# Doe

> Doe is the platform for Work 5.0, where the human is the conductor, not the worker. Augment yourself with AI agents that handle the boring stuff so you can focus on what matters.

- [Full documentation](https://doe.so/llms-full.txt)

Doe is a work productivity platform that lets you manage and orchestrate AI agents to handle repetitive, tedious tasks. Instead of doing every task yourself, you become the conductor, directing AI agents while focusing on creative thinking, strategy, and work that truly needs a human touch.

The platform connects to 60+ business tools including Salesforce, Slack, Snowflake, HubSpot, Notion, Linear, Ramp, Google Sheets, Stripe, and Postgres. Doe offers two modes: Fast (quick responses) and Smarter (deeper analysis).

Founded in 2024, Doe is backed by Y Combinator and based in San Francisco. Enterprise features include SOC 2 Type II compliance, SSO, SCIM provisioning, and dedicated support.

## Documentation

- [Features](https://doe.so/features): Platform capabilities for managing AI agents, automating workflows, and connecting your tools
- [Enterprise](https://doe.so/enterprise): Enterprise features including SSO, SCIM provisioning, audit logs, and dedicated support
- [Pricing](https://doe.so/pricing): Pricing plans starting at $500/user/month for teams, with custom enterprise options
- [AI Spreadsheets](https://doe.so/tools/spreadsheets): Generate financial models and spreadsheets from your business data
- [AI Analytics](https://doe.so/tools/analytics): Query databases, APIs, and spreadsheets in natural language
- [AI Deep Research](https://doe.so/tools/deep-research): Multi-source research reports with citations and evidence
- [AI Agent for Marketing Teams](https://doe.so/lp/marketing): How marketing teams use Doe for reporting, SEO audits, competitive intel, and campaign analytics across GA, HubSpot, Meta Ads, Ahrefs, and 40+ tools
- [AI Agent for Sales Teams](https://doe.so/lp/sales): How sales teams use Doe for prospect research, post-call admin, meeting prep, and deal risk detection across Salesforce, HubSpot, Gong, and 40+ tools
- [AI Agent for Finance Teams](https://doe.so/lp/finance): How finance teams use Doe for close packages, variance analysis, cash flow forecasts, and investor updates across QuickBooks, Stripe, Ramp, and 30+ tools
- [AI Chief of Staff for Executives](https://doe.so/lp/chief-of-staff): How founders and executives use Doe for morning briefings, email triage, meeting prep, and cross-functional visibility
- [Documentation](https://docs.doe.so/): Technical documentation and API reference

## Use Cases

- [All Use Cases](https://doe.so/use-cases): 62 AI-powered workflows across sales, finance, legal, marketing, data & analytics, customer success, ops, and research

### Sales

- [Post-Call Deal Package](https://doe.so/use-cases/post-call-crm-updates): Deal changes, CRM updates, and the follow-up draft packaged before the next call starts
- [Pipeline Intervention Brief](https://doe.so/use-cases/pipeline-health-briefing): Daily deal risk, forecast exposure, and the next manager actions needed to protect the quarter
- [Lead Research & Enrichment](https://doe.so/use-cases/lead-research-enrichment): ICP-scored prospects with account context and talking points ready in your CRM each morning
- [Account Prep Brief](https://doe.so/use-cases/meeting-prep-automation): Stakeholders, objections, deal history, and recommended talking points delivered before every call
- [Win/Loss Analysis](https://doe.so/use-cases/win-loss-analysis): Closed deals analyzed across transcripts, emails, and CRM data with patterns and root causes identified
- [Competitive Deal Intelligence](https://doe.so/use-cases/competitive-deal-intelligence): Real-time competitor intel delivered to every deal with self-updating battlecards
- [CRM Auto-Update from Meeting Notes](https://doe.so/use-cases/meeting-to-crm): Granola meeting notes turned into CRM updates, new contacts, and follow-up tasks without manual entry
- [Voice Call Follow-Up Handler](https://doe.so/use-cases/voice-call-followup): Every Retell voice call scored, logged to CRM, and followed up via email within minutes
- [Self-Learning LinkedIn Outreach](https://doe.so/use-cases/self-learning-linkedin-outreach): HeyReach campaigns that analyze what converts and rewrite underperforming messages weekly
- [Outbound Sequence Watchdog](https://doe.so/use-cases/outbound-sequence-watchdog): Deliverability monitored, dead sequences paused, and warm replies synced to CRM across Instantly and Lemlist

### Finance

- [Month-End Close Package](https://doe.so/use-cases/month-end-close): Revenue reconciled, anomalies flagged, and the close package ready for review on the 1st of every month
- [Investor Update Draft](https://doe.so/use-cases/investor-update-draft): Metrics pulled, narrative written, email drafted for review instead of building from scratch

- [Cash Flow Forecasting](https://doe.so/use-cases/cash-flow-forecasting): Rolling 13-week forecast rebuilt every Monday from live data with runway and scenario analysis
- [Revenue Variance Analysis](https://doe.so/use-cases/revenue-variance-analysis): Variance decomposed by driver early in the month for early intervention
- [Expense Policy Compliance Scan](https://doe.so/use-cases/expense-policy-compliance): Every Brex transaction checked against your expense policy with violations flagged and cross-referenced against Sage GL entries
- [POS-to-Books Reconciliation](https://doe.so/use-cases/pos-to-books-reconciliation): Square transactions reconciled against Zoho accounting entries daily, not at month-end

### Legal

- [Contract Redline Brief](https://doe.so/use-cases/contract-redline-brief): Third-party paper turned into a negotiation-ready issue list with fallback language and redline
- [Due Diligence Report](https://doe.so/use-cases/due-diligence-report): Hundreds of data room documents reviewed against your checklist with risks flagged, gaps identified, and a report delivered to the deal team
- [Litigation Prep Brief](https://doe.so/use-cases/litigation-prep-brief): Every email, contract, and account record gathered across your tools into a case brief with chronology, key facts, and exposure assessment
- [Compliance Change Monitor](https://doe.so/use-cases/compliance-change-monitor): Regulatory changes scanned weekly with required actions, deadlines, and affected policies
- [Vendor Agreement Renewal Audit](https://doe.so/use-cases/vendor-agreement-audit): Upcoming vendor renewals prepped with current terms, usage data, and renegotiation opportunities


### Marketing

- [Traffic Drop Diagnosis](https://doe.so/use-cases/traffic-drop-diagnosis): When traffic drops, get the likely cause, affected pages, and next steps without an emergency scramble
- [Attribution & CAC by Channel](https://doe.so/use-cases/attribution-cac-by-channel): True CAC per channel down to campaign level to spot budget misallocation
- [SEO Action Plan](https://doe.so/use-cases/seo-audit-quick-wins): Prioritized ranking moves with expected impact and quick fixes your growth team can ship this week
- [Content Performance Analysis](https://doe.so/use-cases/content-performance-analysis): Weekly leaderboard ranking every article by pipeline influenced and revenue attributed
- [Cross-Channel Performance](https://doe.so/use-cases/cross-channel-performance): Every channel, every metric, one dashboard assembled before Monday standup

- [Social Listening Brief](https://doe.so/use-cases/social-listening-brief): Daily brand and competitor monitoring across Reddit and X, categorized by sentiment and urgency
- [E-commerce Anomaly Investigator](https://doe.so/use-cases/ecommerce-anomaly-investigator): AI cross-references Shopify and Stripe to explain revenue changes and flag refund spikes
- [E-commerce Revenue Attribution](https://doe.so/use-cases/ecommerce-revenue-attribution): Email and SMS flows ranked by actual revenue per recipient with declining flows and expiring discount codes flagged
- [Influencer Campaign ROI](https://doe.so/use-cases/influencer-campaign-roi): Per-influencer cost, traffic, conversions, and audience authenticity from HypeAuditor, GA, and Shopify
- [Competitor Ad Intelligence](https://doe.so/use-cases/competitor-ad-intelligence): Competitor ad activity across LinkedIn, Google, and Meta monitored via Adyntel and correlated with your traffic
- [Email & Newsletter Health](https://doe.so/use-cases/email-newsletter-health): Subscriber engagement, list decay, and deliverability risks audited across Mailchimp and Kit

### Customer Success

- [Renewal Risk Radar](https://doe.so/use-cases/renewal-risk-radar): At-risk renewals flagged early with reasons, a save plan, and call context
- [Support Escalation Brief](https://doe.so/use-cases/support-escalation-brief): Ticket history, product behavior, and account context delivered before escalation calls
- [Onboarding Progress Tracker](https://doe.so/use-cases/onboarding-progress-tracking): New accounts ranked by blockers, timeline risk, and next owner action
- [NPS Follow-Up & Response](https://doe.so/use-cases/nps-followup-automation): Every NPS response routed to the right CSM with account context and a drafted reply
- [Support Knowledge Gap Finder](https://doe.so/use-cases/support-knowledge-gap-finder): AI reads support tickets, identifies missing KB articles, and drafts them
- [Community Pulse Digest](https://doe.so/use-cases/community-pulse-digest): Telegram community messages read daily with bug reports, feature requests, and complaints prioritized by account value

### Ops & Leadership

- [Morning Leadership Brief](https://doe.so/use-cases/monday-executive-brief): Daily executive brief from live pipeline, revenue, product, and team data before the first meeting
- [Executive Inbox Triage](https://doe.so/use-cases/executive-inbox-triage): Inbox reduced to threads that need a reply, decision, or delegation
- [Meeting Action Extractor](https://doe.so/use-cases/meeting-action-extractor): Meeting transcripts parsed into structured tasks with owners and deadlines
- [Cross-Project Risk Detector](https://doe.so/use-cases/cross-project-risk-detector): Hidden project risks identified by analyzing velocity versus stated status
- [Incident Response Brief](https://doe.so/use-cases/incident-response-brief): PagerDuty alert triggers automated context gathering from Datadog and New Relic with a brief ready before the engineer opens their laptop
- [Sprint Retrospective](https://doe.so/use-cases/sprint-retrospective): Velocity, carry-over, review bottlenecks, and CI failures pulled from Jira and GitHub into a data-driven retro written to Confluence
- [Design-to-Dev Handoff Tracker](https://doe.so/use-cases/design-dev-handoff-tracker): Figma designs marked ready matched against Jira tickets with stale handoffs and missing tickets flagged
- [Microsoft Stack Morning Brief](https://doe.so/use-cases/microsoft-morning-brief): Outlook inbox triaged, Teams threads surfaced, and CRM pipeline summarized before the first meeting
- [Transactional Email Watchdog](https://doe.so/use-cases/transactional-email-watchdog): SendGrid and Resend delivery failures caught and mapped to account value in Salesforce before customers notice
- [Meeting Commitments Tracker](https://doe.so/use-cases/meeting-commitments-tracker): Every commitment from Fireflies transcripts extracted and tracked as Jira tickets with owners and deadlines
- [Knowledge Base Freshness Audit](https://doe.so/use-cases/knowledge-base-audit): Stale Confluence pages and Google Docs flagged with broken links, deprecated references, and suggested owners
- [Form Intake Auto-Router](https://doe.so/use-cases/form-intake-router): Jotform and Tally submissions classified, enriched with CRM data, and routed to the right team automatically

### Data & Analytics

- [Automated KPI Report](https://doe.so/use-cases/automated-kpi-report): Metrics pulled from your Postgres or MySQL database, trends computed, formatted spreadsheet delivered every Monday. Every query visible and editable
- [Cohort Retention Analysis](https://doe.so/use-cases/cohort-retention-analysis): Users segmented by cohort, retention modeled at every interval, trends compared. Runs as inspectable code against your database
- [Data Quality Monitor](https://doe.so/use-cases/data-quality-monitor): Sync freshness, row counts, null rates, and schema drift checked across your Postgres and MySQL databases every 6 hours
- [Custom Dataset Builder](https://doe.so/use-cases/custom-dataset-builder): Describe a dataset in plain language. Doe writes the SQL, pulls from multiple databases, joins in sandbox, delivers a spreadsheet
- [Funnel & Behavior Analysis](https://doe.so/use-cases/funnel-behavior-analysis): Conversion funnels from your event data with behavioral comparison between converters and non-converters
- [Metric Drop Investigation](https://doe.so/use-cases/metric-root-cause-analysis): A metric dropped. Doe decomposes it across every dimension in your database and identifies which segment is driving the change
- [Scenario Modeling](https://doe.so/use-cases/scenario-modeling): Model pricing changes, expansions, and deprecations using historical patterns from your database
- [Feature Adoption Tracker](https://doe.so/use-cases/feature-adoption-tracker): Feature-level usage from Amplitude ranked by adoption velocity with declining engagement flagged weekly

### Research & Intelligence

- [Competitor Intelligence Monitor](https://doe.so/use-cases/competitor-intelligence-monitor): Pricing changes, feature launches, and strategic shifts from every tracked competitor
- [Market Sizing Research](https://doe.so/use-cases/market-sizing-research): TAM/SAM/SOM analysis from public data with cited sources and structured models
- [Funding & M&A Monitor](https://doe.so/use-cases/funding-mna-monitor): Daily funding rounds, acquisitions, and IPO filings filtered to your market
- [Survey Insight Report](https://doe.so/use-cases/survey-insight-report): Every survey response read, themed, and synthesized with clear takeaways

## Research

- [Blog](https://doe.so/blog): Insights on Work 5.0, AI agents, and the future of productivity
- [Reinventing Work](https://doe.so/blog/reinventing-work): Doe connects to your tools and completes your work — our goal is to save a billion hours
- [Introducing Loops](https://doe.so/blog/introducing-loops): Agents that monitor, decide, and act on your behalf on a recurring schedule
- [Introducing the Trace Panel](https://doe.so/blog/introducing-trace-panel): Full visibility into every action your AI agent takes in real-time
- [Introducing Citations](https://doe.so/blog/introducing-citations): Every claim links back to its source with transparent calculation traces
- [Introducing Credits](https://doe.so/blog/introducing-credits): Simple, predictable usage-based pricing that scales with how you use Doe
- [Introducing Folders](https://doe.so/blog/introducing-folders): Organize your Doe sessions with folders and subfolders
- [OpenClaw's Vision, Enterprise-Ready](https://doe.so/blog/openclaw-but-enterprise-ready): OpenClaw proved AI agents should work for you — Doe makes it enterprise-ready
- [Wrapped Summaries for Teams](https://doe.so/blog/wrapped-for-teams): Generate personalized Wrapped-style recaps from your existing tools

## Company

- [Privacy Policy](https://doe.so/privacy-policy): Data handling and privacy practices
- [Terms of Service](https://doe.so/terms-of-service): Service terms and conditions

## Contact

- General inquiries: hello@doe.so
- Support: support@doe.so
- Security: security@doe.so
- [Careers](https://jobs.ashbyhq.com/doe): Open positions at Doe Labs

## Optional

- [LinkedIn](https://www.linkedin.com/company/doe-labs): Company updates and news
- [X/Twitter](https://x.com/DoeLabs): Product announcements