Everything your agent can do.

Twelve capabilities on one private agent. We build and run every one of them for you. Here is how each one works.

12capabilities
36automations
25+integrations
4languages
01

Operate

The agent runs the work that keeps your company moving: plans, tasks, approvals and reports.

01 / 12

Planning and scheduling

Plans shifts, rotas, crews and appointments around availability, skills, holidays and the rules you set. When someone calls in sick, it finds a replacement and asks before changing anything.

How it works
  1. Reads availability from calendars, your HR tool and holiday lists.
  2. Applies your rules: rest times, skills, maximum hours, fairness.
  3. Sends a draft for approval, then publishes it and tells everyone.
Ask it
“Plan next week’s shifts for Basel.”“Anna is sick tomorrow. Who can cover?”“Move all Friday site visits to Monday.”
  • You set the rules and who approves.
  • Nothing is published without approval.
Connects to
OutlookGoogle CalendarMicrosoft TeamsSlack
02 / 12

Projects and tasks

Keeps track of every project: status, owners, deadlines and open points. It reminds people before things slip and answers “where are we?” in seconds.

How it works
  1. Connects to your project tool, email and chats.
  2. Keeps a live status per project and per person.
  3. Chases owners before deadlines and reports blockers.
Ask it
“What’s still open on the Müller renovation?”“Who is behind this week?”“Create tasks from this email.”
  • Only people on the project see its details.
  • Reminders follow your timing and tone.
Connects to
JiraAsanaNotionMicrosoft Teams
03 / 12

Approvals and workflows

Routes holiday, expense, purchase and contract requests to the right people with all the context, follows up, and records every decision.

How it works
  1. Recognises the request and checks your limits and policies.
  2. Sends it to the right approver, with a second approver above limits.
  3. Records the decision and updates the system of record.
Ask it
“I need a new laptop, CHF 2’480.”“Approve Lea’s holiday 20–24 Dec.”“Send this order over CHF 5’000 for approval.”
  • Your limits and four-eyes rules apply.
  • Every decision is in the audit log.
Connects to
Microsoft TeamsSlackSAPAAbacus
04 / 12

Reports

Builds daily, weekly and monthly reports from your systems and sends them on schedule, in plain language, with the numbers that matter.

How it works
  1. Pulls figures from CRM, ERP, tickets and projects.
  2. Writes a short summary and highlights what changed.
  3. Sends it by email or chat at the time you choose.
Ask it
“Every Monday 07:30: revenue, offers, projects.”“Why are tickets up this week?”“Monthly owner report for each building.”
  • Each report goes only to the people you choose.
  • Every number links back to its source.
Connects to
SalesforceHubSpotSAPOutlook
02

Know

Everything your company knows, available to everyone who may see it, with the source every time.

05 / 12

Internal knowledge chat

Answers any question from your handbooks, contracts, policies, wikis and drives, with the exact source. It respects who may see what.

How it works
  1. Connects to your drives, wiki and document systems.
  2. Keeps an up-to-date index that follows your permissions.
  3. Answers with the source, and says when it doesn’t know.
Ask it
“What’s our refund process over CHF 500?”“Which notice period applies to Mr Huber?”“Where is the latest price list?”
  • Answers use only documents the person may see.
  • Every answer shows its source.
Connects to
SharePointGoogle DriveConfluenceNotionDropbox
06 / 12

Onboarding

Guides new employees through their first weeks: tools, rules, people and first tasks, in their language, and checks that nothing is forgotten.

How it works
  1. Builds a plan per role from your checklists.
  2. Books intro meetings and sends the right documents.
  3. Answers questions and tells HR when something is missing.
Ask it
“What do I need to do in my first week?”“Who do I ask about expenses?”“Book Tim’s intro with IT.”
  • HR decides the plan for each role.
  • Managers see the progress.
Connects to
Microsoft TeamsGoogle CalendarNotionSharePoint
07 / 12

HR and IT helpdesk

Answers holiday, payslip and policy questions, fixes common IT issues, and opens a ticket with a clear summary when a person is needed.

How it works
  1. Answers from your HR policies and IT guides.
  2. Runs safe actions you allow, like password resets.
  3. Opens and routes tickets with the full context.
Ask it
“How many holiday days do I have left?”“My VPN doesn’t work.”“I need access to the sales folder.”
  • Only the actions you approve are automated.
  • HR data stays restricted by role.
Connects to
JiraZendeskMicrosoft TeamsSlack
08 / 12

Meeting notes

Reads your meeting transcripts, writes the summary, records decisions and turns action items into tasks with owners and dates.

How it works
  1. Reads the transcript from your meeting tool.
  2. Writes a short summary with decisions and risks.
  3. Creates tasks and sends the notes to attendees.
Ask it
“Summarise today’s board call.”“What did we decide about the Baden offer?”“Send the action items to everyone.”
  • Transcripts only where you allow them.
  • Notes go only to attendees.
Connects to
ZoomGoogle MeetMicrosoft TeamsNotion
03

Serve

One agent for your customers on every channel, in their language, day and night.

09 / 12

Customer service

Answers customers around the clock on your website, WhatsApp and email, in German, French, Italian and English, and hands over to your team with a summary.

How it works
  1. Learns your products, prices, policies and tone.
  2. Answers, checks orders and books appointments.
  3. Hands over to a person with the full conversation.
Ask it
“Do you deliver to Basel on Saturdays?”“Where is my order?”“I want to change my appointment.”
  • You decide which topics go to a person.
  • Every conversation can be reviewed.
Connects to
WhatsAppZendeskShopifyGmail
10 / 12

Voice agent

Answers calls on your number, books and moves appointments, takes messages and forwards urgent calls, with a written summary for your team.

How it works
  1. Answers on your existing number or a new one.
  2. Speaks German, French, Italian and English.
  3. Books in your calendar, forwards urgent calls, sends a summary.
Ask it
“I’d like an appointment next week.”“Are you open on Saturday?”“There’s water in my kitchen.”
  • You choose when calls go to a person.
  • Callers can always ask for a human.
Connects to
TwilioGoogle CalendarOutlookSalesforce
11 / 12

Documents

Reads invoices, contracts, forms and delivery notes, extracts the data, checks it against orders and books it after approval.

How it works
  1. Receives documents by email, upload or scan.
  2. Extracts the data and checks it against orders and contracts.
  3. Books it in your system after approval.
Ask it
“invoice_0921.pdf received.”“Which contracts renew next quarter?”“Compare this offer to our price list.”
  • Nothing is booked without approval.
  • Mismatches are flagged, never guessed.
Connects to
SAPbbexioAAbacusDropbox
12 / 12

Sales

Qualifies leads from your website and email, drafts proposals and follow-ups, and keeps your CRM up to date without anyone typing.

How it works
  1. Asks the right questions and qualifies the lead.
  2. Drafts the offer from your templates and prices.
  3. Logs everything in the CRM and reminds your sales team.
Ask it
“Draft a proposal for three locations.”“Which leads haven’t heard from us this week?”“Follow up with everyone from the fair.”
  • Offers are sent only after your review.
  • Your prices and discount rules apply.
Connects to
SalesforceHubSpotGmailOutlook
Voice agent

Your phone line, answered.

Every call is picked up, understood and finished: booked, answered or passed to the right person. Your team reads the result instead of listening back.

nodest · Phone line · Heizung Müller AG · 056 222 18 00
AF
Anna Frei+41 56 222 18 40 · Badenerstrasse 12, Baden · customer since 2019
Swiss German
0:00 / 2:14
  1. 0:00Anna Frei

    Grüezi, unsere Heizung macht seit gestern komische Geräusche.

  2. 0:22nodest

    Das schauen wir an. Läuft die Anlage noch, oder ist sie ganz aus?

  3. 0:48Anna Frei

    Sie läuft, aber es klopft ziemlich laut.

  4. 1:07nodest

    Dann ist es kein Notfall. Luca hätte am Donnerstag um 9 Uhr Zeit. Passt das?

  5. 1:40Anna Frei

    Ja, perfekt.

  6. 1:52nodest

    Gebucht. Sie bekommen gleich eine SMS mit allen Angaben.

  • Day and night including weekends and holidays
  • German, French, Italian, English and Swiss German
  • Urgent calls go straight to your on-call technician
  • Your rules decide what it books and what it forwards
04

Desktop

Where there’s no integration, the agent uses the computer itself. It opens your programs, clicks, types and saves, like someone on your team.

Runs on

Windows desktopAny Windows 10 / 11 program
LinuxDesktops and servers
TerminalsPowerShell · Bash · SSH
Host systems5250 / 3270 green screens
Remote desktopRDP · Citrix · VDI
Any browserPortals, web apps, forms

What you see while nodest works.

The agent uses your computer in plain sight. An overview of the Nodest experience on Windows.

The screen while nodest works: an amber glow around the edges, the nodest cursor typing a due date into the ERP, and a bar at the top with Pause and Take over (Esc).
Always visible, always yours to stop.An amber glow around the screen and the nodest cursor show when the agent is in control. Pause, or press Esc to take over at once.
Panel listing the agent's steps: read the invoice, matched it to order PO-1187, typing amount and due date, post invoice.
Every step, live.A small panel shows what it is doing right now. Every click is logged.
Approval card: Send 3 payment reminders? Drafted in Outlook, nothing has been sent. Buttons Approve and send 3, Review first.
Asks before it sends.Emails, payments and anything that leaves the company wait for a person to approve.
The nodest tray window: booking supplier invoices, invoice 2 of 4, 1 approval waiting, 14 tasks today, 2 h 10 saved.
Lives quietly in your tray.One click shows what it is working on, what waits for you and the time saved today.
01

Answers email in Outlook

Reads the supplier email, checks the PDF and replies in your tone.

02

Books it in your ERP

Opens the ERP like your team does and fills in every field. No integration needed.

03

Asks a person to approve

Payments and anything risky wait for a yes in Teams. Every step is recorded.

What it does on a computer

If a person can do it with a mouse and keyboard, the agent can learn it. A few examples from Swiss companies:

Enters data in your ERP

Books invoices, orders and timesheets in Abacus, Bexio, SAP or whatever you run, field by field.

Example: 60 supplier invoices a week, booked the same day

Works in web portals

Logs in to supplier, bank, insurance and government portals, downloads statements and uploads forms.

Example: monthly statements from 14 supplier portals

Sorts and files documents

Renames scans and attachments, puts them in the right folder and keeps your file structure clean.

Example: every incoming PDF filed by supplier and month

Builds reports in Excel

Pulls the numbers from several places, updates the sheet and the chart, and sends it every Monday.

Example: the weekly sales report, ready at 7:00

Uses old software without an API

The order system from 2009 that nobody can connect to. The agent simply uses it like your team does.

Example: web shop orders typed into the old order system

Checks and reconciles

Compares two systems line by line, fixes what is clear and sends the rest to the right person.

Example: bank against accounting, every morning
And everyday tasks like
  • Copy data between email, Excel and ERP
  • Fill in forms and applications
  • Create quotes and order confirmations
  • Update CRM records after calls
  • Book holidays and absences in HR software
  • Check delivery notes against orders
  • Download and file bank statements
  • Send payment reminders
  • Export data and build lists
  • Register new customers and suppliers
  • Plan routes and tours
  • Archive emails and documents

Every run is recorded

You see what the agent did, when, and why. Open any run and watch it step by step.

How we hand over a process

You don’t set anything up. We do it with you in about two weeks.

  1. 01Show us once

    You do the task once while we record the screen and ask questions. Thirty minutes is usually enough.

    Recording · 04:12
  2. 02We build and test it

    We turn it into a process, test it on real cases and handle the exceptions you told us about.

    20 / 20 test runs passed
  3. 03It runs on its own computer

    A virtual computer in a Swiss data centre, with only the apps and folders it needs.

    Desktop 01 · Zürich · Running
  4. 04You check, we improve

    Every run is recorded. We review errors every week and update the process when your software changes.

    ▶ Replay run 09:14

Safe by design

  • Only the apps you allowAccess is set per app, folder and website. Everything else is blocked.
  • Approval before it mattersPayments, emails to customers and deletions wait for a person.
  • Stop with one clickA bar shows when the agent is in control. Anyone on your team can stop it.
  • Passwords stay in a vaultLogins are stored encrypted and never shown in logs or screenshots.
  • Every action recordedScreenshots and a log of every click and keystroke, kept for audits.
  • Hosted in SwitzerlandThe desktop runs in a Swiss data centre, separated per customer.

Integration first, screen second

If your software has an integration, the agent uses it. That’s faster and cheaper. The screen is for everything that has none, so no task is left out.

Integration~20 secondsper invoice
Screen~2 minutesper invoice, same result
Desktop agentFrom CHF 890 / month, on Business and Enterprise
See pricing

We automate everything your company repeats.

Every automation is a simple rule: when something happens, the agent does the work and a person approves where it matters. Here are the ones companies start with. We build any other you need.

OperationsSomeone calls in sick→Find a replacement and update the plan
OperationsEvery Thursday→Draft next week’s shifts for approval
OperationsTask is overdue→Remind the owner and tell the project lead
OperationsSite report submitted→Update the project board and the client log
OperationsStock below minimum→Draft a purchase order to the usual supplier
OperationsMeeting ends→Write the minutes and create the tasks
FinanceInvoice arrives by email→Read it, match the order, send for approval
FinanceInvoice approved→Book it in the ERP and schedule payment
FinanceCustomer invoice 10 days overdue→Send a polite reminder, then the second one
FinanceExpense receipt uploaded→Check it against policy and file it
FinancePurchase over limit→Route to a second approver
FinanceMonth ends→Prepare open items and the closing checklist
HRContract signed→Create accounts and the first-week plan
HRHoliday request→Check the team plan and ask the manager
HRNew application→Summarise the CV and suggest interview slots
HREmployee asks a question→Answer from the HR handbook, with the source
HRCertificate expires in 30 days→Remind the employee and book the training
HREmployee leaves→Run the offboarding checklist and revoke access
SalesContact form submitted→Qualify the lead, add it to the CRM, reply
SalesLead qualified→Draft an offer from your price list
SalesOffer unanswered for 7 days→Send a follow-up in your tone
SalesDeal won→Create the project and notify the team
SalesBefore every client meeting→Send a one-page briefing on the client
CustomersMessage on WhatsApp or web→Answer, or hand over with a summary
CustomersPhone call→Answer, book the appointment, send an SMS
CustomersAppointment tomorrow→Send a reminder with directions
CustomersJob completed→Ask for a review and log the feedback
CustomersComplaint received→Open a case and alert the responsible person
ITEmployee reports a problem→Try the known fix, else open a ticket
ITPassword or VPN issue→Send a secure reset link
ITAccess requested→Ask the owner, then grant it and log it
ITLicence unused for 60 days→Suggest cancelling it
ManagementEvery Monday 07:30→Send the weekly report: revenue, offers, projects
ManagementProject over budget→Alert management with the reason
ManagementContract deadline in 90 days→Remind the owner to renew or cancel
ManagementAny question about the business→Answer from your systems, with the numbers

Something your team does every week that isn’t listed? We build it as part of your plan.

We build your agent. You don’t set up anything.

No prompts to write, no workflows to configure, no new software to learn. You tell us how the work is done. We do everything else.

A nodest consultant maps a company process on paper with the owner
One workshop with your team. We take it from there.
nodest doesEverything, from audit to monthly improvement
  1. Week 1
    Free audit and workshopWe map where your team loses time and pick the first capabilities.
  2. Week 1–2
    Connect your tools and documentsMicrosoft 365 or Google, CRM, ERP, drives, phone. We handle it with your IT.
  3. Week 2–3
    Write playbooks and rulesYour processes, limits, tone and who approves what.
  4. Week 3
    Test with your teamReal questions from your people. We fix every gap before go-live.
  5. Week 4
    Go live on your channelsTeams, WhatsApp, email, phone and website. Short training for staff.
  6. Every month
    Review and improveQuality review, new knowledge, new capabilities, a results report.
Included every monthHosting in SwitzerlandSecurity and backupsUpdatesAI usage within planSupport
Your team doesAbout two hours to go live
30 minFree audit call
60 minOne workshop on how your team works
30 min / monthReview call, if you want it
nodest
Your team

Your IT only grants access. We guide them step by step.

Not another tool your team has to set up.

Chatbots answer customers. Automation tools run fixed rules. nodest is one agent that knows your company and does the work, set up and run by us.

Feature nodestYour company agent Intercom FinSupport chatbot ZapierWorkflow automation Custom projectBuilt from scratch
Knows your companyDocuments, rules and systems, with sourcesYour help-centre contentNo, follows set rulesYes
Internal work: planning, approvals, HR and ITIncludedNo, customer-facingOnly workflows you buildIf you pay for it
Customers on web, WhatsApp, email and phoneOne agent on every channelYes, support channelsThrough connectorsBuilt per channel
Hosting and dataSwitzerland, Swiss DPAProvider cloud (US, EU or AU)Provider cloud (US)Your choice
Setup and improvementDone by us, reviewed monthlyYour teamYour teamSeparate contract
Time to go live2–4 weeksDays to weeksPer workflowMonths
PriceFrom CHF 390 / month, whole companyUSD 0.99 per resolution, plus seatsFrom USD 19.99 / month, by tasksCHF 25’000+ upfront

Competitor information from public pricing pages and reviews, October 2026. Product names and logos belong to their owners and are shown for comparison only.

Connected to the systems you already pay for.

We connect your agent during setup. If a system isn’t listed, we connect it through its API, a database or a file export.

Communication

Microsoft TeamsSlackWhatsAppOutlookGmailZoomGoogle Meet

Calendars and files

Google CalendarSharePointGoogle DriveDropboxNotionConfluence

CRM, sales and commerce

SalesforceHubSpotShopifyStripe

ERP and finance

SAPbbexioAAbacus

Service, IT and projects

ZendeskJiraAsanaTwilio

Your own systems

RREST APIDDatabasesSSFTP and file drops

Product names and logos belong to their owners. Listed systems are ones we connect; we are not endorsed by them.

Every capability runs under the same controls.

You decide what the agent can see, what it can do on its own, and what always waits for a person.

Data residency

Hosting in Switzerland or the EU, or in your own Azure, AWS or Google cloud.

Encryption

TLS in transit and AES-256 at rest for documents, indexes and logs.

Single sign-on

Microsoft Entra ID or Google Workspace, with multi-factor login.

Role-based access

Permissions follow your directory. Nobody sees through the agent what they can’t see today.

Full audit log

Every question, answer, source and action, with user, time and channel, exportable.

Human approval

Payments, bookings, contracts and anything you choose wait for a person.

Client isolation

A dedicated instance per company. No shared index, no shared memory.

Contracts

Data processing agreement under the Swiss FADP and the GDPR. Your data is never used to train models.

Pick your first three capabilities in a free audit.

Book a free AI audit