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Agents
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Docs
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Projects
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Tables
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Boards
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Chat
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Customers
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Automate
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Agents
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Docs
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Projects
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Tables
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Boards
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Chat
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Customers
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Automate
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Agents
Launch agents automatically based off conditions & actions across your workspace—no third-party glue.
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Customers
Effortlessly track leads, manage customer interactions, and nurture lasting relationships, all in one streamlined interface.
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Automate
End-to-end workflows without third-party glue. Triggers, conditions & actions across all Matilda apps.
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Powered by trusted technology
Run automations across your workspace—no third-party glue.
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“New lead Acme Robotics scored 84% customer fit — Opportunity created, intro drafted, & demo booked Tue 7 Oct.”
Steps
New lead captured
Enrich contact & company
Score & qualify
Draft intro email with customer context
Human in the loop: Review & Send
Sales
Lead to demo,
automaticallyNew leads are enriched, qualified, routed, and scheduled—no duct tape.
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“Q3 Launch pack ready — channel plan, KPI sheet, 8 ad variants, Landing Page draft, first emails queued.”
Steps
New Campaign record in Tables
Draft a creative brief & channel mix
Create assets: Landing Page, Emails, Ads
Human in the loop: Review brief and assets
Publish Landing Page, launch emails, ads
Marketing
Launch multi-channel
campaignsBrief → assets → approvals → publish → optimize—AI handles the busywork; you steer.
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“NovaPay usage down 22% — tailored email sent; 15-min check-in booked Wed 8 Oct, 11:00 AM.”
Steps
Detect usage signal
Draft tailored email
Human-in-the-loop: Review email
Send email
Create follow-up task
Success
Help customers before
they askProduct signals trigger tailored outreach—with human in the loop.
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“Product Review Document & backlog for Smart Sync created — goals, scope, acceptance criteria, and risks logged.”
Steps
New Idea card moves to “Spec”
Create PRD from template + context pulled
Human in the loop: Review PRD & sign-off
Create epics & stories in Projects
Loop per task: Acceptance criteria
Product
From Idea to
Backlog in secondsDraft a Product Review Document, break it into epics & stories, and auto-generate acceptance criteria—co-authored in place in minutes.
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“Coffee beans (Single Origin) at 2 kg (below 5 kg). Drafted reorder to Daily Grind Roasters for 10 kg.”
Steps
Detect low stock
Draft reorder
Human in the loop: Review PO
Send PO
Create receiving task
Operations
Restock before
you run outThreshold alerts create POs and receiving tasks automatically.
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“Ticket #48231 (Billing error) P2 | negative — first response sent; assigned to Sofia”
Steps
New ticket arrives
Auto-classify & route
Draft first reply using KB
Human in the loop: Review reply
Send reply
Support
Triage done. First reply
drafted.Classify, prioritise, and route with an on-brand reply ready to approve.
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“Maya Chen accepted offer— welcome pack, day-one schedule, and onboarding checklist ready; kickoff Mon 6 Oct, 9:00 AM.”
Steps
Signed offer
Create onboarding checklist
Send welcome email & day-one schedule
Send & assign tasks
Announce in #Channel
HR
Onboarding that
runs itselfWelcome pack, checklist, schedule, and announcements—ready in minutes.
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“Your Weekly Business Review is ready: revenue, pipeline, usage, support, cash. I proposed 6 next actions.”
Steps
Every Monday 9am
Pull metrics
Draft Weekly Business Review doc
Human in the loop: Review doc
Post to leadership #channel
Founders
One weekly view of the
businessMetrics, highlights, risks, and next steps—ready every Monday.
Agent chatwidgets
keep you in the loop
Switch to Matilda
Stop the Franken-Stack
With multiple tools, logins, and permission systems context fragments, automations break, and AI can’t see the full picture. Your bottleneck isn't smarter AI models, it's the tools and context around them.
Matilda Workspace
Agents and automation run end-to-end workflows natively across your workspace—on one data model, one permission model, one simple UX.
What you get when use Matilda Workspace
One Platform
Every workflow
A suite of apps on one data model so teams & AI can see the whole picture —together. Try free
Workspace-wide memory
Stop re-explaining context. Matilda remembers you, your team, and your customers’ preferences—so work keeps moving.
Invite once,
onboard everywhere
Centralised permissions and a consistent User Experience across all apps mean faster onboarding and fewer mistakes. Try Free
Get started with
template packs
Startup OS and Agency OS pack projects, docs, agents & automations—so you can ship in minutes, not weeks. Try Free
Workflow superpowers
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Review Gates & Approvals
Human-in-the-loop by default—approve and ship with one click.
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Automation
GalleryOne-click flows across Projects, Docs, Tables, Boards, Chat, Customers—no duct tape.
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Command
/ SlashCreate anything, anywhere—tasks, docs, rows—in a few keystrokes.
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Universal
SearchFind anything instantly—permission-aware across apps.
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Deep Links & Smart Mentions
@mention live objects and paste links that unfurl with status.
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Dark Mode
Work comfortably day or night—your theme syncs across every app and device.
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Guests
with GuardrailsInvite clients to specific spaces; permissions inherit automatically.
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Schema & Custom Fields
Add fields to tasks, docs, rows, and records; keep data consistent.
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Rich Embeds & Previews
Drop in designs, repos, and links; Matilda shows what matters.
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Workspace Memory
Learns people, teams, and patterns for smarter actions.
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Permission-Aware Answers
Ask anything; get cited, role-scoped results.
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Saved
ViewsPersonal dashboards that stay in sync across apps.
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Team
SpacesDedicated hubs per team/client—and automations with unified permissions.
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Template Packs by Team
Startup OS, Agency OS, Product OS—spin up workflows in minutes.
What's new
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Workspace Memory
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Agents v2
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Context Engine: Give AI the bigger picture
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Research
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Bundle all your subscriptions into-one
Coming from Asana, Notion, Slack, HubSpot? We’ll migrate your first workspace for you - free.
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Collaborative workspace
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3 seats included
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AI actions: 200/mo (pooled)
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Automate actions: 200/mo (total)
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Memories: 200 total (User only)
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AI Knowledge Base: 1GB indexed
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Blocks & Objects: 1,000
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Guests: 10
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Everything in Free, and
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Team Spaces
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AI actions: 1k per user
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Automate actions: 1k per user (Pooled)
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Memories: 1,000 user, team & customer
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AI Knowledge Base: 50GB indexed
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Blocks & Objects: Unlimited
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Guests: up to 100
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$85 per user /month
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Everything in Plus, and
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Priority throughput: AI & Automate
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AI actions: 5k per user
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Automate actions: 5k per user (Pooled)
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Memories: 5,000 user, team & customer
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AI Knowledge Base: 100GB indexed
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Advanced security: SCIM provisioning
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Guests: up to 250
Enterprise
Everything in Pro, and
What’s included
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Expanded context window for longer inputs & larger files
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Enterprise security: SSO/SAML, SCIM, RBAC, domain verification, user analytics
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Advanced privacy: custom retention policies, no training on your data by default
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24/7 priority support, SLAs, custom legal terms, AI advisors
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Built for scale: volume discounts, invoicing & ACH, unlimited users & teamspaces
Matilda is the best way for teams to work with AI—together.
Try it out for free. Upgrade and add your team anytime.
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