AI TOOL PROFILE
Tray.io: AI Orchestration and Workflow Automation
- Operations
- Workflow Automation
- Business technologists
- IT and operations teams
- Development teams
- Mid-market companies
- Enterprise companies
Pricing
Tray.io uses a usage-based pricing model where customers pay for tasks. Plans include Pro, Team, and Enterprise, while the Merlin Agent Builder is purchased separately.
At a glance
- Best for
- Business technologists, IT and operations teams, Development teams, Mid-market companies, Enterprise companies
- Key use cases
- IT Service Management (ITSM), HR and People Operations, Customer Support Automation, Knowledge Base Management, RevOps and Finance
- Integrations
- Salesforce, Workday, ServiceNow, Slack, NetSuite
- Official website
- Visit Tray.io official website
How AI is used
Tray.io is an AI orchestration platform designed to connect business applications through automation and AI agents. It supports the creation of workflows that trigger actions across various systems, moving from data syncing to process orchestration.
The platform is built for business technologists, development teams, and IT operations, providing a low-code environment to design agents that use company data. These agents can be deployed to interfaces such as Slack or web APIs.
Users may apply the tool to automate tasks in HR, IT, and customer support. As an enterprise-oriented tool, it includes governance and security controls designed for regulated environments.
Buyers should confirm if the usage-based pricing model and technical requirements align with their specific organizational needs.
Key Features
Merlin Agent Builder
A no-code tool for designing, testing, and launching AI agents that can be deployed to Slack, web apps, or APIs.
Pre-built Connectors
A library of 700+ connectors for applications such as Salesforce, Workday, ServiceNow, and Slack.
LLM Integration
Supports connections to large language models, including OpenAI, Amazon Bedrock, Claude, and Gemini.
Enterprise Core
Supports governance, role-based access control, and security monitoring for deployments.
Intelligent Document Processing
Designed to extract data from PDFs, images, and files using natural language queries.
Merlin Guardian
A security layer using tokenization and redaction to protect sensitive data within AI workflows.
Use Cases
IT Service Management (ITSM)
Automating the resolution of common IT requests and deflecting tickets through AI agents.
HR and People Operations
Supporting hiring workflows and automating PTO or policy checks via Workday and BambooHR.
Customer Support Automation
Triage and escalation of customer issues through integrations with support systems.
Knowledge Base Management
Routing information from internal documents into AI agents and workflows.
RevOps and Finance
Supporting lead-to-cash automation by connecting tools like Salesforce and NetSuite.
Integrations
- Salesforce
- Workday
- ServiceNow
- Slack
- NetSuite
- BambooHR
- OpenAI
- Amazon Bedrock
- Snowflake
- Google Drive
FAQ
Who is Tray.io designed for?
- It is designed for business technologists, development teams, IT departments, and enterprise teams who need to orchestrate AI and automation across multiple applications.
How does Tray.io handle pricing?
- Tray.io uses a usage-based model where users pay for tasks (workflow steps). There are Pro, Team, and Enterprise plans, and the Merlin Agent Builder is purchased separately.
Is Tray.io compliant with healthcare and privacy laws?
- The platform is designed to meet HIPAA, GDPR, and CCPA standards, and it undergoes SOC 1 and SOC 2 Type 2 audits.
Source category: Operations
Source subcategory: Workflow Automation
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