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The AI app that supports your GTM team across:
HubSpot workflows Salesforce routing CRM configuration lead scoring attribution setup lifecycle stages internal SOPs field permissions platform troubleshooting reporting structure .

Built for HubSpot and Salesforce environments, the Automation App empowers RevOps, CRM admins, and business teams with instant, intelligent answers grounded in trusted, up-to-date sources.

Why High-Performing Teams Still Hit Bottlenecks

Even well-run systems stall when clarity breaks down:

Admins can’t keep up with internal requests. Docs go stale. Launches get delayed. The Automation App fixes this by giving every team member instant access to real answers—without slowing down execution.

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TAC App on phone

Built for GTM Teams Who Run on HubSpot and Salesforce

The Automation App is a precision-trained AI assistant that delivers real answers to the platform questions your GTM team faces daily—so they can move faster and stop relying on overburdened admins. It's built for execution, not experimentation.

Trained exclusively on your internal documentation, official CRM resources, and governed SOPs, it returns accurate, explainable responses your team can trust—every time.

How it Works​

Fast, Accurate, and Scoped to Your Stack

1. Ask a Question

User types a natural-language prompt into the app chat (e.g., “How do I set up lead scoring in Salesforce?”)

2. AI Pulls from Verified Sources

The Automation App searches approved documentation and internal SOPs only

3. Get a Reliable Answer

Structured response with context, relevant links, and explanation

What Your Team Is Dealing With Today

How The Automation App Solves It

A Smarter Way to Scale Platform Clarity

Designed for the teams responsible for execution. The Automation App delivers practical, reliable answers to reduce ramp time, cut support requests, and bring consistency to how work gets done.

24/7 Access to Operational Knowledge

The Automation App gives your team immediate answers to Salesforce and HubSpot-related questions using current, trusted documentation.

Verified Sources Only—No Public Web Crawling

Every response is built from a defined set of sources: official help centers, training materials, and your internal SOPs. Nothing is scraped from forums or public websites.

Onboarding Without Bottlenecks

New hires can onboard using guidance tailored to your system architecture and naming conventions—without waiting on someone to explain it live.

Enforces Consistent Execution

The Automation App provides answers based on how your tools are configured, so every user—from Sales to CS—is working from the same logic and rules.

Cuts Down Admin Disruptions

Instead of answering repeat questions all day, admins can focus on higher-value work while The Automation App handles configuration, logic, and usage inquiries.

Built to Meet Enterprise Standards

With private hosting, scoped data ingestion, and permission controls, The Automation App supports secure, compliant deployment for scaling GTM teams.

Choose a Plan That Matches How You Work

From individuals to enterprise deployments, The Automation App offers pricing that scales with your needs.

Individual

Plan
$ 20 Monthly
  • 1 User
  • 20,000 Prompts/Month
  • AI App Access
  • Prompt History
  • Basic User Management

Starter

Plan
$ 100 Monthly
  • 5 Users
  • 100,000 Prompts/Month
  • AI App Access
  • Prompt History
  • Basic User Management

Pro

Plan
$ 400 Monthly
  • 25 Users
  • 500,000 Prompts/Month
  • Everything in Starter
  • Analytics Dashboard
  • Chat Transcript Export
Popular

Enterprise

Plan
Contact Sales
  • 25+ Users
  • 500,000+ Prompts/Month
  • All Pro Features
  • Private Hosting
  • Advanced Permissions
  • API Access

Built for Operators, Not End Users

The Automation App supports operators across your GTM function—whether you're centralizing documentation, scaling support, or building consistency across teams.

Mid-to-Enterprise Businesses

Align process execution across departments by making SOPs, configuration logic, and platform-specific workflows available in one consistent, searchable interface.

RevOps Teams

Manage GTM strategy with clear, system-specific answers—covering pipeline architecture, scoring models, integrations, and lifecycle enforcement.

HubSpot & Salesforce Admins

Minimize repeat requests with an AI assistant that resolves configuration, automation, and integration questions using your actual setup.

SaaS Companies

Extend the same structured knowledge to customers with a white-labeled assistant trained on product docs, onboarding materials, and support content.

HR & L&D Teams

Deliver structured, scalable internal knowledge without relying on fragmented wikis or intranet pages—ideal for onboarding, compliance, and process training.

Customer Support Teams

Improve deflection rates with a reliable, always-on assistant that resolves routine tickets using trusted documentation and internal support guides.

What Our Customers Are Saying

Dive into our Customer Stories section, where you’ll discover inspiring accounts of how The Automation Company has transformed businesses and fueled their growth through innovative marketing and revops solutions.

Start Fast. Scale with Confidence.

Whether you need instant answers for your internal teams or want to build a branded assistant for your customers, The Automation App gives you a way to move faster without compromising quality or compliance. Built for RevOps, trusted by admins, and ready to scale.