Chat to Documents
Help employees find information across company documents.
Salesforce
Quickly find information across Salesforce and notify employees when records need their attention.
Quote Approvals App Details
Accelerate quote approvals with one-click!
Sales quote approvals
Accelerate the approval process by enabling managers to view and sign off on sales quotes from within Workgrid. Plus, automatically notify quote submitters when there is a status change to their request.
Submitters receive the following notifications (as applicable): quote pending approval and quote approved/rejected.
Approvers receive the following notification: quote approval request, which includes quote details, approve or reject actions, and a comment input.
Customize your AI Assistant and Build Agents with Builder
Rapidly build and customize conversational AI experiences for any use case leveraging Workgrid’s low-code/no-code builder, 50+ pre-built app templates, and hundreds of data source connectors.
Workgrid's AI Assistant can be customized to meet your organization's needs. Do you have a specific use case in mind? Build new workflows and connect knowledge sources for your AI Assistant without relying on traditional pro-code development or costly professional services.
![[asset] IT-Workshop-Use-Cases](https://images.ctfassets.net/z7p73u8c0thn/3Y8ra5SP3i8snEcROy25Hh/d2ebdaf7c75031a6b63a6ebb7af6c0f0/IT-Workshop-Use-Cases.png?w=1800&h=1800&q=25&fm=webp&bg=transparent)