Unify AI

What is Unify AI?

Unify AI provides “virtual employees” that can take on a range of business tasks related to due diligence, research, forecasting, and document/workflow work. The system is positioned as an AI team you can hire, customize, and manage, with tasks initiated through common channels.

According to the site, you can set tasks via call, email, or screenshare. The assistant then learns the workflow on the job to help carry out activities such as procurement, lead tracking, board deck preparation, and contract review.

Key Features

• Virtual employees for business workflows: Designed to handle multiple recurring workflows rather than a single chat response.
• Task initiation via call, email, or screenshare: Lets you start work using interaction modes that match real-world team processes.
• Workflow learning on the job: The assistant “learns on the job” to work toward mastering specific workflows you assign.
• Due diligence and market research support: Includes workflows like due diligence and market research as part of its described capabilities.
• Document and proposal work: Includes areas such as RFP responses, proposal writing, board deck preparation, and contract review.
• Sales and operations workflows: Includes lead tracking and vendor sourcing, plus onboarding and compliance-related workflows.

How to Use Unify AI

1. Get started by initiating a task using one of the supported channels (call, email, or screenshare).
2. Assign a workflow you want the virtual employee to cover (for example, vendor sourcing, lead tracking, or RFP responses).
3. Provide the necessary context through your interaction so the assistant can learn the workflow as it performs the work.
4. Continue managing the AI assistants to cover additional workflows as needed, using the same task assignment approach.

Use Cases

• Due diligence for vendor or partner evaluations: Assign due diligence tasks and document-related work as part of a structured evaluation workflow.
• Market research and forecasting: Use the virtual employee to support market research and forecasting activities tied to planning and decision-making.
• RFP and proposal production: Delegate RFP responses and proposal writing tasks, including draft preparation and iteration through your interaction workflow.
• Board deck preparation: Have the assistant support board deck prep as a repeatable document workflow.
• Contract review and compliance support: Assign contract review tasks and related compliance workflows to assist with document handling and follow-through.
• Procurement and onboarding: Use the assistant for procurement-related workflows and onboarding tasks, including vendor sourcing and lead/ops coordination.

FAQ

How do I give tasks to Unify AI?

The site states you can set tasks via call, email, or screenshare.

What kinds of work can the virtual employees do?

Unify AI describes workflows including due diligence, market research, forecasting, RFP responses, proposal writing, board deck prep, contract review, lead tracking, vendor sourcing, onboarding, compliance, and procurement.

Does Unify AI require training for each workflow?

The site indicates the virtual employee “learns on the job to master every workflow,” suggesting it adapts to the workflow you assign over time.

Can I customize and manage a team of AI assistants?

Yes—according to the meta description, you can hire, customize, and manage a team of AI assistants.

Is there a way to request a solution tailored to my needs?

The page includes a call to action for “Get in touch for a Custom Solution,” indicating you can contact the team for tailored support.

Alternatives

• AI assistant platforms for business workflows: Alternatives include general-purpose AI assistant tools that you configure for tasks like document drafting and research, though they may focus more on chat-based usage than “virtual employee” workflow execution.
• Sales and CRM workflow automation tools: Tools in this category can support lead tracking and vendor sourcing through automation, but they typically integrate with sales systems rather than learning and executing multi-step workflows via call/email/screenshare.
• Contract and document management systems: Dedicated document tooling can support contract review and procurement document workflows, but may not provide the same assistant-style task learning described by Unify AI.
• RFP/proposal automation tools: RFP-focused tools can help generate and manage proposal content; depending on the product, they may offer templates and review workflows rather than virtual employees that learn tasks on the job.