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”
| Function | Agents | Latest |
|---|---|---|
| Sales | 38 | Pipeline review posted |
| Support | 22 | 212 replies drafted |
| Finance | 20 | Month-end close reconciled |
| Marketing | 35 | Launch brief drafted |
| Engineering | 38 | PR #812 reviewed |
| Operations | 15 | OKR 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
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
02
Preserve vendor independence
Avoid tying company knowledge, workflows, and operating infrastructure to one model provider. Change models as quality, cost, and capabilities evolve.
- Company knowledge
- Workflows
- Agents
- Operating infrastructure
- 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.
- 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.
hubspot ─┐ stripe ─┼──▶ analysis bigquery ─┘
01AnalysisPipeline ReviewA weekly read of the pipeline, with what moved and why.
metrics ─┐ wins ─┼──▶ digest risks ─┘
02ReportingBoard-Ready DigestMetrics, wins, and open risks the board can read in five minutes.
web ─┐ news ─┼──▶ brief reviews ─┘
03ResearchCompetitive IntelCompetitor launches and pricing changes, summarized every week.
meeting ──▶ owner │ └──▶ follow-up04CoordinationChief of StaffDecisions, owners, and deadlines tracked across meetings, then followed up.
call ──▶ draft │ └──▶ sent05ExecutionCall Follow-upA 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.
sales -- personal chatbot seats eng -- copilot pilot ops -- automation + LLM experiment finance -- unapproved plugin support -- standalone vendor bot
sales --+ eng --+ ops --+--> adapt --> one context finance --+ one control plane support --+ one bill
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
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
“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.