 2, 2026 | $68,450 |
| PO-1041 | Global Metals | Approved | Oct 1, 2026 | $12,300 |
| PO-1039 | TechParts Inc | Sent | Sep 28, 2026 | $8,750 |
| PO-1038 | Industrial Supply | Received | Sep 25, 2026 | $4,200 |
| PO-1036 | Apex Components | Approved | Sep 22, 2026 | $55,000 |
Enterprise-Grade Control.
Without Traditional Enterprise Costs.
Run critical operations with enterprise-grade security, governance, and deployment flexibility, without the cost and complexity of traditional enterprise software.
SSO and Identity
Microsoft Entra ID and Okta SSO.
Human Oversight
Approval controls for AI actions.
Role-Based Permissions
Control access across teams and data.
Flexible Deployment
Cloud or self-hosted options.
Audit History
Track changes, actions, and approvals.
Open Connectivity
API and MCP for integrations and AI.
Identity & SSO
Enterprise identity, simplified.
Microsoft Entra ID
SSOOkta
SSO
SSOOkta
SSO
Audit Trail
Complete visibility and traceability.
User access granted
Data updated
AI action approved
Configuration changed
Deployment Flexibility
Run where your business needs.
Cloud (SaaS)AWS, EU, and other regions
Self-HostedIn your infrastructure
Governed AI
Human oversight for AI actions.
✓AI action proposed
✓Reviewed by approver
✓Approved and executed
•Fully audited in activity log
Open Connectivity
Integrate with your stack.
APIREST & GraphQL
MCPFor AI agents
Rethink Your Business Systems for the Age of AI.
Start with the systems your business relies on today. Build them around your data and processes, with people and AI working together.
Rethink CRM
Manage customers, partners, sales, and service in one connected environment where people and AI Teammates can coordinate work, manage relationships, and take action.
Rethink ERP Operations
Build operational systems suited to the business without adopting an entire ERP suite.
Connect procurement, inventory, production, assets, and orders around your actual business processes. Let people and AI work across them without rigid application boundaries.
Rethink Spreadsheets.
Turn scattered spreadsheets into interconnected business data and workflows that people and AI can understand, update, and act on together.
Start with a single system
Use AnyDB for one operational problem or connect multiple areas into a larger business operations system.
Inventory & Warehouse
Items, stock, locations, movements, receipts and fulfillment.
Assets & Maintenance
Equipment, inspections, maintenance plans, work orders and history.
Projects & Field Work
Projects, installations, tasks, resources, files and delivery.
Procurement
Vendors, RFQs, purchase orders, receiving and vendor invoices.
Approvals & Compliance
Requests, routing, reviews, approvals, audits and controlled records.
Claims & Case Operations
Specialized cases, documents, decisions, payments and follow-up.
Customer Operations
Accounts, service delivery, customer records, portals and activity.
More Specialized Systems
Board management, product lifecycle, documents and processes unique to your business.
Connect AnyDB to the Rest of Your Business.
Use AnyDB with your existing tools, external AI, and other agents through open standards and integrations.
Connect Your Teammates
Give AI Teammates access to external systems such as Gmail, GitHub, HubSpot, Stripe, Jira, and other MCP-compatible services.
Connect Agents with A2A
Let AnyDB Teammates communicate, delegate tasks, and coordinate work with other agents through the A2A protocol.
Connect Your Existing Tools
Move data and trigger actions through Webhooks, APIs, MCP and other Integrations.
See Your Business Built for People and AI.
Show us how you work today. We'll build it in AnyDB.
