Build the process
Work with Otto to draft and inspect a workflow, or use the visual builder. Configure supported connections and the workflow logic, then review the path before putting it into operation.
For agencies & automation partners
Build for every client. Operate from one place.
Turn your process expertise into automation your clients can use. Build workflows, deliver a branded experience, and keep client operations and billing together in ParsePilot.
Your agency cockpit
One workspace. Distinct client contexts.
A
Client A
Order intake → Excel
B
Client B
Invoice data → Excel
C
Client C
Document annotations
Client contextRun historyUsage & billing
Your delivery relationship, supported by one platform.
One platform, your client relationships
The second client should not mean starting over.
The workflow is only part of delivery. You also need a place to manage client access, understand what ran, handle changes, and connect the work to what you charge.
ParsePilot brings those pieces into one platform. Your agency operates the automations; clients get an experience shaped around the work you deliver. A reusable starting point helps you build the next implementation without treating every client like an identical business.
From first build to ongoing delivery
A repeatable practice, with room for every client.
Make it their own
Adapt reusable workflows to the client’s data, supported connections, and validation rules. Present the work through a client portal with the branding appropriate to your engagement.
Operate the relationship
Inspect execution history, respond to issues, and understand usage in the client’s context. Manage the operational and billing side as the engagement develops.
Client delivery, under your brand
Give the work a home your clients recognize.
White-label portals let you put your agency’s identity around the experience. Configure branding and domains, then give clients a clear way into the workflows and information relevant to them.
Choose the portal experience that fits the engagement. The workflow engine and operating model stay connected as your client practice grows.
The client experience
Your identity.
A consistent place to work.
- Agency branding and custom domain configuration
- Client-specific access and workspace context
- Workflows backed by the same operating platform
Portal and domain capabilities depend on your configuration and plan.
The operating side matters
Keep delivery and the business behind it connected.
Multi-client operations
Move between client contexts from one cockpit. Keep workflows, connections, and execution details organized around the client they belong to.
Reusable foundations
Reuse workflow patterns and modules, then adapt the details for each implementation. Standardize the parts you know work while preserving client-specific rules.
Usage and client billing
Attribute usage to the right client, understand the cost of operating the work, and use the platform’s client billing tools to support your commercial model.
A practical starting point
An order workflow you can adapt across your practice.
For a client receiving order documents by email, extract the required fields, validate the data, and add a row to a configured Excel table through Microsoft Graph. Review the workflow with the client before publishing, then inspect execution history and exceptions.
For your next client, reuse the structure and change the document schema, field mapping, validation rules, and destination table. You keep the repeatable foundation while respecting how each business actually works.
Illustrative use case using incoming email attachments and Microsoft Graph, the currently available integration. Request other integrations as needed; availability is not guaranteed.
Good questions
Built for your delivery model.
Is this a different platform from the business offering?
It is the same ParsePilot automation platform. Agencies use its multi-client, portal, and billing capabilities to build and operate automations for other businesses.
Who is responsible for operating a client’s workflows?
Your agency manages the client implementation and ongoing operations. ParsePilot provides the platform, workflow runtime, and tools for building, monitoring, and delivery.
Can I use my own branding?
White-label portal capabilities let you configure your branding and domain. Check the pricing page and discuss your portal requirements as part of early access.
Can Otto manage every client continuously for me?
Otto currently helps you build and understand workflows when you work with him. Configured workflows can run unattended, and monitoring helps you inspect operations. Continuous proactive AI analysis is a roadmap direction.
Can I start with a single client?
Yes. Start with one well-defined process and expand your use of client management, reusable workflows, and portals as your practice needs them.
Build your next client engagement
Bring the expertise. Give it a platform.
Tell us about your agency, the clients you serve, and the first workflow you want to deliver.