HEAVY-DUTY AI COPILOT

Ship Work, Not Tabs

Sumo Copilot writes notes, drafts CRM updates, and runs browser tasks for you. Keep one AI tool for ops, sales, and startup work.

Workflow kit on a slate bench: keypad, notebook, pen, cable spool and voice recorder in dawn mist.

Connected stack

Northwind

01

Draft notes, route tasks, and run repeat steps from the same place.

02

Northwind

03

Vertex Labs

04

Orion Stack

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Northwind

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Vertex Labs

Macro still life of server-rack brackets, hex standoffs, and cable ferrules on brushed steel.

Orion Stack

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Cedar Fleet

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Nova Harbor

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Atlas Forge

CORE WORKFLOWS

One Copilot For Work

Turn calls into clear notes, action items, and follow-ups in seconds.

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Meeting Summaries

Turn calls into clear notes, action items, and follow-ups in seconds.

Notebook, brass pen, clips, and card tray on concrete under dramatic studio light.

CRM Note Drafts

Draft sales notes from calls and paste them into your CRM fast.

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Browser Workflows

Run repeat clicks and form fills across the tabs you use all day.

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01

Task Automation

Send reminders, update tickets, and move work without manual copy.

Overhead macro of pen, pencil, linen notebook and blotter on pale wood with soft shadows.
02

Writing Assistants

Draft emails, docs, and posts in your brand voice with less typing.

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03

App Integrations

Connect Slack, Notion, Jira, and more to keep work in sync.

BUILT FOR TEAMS

Made For Real Teams

Handle follow-ups, notes, and admin without hiring extra help.

01

Meeting Summaries

Turn calls into clear notes, action items, and follow-ups in seconds.

02

CRM Note Drafts

Draft sales notes from calls and paste them into your CRM fast.

03

Browser Workflows

Run repeat clicks and form fills across the tabs you use all day.

04

Task Automation

Send reminders, update tickets, and move work without manual copy.

Closed founder desk kit with hub, charger, earbuds, pen, and notebook on concrete.

Use case 01

For Solo Founders

Handle follow-ups, notes, and admin without hiring extra help.

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Use case 02

For Operations Teams

Keep checklists, updates, and handoffs moving in one place.

Macro still life of a voice recorder, pen, notebook, and blank follow-up cards on walnut.

Use case 03

For Sales Teams

Turn calls into clean CRM notes, next steps, and follow-ups.

10K+

tasks saved monthly

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10K+

tasks saved monthly

15s

to draft meeting notes

24/7

workflow runs

30+

app connections

PRICING

Plans That Fit

One seat workspace 100 AI words monthly Note summaries for calls Basic task templates Email support

per workspace

Free

$0

One seat workspace

100 AI words monthly

Note summaries for calls

Basic task templates

Most popularPopular

Pro

$49

Three seats included

2,000 AI words monthly

Action-ready call recaps

CRM notes from calls

custom quote

Enterprise

Custom

Unlimited seats

Team usage controls

Shared prompt library

Custom onboarding plan

Proof

Teams Save Hours

Verified

It drafts our meeting notes and follow-up work before the call even ends.

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Maya Chen

Ops Lead @ Northwind

Verified

Our sales team stops copying call notes by hand. The CRM draft is there right away.

Stone still life of office handset, pen, notebook and follow-up cards in soft directional light.

Jonah Reed

RevOps Manager @ Vertex Labs

Verified

I can run the same browser steps every morning without touching each tab.

Macro of a keypad, braided cable, mouse and USB hub on charcoal metal under dramatic light.

Priya Nair

Founder @ Atlas Forge

Integrations

Slack

Draft notes, route tasks, and run repeat steps from the same place.

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Slack

Slack

Draft notes, route tasks, and run repeat steps from the same place.

Top-down macro of modular blocks, a cable coupler, and a metal link aligning on pale concrete.
Notion

Notion

Draft notes, route tasks, and run repeat steps from the same place.

Macro still life of brushed steel clip, linked rings, and connector parts on dark stone.
Linear

Linear

Draft notes, route tasks, and run repeat steps from the same place.

Modular connector blocks and bracket on matte graphite, lit dramatically in a premium still life.
Jira

Jira

Draft notes, route tasks, and run repeat steps from the same place.

The Map

The Map

The Map

Questions

Common Questions

Quick answers before visitors choose a product, service, or next step.

01What does Sumo Copilot do?+

It drafts notes, writes messages, and runs repeat browser steps so your team spends less time on small work.

02Can it handle meeting notes?+

Yes. It turns calls into short summaries, action items, and CRM notes you can share or paste right away.

03Does it work with other tools?+

Yes. Connect Slack, Notion, Jira, Linear, GitHub, and Zoom to keep work moving across your stack.

04Is there a free plan?+

Yes. Start free with core writing and note tools, then move up when you need more seats and automation.

05Who uses it most?+

Solo founders, ops teams, and sales leads use it every day for follow-ups, notes, and small admin jobs.

06How fast can a team set it up?+

Most teams set it up in a day with simple prompts, saved steps, and a short handoff for the first flows.

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