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Automat Workforce

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Automat Workforce provides Ace, an AI teammate with its own Mac, email, phone, and company account. It works through workplace tools such as Slack, Teams, Gmail, Microsoft 365, calendars, chat, phone, SMS, and iMessage to complete tasks and request human input when needed.

What is Automat Workforce?

Automat Workforce is a managed AI coworker product centered on Ace, an AI teammate that operates through a company account and existing work tools. Ace has its own Mac, email, phone, and inbox, and can receive requests in channels such as Slack, Teams, text, WhatsApp, Gmail, Microsoft 365, Calendar, chat, and phone calls.

Rather than limiting output to drafted text or recommendations, Ace is presented as able to carry out operational tasks: update records, edit shared documents, change calendar events, communicate with colleagues or external contacts, and confirm what it completed. When a request involves an unresolved business decision, missing information, or an approval, it can ask a question or route the item to a person.

Automat also provides a managed workflow automation platform for larger operational processes. Its documented mortgage workflows cover document intake, conditions clearing, underwriting preparation, disclosures checks, post-close QC, and loan setup across existing browser-based systems. This broader platform includes human review, scheduled runs, observability, and audit history.

What can Automat Workforce do?

AI teammate with company accounts

Ace receives a company account, dedicated Mac, email inbox, phone line, and place in the team member list, allowing it to be contacted like a colleague.

Multi-channel work requests

Teams can reach Ace through Slack, Teams, text, WhatsApp, Gmail, Microsoft 365, Calendar, chat, and phone, depending on the configured capability.

Browser and computer task execution

Ace can work inside existing applications and browser-based systems, including updating records, preparing documents, changing meetings, and communicating with other participants.

Human clarification and approval handoffs

When information is missing or a decision should not be guessed, Ace asks for clarification, leaves comments, or flags an item for human approval.

Managed workflow automation

The broader Automat platform supports unattended browser and desktop runs, document extraction, scheduled execution, human-in-the-loop review, session replay, observability, and audit-ready history.

Operational controls and compliance features

The pricing materials list files, secrets and credentials, role-based access controls, auditability, and SOC 2, HIPAA, and GDPR support for the platform.

Use Cases

“Sales follow-up and CRM updates”

A sales team can mention Ace in a channel after a prospect call. Ace can summarize the discussion, extract action items, update the opportunity, and record dates or risks while leaving decisions such as pricing to the team.

“Document preparation and review”

A user can forward a request by email or mention Ace in a shared document. Ace can use available company information to prepare a draft, apply requested edits, and identify unresolved choices as comments rather than inventing an answer.

“Scheduling and external coordination”

Teams can ask Ace by text or phone to move a meeting, notify attendees, contact a venue, or follow up with another party. Ace confirms the resulting appointment or escalates changed terms for approval.

“Mortgage and lending operations”

Operations teams can use Automat for loan-file intake and indexing, conditions clearing, underwriting preparation, disclosures and TRID checks, post-close QC, and loan setup across LOS and investor portals.

“Managed back-office automation”

Organizations with recurring browser or desktop processes can use the broader platform for scheduled, unattended runs with document extraction, human review, session replay, monitoring, and an audit trail.

Frequently Asked Questions

How is Ace added to a team?

The Workforce page describes an onboarding flow in which an administrator invites Ace to the workspace and grants access through the organization’s own admin consoles, such as Google Workspace, Slack, or a CRM.

Which tools can Ace use?

The site lists Slack, Teams, Gmail, Microsoft 365, Calendar, chat, phone, SMS, iMessage, WhatsApp, and an email inbox. Available capabilities may depend on the selected configuration; the pricing page identifies several Ace capabilities as add-ons.

Can Ace make decisions on its own?

Ace can execute instructed tasks, but the examples show it asking questions, flagging approval items, and leaving unresolved business choices to people rather than guessing.

Does Automat require APIs for operational workflows?

For the documented mortgage workflows, Automat says its agents operate existing LOS, AUS, investor, title, and county portals through their user interfaces and do not require API integrations or data migration.

What does Automat Workforce cost?

The pricing page lists Workforce at $1,800 per month, with no per-seat pricing, and offers a 14-day trial. Enterprise pricing is custom and scoped to the required outcomes.

Quick Facts

Product type
Managed AI coworker and workflow automation platform
Primary agent
Ace
Communication channels
Slack, Teams, email, chat, phone, SMS, iMessage, and WhatsApp
Workforce price
$1,800 per month; no per-seat pricing listed
Trial
14 days
Example industry workflow
Mortgage operations, including intake, conditions, underwriting preparation, disclosures checks, and post-close QC

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