Convey: AI Automation Platform
Convey helps business operations teams automate manual tasks across departments like Finance and HR. It is designed for organizations that need to automate workflows in custom software where standard integrations are unavailable.
At a glance
- Category
- Productivity
- Best for
- Operations managers, Non-technical business users, Mid-market companies, Enterprise organizations
- Pricing
- Pricing was not clearly available from the provided evidence. Buyers should confirm current pricing on the vendor website.
- Key use cases
- Invoice Processing, Order Entry, Reservation Request Management
- Integrations
- Excel, PowerPoint, Google Workspace, API access
- Official website
- convey.dev
Convey is an AI automation tool designed to let non-technical users build "AI Workers" that can perform digital tasks. Instead of writing code, users train these workers by explaining a process through voice, text, or by sharing their screen to demonstrate a workflow.
The platform supports various business functions, including Sales, Procurement, Accounting, and HR. AI Workers operate from dedicated computers and can navigate web browsers, read unstructured data, and interact with business software.
For enterprise environments, the tool includes security measures such as SOC 2 Type II certification and a zero data retention policy, meaning customer data is not used to train the underlying AI models.
Buyers should confirm that while the platform is designed for non-engineers, the level of automation depends on the specific plan's execution time allocation and the number of available worker seats.
Key Features
Supports setting up AI Workers using voice, screen sharing, or text descriptions.
Each AI Worker operates from its own dedicated computer with specific skills and knowledge.
Workers can navigate user interfaces, handle MFA, and interact with custom internal applications.
The platform is designed to read and extract information from unstructured data sources.
Includes SOC 2 Type II certification, zero data retention, and SSO support.
Provides an inbox for workers to request human input when they encounter issues they cannot resolve.
Use Cases
Automating the retrieval of invoices from shipping portals and processing them into accounting systems.
Extracting order information from PDF email attachments and entering the data into order management systems.
Handling inbound reservation requests and processing them through internal workflows.
Best For
Integrations
Pricing
Pricing was not clearly available from the provided evidence. Buyers should confirm current pricing on the vendor website.
FAQ
An AI Worker is an autonomous agent trained to perform specific business tasks, such as data entry or report generation, by interacting with a user's systems.
No, the platform is designed for non-technical users to build automations using natural language, voice, or screen recordings.
Convey is SOC 2 Type II certified and uses a zero data retention policy, ensuring customer data is not used for training AI models.
Specific prices are not listed, but billing is based on the number of AI Workers, human seats, and monthly execution hours.
Source category: Productivity
Source subcategory: DevOps Platform
