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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.
Records a process once and publishes it as interactive walkthroughs, SOPs, videos and training paths in your portal.
Suite of Microsoft 365-native HR and business apps (helpdesk, HR, contract, expense, timesheet) sold per app with a 14-day trial.
No public pricing
Free trial available
No public pricing
Free trial available
- ✦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
- ✦Unified interface for all applications from one chat window
- ✦Build agentic workflows across 200+ applications
- ✦Natural language interaction for task execution
- ✦AI-powered command center for digital tasks
- ✦Intelligent task execution and workflow automation
- ✦Background agents that adapt, learn patterns, and evolve workflows
- ✦Capture a workflow once
- ✦Publish as interactive walkthroughs
- ✦Generate SOPs and videos
- ✦Branded training portal
- ✦Training paths for onboarding
- ✦Native Microsoft 365, Teams and SharePoint apps
- ✦HR suite: HRMS, recruitment, onboarding, time off
- ✦IT and business apps: helpdesk, asset, CLM, expense
- ✦AI via Azure AI and Copilot
- ✦GCC/GCC-High and SOC 2 support
- ✦Fluent UI across devices
- →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
- →Drawing annual reports from Gmail, generating overviews and graphs, and drafting social media posts for X (formerly Twitter).
- →Automating influencer marketing outreach by finding and sending DMs to hundreds of influencers.
- →Simplifying college life by automating various tasks.
- →Executing AWS functions via Bhindi to bypass complex UI.
- →Product demos and walkthroughs
- →Customer and employee onboarding
- →Documenting standard operating procedures
- →Self-serve training content
- →Adding HR and helpdesk apps to Microsoft 365
- →Managing timesheets, expenses and assets
- →Running contract and task management in Teams
- →Serving government tenants needing GCC-High