# Doe

> 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.

- [Full documentation](https://doe.so/llms-full.txt)
- [Markdown site summary](https://doe.so/index.md)
- [Agent usage guide](https://doe.so/skill.md)

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.

Doe Agent Cloud has four core layers: a knowledge substrate that turns documents, tickets, emails, decisions, examples, and prior work into searchable agent memory; an action layer for working across existing business systems; an inference layer that routes work across frontier, open-source, and private models by accuracy, latency, cost, reliability, context length, and governance; and a memory loop where outcomes, corrections, and expert review compound into better future work.

The platform connects to 69 business tools including Salesforce, Slack, Snowflake, HubSpot, Notion, Linear, Ramp, Google Sheets, Stripe, and Postgres. Doe supports quick responses, deeper agent work, scheduled loops, file-grounded work, code and data execution, enterprise governance, and finished artifacts with source trails.

Created in 2025, Doe is backed by Y Combinator and based in San Francisco. Enterprise features include SOC 2 controls, SSO, SCIM provisioning, RBAC, scoped credentials, approval gates, audit receipts, and dedicated support.

## Documentation

- [Features](https://doe.so/features): Platform capabilities for company-native agents, model routing, agent memory, governed execution, and connected tools
- [Enterprise](https://doe.so/enterprise): Enterprise features including SSO, SCIM provisioning, audit logs, and dedicated support
- [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
- [AI Agent for Marketing Teams](https://doe.so/lp/marketing): How marketing teams use Doe for reporting, SEO audits, competitive intel, and campaign analytics across GA, HubSpot, Meta Ads, Ahrefs, and 40+ tools
- [AI Agent for Sales Teams](https://doe.so/lp/sales): How sales teams use Doe for prospect research, post-call admin, meeting prep, and deal risk detection across Salesforce, HubSpot, Gong, and 40+ tools
- [AI Agent for Finance Teams](https://doe.so/lp/finance): How finance teams use Doe for close packages, variance analysis, cash flow forecasts, and investor updates across QuickBooks, Stripe, Ramp, and 30+ tools
- [AI Chief of Staff for Executives](https://doe.so/lp/chief-of-staff): How founders and executives use Doe for morning briefings, email triage, meeting prep, and cross-functional visibility
- [Documentation](https://docs.doe.so/): Product documentation for agents, prompting, files, integrations, Loops, sandboxes, search, security, teams, and spreadsheets

## Use Cases

- [All Use Cases](https://doe.so/use-cases): 87 AI-powered tasks across sales, finance, legal, marketing, data & analytics, customer success, ops, and research

### Sales

- [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 CRM, and followed up via email within minutes
- [Self-Learning LinkedIn Outreach](https://doe.so/use-cases/self-learning-linkedin-outreach): HeyReach campaigns that analyze what converts 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

### Sales — Native Lead Engine (GTM)

- [ICP List Building](https://doe.so/use-cases/icp-list-builder): A plain-English description of your customer becomes a qualified, email-verified prospect list, rebuilt on a schedule.
- [Funded-Company Prospecting](https://doe.so/use-cases/funded-company-prospecting): A proven funding round becomes a verified contact and a ready outreach draft, while the budget is still warm.
- [Hiring-Signal Prospecting](https://doe.so/use-cases/hiring-signal-prospecting): A job posting that signals a need becomes a verified contact and a role-aware draft, weeks before the buying decision is obvious.
- [Competitor-Customer Finder](https://doe.so/use-cases/competitor-customer-finder): The companies already using a rival tool become a qualified, verified list with a displacement angle for each account.
- [Buying Group Mapping](https://doe.so/use-cases/buying-group-mapper): A target account becomes a mapped buying committee, each stakeholder classified, verified, and given an angle.
- [Local Business List Building](https://doe.so/use-cases/local-business-list-builder): A category and a city become a fresh, de-duplicated list of local businesses with verified owner contacts.
- [Job-Change Tracking](https://doe.so/use-cases/job-change-tracker): When a champion changes jobs, Doe turns it into a researched, warm re-introduction and a logged opportunity.
- [CRM Enrichment & Hygiene](https://doe.so/use-cases/crm-enrichment-hygiene): A scheduled pass that fills gaps, flags decay, and de-duplicates your CRM with verified, sourced data, no overwrites.
- [TAM List Building](https://doe.so/use-cases/tam-list-builder): A market definition becomes an exhaustive, de-duplicated, territory-ready account list, refreshed as the market shifts.
- [Expansion-Signal Prospecting](https://doe.so/use-cases/expansion-signal-prospecting): A new location or facility opening becomes a timed, verified first touch, on signals the major databases never index.
- [Lookalike Account Finder](https://doe.so/use-cases/lookalike-account-finder): Your won deals become the template. Doe finds verified companies that match your best customers and skips the ones you already have.
- [Lead Scoring & Prioritization](https://doe.so/use-cases/lead-scoring-prioritization): Every lead ranked by fit and intent with a reason attached, so reps work the right ones first. Re-scored on a schedule.
- [Inbound Lead Routing](https://doe.so/use-cases/inbound-lead-router): New inbound enriched, qualified, and routed to the right rep within minutes, with a reason and a suggested first touch.
- [List Verification & Cleanup](https://doe.so/use-cases/list-verification-cleanup): Upload a messy list; get back a verified, de-duplicated, gap-filled one, with do-not-contact rows flagged before you send.
- [Customer Expansion Finder](https://doe.so/use-cases/customer-expansion-finder): Whitespace and growth signals across your existing accounts, ranked into a play list for CSMs, refreshed on a schedule.
- [Win-Back List Builder](https://doe.so/use-cases/win-back-list-builder): Closed-lost and churned accounts resurfaced once the reason they said no flips, re-checked weekly, with a fresh contact and a warm angle.
- [VC Portfolio Mapper](https://doe.so/use-cases/vc-portfolio-mapper): Any fund's portfolio mapped into a verified contact list: right buyer per company, kept current as the fund invests.
- [Candidate Sourcing](https://doe.so/use-cases/candidate-sourcing): A plain-English role becomes a scored shortlist of candidates with verified contact details, refreshed as new matches appear.
- [Event-Attendee Prospecting](https://doe.so/use-cases/event-attendee-prospecting): A conference roster becomes a qualified, verified target list with pre-meeting briefs, before you hit the floor and after.
- [Partner & Channel Prospecting](https://doe.so/use-cases/partner-channel-prospecting): A description of your ideal partner becomes a verified recruit list: right BD contact per company, fit qualified with a reason.

### Finance

- [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

### Legal

- [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


### Marketing

- [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): Email and SMS flows ranked by actual revenue per recipient 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, GA, 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

### Customer Success

- [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 prioritized by account value

### Ops & Leadership

- [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

### Data & Analytics

- [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. Every query visible and editable
- [Cohort Retention Analysis](https://doe.so/use-cases/cohort-retention-analysis): Users segmented by cohort, retention modeled at every interval, trends compared. Runs as inspectable code against your database
- [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): A metric dropped. Doe decomposes it across every dimension in your database and identifies 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

### Research & Intelligence

- [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

## Research

- [Blog](https://doe.so/blog): Essays on company-native agents, model routing, operating memory, useful output per person, and AI work infrastructure
- [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): Why company AI needs 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): Why the durable layer is a system that lets work move across models as cost and intelligence change
- [Units of Output Per Person](https://doe.so/blog/units-of-output-per-person): Why leverage comes from accepted useful work, not raw AI output
- [Reinventing Work](https://doe.so/blog/reinventing-work): Doe connects to your tools and completes your work — our goal is to save a billion hours
- [Introducing Loops](https://doe.so/blog/introducing-loops): Agents that monitor, decide, and act on your behalf on a recurring schedule
- [Introducing the Trace Panel](https://doe.so/blog/introducing-trace-panel): Full visibility into every action your AI agent takes in real-time
- [Introducing Citations](https://doe.so/blog/introducing-citations): Every claim links back to its source with transparent calculation traces
- [Introducing Credits](https://doe.so/blog/introducing-credits): Simple, predictable credits that scale with how you use Doe
- [Introducing Folders](https://doe.so/blog/introducing-folders): Organize your Doe sessions with folders and subfolders
- [OpenClaw's Vision, Enterprise-Ready](https://doe.so/blog/openclaw-but-enterprise-ready): OpenClaw proved AI agents should work for you — Doe makes it enterprise-ready
- [Wrapped Summaries for Teams](https://doe.so/blog/wrapped-for-teams): Generate personalized Wrapped-style recaps from your existing tools

## Company

- [Privacy Policy](https://doe.so/privacy-policy): Data handling and privacy practices
- [Terms of Service](https://doe.so/terms-of-service): Service terms and conditions

## Contact

- General inquiries: hello@doe.so
- Support: support@doe.so
- Security: security@doe.so
- [Careers](https://jobs.ashbyhq.com/doe): Open positions at Doe Labs

## Optional

- [LinkedIn](https://www.linkedin.com/company/doe-labs): Company updates and news
- [X/Twitter](https://x.com/DoeLabs): Product announcements