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IntegrateWise

IntegrateWise OS

Normalize your messy work once. Get tasks, clarity, and outputs anywhere—without setup friction.

No API keys required. Start with a 60-second value moment, then add data when you're ready.

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Customer Success

Reduce churn risk, systemize renewals, and generate QBR-ready outputs from your customer context.

  • A working CS workspace lens (accounts → timeline → actions)
  • Account tasks automatically extracted from notes/conversations
  • AI Insights: churn signals + next-best actions (with provenance)
  • Ready path to templates (QBR pack / renewal plan)

Best first input (pick one):

Connect: CRM / Support / Slack · Upload: account CSV + call notes · Paste: links to docs/notes
Start as Customer Success

Personal OS

Turn scattered work into a clean task system and a personal operating layer—fast.

  • Clean personal workspace lens (My Work → Tasks → Brainstorming)
  • Tasks extracted from your dump/memory with priority suggestions
  • Weekly AI Insights and planning suggestions
  • Guided path to templates (planning, reviews, operating cadence)

Best first input (pick one):

Capture: browser memory · Upload: docs/CSV/screenshots · Connect: Slack / Gmail / Notion
Start as Personal OS

What happens next

  1. Step 1 — Sign in: Google, Microsoft, or email login.
  2. Step 2 — Quick setup (60 seconds): Enter your details → get your operating-style insight and safe defaults.
  3. Step 3 — Add one input: Connect an approved tool or drop a small data dump.
  4. Step 4 — AI Loader: We extract the "creamy layer" and normalize it into your workspace.
  5. Step 5 — Land in your workspace: AI Loader · Tasks · Brainstorming · AI Insights · Settings.
Data handling: We only render/export to approved destinations (allowlisted tools). No arbitrary BYOT destinations. No keys required: Hosted AI works out of the box.