# Doe - Complete Documentation > Doe is the AI platform for work and the agent cloud for modern companies. It turns institutional knowledge, connected business systems, model routing, governance, and operating memory into company-native agents that return finished artifacts with sources and receipts. --- ## Overview Doe is not a chatbot or a single-model wrapper. It is infrastructure for real company work: search, permissions, parsing, citations, evals, review, artifacts, writeback, memory, tool execution, and model routing working together. Teams use Doe to delegate high-value work to agents while keeping humans accountable for judgment, approval, and outcomes. The platform connects to 69 business tools including: - **CRM**: Salesforce, HubSpot, Attio, Zoho - **Communication**: Slack, Gmail, Outlook, Microsoft Teams, Telegram - **Meetings**: Gong, Fireflies, Granola, Zoom - **Data**: Snowflake, Postgres, Neon, Supabase, PlanetScale, Google Sheets, Amplitude - **Productivity**: Notion, Linear, Jira, Monday, Confluence, Google Docs, Google Drive, OneDrive, Dropbox, Figma - **Finance**: Ramp, Stripe, Brex, QuickBooks, Square, Sage, Shopify - **Marketing**: Google Analytics, Google Search Console, Meta Ads, Ahrefs, Semrush, PostHog, Mailchimp, Klaviyo, Kit, HypeAuditor, Adyntel - **Sales & Outreach**: Apollo, LinkedIn, Instantly, Lemlist, HeyReach, Retell AI, Crustdata - **Support**: Intercom, Freshdesk, PagerDuty - **Dev & Ops**: GitHub, Datadog, New Relic, SendGrid, Resend - **Forms & Surveys**: Jotform, Tally, SurveyMonkey ### How It Works Users interact with Doe through a workspace built for human-agent collaboration. Start work from chat, Slack, email, text, the web, or standing agents; attach the relevant context; review the agent's process; and receive finished output with sources, decisions, writeback, and receipts preserved. The platform offers two modes: - **Fast**: Quick responses for simple queries - **Smarter**: Deeper analysis for complex tasks ### What is Work 5.0? Work 5.0 is the shift from raw AI output to useful business output. People stay responsible for judgment, review, and direction while agents execute multi-step work across company knowledge, tools, models, and systems. --- ## Doe Agent Cloud Doe Agent Cloud is the infrastructure layer that makes agents company-native. It is built around the work itself, not around a single model or chat window. ### Knowledge Substrate - Transforms documents, tickets, emails, decisions, examples, and prior work into searchable agent memory - Makes company knowledge retrievable, permission-aware, citable, and available at execution time - Preserves source precedence, approved definitions, reviewer preferences, customer exceptions, and operating precedent ### Action Layer - Lets agents work across the systems the business already runs on - Connects to records, files, databases, spreadsheets, documents, CRM, communications, and internal tools - Returns useful artifacts where work belongs instead of trapping output in a chat thread ### Inference Layer - Routes work across frontier, open-source, and private models - Chooses model paths by accuracy, latency, cost, reliability, context length, privacy, and governance requirements - Lets the company benefit from model market changes without rebuilding prompts, files, approvals, and task logic around each new model ### Memory Loop - Captures usage, outcomes, corrections, rejected sources, approved edits, and expert review - Compounds operating memory so the next task starts from what the company already learned - Improves agents through production work rather than one-off prompt history ### Governance and Receipts - Keeps humans responsible for judgment, review, approval, and sensitive actions - Supports RBAC, scoped credentials, data boundaries, approval gates, SOC 2 controls, SSO, SCIM, and audit trails - Returns sources, decisions, actions, writeback, and proof with the finished artifact Recent Doe essays explain the thesis: - [Labs Want Tokens. You Want Work.](https://doe.so/blog/beware-the-lab-incentive-problem): Big AI labs are paid for premium usage, while your company needs accepted work per dollar. - [You Can't Paste a Company Into Claude](https://doe.so/blog/you-cant-paste-a-company-into-claude): AI at work requires search, permissions, parsing, citations, evals, review, artifacts, writeback, and memory. - [Do Not Bet on the Model](https://doe.so/blog/do-not-bet-on-the-model): The durable bet is a system that lets work move across models as cost, intelligence, privacy, and reliability change. - [Units of Output Per Person](https://doe.so/blog/units-of-output-per-person): Business leverage comes from accepted useful work at lower cost, not raw AI output. --- ## Use Cases Doe offers 87 AI-powered tasks across sales, finance, legal, marketing, data & analytics, customer success, ops, and research. Each use case connects to your existing tools and delivers real output: CRM updates, executive briefs, contract redlines, document search, PDF form filling, structured extraction, revenue analysis, database reports, and more. - [All Use Cases](https://doe.so/use-cases): Browse all 87 tasks by role and category ### For Sales Teams Doe connects to Salesforce, HubSpot, Gong, Zoom, Gmail, Slack, LinkedIn, Apollo, Instantly, and 60+ tools. Sales tasks include: - [Post-Call Deal Package](https://doe.so/use-cases/post-call-crm-updates): Deal changes, CRM updates, and the follow-up draft packaged before the next call starts - [Pipeline Intervention Brief](https://doe.so/use-cases/pipeline-health-briefing): Daily deal risk, forecast exposure, and the next manager actions needed to protect the quarter - [Lead Research & Enrichment](https://doe.so/use-cases/lead-research-enrichment): ICP-scored prospects with account context and talking points ready in your CRM each morning - [Account Prep Brief](https://doe.so/use-cases/meeting-prep-automation): Stakeholders, objections, deal history, and recommended talking points delivered before every call - [Win/Loss Analysis](https://doe.so/use-cases/win-loss-analysis): Closed deals analyzed across transcripts, emails, and CRM data with patterns and root causes identified - [Competitive Deal Intelligence](https://doe.so/use-cases/competitive-deal-intelligence): Real-time competitor intel delivered to every deal with self-updating battlecards - [RFP Response Automation](https://doe.so/use-cases/rfp-response-automation): RFPs and questionnaires drafted from approved source material with citations - [CRM Auto-Update from Meeting Notes](https://doe.so/use-cases/meeting-to-crm): Granola meeting notes turned into CRM updates, new contacts, and follow-up tasks without manual entry - [Voice Call Follow-Up Handler](https://doe.so/use-cases/voice-call-followup): Every Retell voice call scored, logged to Salesforce, and followed up via Resend within minutes - [Self-Learning LinkedIn Outreach](https://doe.so/use-cases/self-learning-linkedin-outreach): HeyReach campaigns that analyze what converts, sync replies to Salesforce, and rewrite underperforming messages weekly - [Outbound Sequence Watchdog](https://doe.so/use-cases/outbound-sequence-watchdog): Deliverability monitored, dead sequences paused, and warm replies synced to CRM across Instantly and Lemlist Learn more: https://doe.so/lp/sales ### For Finance Teams Doe connects to QuickBooks, Xero, Stripe, Ramp, Brex, Snowflake, Google Sheets, Salesforce, and 60+ tools. Finance tasks include: - [Month-End Close Package](https://doe.so/use-cases/month-end-close): Revenue reconciled, anomalies flagged, and the close package ready for review on the 1st of every month - [Investor Update Draft](https://doe.so/use-cases/investor-update-draft): Metrics pulled, narrative written, email drafted for review instead of building from scratch - [Invoice Processing](https://doe.so/use-cases/invoice-processing-approval-routing): Invoice PDFs turned into approval-ready packets with extracted fields and exceptions flagged - [Cash Flow Forecasting](https://doe.so/use-cases/cash-flow-forecasting): Rolling 13-week forecast rebuilt every Monday from live data with runway and scenario analysis - [Revenue Variance Analysis](https://doe.so/use-cases/revenue-variance-analysis): Variance decomposed by driver early in the month for early intervention - [Expense Policy Compliance Scan](https://doe.so/use-cases/expense-policy-compliance): Every Brex transaction checked against your expense policy with violations flagged and cross-referenced against Sage GL entries - [POS-to-Books Reconciliation](https://doe.so/use-cases/pos-to-books-reconciliation): Square transactions reconciled against Zoho accounting entries daily, not at month-end Learn more: https://doe.so/lp/finance ### For Legal & Paralegal Teams Doe connects to Google Drive, Gmail, Notion, Slack, Salesforce, Ramp, Snowflake, and 60+ tools. Legal tasks include: - [Contract Redline Brief](https://doe.so/use-cases/contract-redline-brief): Third-party paper turned into a negotiation-ready issue list with fallback language and redline - [Due Diligence Report](https://doe.so/use-cases/due-diligence-report): Hundreds of data room documents reviewed against your checklist with risks flagged, gaps identified, and a report delivered to the deal team - [Litigation Prep Brief](https://doe.so/use-cases/litigation-prep-brief): Every email, contract, and account record gathered across your tools into a case brief with chronology, key facts, and exposure assessment - [Compliance Change Monitor](https://doe.so/use-cases/compliance-change-monitor): Regulatory changes scanned weekly with required actions, deadlines, and affected policies - [Vendor Agreement Renewal Audit](https://doe.so/use-cases/vendor-agreement-audit): Upcoming vendor renewals prepped with current terms, usage data, and renegotiation opportunities ### For Marketing Teams Doe connects to Google Analytics, Google Search Console, HubSpot, Meta Ads, Ahrefs, Semrush, Mailchimp, Shopify, Stripe, PostHog, and 60+ tools. Marketing tasks include: - [Traffic Drop Diagnosis](https://doe.so/use-cases/traffic-drop-diagnosis): When traffic drops, get the likely cause, affected pages, and next steps without an emergency scramble - [Attribution & CAC by Channel](https://doe.so/use-cases/attribution-cac-by-channel): True CAC per channel down to campaign level to spot budget misallocation - [SEO Action Plan](https://doe.so/use-cases/seo-audit-quick-wins): Prioritized ranking moves with expected impact and quick fixes your growth team can ship this week - [Content Performance Analysis](https://doe.so/use-cases/content-performance-analysis): Weekly leaderboard ranking every article by pipeline influenced and revenue attributed - [Cross-Channel Performance](https://doe.so/use-cases/cross-channel-performance): Every channel, every metric, one dashboard assembled before Monday standup - [Social Listening Brief](https://doe.so/use-cases/social-listening-brief): Daily brand and competitor monitoring across Reddit and X, categorized by sentiment and urgency - [E-commerce Anomaly Investigator](https://doe.so/use-cases/ecommerce-anomaly-investigator): AI cross-references Shopify and Stripe to explain revenue changes and flag refund spikes - [E-commerce Revenue Attribution](https://doe.so/use-cases/ecommerce-revenue-attribution): Klaviyo email and SMS flows ranked by actual revenue per recipient in Shopify with declining flows and expiring discount codes flagged - [Influencer Campaign ROI](https://doe.so/use-cases/influencer-campaign-roi): Per-influencer cost, traffic, conversions, and audience authenticity from HypeAuditor, Google Analytics, and Shopify - [Competitor Ad Intelligence](https://doe.so/use-cases/competitor-ad-intelligence): Competitor ad activity across LinkedIn, Google, and Meta monitored via Adyntel and correlated with your traffic - [Email & Newsletter Health](https://doe.so/use-cases/email-newsletter-health): Subscriber engagement, list decay, and deliverability risks audited across Mailchimp and Kit Learn more: https://doe.so/lp/marketing ### For Customer Success Teams Doe connects to Salesforce, HubSpot, Intercom, Slack, Stripe, and 60+ tools. Customer success tasks include: - [Renewal Risk Radar](https://doe.so/use-cases/renewal-risk-radar): At-risk renewals flagged early with reasons, a save plan, and call context - [Support Escalation Brief](https://doe.so/use-cases/support-escalation-brief): Ticket history, product behavior, and account context delivered before escalation calls - [Onboarding Progress Tracker](https://doe.so/use-cases/onboarding-progress-tracking): New accounts ranked by blockers, timeline risk, and next owner action - [NPS Follow-Up & Response](https://doe.so/use-cases/nps-followup-automation): Every NPS response routed to the right CSM with account context and a drafted reply - [Support Knowledge Gap Finder](https://doe.so/use-cases/support-knowledge-gap-finder): AI reads support tickets, identifies missing KB articles, and drafts them - [Community Pulse Digest](https://doe.so/use-cases/community-pulse-digest): Telegram community messages read daily with bug reports, feature requests, and complaints cross-referenced in Intercom and prioritized by Salesforce account value ### For Ops & Chiefs of Staff Doe connects to Slack, Gmail, Outlook, Microsoft Teams, Google Calendar, Salesforce, HubSpot, Linear, Monday, Jira, GitHub, Confluence, Figma, Fireflies, PagerDuty, Datadog, New Relic, SendGrid, Resend, Jotform, Tally, Google Docs, and 60+ tools. Operations tasks include: - [Morning Leadership Brief](https://doe.so/use-cases/monday-executive-brief): Daily executive brief from live pipeline, revenue, product, and team data before the first meeting - [Executive Inbox Triage](https://doe.so/use-cases/executive-inbox-triage): Inbox reduced to threads that need a reply, decision, or delegation - [Meeting Action Extractor](https://doe.so/use-cases/meeting-action-extractor): Meeting transcripts parsed into structured tasks with owners and deadlines - [Cross-Project Risk Detector](https://doe.so/use-cases/cross-project-risk-detector): Hidden project risks identified by analyzing velocity versus stated status - [Incident Response Brief](https://doe.so/use-cases/incident-response-brief): PagerDuty alert triggers automated context gathering from Datadog and New Relic with a brief ready before the engineer opens their laptop - [Sprint Retrospective](https://doe.so/use-cases/sprint-retrospective): Velocity, carry-over, review bottlenecks, and CI failures pulled from Jira and GitHub into a data-driven retro written to Confluence - [Design-to-Dev Handoff Tracker](https://doe.so/use-cases/design-dev-handoff-tracker): Figma designs marked ready matched against Jira tickets with stale handoffs and missing tickets flagged - [Microsoft Stack Morning Brief](https://doe.so/use-cases/microsoft-morning-brief): Outlook inbox triaged, Teams threads surfaced, and CRM pipeline summarized before the first meeting - [Transactional Email Watchdog](https://doe.so/use-cases/transactional-email-watchdog): SendGrid and Resend delivery failures caught and mapped to account value in Salesforce before customers notice - [Meeting Commitments Tracker](https://doe.so/use-cases/meeting-commitments-tracker): Every commitment from Fireflies transcripts extracted and tracked as Jira tickets with owners and deadlines - [Internal Document Search](https://doe.so/use-cases/internal-document-search): Search the full company library and get direct answers with page citations - [PDF & DOCX Form Filling](https://doe.so/use-cases/pdf-docx-form-filling): Forms and templates completed automatically and saved as review-ready files - [Document Data Extraction](https://doe.so/use-cases/document-data-extraction): Turn source documents into structured fields with citations back to the original file - [Knowledge Base Freshness Audit](https://doe.so/use-cases/knowledge-base-audit): Stale Confluence pages and Google Docs flagged with broken links, deprecated references, and suggested owners - [Form Intake Auto-Router](https://doe.so/use-cases/form-intake-router): Jotform and Tally submissions classified, enriched with CRM data, and routed to the right team automatically Learn more: https://doe.so/lp/chief-of-staff ### For Data & Analytics Teams Doe connects to Neon, Supabase, PlanetScale, Google Sheets, Amplitude, Slack, and 60+ tools. It runs SQL against your database and executes analysis code in a sandbox. Every query and line of code is visible and editable. Data & analytics tasks include: - [Automated KPI Report](https://doe.so/use-cases/automated-kpi-report): Metrics pulled from your Postgres or MySQL database, trends computed, formatted spreadsheet delivered every Monday - [Cohort Retention Analysis](https://doe.so/use-cases/cohort-retention-analysis): Users segmented by cohort, retention modeled at every interval in an inspectable code sandbox - [Data Quality Monitor](https://doe.so/use-cases/data-quality-monitor): Sync freshness, row counts, null rates, and schema drift checked across your Postgres and MySQL databases every 6 hours - [Custom Dataset Builder](https://doe.so/use-cases/custom-dataset-builder): Describe a dataset in plain language. Doe writes the SQL, pulls from multiple databases, joins in sandbox, delivers a spreadsheet - [Funnel & Behavior Analysis](https://doe.so/use-cases/funnel-behavior-analysis): Conversion funnels from your event data with behavioral comparison between converters and non-converters - [Metric Drop Investigation](https://doe.so/use-cases/metric-root-cause-analysis): Decompose a metric across every dimension in your database to identify which segment is driving the change - [Scenario Modeling](https://doe.so/use-cases/scenario-modeling): Model pricing changes, expansions, and deprecations using historical patterns from your database - [Feature Adoption Tracker](https://doe.so/use-cases/feature-adoption-tracker): Feature-level usage from Amplitude ranked by adoption velocity with declining engagement flagged weekly ### For Strategy & Research Teams Doe connects to the web, Notion, Slack, Google Sheets, and 60+ tools. Research tasks include: - [Competitor Intelligence Monitor](https://doe.so/use-cases/competitor-intelligence-monitor): Pricing changes, feature launches, and strategic shifts from every tracked competitor - [Market Sizing Research](https://doe.so/use-cases/market-sizing-research): TAM/SAM/SOM analysis from public data with cited sources and structured models - [Funding & M&A Monitor](https://doe.so/use-cases/funding-mna-monitor): Daily funding rounds, acquisitions, and IPO filings filtered to your market - [Survey Insight Report](https://doe.so/use-cases/survey-insight-report): Every survey response read, themed, and synthesized with clear takeaways --- ## Tools Doe includes built-in tools for common output types: - [AI Spreadsheets](https://doe.so/tools/spreadsheets): Generate financial models and spreadsheets from your business data - [AI Analytics](https://doe.so/tools/analytics): Query databases, APIs, and spreadsheets in natural language - [AI Deep Research](https://doe.so/tools/deep-research): Multi-source research reports with citations and evidence --- ## Features Doe helps teams move from raw AI output to accepted business work: ### Deploy Company-Native Agents - Assign real work from one interface - Ground agents in company knowledge, files, prior work, permissions, and connected tools - Monitor progress, sources, tool calls, model routes, and results - Keep humans in control while agents execute ### Produce Finished Artifacts - Generate reports, spreadsheets, redlines, briefs, research, structured data, code outputs, and operational packets - Preserve source citations, decisions, approvals, writeback, and execution receipts - Run scheduled work (Loops), event-triggered automations, and recurring monitoring - Put finished work back into the systems where teams already operate ### Orchestrate Models and Tools - Native connectors for 60+ tools - Cross-tool orchestration and model-agnostic routing - Governed access to connected apps, databases, files, internal tools, and configured integrations - Learning loops that turn corrections and accepted work into reusable operating memory --- ## Enterprise Enterprise-grade security that scales with your organization. ### Security & Compliance - **SOC 2 Type II Compliance**: Enterprise-grade security controls - **HIPAA Ready**: Healthcare data protection - **Data Residency**: Choose where your data lives - **Audit Logs**: Complete activity tracking ### Identity & Access - **SSO**: SAML 2.0 and OIDC support - **SCIM Provisioning**: Automated user management - **Role-Based Access**: Granular permissions - **MFA**: Multi-factor authentication ### Support - **Dedicated Support**: Named account manager - **SLA**: 99.9% uptime guarantee - **Training**: Custom onboarding programs - **Priority Access**: Early access to new features --- ## Frequently Asked Questions ### What is Doe? Doe is the AI platform for work and agent cloud for enterprises. It gives companies AI agents that understand institutional knowledge, work across existing systems, route across models, learn from review, and return finished artifacts with sources and receipts. ### How is Doe different from other AI tools? Doe is not a chatbot or a single-model wrapper. It combines search, permissions, parsing, citations, evals, review, artifacts, writeback, memory, tools, and model routing so agents can do company work correctly. ### What kind of work can Doe help with? Doe helps with work that spans files, tools, systems, and decisions: board forecasts, investor updates, CRM packages, contract redlines, research packets, spreadsheets, analytics, document tasks, scheduled Loops, and operational handoffs. ### Is Doe secure for business use? Yes. Doe is built for enterprise work with SOC 2 controls, SSO, SCIM, RBAC, scoped credentials, approval gates, data boundaries, and audit receipts for sensitive agent actions. ### What does 'Work 5.0' mean? Work 5.0 is the shift from raw AI output to useful business output. People stay responsible for judgment, review, and direction while agents execute multi-step work across company knowledge, tools, models, and systems. --- ## Company Information ### About Doe Labs Doe Labs is building the AI platform for work and the agent cloud for modern companies. Created in 2025 and backed by Y Combinator, we're based in San Francisco, CA. Our mission is to turn AI from raw output into accepted business work. ### Contact - **General**: hello@doe.so - **Support**: support@doe.so - **Security**: security@doe.so - **Legal**: legal@doe.so ### Careers We're hiring! View open positions at https://jobs.ashbyhq.com/doe ### Social - LinkedIn: https://www.linkedin.com/company/doe-labs - X/Twitter: https://x.com/DoeLabs --- ## Legal ### Privacy Policy Full privacy policy available at https://doe.so/privacy-policy ### Terms of Service Full terms of service available at https://doe.so/terms-of-service ### Security Security information and vulnerability reporting at security@doe.so Security policy: https://doe.so/.well-known/security.txt --- *Last updated: 2026-06-24* *For the latest information, visit https://doe.so*