Invoice processing
- Trigger
- Document classified
- Context
- Extract vendor, amount, PO
- Decision
- Route to the right approver
- Action
- Create the approval task
AI Platform for Enterprise TeamsYour Organization's
Your Organization's
Intelligence Layer
Align Platform: Align Cite → Align Space → Align Flow, three layers, one AI journey. Know YOUR business, power YOUR team, and automate YOUR workflows — with full transparency.
The problem
Most enterprise AI pilots fail to deliver measurable business impact
Not because the technology falls short, but because the foundations are missing. Generic AI tools produce unreliable answers. Workflows remain fragmented. Knowledge is scattered across systems. And teams are overwhelmed with information but lack the insights they need to make better decisions.
The solution
Align Platform: three layers. One integrated intelligence.
Rather than bolting AI onto existing tools, we build an intelligence layer around your company's knowledge, workflows and systems from the ground up. Your team gains the ability to Know, Operate and Act — with the controls to govern AI and the automation to turn insights into action.
Layer 1 · Know
Align Cite
Your organization's trusted knowledge layerGet reliable, source-backed answers from your company's documents, emails and meeting notes. Every answer points to its source, so your team can verify the facts, understand the context and make decisions with confidence. This is the knowledge foundation that powers Align Space and Align Flow.
- One trusted knowledge base — Documents, emails and meeting notes.
- Built for your business — HR, Legal, IT and Finance.
- Reliable, traceable answers — Prioritize official sources over drafts.
- Context that matters — Find information by client, project or case.
Layer 2 · Operate
Align Space
Your team's workspace, powered by your company's knowledgeA dedicated workspace for each client, with AI-powered apps built around your business needs. All apps draw on the same trusted knowledge base and connect insights to everyday workflows.
- Your brand, your workspace — Your logo, colors and dedicated environment.
- Apps for everyday work — Choose from Expert Chat, Ledger, Pipeline, Sheets, Tasks and B2B.
- AI that works with your data — Read and update business data, with the right controls in place.
Layer 3 · Act
Align Flow
From knowledge to actionAlign Flow turns the knowledge in Align Cite and the apps in Align Space into actions. It can make decisions within defined boundaries, execute approved steps and keep a clear record of what happened.
- Understands the context — Uses knowledge from Align Cite.
- Acts through your apps — Executes actions in Align Space.
- Controlled autonomy — Decisions within defined rules, with oversight where needed.
- Every action traceable — A clear record of decisions and outcomes.
Layer 3 deep-dive · Built on Align Cite + Align Space
Align Flow: AI that turns business knowledge into action
Traditional automation follows predefined rules. Align Flow goes further: it uses the knowledge available in Align Cite and the business apps in Align Space to make decisions and execute tasks within defined boundaries. Your team stays focused on higher-value work while every action is recorded and traceable.
01 · EVENT
Trigger
An event occurs in one of your business apps.
02 · KNOWLEDGE
Context
Align Cite retrieves the relevant facts from your company's knowledge base.
03 · REASONING
Decision
AI determines the appropriate next step within defined rules.
04 · EXECUTION
Action
Align Flow carries out the action in Align Space and records the outcome.
Use cases
Lead qualification
- Trigger
- New opportunity created
- Context
- Pull company info + history
- Decision
- Score and suggest next action
- Action
- Assign rep, schedule call
Document triage
- Trigger
- New document uploaded
- Context
- Analyse content + metadata
- Decision
- Classify by type, extract
- Action
- Tag, route, summarise
Why Align Flow is different
Built into the platformWorks directly with Align Cite and Align Space.
Grounded in business knowledgeUses relevant company information, not just generic AI responses.
Controlled executionActions operate within defined rules, with approval steps where needed.
Reasoning and planningCan evaluate context and determine the next step in a workflow.
Fully traceableEach run records the actions taken and the reasons behind them.
Cost transparencyExecution costs are tracked for each run.
Platform capabilities
One consistent architecture across all three layers
All three layers share the same underlying architecture, with data and workspaces isolated for each client, flexible integrations with external tools, and transparent, traceable operations that organizations can trust.
Multi-tenant isolation
Your data stays separate and protected. Every query, table and file is scoped to your workspace.
Open APIs & webhooks
Connect Align Platform to your existing tools and systems through APIs and event-based integrations.
MCP connectors on every layer
Access the platform from compatible AI assistants to search knowledge, work with data and trigger actions.
Model choice per task
Choose the AI model best suited to each task, balancing performance, cost and accuracy.
Source authority ranking
Answers prioritize authoritative sources, from official documents to verified references and working drafts.
Real-time sync
Keep knowledge up to date as information changes in your connected source systems.
Domain specialists
Route questions to the right specialist for each business domain, from HR and Legal to IT and Finance.
Event-driven workflows
Turn events across your connected apps into workflows that can trigger AI-assisted actions.
Full audit trail
Record each AI-driven action, including its sources, decisions and associated costs.