PeerBie for operations teams

Operations that run themselves. You approve the steps that matter.

Turn the processes you repeat into no-code workflows that start on their own — from an email, a schedule, a webhook or an event in PeerBie — with a person approving the steps that need one.

Start freeTry the live demo

Unlimited workflows on Basic and above

Example
Client onboardingWorkflow · 4 stages
Running
Starts on an emailGmail rule: subject contains “Signed contract”
Intake formCompany, contacts, start date
AI employee stageDrafts the kickoff plan and the welcome email
Approval: account leadThen starts the “Project setup” workflow
What operations teams do in PeerBie

Less chasing, more running.

Processes, triggers, capacity and the daily conversation in one place.

Standardise

Turn repeat work into workflows

Build workflows with forms, stages and approvals without code — or describe the process and let Lucy build it. Put an AI employee on a stage and a person on the next.

FormsStagesApprovalsAI-employee stages
Workflows
Automate

Start work without anyone pressing go

Triggers start a workflow from an email that matches a Gmail or Outlook rule, a schedule, a webhook from another system, a PeerBie event or a request from Claude. One workflow can start the next.

Gmail or Outlook rulesSchedulesWebhooksPeerBie eventsChaining
See

Know capacity and progress

Workload report, timesheets and project dashboards, with project financials from time and rates. Start Day and End Day give each person a clean daily recap.

WorkloadTimesheetsDashboardsProject financials
Project management
Align

Keep everyone on the same page

Announcements on the company feed, team chat and direct messages, and Huddles — audio rooms with screen share — for the quick stand-up. Meeting action items become tasks.

Company feedTeam chatHuddlesMeeting notes
Communication
AI employees

Give an AI employee a key result to own.

Hire an operations AI employee and give it a key result, such as onboarding time. Each morning it proposes the work that moves the number — and waits for your approval.

1
Hire in chat

Tell Lucy the role you need. Connect the tools it uses with one click, right in the conversation.

2
Proposals every morning

Your AI team reads your workspace and goals and suggests work — at most 12 suggestions a day per workspace.

3
You approve, it acts

Drafts come to you first. Once you say go, it acts in your tools, and every action is recorded as a task.

Example

This morning’s proposals

OW
OwenOperations
Two client onboardings have waited 2 days at “Approval”. Remind the account leads?
ApproveDismiss
OW
OwenOwns “Onboarding under 3 days”
We are at 3.6 days. Most of the wait is in the intake form — I drafted two fields to add up front.
ReviewDismiss

Lucy and every AI employee come with the Lucy AI add-on: $20 per user a month on Pro and above. No credits, no per-agent fees.

How AI employees work
“Thanks to PeerBie’s AI, I no longer spend hours wrestling with project details and follow-ups.”
M
MelissaHead of Product
FAQ

Questions from operations teams.

What can start a workflow automatically?

An email that matches a Gmail or Outlook rule, a schedule, a webhook from another system, a request from Claude or the API, or an event in PeerBie. A finished workflow can start the next one. Email rules work with Gmail and Outlook (Microsoft 365); Outlook is checked every few minutes.

Do AI employees act without approval?

No. They propose work and wait for your approval, and a workflow stage can require a person to approve before the next step. Every action is recorded as a task.

Can Lucy build a workflow for us?

Yes. Describe the process in chat and Lucy builds the workflow, or use the AI builder on the web. You can edit every form and stage afterwards. More about workflows.

What does PeerBie cost?

Starter is free. Basic is $10 and Pro $15 per user a month, billed annually ($13 and $19 billed monthly). Lucy and AI employees come with the Lucy AI add-on, $20 per user a month on Pro and Enterprise. You can try Pro free for 14 days. See pricing.

Which devices does PeerBie work on?

PeerBie runs in the browser and has apps for iPhone and Android.

Put your first process on autopilot — with a person at the gate.

Start free and build a workflow in minutes, or look around the live demo first.

Start freeTry the live demo