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Your AI Worker to Automate Enterprise Workflows

An intelligent worker that reads documents, emails, and spreadsheets, connects to your enterprise systems, reduces manual work and errors, and helps teams boost productivity — across every department.

Bring Your Own Model Pre-Built Domain Skills Your Data Stays With You CLI & Desktop App
InsightWorker
YOU "Read my latest emails and summarize any documents attached"
TOOL: read_emails Found 3 new emails with 5 attachments (2 PDFs, 1 Excel, 2 images)
TOOL: ocr_document Extracted 47 fields from scanned certificate, 3 tables from loss run
INSIGHTWORKER Summary ready. Created Excel report with extracted data. Draft reply prepared for approval.
SKILL: insurance-intake Policy comparison complete. 3 coverage gaps identified. Report saved.
MODEL: Claude (Anthropic) Using your selected model. Data processed locally. Nothing sent externally.

How InsightWorker Works

Connect your systems, choose your AI model, and let the worker handle the rest

Connect Your Systems

Integrate with email, documents, databases, cloud services, and enterprise apps. Okta SSO and role-based access out of the box.

Bring Your Own Model

Use OpenAI, Anthropic Claude, Google Gemini, or your own custom models. Your data stays with you — run models on-premise or in your own cloud.

Automate the Work

Read emails, process documents, generate reports, monitor systems, fix issues, and reduce manual errors — all through natural language.

Use Pre-Built Skills

Deploy domain-specific skills for insurance, healthcare, retail, finance, and DevOps. Extend with your own custom skills and workflows.

What InsightWorker Can Do

An AI Worker that connects to your enterprise systems to reduce manual work, eliminate errors, and boost productivity

Read & Process Documents

Read PDFs, Word docs, scanned images, and forms. Extract text, tables, and key-value pairs automatically using OCR. Summarize, compare, and analyze documents in seconds.

PDF Extraction OCR / Textract Form Analysis Table Detection Document Comparison Summarization

Email, Excel & Reports

Read and search Outlook emails, download attachments, generate Excel reports, PowerPoint decks, and Word documents. Draft and send email responses with approval.

Outlook / Office 365 Excel Generation PowerPoint Decks Word Documents Email Drafting Attachment Handling

Systems, Monitoring & DevOps

Connect to databases, Airflow, APIs, and cloud services. Automate monitoring, debug failures, manage data workloads, and help dev teams develop and ops teams operate.

Database Queries Airflow / DAGs Automated Monitoring Error Diagnosis Pipeline Management Shell & Git

Pre-Built Domain Skills

Ready-to-deploy skill packs for business, development, and operations teams across enterprise domains

Insurance & Financial Services

Policy intake & comparison, claims file preparation, underwriting review, loss run analysis, document OCR for certificates and forms, compliance workflows.

Policy Comparison Claims Processing Underwriting Loss Run Analysis Certificate OCR Compliance

Healthcare & Retail

Medical form processing, HIPAA-compliant document workflows, patient data extraction, inventory management, order processing, and customer communication automation.

Medical Forms HIPAA Compliant Patient Data Inventory Mgmt Order Processing Customer Comms

Development & Operations

DAG review & pipeline triage, stored procedure analysis, backfill planning, database schema review, code review, incident response, and infrastructure monitoring.

Pipeline Triage DAG Review DB Analysis Backfill Planning Code Review Incident Response

Built for Enterprise Control

You control the models, the data stays with you, and skills are extensible for any domain.

Multi-Surface Architecture

Bring Your Own Model

  • Use OpenAI GPT-4, Anthropic Claude, or Google Gemini
  • Run custom or fine-tuned models on your infrastructure
  • AWS Bedrock integration for managed model access
  • Your data never leaves your environment
Enterprise Authentication

Multi-Surface Access

  • CLI for developers, DevOps, and power users
  • Desktop App for business teams and operations
  • Web Gateway and REST API for integration
  • Slack, Teams, and Telegram bot channels
Dual Runtime Architecture

Extensible Skill System

  • Pre-built skills for insurance, healthcare, retail, and more
  • Create custom skills with simple markdown definitions
  • Pluggable tool system — add any API or connector
  • Human-in-the-loop approval for sensitive actions

Key Capabilities

Everything your AI Worker needs to automate enterprise workflows and reduce manual effort

Email Automation

Read, search, and manage emails. Download attachments, draft responses, and send with human approval

Document OCR

Extract text, tables, and form fields from scanned documents, PDFs, and images automatically

Excel & PowerPoint

Generate formatted Excel reports, PowerPoint presentations, and Word documents from data

Automated Monitoring

Monitor systems, detect failures, diagnose root causes, and alert the right teams automatically

Data & Database

Query databases, explore schemas, analyze data, and generate insights — all with natural language

Model Flexibility

Choose OpenAI, Anthropic, Gemini, or custom models. Switch models per task to optimize cost and quality

Domain Skills

Pre-built skills for insurance, healthcare, retail, finance — deploy instantly or customize for your needs

Error Reduction

Eliminate manual data entry errors, ensure consistency across workflows, and maintain full audit trails

Built for Every Team

Business teams, developers, and operations — InsightWorker adapts to how your team works

Business Operations Teams

Automate document processing, email management, and report generation across any industry

  • Read and process emails, forms, and attachments automatically
  • OCR scanned documents and extract structured data
  • Generate Excel, PowerPoint, and Word reports from raw data
  • Reduce manual data entry errors and speed up turnaround

Domain-Specific Teams

Pre-built skills for insurance, healthcare, retail, finance — ready to deploy with domain expertise baked in

  • Insurance: policy comparison, claims processing, underwriting review
  • Healthcare: HIPAA-compliant document processing, patient data extraction
  • Retail: order processing, inventory management, customer communications
  • Finance: compliance workflows, audit trails, regulatory reporting

Development Teams

Help developers write, review, and debug code. Manage data pipelines and database operations with AI assistance

  • Debug pipeline failures and get AI-powered root cause analysis
  • Query databases, explore schemas, and review stored procedures
  • Code review, test generation, and documentation assistance
  • Manage Airflow DAGs, plan backfills, and monitor pipeline health

DevOps & Operations Teams

Automated monitoring, incident response, and infrastructure management with full audit trails

  • Automated system monitoring and proactive failure detection
  • Incident triage, root cause analysis, and remediation assistance
  • On-premise deployment with Okta SSO and role-based access
  • Multi-surface: CLI, Desktop, Slack, web — your team picks the interface

Your Data, Your Models, Your Control

Run on your infrastructure, choose your AI model, and keep complete control over your data and workflows.

Bring Your Own Model

Use OpenAI, Anthropic Claude, Google Gemini, AWS Bedrock, or your own custom-trained models. Switch models per task. No vendor lock-in.

Data Never Leaves

Deploy on-premise or in your private cloud. The AI Worker runs in your network, processes data locally, and never sends information to external services.

Enterprise Security

Okta SSO, role-based access control, full audit trails, encryption at rest and in transit. Meet HIPAA, SOC 2, and CCPA requirements.

Ready to Put an AI Worker on Your Team?

Reduce manual work, eliminate errors, and boost productivity with pre-built skills for your industry. Bring your own model and keep your data secure.

Bring your own model • On-premise deployment • Pre-built domain skills • Data never leaves your network