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.
14:03
What it actually does
Pick a workflow. Watch it run.
Real workflows, run live. Every step visible. Nothing sent without your sign-off.
Customer Success · today 14:30
2m 47s
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.
Send 3 follow-up emails to Acme Corp
Drafts ready · 2m 14s ago
Update HubSpot deal stage to “Negotiation”
Low-risk · auto-approves in 2h
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.
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
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.
Gmail
read threads · draft sends
HubSpot
read deals · write notes
Fireflies
read transcripts
Google Drive
read 2 folders
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
CRM & deals
Meetings & calls
Docs & storage
Finance & ops
Hiring
Support
Marketing & commerce
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
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
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
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.
Managed Service
Quoted to your brief, 12-month contract
Done-for-you. An AI-powered extension of your team, calibrated to your brief.
Enquire for a quoteEvery 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.
09:12
Watching coverage/summary.json on every commit. I’ll ping you here the moment it drops below 80%.
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.




