Offerio Companion

Your Everyday Work. The Right Answers.

A private-by-design personal assistant for everyone on your team, right inside Slack. Ask it for whatever your day needs, from sending an email to booking a meeting or updating a workflow card.

Included with every Offerio department
Slack
OfferioAICompanion · Available
Nadia · 2:14 PM
Book 30 minutes with Priya from Harbour Logistics on Thursday at 2pm.
OfferioAI2:14 PM
Here is the meeting draft, Nadia. Nothing is booked until you approve.
WithPriya · Harbour Logistics
WhenThu, Oct 15 · 2:00–2:30 PM
Calendarnadia@northwind.com
ApproveEditDiscard
Type a message

Sending an email, booking a meeting or moving a card means switching between several tools, several times a day.

Offerio Companion does it from one sentence.

Choose a department. Companion comes with it.

Offerio Finance
Offerio Accounting
Offerio Sales
Offerio Marketing
Offerio CompanionIncluded
Email from your own mailbox
Meetings on your calendar
Workflow cards in Slack

Built for how teams actually get through the day

Nothing happens without you.

Every action appears as a draft. Approve carries out exactly what is on the card.

Your own mailbox and calendar.

Connect Microsoft or Google accounts. Email goes out from your address and meetings land in your own diary.

Context carries over.

Say “make it 3pm instead” and it lands on the meeting the previous message started.

Microsoft and Google mailboxesMicrosoft and Google calendarsWorkflow boardsCompany documentsSlack
A private model. Your data stays yours.Offerio Companion runs on a private model deployed for your organization. Your emails, meetings and documents belong to you and stay inside your environment.

Up and running in four steps

From deployment to your first approved action, without changing where your team works.

1
Choose your deploymentRun Offerio Companion as virtual or dedicated on-prem. Your data stays in your environment.
2
Connect your accountsEach person links their Microsoft or Google mailboxes and calendars with a personal sign-in link.
3
Choose what it can doA super admin sets which actions Companion may carry out. Org admins connect workflows.
4
Ask in SlackType a request in a sentence. Companion returns a draft for you to approve.
Explore Deployment Options
A real workflow, simplified

Ask in a sentence, approve in a click

Companion turns a plain request into a draft email, then sends it from your own address once you approve.

1You ask
Slack
Email Priya the revised delivery terms and copy Marcus.
2OfferioAI drafts
Fromnadia@northwind.com · default
ToPriya, Harbour Logistics
CcMarcus
SubjectRevised delivery terms
Hi Priya, as agreed, delivery within 5 business days, with a 2% credit per day on late deliveries.
+ your mailbox signature
ApproveEditDiscard
3You get
Sent from your mailboxApprovedSent from Nadia’s own address with her signature, exactly as shown on the card.
Doc ID:4b8e0d7a2c61
Sent as approved
Book a Demo

What Companion handles

Email and meetings
TaskSend an email or book a meeting without switching tools.
OfferioAIPrepares it from your own mailbox and calendar.
You getA draft to approve, edit or discard.
Workflow boards in Slack
TaskUpdate task cards away from the dashboard.
OfferioAIShows your cards first, moves them to the next stage, adds notes and completes follow-ups.
You getBoards kept current, including from your phone.
Answers from company documents
TaskFind a policy or fact.
OfferioAIAnswers from the company’s documents and asks a short question when something is missing.
You getAn answer without searching drives or asking a colleague.
You can also work on
Upcoming meetingsMailbox signaturesAssignment notificationsSlack Lists mirroring
Workflow updates by channelImages and video with CreativeClear fixes when an action is off
Approvals and controls
Explore Governance & Admin
Only for Companion holdersOnly people who hold Companion can use it. Org admins connect workflows from the dashboard.
Draft before every actionEach action appears as a draft with Approve, Edit or Discard, and details are checked again on approval.
Admin-controlled actionsA super admin decides which actions Companion may carry out. Meetings organized by others are never cancelled.
Explore the departments

One platform, every department

Offerio FinanceManagement reporting that explains itself.
Explore
Offerio AccountingFrom receipt to approved entry, without the data entry.
Explore
Offerio SalesA current CRM, without asking reps to update it.
Explore
Offerio MarketingOn-brand content, approved and published from one conversation.
Explore

See Companion handle your everyday work

Included with every Offerio department.

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