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Needle

4.2
•

Needle is an AI platform that automates company tasks using intelligent agents. It connects all your data sources and tools, letting you create custom workflows and get instant answers from your information. This helps teams work smarter and faster, boosting overall productivity.

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OverviewFeaturesUse CasesFAQIntegrationsPricing

About Needle

Who It's For

Needle helps teams and companies work much smarter. If you waste time searching for info or doing repetitive tasks, this tool is for you. It centralizes your company's knowledge and automates daily jobs, benefiting HR, sales, and engineering.

What You Get

You get AI agents that automate many tasks, like emails or support tickets. It offers smart search for instant answers from all connected files and apps. Plus, deploy AI chat assistants on your website or Slack, keeping your data secure and updated.

How It Works

Needle lets you describe tasks in simple words to build automated workflows. The AI then connects your various tools, such as Gmail and Slack. Just link your apps, and Needle uses your company data to power these smart agents and provide quick answers.

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Features & Capabilities

⚙️ AI Workflow Automation

Agentic Workflows

Users describe desired workflows in natural language, and AI automatically builds them with integrated tools and logic.

Automation Templates

Provides pre-built, customizable workflow templates for common tasks like lead qualification, content syncing, and smart ticket routing.

Chat Actions

Enables users to initiate actions across connected platforms directly from chat using natural language commands.

🧠 Intelligent Data Retrieval

Semantic AI Search

Delivers instant, context-aware answers from all connected data sources, powered by Retrieval Augmented Generation (RAG).

File Upload & Processing

Allows easy uploading and automatic content extraction from various file types, including PDFs, documents, and spreadsheets, making them searchable.

Multilingual Search

Enables searching and receiving answers in multiple languages, independent of the original document's language.

Data Analysis & Insights

Leverages AI for intelligent insights, trend identification, and report generation from connected data.

🔗 Broad Connectivity & Sync

One-click Integrations

Connects quickly to over 25 popular tools like Slack, Google Drive, Notion, and Jira, making the entire workspace searchable.

Always Fresh Data

Automatically syncs data across all connected platforms to ensure information is consistently up-to-date.

Developer API

Offers a lean and easy-to-use RAG API for deeper, custom integrations and frontend development.

🛡️ Security & Enterprise Readiness

Access Control

Provides enterprise-grade security with granular permission controls for managing user access and data.

Embedded AI Assistants

Deployable AI assistants available as a website chat widget or integrated directly into Slack workspaces for instant support.

Data Security & Compliance

Ensures data privacy and security with AES-256 encryption, SOC 2 compliance, and options for data residency.

Use Cases

Streamlining Internal Knowledge Access and Employee Support

Employees often struggle to find crucial internal information, leading to wasted time and operational inefficiencies. Needle solves this by unifying all internal data sources through a semantic AI search, enabling employees to get instant, accurate answers to questions (e.g., HR policies, IT FAQs) via web widgets or Slackbots, significantly reducing information silos and improving self-service capabilities for HR and IT teams.

Enterprise, Human Resources, IT ServicesFor: Employees, HR Teams, IT Support, Operations Managers

Automating Sales and Marketing Workflows

Sales and marketing professionals frequently face time-consuming manual tasks, from lead qualification to crafting personalized outreach. Needle automates these processes with AI agents and pre-built templates, such as qualifying leads in HubSpot, sending targeted follow-up emails, and synchronizing marketing content across platforms, freeing up teams to focus on strategic engagement and closing deals.

B2B SaaS, Sales, MarketingFor: Sales Development Teams, Account Executives, Marketing Managers

AI-Powered Data Analysis and Market Research

Businesses often drown in vast amounts of data, making it challenging to extract actionable insights and stay competitive. Needle connects to all enterprise data sources, including external web searches and various file types, allowing users to leverage AI for intelligent data analysis, trend identification, and pattern discovery, enabling faster, more informed decision-making in financial reporting and market research.

Finance, Market Research, Data AnalyticsFor: Financial Analysts, Business Analysts, Researchers

Automating Engineering Workflows and Code Management

Engineering teams constantly manage complex tasks, from code reviews to bug tracking across multiple platforms. Needle streamlines these operations by providing AI agents that automate code review alerts, synchronize data across development tools like GitHub and Jira, and enable custom integrations via its API, enhancing efficiency and collaboration within the software development lifecycle.

Software Development, TechnologyFor: Software Developers, Engineering Managers, DevOps Specialists

Frequently asked questions

Tags

task automationcustom workflowsdata source integrationagentic workflowsintelligent agents

Specifications

Deployment
Browser
API
Cloud
Target Audience
Individual
Startup
Business
Enterprise
Complexity
Developer

Pricing

Free

Per monthly

Free
  • Unlimited collections
  • 2 connectors of your choice
  • Advanced data processing
  • 1K workflow credits
  • 100K tokens
  • Unlimited Workflows
  • Unlimited Collections
  • 1K Files per collection
  • 10 MB File size limit
  • 500 MB Data storage
  • 10M Character processing
  • 1K Monthly searches
  • All available connectors (100)
  • 1 user only
  • Data processing: Advanced processing
  • Over-limit usage: Not available

Pro

Per monthly

$29
  • Includes all features from the Free plan
  • Unlimited connectors
  • 10K workflow credits
  • 1M tokens
  • Team collaboration
  • Unlimited Files per collection
  • 50 MB File size limit
  • 10 GB Data storage
  • 100M Character processing
  • 10K Monthly searches
  • Unlimited Number of connectors
  • 1 + additional users
  • Additional user cost: $29/month
  • Over-limit usage: Pay-as-you-go

Enterprise

Per monthly

Free
  • Includes all features from the Pro plan
  • Unlimited workflow credits
  • Unlimited tokens
  • Unlimited team members
  • Dedicated deployment
  • Priority support
  • Custom Data storage
  • Unlimited Character processing
  • Unlimited Monthly searches
  • Custom Token usage
  • Custom Additional user cost
  • Over-limit usage: Included

✓ Free plan • ✓ Plans from $29 / monthly • ✓ Enterprise options

Integrations

Gmail
Slack
HubSpot
Notion
Google Drive
Confluence

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Links

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