Adapt for CEOs

Make the whole company AI-native.

No one has to become an AI expert. Every function gets an agent that understands context and takes action.

Asked in plain language

  • “why did churn tick up?”
  • “draft the Northwind QBR”
  • “reconcile October invoices”
  • “who needs a follow-up?”
  • “summarize the launch feedback”
  • “triage the error spike”
  • “prep me for the board”
  • “update the hiring plan”
Company agentsEvery function · one platform
Today
FunctionAgentsLatest
Sales38Pipeline review posted
Support22212 replies drafted
Finance20Month-end close reconciled
Marketing35Launch brief drafted
Engineering38PR #812 reviewed
Operations15OKR metrics synced

Done today · 1,288

  • Renewal risk flagged on 3 accountsCustomer
  • Unbilled usage caughtFinance
  • Bug filed from a support threadEngineering
  • Board digest ready for ThursdayCEO office
  • Wander
  • DoNotPay
  • Orion
  • Stamped
  • KnoCommerce
  • Rosie
  • Wander
  • DoNotPay
  • Orion
  • Stamped
  • KnoCommerce
  • Rosie

01

Structurally lower AI costs

Use open-source and open-weight models where they perform best, route work intelligently, and reserve expensive frontier models for tasks that need them.

TASK                    ROUTED TO

triage ticket      ──▶  open-weight
summarize call     ──▶  open-weight
tag invoices       ──▶  open-source
reconcile ledger   ──▶  open-source
draft board memo   ──▶  frontier
pricing analysis   ──▶  frontier
Frontier only where the task needs itAdaptive intelligence

02

Preserve vendor independence

Avoid tying company knowledge, workflows, and operating infrastructure to one model provider. Change models as quality, cost, and capabilities evolve.

Stays with your companyOwned
  • Company knowledge
  • Workflows
  • Agents
  • Operating infrastructure
Changes as models evolveSwappable
  • OpenAI
  • Anthropic
  • Gemini
  • Kimi
  • GLM
  • OpenRouter
  • Your own keys

Switching a model is a setting, not a migration. Agents, skills, connections, and permissions stay put.

03

Govern AI centrally

Give IT and security one control plane for permissions, credentials, data access, policies, auditability, and approved models.

Roles come from your identity provider. Every agent, in every function, follows the same rules.

Adapt · control planeAll functions
Permissions
Inherited from Okta groups
SSO · SCIM
Credentials
Scoped per agent, never shared
Vaulted
Data access
Finance data stays in Finance
By group
Policies
Approval before anything is sent
12 active
Auditability
Every run, tool call, and answer logged
Exportable
Approved models
Claude, GPT, Kimi, your own keys
4 of 9

04

Turn company context
into an asset.

Unify knowledge across systems so the company agent understands customers, decisions, processes, and goals instead of starting from scratch every time.

+- SYSTEMS -------------------------------------------+
|  hubspot  zendesk  stripe  grain  slack  notion     |
+--------------------------+--------------------------+
                           | unified
                           v
+- COMPANY CONTEXT ----------------- 20,000 entries --+
|                                                     |
|   customers    decisions    processes    goals      |
|                                                     |
+--------------------------+--------------------------+
                           v
                +- COMPANY AGENT -----+
                |   starts informed   |
                +---------------------+

ADAPTone context · every agent · every function

  • Customers

    Every account's history, usage, and open promises, in one place.

    • HubSpot
    • Zendesk
    • Stripe
    • Grain
    • BigQuery
  • Decisions

    What was decided, by whom, and why, captured from meetings and threads.

    • Grain
    • Slack
    • Gmail
    • Google Docs
  • Processes and goals

    How work gets done and what it is aiming at, so every agent starts informed.

    • Notion
    • Linear
    • OKRs

05

Increase output without matching headcount growth.

Automate analysis, reporting, research, coordination, and execution so each function can accomplish more with the team it already has.

  1. hubspot  ─┐
    stripe   ─┼──▶ analysis
    bigquery ─┘
    01
    AnalysisPipeline Review

    A weekly read of the pipeline, with what moved and why.

  2. metrics ─┐
    wins    ─┼──▶ digest
    risks   ─┘
    02
    ReportingBoard-Ready Digest

    Metrics, wins, and open risks the board can read in five minutes.

  3. web     ─┐
    news    ─┼──▶ brief
    reviews ─┘
    03
    ResearchCompetitive Intel

    Competitor launches and pricing changes, summarized every week.

  4. meeting ──▶ owner
            │
            └──▶ follow-up
    04
    CoordinationChief of Staff

    Decisions, owners, and deadlines tracked across meetings, then followed up.

  5. call ──▶ draft
         │
         └──▶ sent
    05
    ExecutionCall Follow-up

    A follow-up email drafted after every customer call, ready to send.

06

Eliminate fragmented AI adoption.

Replace scattered copilots, unapproved tools, and isolated experiments with a shared platform that works across the organization.

Today5 tools · 0 shared context
sales     --  personal chatbot seats
eng       --  copilot pilot
ops       --  automation + LLM experiment
finance   --  unapproved plugin
support   --  standalone vendor bot
Nothing shared, nothing governed, and every team starts over.
With Adapt1 platform
sales     --+
eng       --+
ops       --+--> adapt --> one context
finance   --+              one control plane
support   --+              one bill
Every team builds on the same agents, knowledge, and rules.

07

Accelerate every function.

Help Sales sell, Support resolve, Finance analyze, Marketing create, Engineering build, and Operations coordinate faster.

  • SellSales · 38Call Prep Brief · Pipeline Review · Call Follow-up Email
  • ResolveSupport · 22Support Ticket Router · Customer Health Brief · Activation Signals
  • AnalyzeFinance · 20Money Pulse · Unbilled Usage Alert · COGS Summary
  • CreateMarketing · 35Campaign Builder · Launch Video · Brand Guidelines
  • BuildEngineering · 38Code Review · Bug Triage · Feedback to Linear
  • CoordinateOperations · 15OKR Metrics · Daily Newspaper · Knowledge Janitor

08

Retain institutional knowledge

Capture how the company works so expertise survives turnover, scales to new hires, and compounds rather than disappearing in documents and conversations.

2024  AE joins            ──▶  playbook captured
2025  AE runs renewals    ──▶  412 calls learned
2026  AE moves on         ──▶  playbook stays
2026  new hire, day one   ──▶  starts informed
The person moves on. The expertise stays.Compounds

09

The frontier moves. Your stack doesn’t.

Continuously benefit from the best models, tools, and agent capabilities without repeatedly rebuilding the company’s AI stack.

WHAT CHANGED            ADAPT       REBUILD
new frontier model      routed in   none
open-weight upgrade     routed in   none
new tool connector      connected   none
new agent capability    available   none
New models and tools land without a rebuild.Always current

“It started with data access, but now every team at Wander runs on Adapt. It has become the operating layer for the entire company.”

Nathan PotterCTO, Wander
Agents on one infrastructure
240+
Conversations
156,000+
Knowledge entries
20,000
Integration connections
52+

Build the AI-native
company on Adapt.

One platform for every function, every model, and every rule.

Get a demo240 agents · 52 integrations · one control plane