one workflow at a time
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We build AI that handles the busywork.

AI agents, assistants and automations, built around the tools your team already uses.

scroll for our work ↓

text it or send a voice note ↓

petl agentyour team’s AI · WhatsApp, web and app
0:09
“Met Priya Shah from Northwind today. She wants a demo next week. Add her and set a follow-up.”
Done. Priya is in your CRM under Northwind, with a follow-up on Tuesday at 11:00. Send her a thank-you email?
Yes, send it.
Sent from your email.

tap one to try it ↑

Currently
growing with

Currently growing with

your business?BOOK A CALL
a first petal

What we build

AI that fits the way you work. Agents, assistants and automations for the jobs your team repeats every week.

  1. 01SOURCING · ONBOARDING · FOLLOW-UPS

    Agents that do the legwork

    Sourcing, onboarding, follow-ups and reports. They run on schedule and report back.

    More on this, about Agents that do the legwork
  2. 02YOUR CONTENT · YOUR VOICE · STRICT OR ADAPTIVE

    Digital Mind

    Your founder or expert, as an AI that answers from their own content, in their own voice: videos, talks, documents and more. Run it in strict mode, where it never guesses, or adaptive mode for broader answers.

    More on this, about Digital Mind
  3. 03WHATSAPP · EMAIL · SUMMARIES · ANALYTICS

    WhatsApp and email agents

    Customers get an answer on WhatsApp straight away, by text or voice note. Every chat and email is read and acted on, with your OK where it matters, and rolled into summaries and analytics.

    More on this, about WhatsApp and email agents
  4. 04ZOHO · NOTION · OTHER CRMS

    Zoho and CRM automations

    Inside Zoho, Notion or the CRM you already use: records that update themselves, and an alert when something needs you.

    More on this, about Zoho and CRM automations
  5. 05DRHPS · PITCH DECKS · CONTRACTS · AND MORE

    Document reading

    DRHPs, pitch decks, contracts and more, read end to end and turned into one page.

    More on this, about Document reading
  6. 06DASHBOARDS · CRMS · AUTOMATIONS

    Custom platforms

    Dashboards that show how your team and your product are doing, CRMs and search, with the automations built in.

    More on this, about Custom platforms

Something else on your list?

These are the things we build most often, not the full list. If your team does it every week, we can most likely build it.

Tell us the job
two clients, two petals

What we’ve built so far

Warmup Ventureswarmupventures.com ↗

One Community, and the agents behind it

An AI-first platform where startups, LPs, VCs and partners work together, mostly over WhatsApp and the web. Behind it, a set of agents handles the fund’s day-to-day work: sourcing, onboarding, follow-ups, the inbox and portfolio reporting.

Read the case study

the agents we built

#1NEWS · PITCHES → SHORTLIST

Deal-sourcing agent

Reads news and pitches daily, shortlists what fits the thesis.

#2PROSPECTS → ONBOARDED LPS

LP sourcing and onboarding agent

Finds potential LPs and onboards new ones.

#3CALLS → MINUTES · FOLLOW-UPS

Follow-up agent

Minutes, follow-ups and document chasing after every call.

#4UPDATES → QUARTERLY REPORTS

Portfolio agent

Tracks portfolio companies, writes the quarterly reports.

#5EMAIL → PLATFORM

Inbox agent

Syncs inbound pitches and outbound requests from email.

#6DEALS · DOCUMENTS · INVESTORS

Investment banking platform

The firm’s investment banking work, on the same foundation.

and across
the platform

  • WhatsApp agent for members and the team, in text or voice notes, English or Hinglish
  • Contacts and meeting notes logged from WhatsApp, by card photo or voice note
  • Pitch decks read and scored against the thesis
  • Startups under review, portfolio companies and fund updates, in one place for LPs and partners
  • Plain-language search across the whole network
Malodia Business Coachingrahulmalodia.com ↗

Rahul AI: Rahul Malodia’s Digital Mind

Rahul’s Digital Mind, in strict mode. It answers his community’s business questions only from his own training videos, in his words and in his own voice, and says so when something isn’t covered.18M+followers across Rahul’s socials

what we built
  • Answers members’ business questions from Rahul’s own training videos, nothing else
  • Voice replies in Rahul’s own voice
  • On WhatsApp, the website and the app
  • Member search and introductions
Read the case study
Warmup VenturesOne Community, and the agents behind itSix agents for a venture network: sourcing, onboarding, follow-ups, portfolio, inbox and investment banking.Read the case study →Malodia Business CoachingRahul AI: Rahul Malodia’s Digital MindAnswers his community from his own videos, in his own voice. 18M+ followers across his socials.Read the case study →
in full bloom

How a project runs

One workflow at a time. How long it takes depends on the scope; this is what a typical first project looks like.

  1. Intro call, 30 minutes
  2. Scope, price and dates
  3. Build
  4. Tested on a copy of your data
  5. Launch
  6. Support and tuning
  7. The next workflow
  1. Week 1Intro call, 30 minutes
  2. Week 1Scope, price and dates
  3. Weeks 2 to 5Build, tested on a copy of your data
  4. LaunchWe go live
  5. AfterSupport and tuning, then the next workflow

Bring us your to-do list.

We’ll tell you which jobs AI can take off it. And if a form or a spreadsheet does the job better, we’ll say so.

Book a discovery callhello@petl.ai