01 Firmground AI OS

AI document processing and task execution

Process documents, create reports and use connected business tools in a conversation. Save recurring tasks and require confirmation for selected operations.

AI OSWorkflow demo
INPUT01 / 04
Analyze client data, create a report and update the client record.
PDFClient-data.pdf✓

Task workflow

  1. 01

    Provide the task

    Enter instructions, attach documents or select a saved task.

  2. 02

    Process the information

    AI reads files, organises content and uses the required tools.

  3. 03

    Confirm operations

    Review the result and approve operations that require confirmation.

  4. 04

    Review the output

    Preview and download files, check task status or request changes.

Common challenges

  • Repeated document preparation

    Reports, spreadsheets and presentations are rebuilt from source material.

  • Recurring task setup

    Formats, requirements and tools have to be specified repeatedly.

  • Work across several systems

    Queries, document creation and record updates require switching tools.

PRODUCT FEATURES

AI OS features

Reports, spreadsheets and presentations
Illustrative product result

01DOCUMENTS

Reports, spreadsheets and presentations

Upload source material and specify the content and format, such as a monthly sales report with a data table.

Review the generated files in the conversation, request changes, then preview or download.

Saved tasks
Illustrative product result

02WORKFLOWS

Saved tasks

Save the requirements, model and tool settings for recurring work such as weekly reports or standard summaries.

Select the same task next time and provide new source material.

Connected tools and approvals
Illustrative product result

03TOOLS

Connected tools and approvals

Connect business tools to look up information and perform operations from a conversation.

Require confirmation for selected tools and review the details before an operation runs.

Start with one business task using an AI Agent

Firmground AI

Choose a task your team already knows, and see how Firmground AI handles it and what it delivers.

  • Process business documents and data
  • Connect business tools and carry out the task
  • Reuse workflows, with approval before key actions

Existing users can sign in. Book a demo to discuss enterprise integrations and deployment.