THE PROBLEM
Your team is already using AI. Just not yours.
Staff paste company data into consumer AI tools: “shadow AI” with no visibility, no control, no audit trail.
Work is fragmented across apps, so answers lack the context of your business.
Building a custom solution is complex, costly, and slow.
THE ANSWER
Bring AI inside your company walls.
One private, governed workspace for the whole team, grounded in your company knowledge.
Connected to the systems you already run: finance, CRM, service, email.
Right people, right access, managed from one simple admin dashboard.
1 kick-off call
and your workspace is live the same day.
Pooled usage
shared across your team, so heavy and light users balance out.
Unlimited knowledge
virtually unlimited knowledge bases, synced to your cloud.
Every major model
OpenAI, Anthropic, xAI and hosted open-source, in one workspace.
A DAY AT WORK
What a workday looks like with AI WorkPlace.
8:52 AM — a new Persona joins the team
Like hiring, without the onboarding.
Every Persona arrives briefed on your knowledge, your tools and your tone, and a new one takes minutes to build, with AI WorkPlace drafting the instructions for you. Built for-you and by-you: no coding, no IT ticket.
QuickBooks
Excel
Email
9:14 AM — it already knows the Q3 numbers
Yes. Revenue is tracking ahead of plan, and the Hillcrest project is the main driver.1 The forecast was updated by Dana on Monday.2
Google Drive · Ops Shared Drive → Knowledge Base
synced 14 min ago
AI is only as good as its context.
Your knowledge, on Cloud Sync
SharePoint and Google Drive stay in sync automatically, ready for instant reference. Never stale, never copy-pasted.
Your tools
Live data from the systems your team already runs on. No more silos.
The right access
Sales sees sales. Finance sees finance. M365 and Google permissions carry through.
Sources you can check
Numbered markers show where each answer came from. Open one to see the exact passage.
Memory that sticks
It remembers your corrections and standing instructions, and long chats stay on track.
10:10 AM — switch the model, keep the context
Never locked to one model.
Pick the right model for each Persona and each task, and change your mind mid-conversation. As the AI landscape evolves, you adopt better models without switching platforms. Your knowledge, tools, and thread stay exactly where they are.
Picking up where we left off. Here's the tighter version of the payment-terms section you asked for.
OpenAIGPT-6.1 Sol for complex professional work and GPT-6 Luna for fast everyday tasks. The latest generation, not last year's release.
AnthropicClaude Opus 5.5 for long, multi-step reasoning, Sonnet 5.5 for everyday depth and Haiku 5.5 for speed, with room for very long documents.
xAIGrok 4.7 for advanced reasoning over very long documents, with live search on X.
Privately hostedDeepSeek V4 Pro, Kimi K2.6 and Llama, hosted privately on our infrastructure. No separate accounts, no extra tiers, ready to use.
11:30 AM — it checks Zendesk and QuickBooks itself
Connected to everything you run on.
Ask once. Your Persona pulls the live answer from the system that owns it, with the same access rules as the person asking.
SharePoint
Teams
Outlook
Google WorkspaceGoogle Drive
GmailQuickBooks
Slack
Salesforce
HubSpot
Zendesk
Zoho
GitHub
LEVESYS
Stripe
Cheops
12:10 PM — the inbox and the calendar, handled
It doesn't just answer. It gets it done.
Your Personas work inside Microsoft 365 and Google Workspace. They read the attachments, draft the reply, book the meeting and update the register. Nothing is changed, cancelled or overwritten until you press Approve.
Draft ready in Outlookin your DraftsHi Dana, here's the revised cost report with the electrical and freight variances broken out.
📎 Hillcrest-Cost-Report-v3.xlsx
Update Vehicle Register1 rowEmail: Outlook and Gmail
Reads attachments, drafts replies with files attached, files and labels mail, and works in shared inboxes like Accounts or Info.
Calendar: Outlook and Google
Books meetings and repeating series, finds an hour that suits everyone, and accepts or declines invitations.
Teams
Replies in the thread, @mentions the right people, and shares files in channels and chats.
SharePoint & Google Workspace
Searches inside files across SharePoint, OneDrive and Google Drive, updates SharePoint Lists after you approve, and saves documents back as a new version.
Planner & To Do
Checks what's open on a team's plan, and adds tasks with an owner and a due date.
Meeting notes
Minutes, decisions and action items from transcribed Teams meetings, with who attended.
1:15 PM — the whole crew works in one Project Workspace
Dana logged the site update: framing inspection passed.
Alex asked in the shared project chat to flag cost variances over 5%.
Work with AI, together.
Project Workspaces give your team one shared place for everything on the job: documents, updates, and shared AI chats everyone can see. Ask a question once and the whole crew gets the answer, grounded in the plan, the numbers, and the thread.
2:05 PM — the proposal starts from your template
Your templates. Your format. Every time.
The Resource Library holds your approved templates, playbooks, and reference documents, shared with every Persona you allow. Create a document from a template in chat, then iterate on it right there. No longer limited by other people's format preferences.
Created Meridian-Proposal-draft.docx from v6. Want me to fill in scope from the site notes?
2:40 PM — the board pack is ready before the meeting
Saved to SharePoint › Finance › Board PacksFinished files, not first drafts.
Ask for a proposal with a pricing table and a chart, and get the complete Word, Excel or PowerPoint file in one step, built on your own templates and logo.
Numbers you can trust
Spreadsheets are calculated before they're saved, and broken formulas are caught and fixed before you see them.
Ready to send
Turn any document into a PDF, with fonts, headers and charts intact.
Saved where it lives
Back to SharePoint or OneDrive as a new version of the original. Replacing a file waits for your Approve.
Every file opens
Macro workbooks, older Office files and Project programmes are read and worked on like the rest.
3:20 PM — a Persona for every role
AI that fits every role in your business.
Expert-level support tuned to your standards, instead of generic internet answers. Start from ready-made roles or build your own.
Sales
Proposals, scopes, objections
Finance
Reports, variance, cash flow, financial models
Support
Consistent replies, next steps
Operations
SOPs, checklists, suppliers
Marketing
Content, campaigns, brand voice
HR
Policies in plain language
Project Mgmt
Status, risks, next steps
Build your own
Any role, any workflow
Write the procedure once. Every Persona can use it.
A Skill is a step-by-step procedure, like your month-end close or a site induction. Personas read it only when the task calls for it, so long procedures cost nothing on everyday messages. Start from the Skill Library or write your own; anything imported waits for an admin's approval.
4:10 PM — more capability, less cost
More capability. Less cost.
Everything the single-vendor team plans do, plus the things they can't.
Every provider, one bill
Claude Teams gives you Claude. ChatGPT Teams gives you GPT. AI WorkPlace gives you both, plus Grok and hosted open-source models, in one workspace.
Pooled usage, not per-seat caps
Most plans cap each user individually. Ours is pooled across your whole company, so heavy and light users balance out and nobody gets throttled for being productive.
Personas without a developer
Copilot agents need quasi-developer skills and a full M365 licence underneath. Here, anyone builds a Persona in minutes.
4:45 PM — tomorrow's report schedules itself
From daily tool to automation platform.
AI WorkPlace doesn't wait to be asked. Put recurring work on a schedule, start tasks the moment something happens in your tools, and let bigger jobs finish in the background. The results arrive by email or wait for you in AI WorkPlace.
Scheduled Tasks: Routine Workflows Done for You · 6:11
Scheduled AI tasks
Recurring reports, summaries, and follow-ups that run on a schedule, so no one has to prompt them.
Event-triggered tasks
Start work the moment something happens in your connected tools, like a new Zendesk ticket, a Slack message or a Stripe payment.
Long-running work
Kick off complex, multi-step AI work and come back to a finished result, even after you close the tab.
Briefings
Visual snapshots of the numbers and action items that matter, kept current from your connected data.
5:00 PM — IT signs off
Enterprise trust without enterprise IT.
Security isn't a feature bolted on top. It's the foundation, on by default from the first login.
WHO'S USING IT
Real value, across real industries.
GETTING STARTED
From first call to full value.
One kick-off call
We get you logged in to your own secure environment and connected to your Microsoft 365 or Google while we’re on the call.
Instant access
Start extracting insights, analysis, and value from your own data the same day. No waiting on an IT project.
Onboarding & check-ins
A hands-on session to weave AI WorkPlace into your workflows, with direct access to our team as you grow.
Put AI to work. Today.
No IT team. No long deployment. Your whole business, working with AI, securely and on your terms.
$49 Core · $119 Power · per user / month (CAD) · usage pooled across your company