Chat with your documents
One click attaches a Drive or OneDrive file, an earlier upload or a pipeline record. Elio reads PDFs, Word, Excel and slides for real.
For teams and enterprises
The AI layer that runs your company's work.
Elio connects to Google Workspace, Microsoft 365, Slack, HubSpot, QuickBooks and any MCP server, runs specialist agents per department, and asks before anything irreversible. One workspace, governed.
No credit card · Free plan · Bring your own keys or use hosted models
Ask ElioBlack Pixel Bridge
Coachella LED spec.pdfPDFQ-2419 Coachella — Main stage LEDQuote
Compare the spec with the quote and tell me what we're missing.
E
Read google drive · 3 steps · 2.3s
The spec asks for three things the quote doesn't fully cover yet.
RequirementIn specIn Q-2419
12 m × 6 m LED wall, 3.9 mmYesYes
Redundant processorYesMissing
On-site tech for 4 daysYes3 days
Want me to add the redundant processor and a fourth tech day? That's roughly +$9,400 at your standard rates.
Add both to the quoteDraft a note to the client
Rider v3.docxDOCX
Add both and send the client a short note
4 apps Ask Elioclaude-sonnet-4
Works where your team already works
- Google Workspace
- Google Drive
- Microsoft 365
- OneDrive
- Slack
Microsoft Teams
WhatsApp
Telegram
- HubSpot
- QuickBooks
- Notion
- Any MCP server
How it works
From question to done in one thread.
No prompt engineering, no copy-pasting between tabs. Elio lives where the work is and brings the tools with it.
- 01
Connect once
Sign in to Google or Microsoft, add Slack, HubSpot, QuickBooks or any MCP server. Elio asks only for the scopes it needs and shows exactly which apps each conversation may use.
- 02
Ask with context
Attach a Drive document, a quote from your pipeline or last week's Slack thread with one click. Elio reads them for real — PDFs, Word, Excel, slides — and cites what it used.
- 03
Elio acts, you approve
Drafts, updates, follow-ups and bookings happen inside your tools. Anything irreversible — sending, paying, deleting — waits for your confirmation and is logged.
Everything in one assistant
Built for the way work actually happens.
Documents live in Drive, deals in the pipeline, conversations in Slack and decisions in someone's inbox. Elio works across all of it — and shows its work.
Choose the apps per conversation
Turn integrations on or off for each chat. Logos show which tools Elio used at every step.
Answers you can audit
Knowledge-base answers come with a grounding badge, the source document and its relevance — or an honest “I don't know”.
Inbox, calendar and meetings
Triage what matters, draft replies in your voice, join meetings, capture action items and sync them to the pipeline.
Slack, Teams, WhatsApp, Telegram — and voice
Talk to Elio wherever your team already is. Dictate, send voice notes or switch to hands-free call mode.
Bridge: act on your computer, securely
Install the Elio Bridge and Elio can work with local files, desktop apps and on-device models — every action approved, nothing uploaded without you.
Specialist agents you can trust
Create agents with their own instructions, tools and memory, or start from a department pack. Every one inherits the same approval rules.
Plus tasks, boards, docs, dashboards, workflows and a knowledge base — all in the same workspace.
Pipeline, work-first
Every morning: what needs you, in order.
Quotes, signatures, projects and invoices share one lifecycle — draft → sent → signing → won → active → invoiced → paid — derived from the data, never edited by hand. Each item carries exactly one next action, and Elio has already prepared it.
- Today, Deals, Contacts, Projects and Money in one bar — no dashboards to build.
- Stale deals, expiring signatures and overdue invoices surface themselves.
- Two-way sync with HubSpot, QuickBooks and Flex; attach any record to a chat.
- Ask Elio: “which quotes went quiet?” — it drafts the follow-ups for approval.
See it with your data syncs both ways
TodayDealsContactsProjectsMoney+ New
Open pipeline
$1.2M
23 open deals
Awaiting signature
4
1 expiring soon
Overdue invoices
$48K
3 past terms
Won this month
$310K
+18% vs last month
E1 signature request expires soon — resend before the client loses the link.Show
Needs you 3
Coachella — Main stage LEDGoldenvoice · Q-2419 — signature request expires in 1 day$412,000Resend signature request
Nike Air Max Day activationWieden+Kennedy · Q-2431 — no movement for 6 days$88,500Follow up
Invoice 10398AEG · 72 days outstanding$12,000Chase payment
Accountant
Finance department · acts with approval
Where do we actually stand this month?
Booked $410K · invoiced $296K · collected $221K (QuickBooks, Sept 1–28).
CRM and the ledger disagree by $14,200: two won quotes are not invoiced yet. Receivables over 60 days are concentrated in one client (AEG, 38% of the quarter).
I drafted the two invoices and a collections note for AEG. Nothing is sent until you confirm.
Confirm: create invoicesReview drafts
Specialist agents & departments
Hire a department, not a chatbot.
Each department pack ships with a charter, the exact tools it may touch and a default autonomy level. The accountant can read the books and cannot email a client. The sales agent can draft, and cannot send without you. Governance is the product, not a setting.
- SalesPipeline follow-up, stalled deals, quote-to-invoice
- FinanceCash position, receivables, month-end readiness
- OperationsProject risk, crew and inventory, integration health
- PeopleOnboarding, document compliance, certifications
- CEO OfficeDaily briefing, inbox triage, executive reporting
- Your ownAny instructions, tools and memory you define
- Missions run on a schedule and report to you — daily briefings, weekly reconciliations.
- Every figure names its source and period; discrepancies are the headline.
- Approvals, traces and usage are visible per agent, per organization.
In production
Teams ship the work, Elio handles the follow-through.
Numbers below are live from the platform, not a slide.
Trust & control
Powerful because it is governed.
An assistant that can read your books and email your clients has to be designed around control. Elio was.
Approval before anything irreversible
Sending, paying, deleting and posting wait for an explicit yes. Agents run in “act with approval” by default.
Minimal OAuth scopes
Elio requests only the permissions a feature needs and tells you when a scope is missing instead of asking for everything upfront.
Organization scoping
Personal and team workspaces are separate. Every record, agent and connection belongs to one organization; SSO with Google or Microsoft for teams.
Your keys or ours
Bring your own model keys (BYOK) on any plan, or use hosted inference. Choose the model per conversation, or run local models through the Bridge.
Local execution stays local
The Elio Bridge runs on your machine. Files and desktop actions never leave it unless you say so; every action is approved.
Traces for every run
Each tool call, its inputs, duration and result are recorded. Review what an agent did, step by step, whenever you need to.
Grounded answers
Knowledge-base replies show the source document and confidence, so “I'm not sure” is an honest answer rather than a guess.
Enterprise-ready
Roles and approvals per workspace, usage limits per plan, admin controls and a status page. Self-hosting is available for regulated teams.
Pricing
Start free. Pay when Elio is doing real work.
Every plan includes the full platform. Upgrade for hosted models, more agents and seats, or enterprise governance — no long-term lock-in.
Talk to us
See Elio on your own data.
Thirty minutes: connect one inbox, one Drive folder and your pipeline, and watch Elio prepare the morning briefing. Team licences, enterprise setup and Bridge rollouts too.
FAQ
Questions, answered.
How is this different from ChatGPT or Copilot?
Elio is connected to your work: your Drive and OneDrive, your pipeline (quotes, contacts, projects, invoices), your inbox and calendar, Slack, HubSpot, QuickBooks and any MCP server. It does not just answer — it drafts, updates, schedules and follows up inside those tools, and asks before anything irreversible.
Can Elio read our documents?
Yes. Attach a file from Drive, OneDrive, an earlier upload or a pipeline record with the + button in the composer. PDFs, Word, Excel, PowerPoint, CSV, Markdown and images are read and used as context for that message. Knowledge-base answers show the source and confidence.
Which apps can I connect?
Google Workspace (Gmail, Calendar, Drive), Microsoft 365 (Outlook, Calendar, OneDrive), Slack, Microsoft Teams, WhatsApp, Telegram, HubSpot, QuickBooks, Notion, and any server that speaks MCP. You decide per conversation which apps Elio may use.
What does “acts with approval” mean?
Agents run with an autonomy level. By default they prepare the work — drafts, invoices, follow-ups — and stop before sending, paying, deleting or posting. You confirm from the chat, the approvals page, or the channel where you were talking to Elio.
Do I need my own AI keys?
No. The free plan works with your own keys (OpenAI, Anthropic, Google, OpenRouter…); paid plans include hosted inference. You can also run local models on your own machine through the Elio Bridge.
What is the Bridge?
A small app for your computer. It lets Elio work with local files and desktop applications and run on-device models — with every action approved by you. Nothing is uploaded unless you say so.
Where does our data live?
In your workspace, scoped to your organization. OAuth tokens are stored encrypted, scopes are minimal, and every agent run leaves a trace you can review. Self-hosting is available for regulated teams.
Can we try it with a team?
Yes. Create a workspace, invite your team, and connect your apps. For enterprise setups (SSO, SLA, dedicated onboarding) request a demo below.
Ready to give your team an operator?
We'll map your channels, integrations and approval rules, then roll Elio out to your workspace.