OpenHelm

OpenHelm

The follow-ups. The reports. The chasing.
That’s not the work.

OpenHelm agents read the context, handle the steps, and wait for your sign-off, across the tools you already use.

Acme follow-up
Weekly metrics
Growth research
Inbox triage
Follow up with Acme after today’s call, same tone as last time.

14:03

Read Fireflies transcript· 7,400 words
Extracted 4 action items + sentiment
Drafting follow-up email…
Draft waiting in your inbox
Where shall we steer?
Ada · live

Already in production with

Camio logoSmoothie Wars logoQWERTY Beer Box logoSummited logoAcademic Edge Tuition logoKicks Therapy logoCamio logoSmoothie Wars logoQWERTY Beer Box logoSummited logoAcademic Edge Tuition logoKicks Therapy logo

What it actually does

Pick a workflow. Watch it run.

Real workflows, run live. Every step visible. Nothing sent without your sign-off.

Meeting follow-up
Pipeline report
CV shortlist
Invoice chase
Write the follow-up from the Acme call, same tone as last time.

Customer Success · today 14:30

Read Fireflies transcript· 7,400 words
Extracted 4 action items + customer sentiment
Drafted follow-up email· 460 words
Ran past your tone preferences

2m 47s

Where shall we steer?

And more, CRM hygiene, campaign drafts, renewal sequences, research summaries.

How control works

The machine handles the hours. You keep the decisions.

It asks before it acts on anything that matters.

You decide which actions OpenHelm can take on its own and which need your sign-off. Low-risk steps run through; anything that touches a customer, a deal, or a penny sits in an approval queue until you review it.

Awaiting sign-off
2 of 7 actions

Send 3 follow-up emails to Acme Corp

Drafts ready · 2m 14s ago

EditApprove

Update HubSpot deal stage to “Negotiation”

Low-risk · auto-approves in 2h

02:00:00

Every action leaves a line in the audit trail.

There is a full record of who did what, when, and why, OpenHelm included. If legal, IT or your auditor asks what touched a record, the answer is a timestamped line, not a shrug.

Audit trail
workspace · acme-ops

Ada read transcript

Fireflies · meeting_8812 · 14:03

Ada drafted email

Gmail · to sarah@acme.co · 14:03

Ada drafted email

Gmail · to chen@acme.co · 14:03

Ada awaiting approval

3 drafts queued · 14:03

M

Max approved

3 drafts · sent · 14:04

Your integrations live in isolated vaults.

Each tool connects through its own credential vault, scoped to the exact permissions you grant and nothing more. One click revokes any integration without affecting the others. Nothing leaks sideways.

Credential vault
all scoped
G

Gmail

read threads · draft sends

revoke
H

HubSpot

read deals · write notes

revoke
F

Fireflies

read transcripts

revoke
D

Google Drive

read 2 folders

revoke

Works with your stack

Connects to the tools the work already lives in.

OpenHelm reaches into your existing stack through scoped credentials — no middle-layer database, no copy-paste. Something bespoke? We build custom connectors for Pro and above.

Inbox & chat

GmailOutlookSlackMicrosoft Teams

CRM & deals

HubSpotSalesforcePipedriveAttio

Meetings & calls

FirefliesGongOtterGrain

Docs & storage

Google DriveNotionSharePointOneDrive

Finance & ops

XeroQuickBooksStripeClickUp

Hiring

GreenhouseAshbyLever

Support

IntercomZendeskHelp Scout

Marketing & commerce

KlaviyoShopifyMailchimpGoogle Analytics

Don’t see yours? If it has an API, we can almost certainly make it work. Ask on the demo call.

Across your team

Whichever seat it arrives in first, it pays itself back by Friday.

Ops & chief of staff

You carry the weight of everything that isn’t anyone else’s job.

  • Monday-morning brief from inbox, Slack and calendar
  • Meeting notes turned into action-item emails, by owner
  • Weekly status report assembled from Notion, Slack and Sheets
  • Research summaries for proposals and board packs

Revenue & sales ops

You own the pipeline integrity that the rep doesn’t have time to protect.

  • Post-event lead follow-ups drafted and queued
  • Stale-deal nudges sent on a cadence you set
  • Weekly pipeline report drafted for the Monday stand-up
  • CRM hygiene after calls, stages, notes, next steps

Customer success

You live in the gap between customer calls and the admin around them.

  • Call summaries with churn signals flagged
  • QBR prep packs from the last 90 days of account activity
  • Renewal reminder sequences drafted per account
  • Health-check emails written in your voice

Talent & recruiting

You’re keeping 10–20 open roles moving and the CV pile keeps growing.

  • CV shortlists with a written rationale per candidate
  • Personalised progressing and rejection emails
  • JD drafts from hiring-manager voice notes
  • Candidate scheduling coordination

CRM & lifecycle marketing

You own retention, and retention is a hundred small decisions.

  • Post-purchase sequence drafts by segment
  • Campaign copy variants for launches and peaks
  • Review and returns inbox triage with drafted replies
  • Weekly analytics narrative from GA4 and Shopify

Loved by founders punching above their weight

A marketing department, overnight.

OpenHelm basically gave us an entire marketing department overnight. This is what it feels like to punch above your weight!
Dr Thom Van Every

Dr Thom Van Every

Founder · Smoothie Wars

I'll be honest, I was skeptical about AI-generated content. I'd seen too much generic fluff out there, but what OpenHelm has produced is a totally different ball game.
Dr Thom Van Every

Dr Thom Van Every

Founder · Smoothie Wars

Already over 200 SEO and GEO-optimised articles that genuinely read like we wrote them. No fluff or nonsense, helpful, natural, with keywords optimised to rank and backed by real search data.
Dr Thom Van Every

Dr Thom Van Every

Founder · Smoothie Wars

Pricing

One price, every feature, unlimited seats.

You pick the credit volume that matches how much work you want done each month. A typical meeting summary costs around 12 credits; a weekly pipeline report costs around 40.

Basic

/mo

-

For small teams getting started with AI at work.

Book a demo
Most popular

Pro

/mo

-

For teams putting OpenHelm to daily work across a few functions.

Book a demo

Max

/mo

-

For teams running OpenHelm continuously across the business.

Book a demo

Managed Service

Custom

Quoted to your brief, 12-month contract

Done-for-you. An AI-powered extension of your team, calibrated to your brief.

Enquire for a quote

Every tier includes every feature and unlimited seats. See full comparison →

OpenHelm Local

Prefer to run it on your own machine?

OpenHelm Local is the desktop app — the same goal-to-action pattern, running on your Mac using your Claude Code subscription. Free for individuals and teams of three or fewer. Source-available. Nothing leaves your machine.

Test coverage
Release notes
Keep test coverage above 80% and alert me when it slips.

09:12

Watching coverage/summary.json on every commit. I’ll ping you here the moment it drops below 80%.

Running locally · claude-sonnet-4-7
Tap to speak or type…
On this Mac · offline

Twenty minutes. One of your real tasks. A straight answer.

Bring a task you’d normally do on a Monday morning. We’ll run it live. If we’re not the right fit we’ll tell you, and you’ll leave with an hour back.

Book a demo