Agentic Operations on Autopilot

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You spend too much time...

Hand-building weekly ops briefs from billing, product, and support data • Spending nights assembling investor updates from scattered dashboards and sheets • Coordinating customer onboarding across product, CS, and engineering in Slack threads•Hand-building weekly ops briefs from billing, product, and support data • Spending nights assembling investor updates from scattered dashboards and sheets • Coordinating customer onboarding across product, CS, and engineering in Slack threads•Hand-building weekly ops briefs from billing, product, and support data • Spending nights assembling investor updates from scattered dashboards and sheets • Coordinating customer onboarding across product, CS, and engineering in Slack threads•Hand-building weekly ops briefs from billing, product, and support data • Spending nights assembling investor updates from scattered dashboards and sheets • Coordinating customer onboarding across product, CS, and engineering in Slack threads•Hand-building weekly ops briefs from billing, product, and support data • Spending nights assembling investor updates from scattered dashboards and sheets • Coordinating customer onboarding across product, CS, and engineering in Slack threads•Hand-building weekly ops briefs from billing, product, and support data • Spending nights assembling investor updates from scattered dashboards and sheets • Coordinating customer onboarding across product, CS, and engineering in Slack threads•
Finding out a client is unhealthy only after SLAs are already blown • Running campaign launches from ad-hoc checklists in docs and DMs • Copy‑pasting metrics from ad platforms, analytics, and CRM into decks every month•Finding out a client is unhealthy only after SLAs are already blown • Running campaign launches from ad-hoc checklists in docs and DMs • Copy‑pasting metrics from ad platforms, analytics, and CRM into decks every month•Finding out a client is unhealthy only after SLAs are already blown • Running campaign launches from ad-hoc checklists in docs and DMs • Copy‑pasting metrics from ad platforms, analytics, and CRM into decks every month•Finding out a client is unhealthy only after SLAs are already blown • Running campaign launches from ad-hoc checklists in docs and DMs • Copy‑pasting metrics from ad platforms, analytics, and CRM into decks every month•Finding out a client is unhealthy only after SLAs are already blown • Running campaign launches from ad-hoc checklists in docs and DMs • Copy‑pasting metrics from ad platforms, analytics, and CRM into decks every month•Finding out a client is unhealthy only after SLAs are already blown • Running campaign launches from ad-hoc checklists in docs and DMs • Copy‑pasting metrics from ad platforms, analytics, and CRM into decks every month•

Anita does this for you.

How Anita works

1

Connect your company apps

Securely plug in the tools your team already lives in: Slack, Linear, Gmail, Google Drive, Notion, and more.

2

Anita maps your operations

Our AI ingests activity across tools to surface bottlenecks, inefficiencies, and repetitive workflows that slow teams down.

Anita logo
New Deadline
Task was Updated
Refund Requested
Order Shipped
3

Launch insights, dashboards & agents

Spin up live dashboards, automations, and AI agents that monitor your ops, trigger actions, and keep everyone aligned.

Example workflow
Revenue chart
Sales chart
Signups chart

What Anita does for teams

Order exception triage desk

Automatically catches problem orders and routes them to the right owner with full context.

  • Monitors orders across checkout, warehouse, and support tools
  • Flags delays, stockouts, and payment failures in real time
  • Opens tasks or tickets with the relevant details pre-filled

Founder weekly ops brief

A single narrative digest of product, revenue, and support so founders know what changed.

  • Pulls key metrics from billing, CRM, product, and support
  • Summarizes outages, incidents, and big wins
  • Delivers a concise brief in Slack or Notion every week

Client health and SLA monitoring

Makes sure no client quietly drifts into unhealthy territory across channels.

  • Monitors tickets, campaign performance, and comms volume
  • Flags SLA breaches and negative sentiment early
  • Sends weekly health summaries to account leads

High-intent shopper follow-up

Turns browsing and cart behavior into timely human outreach for high-intent shoppers.

  • Identifies high-value visitors and large or stalled carts
  • Notifies CX or sales when it is worth stepping in
  • Logs follow-ups back into your CRM or helpdesk automatically

Investor update pack

Drafts most of your monthly investor update from live data instead of spreadsheets.

  • Assembles KPIs and charts from your core systems
  • Highlights what changed, what broke, and what is next
  • Exports to Notion, Google Docs, or email-ready copy

Campaign launch checklists

Standardizes campaign launches with clear owners and approvals.

  • Creates pre-flight checklists per channel and client
  • Tracks who is currently blocking launch
  • Logs approvals and changes back to your PM tool

Returns and refunds control tower

Keeps returns, refunds, and exchanges organized across payment and support tools.

  • Pulls return reasons and refund data into a single view
  • Surfaces patterns by SKU, channel, or cohort
  • Flags risky or VIP cases for special handling

Customer onboarding playbooks

Coordinates cross-team onboarding tasks when new customers sign.

  • Triggers checklists when deals move to closed-won
  • Assigns work across product, CS, and engineering
  • Tracks time-to-live and flags stuck implementations

Monthly performance decks and QBRs

Auto-drafts client performance reports so strategists can focus on insights.

  • Pulls metrics from ad platforms, analytics, and CRM
  • Summarizes what worked, what did not, and recommendations
  • Organizes content into reusable QBR and MBR templates

Order exception triage desk

Automatically catches problem orders and routes them to the right owner with full context.

  • Monitors orders across checkout, warehouse, and support tools
  • Flags delays, stockouts, and payment failures in real time
  • Opens tasks or tickets with the relevant details pre-filled

Founder weekly ops brief

A single narrative digest of product, revenue, and support so founders know what changed.

  • Pulls key metrics from billing, CRM, product, and support
  • Summarizes outages, incidents, and big wins
  • Delivers a concise brief in Slack or Notion every week

Client health and SLA monitoring

Makes sure no client quietly drifts into unhealthy territory across channels.

  • Monitors tickets, campaign performance, and comms volume
  • Flags SLA breaches and negative sentiment early
  • Sends weekly health summaries to account leads

High-intent shopper follow-up

Turns browsing and cart behavior into timely human outreach for high-intent shoppers.

  • Identifies high-value visitors and large or stalled carts
  • Notifies CX or sales when it is worth stepping in
  • Logs follow-ups back into your CRM or helpdesk automatically

Investor update pack

Drafts most of your monthly investor update from live data instead of spreadsheets.

  • Assembles KPIs and charts from your core systems
  • Highlights what changed, what broke, and what is next
  • Exports to Notion, Google Docs, or email-ready copy

Campaign launch checklists

Standardizes campaign launches with clear owners and approvals.

  • Creates pre-flight checklists per channel and client
  • Tracks who is currently blocking launch
  • Logs approvals and changes back to your PM tool

Returns and refunds control tower

Keeps returns, refunds, and exchanges organized across payment and support tools.

  • Pulls return reasons and refund data into a single view
  • Surfaces patterns by SKU, channel, or cohort
  • Flags risky or VIP cases for special handling

Customer onboarding playbooks

Coordinates cross-team onboarding tasks when new customers sign.

  • Triggers checklists when deals move to closed-won
  • Assigns work across product, CS, and engineering
  • Tracks time-to-live and flags stuck implementations

Monthly performance decks and QBRs

Auto-drafts client performance reports so strategists can focus on insights.

  • Pulls metrics from ad platforms, analytics, and CRM
  • Summarizes what worked, what did not, and recommendations
  • Organizes content into reusable QBR and MBR templates

Your operations, on easy mode

Bring together every conversation, request, doc, and spreadsheet so Anita can search, automate, and orchestrate work across your entire stack.

Agent Search

You - Customer success

When will my order arrive and which tickets are still open?

A

Anita

I found 3 conversations in Intercom, 2 open issues in Linear, and your latest renewal notes in Notion.

AgentsDashboardsAutomated workflows
GmailLinearNotionHubSpot

Search

Find anything across all your connected tools instantly. Our AI-powered search understands context and delivers relevant results from every corner of your workspace.

Agents

Build custom AI agents that handle repetitive tasks automatically. From data entry to complex workflows, let AI do the heavy lifting while you focus on what matters.

Dashboards

Create personalized dashboards tailored to your needs. Track metrics, monitor progress, and visualize your data in real-time with customizable widgets.

Workflows

Design and deploy sophisticated workflows that run on autopilot. Connect actions across apps, set triggers, and let Anita handle the rest.

Pricing

Self-serve

For teams that want to get started quickly on their own.

$100/month
  • Unlimited dashboards and agents
  • Connect tools and data sources
  • 24/7 support from the Anita team
Start self-serve

Managed accounts

For teams that want Anita embedded with hands-on help from experienced operators.

Contact us
  • Done-with-you onboarding and implementation
  • Custom workflows and playbooks for your team
  • Ongoing validation with experienced operators
Talk to us about managed

Transform Your Operations with AI

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