The Quickly platform
Tasks in.
Work done.
One platform with three ways to get things done: an assistant your team can ask, agents that run recurring work on their own, and playbooks that turn your SOPs into governed automation. All grounded in your knowledge, connected to your tools, and safe by default.
Connected to the tools your business already runs on
Slack
Microsoft TeamsSalesforceHubSpotJira
LinearGitHubNotion
Google DriveGmailQuickBooks
Zendesk
Confluence
Stripe
Asana
IntercomSlackMicrosoft TeamsSalesforceHubSpotJiraLinearGitHubNotionGoogle DriveGmailQuickBooksZendeskConfluenceStripeAsanaIntercomQuickly Assistant
The place your team asks for work.
People ask Quickly in Slack, Teams, or the app — in plain language. It reads the thread, pulls the right context from your knowledge and records, and either answers or carries the task all the way to done.
- Thread-aware, inside the tools you already use
- Grounded in workspace knowledge, records, and entities
- Pauses for approval before any risky write
- Delivers the result right where you asked for it
Dana M.
Pull the open balance for Northwind and post it here before the call.
Quickly
Found account in Salesforce
Pulled latest invoices from QuickBooks
Open balance
$12,480
2 invoices · Net 30 · oldest 14 days
Quickly Agents
Recurring work that runs without you.
Stand up an agent once for the work you repeat — triage a queue, prep an account, keep a CRM clean, draft the weekly report. Give it plain-language instructions, a schedule or trigger, and the exact tools it is allowed to touch.
- Plain-language instructions, no scripting
- Schedules and event-based triggers
- Scoped to only the tools you allow
- Full run history for every execution
Agent
Weekly revenue digest
Allowed tools
SalesforceHubSpot
Google SheetsSlackQuickly Playbooks
Your SOPs, turned into governed automation.
Turn a multi-step procedure into a repeatable workflow that combines agent reasoning, integrations, API and MCP calls, approved browser steps, and human approvals — versioned, so every run follows the same trusted path.
- Visual, multi-step workflows
- Integration, API, MCP, and skill steps
- Approved browser steps for portals with no API
- Versioned and fully auditable
Customer onboarding
v4 · versioned- 1Deal marked Closed-WonTrigger
- 2Provision workspace via APIIntegration
- 3Draft welcome emailSkill
- 4Account owner signs offApproval
- 5File setup in billing portalBrowser
The execution loop
How work moves through Quickly
The same path every time: Quickly receives the work, grounds it, executes it, and records exactly what happened.
Ask
A teammate asks Quickly to complete a piece of work.
Ground
It gathers thread, workspace, knowledge, entity, and tool context.
Plan
The agent chooses a playbook, skill, API, MCP tool, or browser path.
Approve
Sensitive writes pause for a human decision.
Execute
Quickly completes the task across your connected systems.
Audit
Every tool call, approval, failure, and result is logged.
Under the packaging
The platform that makes it all real.
Assistant, Agents, and Playbooks are how the work is packaged. These capabilities are what make them dependable in real operations.
Knowledge and entities
Workspace files, policies, records, customers, and vendors become memory your agents can reason over.
Integrations, APIs, and MCP
Native integrations plus MCP and developer APIs give agents tool access without one-off glue code.
Browser workflows
When a system has no usable API, agents run approved browser steps to get the work done anyway.
Governance
Scoped permissions, approval gates, encrypted credentials, audit logs, and staff-facing failure visibility.
Quick Search
Find answers across connected tools, knowledge, entities, and task history before taking action.
Channels
Slack, Teams, SMS, voice, web, Zoom, and the API all feed the same execution engine.
Connected by design
Built for the tools that already run the business.
Native integrations, MCP-connected tools, developer APIs, and approved browser workflows all feed the same agent runtime — so there is one place the work actually happens.
SlackMicrosoft TeamsSalesforceHubSpotJiraLinearGitHubNotionGoogle DriveGmailQuickBooksZendeskConfluenceStripeAsanaIntercomDon't see your tool? If it has an API, we connect it. If it has a website, browser workflows handle it.
Safe by default
Built to touch real systems.
Quickly is not just a chat interface. It is built for agents that act inside the systems your business depends on — which is exactly why permissions, approvals, encrypted credentials, and audit logs are part of the runtime, not an afterthought.
Scoped permissions
Each agent and playbook touches only the tools and data you grant it.
Risk-based approvals
Money, records, and destructive writes pause for a human decision.
Encrypted credentials
OAuth tokens and secrets are encrypted with the right scope before storage.
Audit logs
Every tool call, approval, and result is recorded for review.
Failure visibility
Staff see exactly where and why a run stopped — no silent failures.
Workspace isolation
Tenant data stays scoped to its workspace, end to end.
Questions, answered
Frequently asked questions
What is Quickly?
Quickly is one platform with three ways to get work done: an assistant your team can ask in Slack, Teams, or the app; agents that run recurring work on their own; and playbooks that turn standard operating procedures into governed automation. Everything is grounded in your knowledge and records and connected to your tools through native integrations, APIs, MCP tools, and approved browser workflows.
How is Quickly different from a chatbot or a tool like Zapier?
A chatbot answers questions and a trigger-based tool moves data on fixed rules. Quickly reasons through multi-step work and executes it across your systems, pausing for human approval before risky writes. When a system has no usable API, Quickly can complete the work through approved browser steps instead.
Does Quickly work with tools that don’t have an API?
Yes. Native integrations and developer APIs cover most modern systems. For legacy systems and portals with no usable API, agents run approved browser workflows so the work still gets done.
Where can my team use Quickly?
In Slack, Microsoft Teams, SMS, Zoom, the native web app, and through the public API. Every channel feeds the same execution engine, so the behavior and governance are identical no matter where a request starts.
Is Quickly secure enough to act inside our business systems?
Yes. Scoped permissions, risk-based approval gates, encrypted credentials, full audit logs, and workspace isolation are built into the runtime — not added on. Sensitive writes pause for a human decision and every tool call is logged.
Which integrations does Quickly support?
Hundreds, including Slack, Microsoft Teams, Salesforce, HubSpot, Jira, Linear, GitHub, Notion, Google Drive, Gmail, QuickBooks, Zendesk, Confluence, and Stripe — plus any tool with an API and effectively any website through approved browser workflows.
Bring us your most tedious workflow.
Book a 15-minute demo and we'll show you how Quickly turns it into assistant help, an agent, or a playbook — live.