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Matilda is an all-in-one AI workspace combining CRM, projects, docs, tables, chat and automation for B2B SaaS teams.
Popular source-available workflow automation platform for technical teams, blending a visual canvas, code steps and AI-agent orchestration.
Widely used no-code automation platform connecting thousands of apps, now extended with AI agents, chatbots, and an MCP server.
Records a process once and publishes it as interactive walkthroughs, SOPs, videos and training paths in your portal.
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No public pricing
No public pricing
- ✦AI CRM with pipelines, email/calendar sync and support tickets
- ✦Condition-based automation agents with human review gates
- ✦Projects with sprints, roadmaps and issue tracking
- ✦Collaborative docs, tables and visual boards
- ✦Team chat linked to customer and project records
- ✦AI summaries, sequences and permission-aware answers
- ✦Visual workflow builder with inline code (JS/Python)
- ✦500+ app and model integrations
- ✦AI agent and RAG workflow support
- ✦Self-hosting or managed cloud
- ✦Human-in-the-loop approvals and guardrails
- ✦Enterprise features: SSO, RBAC, audit logs, Git control
- ✦Zap workflows linking triggers and actions across 9,000+ apps
- ✦No-code AI agent builder for task-specific assistants
- ✦Chatbots for answering customer questions with AI
- ✦Canvas for visually planning and mapping workflows
- ✦Tables for storing data that workflows can read and update
- ✦Forms for capturing inputs that trigger automations
- ✦Zapier MCP server to connect AI chat tools to app integrations
- ✦Capture a workflow once
- ✦Publish as interactive walkthroughs
- ✦Generate SOPs and videos
- ✦Branded training portal
- ✦Training paths for onboarding
- →Managing B2B SaaS customer relationships and pipelines
- →Automating sales and support follow-ups
- →Coordinating projects and product work alongside CRM data
- →Running marketing campaigns end to end
- →Building and running AI agents
- →Automating IT and security operations
- →Connecting and syncing data across apps
- →Prototyping backends and internal tools
- →Teams automating cross-app workflows without engineering resources
- →RevOps/Sales teams routing leads and updating CRMs automatically
- →Support teams deploying AI chatbots for common questions
- →Developers connecting AI coding agents to thousands of apps via MCP
- →Product demos and walkthroughs
- →Customer and employee onboarding
- →Documenting standard operating procedures
- →Self-serve training content