NewDay Planner sends each engineering manager their plan by 8:30Day Planner for engineering managers→

Give your org an AI team.

Agents for sales, marketing, engineering, HR and finance that share one memory of how your company works. You approve what they send.

No card · 500 free credits · First results in minutes

Works with the tools your team already uses

  • Jira
  • GitHub
  • GitLab
  • Slack
  • Gmail
  • Google Calendar
  • Google Drive
  • HubSpot
  • Salesforce
Human workforceAI agent workforce

The Formulate stack

Formulate AgentOS

People and agents in one org chart

stores memory & context in

Anchor

The shared memory every agent reads from

Nyas: the infrastructure both run on

Business outcomes

Every result in one place, or just ask My EA

The Live org map in the Formulate app: Manish Kumar, CTO, at the top, then Engineering, HR, Operations (led by Ritu, COO) and Sales, each with its people and its AI agents (1:1 Prep, Code Reviewer, Day Planner, Engineering Roll-up, HR Helpdesk, Lead Prospector, Outreach Writer), above the shared memory, Anchor, and the Nyas infrastructure.
People and AI agents in one org chart, team by team.Live org map · demo workspace

How it works

From your org chart to agents doing real work, in three steps. Plans and drafts arrive in Slack and email, so your team uses them without opening another app.

Importing OKRs from a spreadsheet in the Formulate app: a preview of new goals, objectives and key results, with one error and one warning to fix before applying.
OKR import preview · demo workspace
1 · Import your org
Importing OKRs from a spreadsheet in the Formulate app: a preview of new goals, objectives and key results, with one error and one warning to fix before applying.
OKR import preview · demo workspace
2 · Hire agents into each team
The Agents page in the Formulate app: four agents hired into Sales, HR and Engineering, each live and pinned, above a search across every agent.
Agents page · demo workspace
3 · Watch them work
Day Planner in the Formulate app: today's plan for an engineering manager, sent to Slack and Gmail, with top priorities, a pull request waiting on review and the next step for each.
Day Planner, sent to Slack and Gmail · demo workspace
Anchor · shared memory

Correct it once. Every agent knows.

Tell Lead Prospector “we don’t sell to agencies” and its next search skips them. Outreach Writer and Signal Prospector follow it too, because every agent reads the same company memory, Anchor.

  1. 01

    Saved with the reason

    Every approve, edit and reject is saved as a lesson in your workspace, with who taught it and why.

  2. 02

    Read before every run

    Agents read their own lessons and their teammates’. One correction reaches the whole team.

  3. 03

    Changed only with your approval

    Improvements are proposed from your reviews and go live only when the department head approves them.

How Anchor works
Lead Prospector and Outreach Writer, as in the app
Goals

Your OKRs, connected to the work.

  • Import goals, objectives and key results from a spreadsheet, with a preview before anything changes.
  • Give each key result an owner and link it to the Jira epics that deliver it.
  • Progress moves as the linked work closes, so the page stays current without a status meeting.
The OKRs page in the Formulate app: company goals, objectives with owners, and key results with progress bars and linked Jira epics.
OKRs page · demo workspace
A linked epic closes; its key result moves
Agents for every team

Hire agents into each department.

42 agents live today across 8 departments. Each has one job, a reviewer from that team, and a place in your org chart next to the people.

Find, research and reach the right customers.

  1. Signal WatcherAcme just raised a round
  2. Lead ProspectorCompanies like Acme, with sources
  3. Contact FinderThe buyer at each, with email
  4. Outreach WriterOne specific email per buyer
  5. You approveSent from your inbox

All 10 Sales agents

  • Lead Prospector

    Finds and researches companies that fit your ideal customer, with sources, for your review.

  • Outreach Writer

    Drafts a specific email for each prospect you approved.

  • Contact Finder

    Finds the companies and people you describe, with contact details.

  • Signal Prospector

    Finds prospects showing buying signals, drafts the outreach and keeps your CRM updated.

  • Account Researcher

    Builds a pre-meeting brief and an account plan for each account, with sources.

  • Call Follow-up Writer

    Turns each sales call into a follow-up email and a CRM update.

  • Pipeline Analyst

    Flags stale deals, checks qualification against your criteria and calls out forecast risk.

  • Inbound Lead Triage

    Scores new inbound leads, merges duplicates, assigns an owner and flags what is stuck.

  • Signal Watcher

    Watches your target accounts for hiring, funding and leadership news, and says why each matters.

  • Sales CoachSoon

    Scores sales calls and shows each rep what to fix next.

For everyone in the company

My EA

One assistant in front of them all. It plans your day, answers from what your company knows and hands work to the right agent.

Start free

More about AgentOS

Teams working with Formulate
  • Conversive
  • SenseHQ
  • SMS Magic
  • DVertex
  • Reva University
  • Growspace M2M
  • Inergio
  • Qryde
  • Wishrupt
“Our BD team spent the first half of every day researching prospects and writing follow-ups. I stopped thinking of Formulate as a tool and started thinking of it as a member of the team.”
Ankit RawatFounder, Growspace M2M
Trust

Nothing goes out until a person approves it.

Your data stays in your workspace. Agents draft; the reviewer from that team approves, edits or rejects, and every decision is kept.

  • A person approves what goes out

    Agents that send or change something in your tools wait for approval. Agents that only report to you, like Day Planner, send to you alone.

  • Never used to train models

    Each workspace is kept separate. Your data and lessons are not used to train AI models or shared with other customers.

  • Credentials encrypted

    Keys and tokens for the tools you connect are stored encrypted. Disconnect a tool any time.

  • Hosted on Nyas

    Agents, memory and sign-in run on Nyas, with an India region. Need it in your own cloud? Talk to us.

How we handle your data

Start free. Pay when it is working.

500 free credits, no card. Paid plans from ₹1,999 a month. See all plans

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Your AI team, ready today.

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