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AI agents that work the way your team does.

Sherpa uses your files, your systems and your steps. Save a task as a workflow and it runs the same way every time, for everyone.

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Altitude

What should we work on, Maya?

Models

How it works

Follow one task from the request to a saved workflow.

A quarterly board deck, start to finish: asked for in a message, done end to end by Sherpa, checked by you, then saved so next quarter's runs the same way.

  1. 01

    Ask from anywhere

    Send the task from the web app, email, Slack or Teams, with the files it needs.

    New task

    Build the Q3 board deck from the KPI pack and last quarter's template.

    KPI_Pack_Q3.xlsxQ2_Board_Deck.pptx
    Sherpa
    Q3 board deckAssigned to Sherpa · just nowWorking

  2. 02

    Sherpa does the work

    It plans the work, reads your systems, checks every figure and builds the result.

    Q3 board deckReady for review
    Plan4 of 4 done

    Worked for 11m 40s · 14 files read, 31 figures checked

    Q3_Board_Deck.pptx12 of 12 slides

  3. 03

    Save it as a workflow

    Approve what comes back and keep the run as a workflow, ready for next quarter and for anyone on the team.

    Q3_Board_Deck.pptxReady for review
    of 12

    Q3 at a glance

    Revenue
    $48.2M
    Gross margin
    71.4%
    Net retention
    114%

    31 figures cited, each to its cell. Press a number to check one.

    In the board template

Sherpa

Turn the work your team repeats into workflows anyone can run.

Sherpa is the agent inside Altitude. Show it a task your team does every week or every quarter and it does the task end to end, then keeps how it did it as a workflow you can automate and share.

  • Runs the same way every timeA workflow keeps the steps, the sources and the checks, so the tenth run matches the first and every change is on record.
  • Runs without being askedRun it on a schedule, or when something happens: an email arrives, a message is posted, a meeting ends, a webhook fires.
  • Runs for the whole teamShare a workflow and anyone on the team can run it, so one person's best way of doing the work becomes everyone's.
Altitude
Northwind contract reviewMC
Read MSA_Northwind.pdf and summarize the renewal and assignment terms

Key terms from the Northwind master services agreement:

  • Term and renewal: The agreement runs to March 31, 2027 and renews for one-year terms unless either party gives 90 days’ written notice.
  • Assignment: Neither party may assign the agreement, including through a merger or change of control, without the other’s prior written consent.
  • Termination: If an assignment happens without consent, Northwind may terminate on 30 days’ notice and receives a pro-rata refund of prepaid fees.
  • Price changes: Renewal pricing may rise by CPI plus 2%, capped at 7% in any year.
  • Liability: Each party’s liability is capped at the fees paid in the prior twelve months, excluding confidentiality and data breaches.
MSA_Northwind.pdf
7 of 18

In your files

Works inside the files you already use.

Builds and restyles in place, matching the file it lands in: your formulas, your slide masters, your house style.

Altitude
Opex_Variance_Q3.xlsxReady for reviewSharePoint / Finance / Q3
E4fx=IFERROR((C4-B4)/B4,0)

ReviewOver by 11.4%: the September trade show was booked in Q3, not Q4.

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Excel

Writes live formulas, not pasted values, and follows the sheet’s own formats.

Q3_Business_Review.pptx
HomeInsertDesignTransitionsReviewView
Ready for review
Fabrikam

Q3 business review

Fabrikam · July to September 2026

Business review · 8 October 2026

Slide 1 of 5

PowerPoint

Builds slides on your master layouts, with charts you can still edit.

Northwind_renewal_memo.docx
HomeInsertLayoutReferencesReviewView
Show
7 changes trackedReady for review

Northwind renewal

Recommendation to leadership · 22 Sep 2026
Summary

Northwind has asked to renew for one year two years across finance, legal and operations, and to add the team joining from its acquisition in November.

Pricing

We recommend the enterprise plan at 380 420 seats, held at the current per-seat rate for the full term, with the acquired team’s seats added from January.

Terms

Keep the standard 30-day renewal notice and the existing liability cap and raise the liability cap to twelve months of fees, in line with the contracting playbook.

Next steps

Send the revised order form to Northwind’s procurement lead by 30 September, and brief the account team on the new seat count.

Word

Revises memos and reports in place, with every change tracked for you to accept.

Altitude
Vendor_MSA_redline.pdf6 of 6 changes marked

Master Services Agreement

Tailspin Systems, Inc. and Fabrikam, Inc. · Marked up by Sherpa, 22 Sep
8.2 Limitation of liability

Each party’s total liability under this Agreement shall not exceed the fees paid in the three (3) months or payable in the twelve (12) months preceding the event giving rise to the claim.

9.1 Indemnity

Vendor shall defend and indemnify Customer against third-party claims arising from Vendor’s breach of this Agreement, including any claim that the Services infringe a third party’s intellectual property rights.

11.3 Renewal

This Agreement renews for successive one-year terms unless either party gives notice at least thirty (30) ninety (90) days before the end of the current term.

Tailspin draft v2, 15 Sep · Reviewed against Fabrikam contracting playbook

PDF

Marks up contracts against your playbook, with a margin comment on every change.

Research tables

Review hundreds of documents at once.

Point Altitude at a folder and ask the same questions of every file. It reads each document, fills one row per file and cites the clause behind every answer, so your team checks the flagged cells instead of rereading every page.

Altitude
Research tables / Customer contracts: renewal and assignmentMC

Customer contracts: renewal and assignment

Done
DocumentCounterpartyRenewal dateNotice periodChange of controlPrice escalator
MSA_Northwind.pdf
Order_Form_Acme.pdf
SaaS_Agreement_Blueline.pdf
MSA_Contoso_2024.pdf
Reseller_Fabrikam.pdf
DPA_Litware.pdf
MSA_Tailspin.pdf
Order_Form_Wingtip.pdf
MSA_Proseware.pdf
MSA_Woodgrove.pdf
Order_Form_Relecloud.pdf
SaaS_Adatum.pdf
40 documents6 columns240 cells, every one cited40 of 40 done

Workflows

Run whole processes, not just the file at the end.

A workflow is a task your team repeats, set down once: the systems it touches, the steps, the checks and who signs off. Sherpa carries it from the first step to done, whether that means an expense report submitted, a dashboard updated or a deal room kept current.

Browse workflows
Altitude
WorkflowsMC

Workflows

Processes your team has built, tested and published. Anyone can run them; they finish in the background.

Verified by your organization~3 min
Submit expense reportsMatches receipts to card lines, codes each to policy and submits the report for approval.
Hannah Wu · Finance ops5 steps · 2.4k runs
Draft~7 min
Update the BI dashboardPulls this week’s numbers from the warehouse, checks them against last week and publishes.
Draft · only you4 steps · 5 test runs
Verified by your organization~14 min
Run the deal roomFiles every upload to your diligence index, tracks requests and drafts buyer answers.
Priya Shah · Ops5 steps · 128 runs
Verified by your organization~9 min
Run the contracts playbookChecks each agreement against your positions, redlines it and routes it for sign-off.
Grace Okafor · Legal5 steps · 860 runs
Draft~8 min
Prepare the board deckRebuilds last quarter’s deck from this quarter’s KPI pack, in your template.
Draft · only you5 steps · 3 test runs
Altitude~11 min
Reconcile month-endMatches invoices to the ledger, explains every break and ticks off the close checklist.
Built by Altitude5 steps · 1.2k runs
Altitude~18 min
Answer the RFPAnswers every question from past responses and sends the gaps to their owners.
Built by Altitude5 steps · 410 runs
Verified by your organization~2 min
Keep the CRM currentTurns call notes into next steps and updates the account after every meeting.
Dana Liu · Sales ops4 steps · 3.1k runs
Verified by your organization~6 min
Onboard a vendorChecks a vendor’s packet, fills their portal, sets them up and tells the requester.
Alex Rivera · Procurement6 steps · 342 runs
Altitude~12 min
Watch the competitionReads competitors’ pages and filings each week and posts what changed.
Built by Altitude4 steps · 5.6k runs

Every surface

Ask from wherever you already work.

Start a task on the web, from your phone, in an email thread or in chat. The finished file comes back to the same place.

Every team

Give every team a system that completes its work.

Each team turns the work it repeats into workflows, built on its own systems, files and templates. Every run is reproducible, workflows scale across the team, and nobody rebuilds the same work twice.

Finance

Close, reconcile and report on a schedule, with every run done the same way.

  • Build the Q3 board deck from the KPI pack and last quarter's templateQ3_Board_Deck.pptx
  • Reconcile September vendor spend against the AP ledgerVendor_Spend_Sep.xlsx
  • Write the budget variance commentary for the operating reviewOpex_Review_Q3.pptx
Altitude
Q3 close / TasksMC

Build the Q3 board deck from the KPI pack and last quarter's template

Q3_Board_Deck.pptx
  1. ReadRead 14 files in Finance/Q3
  2. BuildBuilt 12 slides in the board template
  3. ReviewChecked 31 figures against the ledger export
Ready for reviewWorked for 9m 40s
Q3_Board_Deck.pptx
Q3 at a glance
  • Revenue $48.2m, 6% ahead of plan
  • Gross margin 71.4%, up 1.2 points on Q2
  • Operating cash flow $9.1m
1

Enterprise

Built for the way your company is governed.

Altitude connects to the systems your team already works in, and gives admins the controls they expect: single sign-on, directory sync, audit logs and usage by role.
Altitude
Dashboard / Models and routingMC

Models and routing

Which models your organization may use, where they run, and how each request is routed.

Auto routing
Each step goes to the least expensive allowed model that meets its quality bar. Anything below the bar escalates to a frontier model.
Search and extraction → open modelsDrafting and review → frontier
Steps routed, 30 days1.28M
Served by open models71%
Cost vs. frontier only−46%
Allowed models
ModelProviderTierRuns inData retentionAvailable toEnabled
Fable 5.1AnthropicFrontierAnthropic API · USZero retentionEveryone
GPT-6 AstraOpenAIFrontierAzure OpenAI · USZero retentionFinance, Legal
Sonnet 5AnthropicBalancedAnthropic API · USZero retentionEveryone
GLM 5.3Z.ai · open weightsOpenAltitude-hosted · USZero retentionEveryone
Kimi K3Moonshot AI · open weightsOpenAltitude-hosted · USZero retentionEveryone
DeepSeek V4DeepSeek · open weightsOpenBlocked by policyNot permittedNobody

Works with your systems

  • File storageShared drives and folders
  • Data providersMarket and company data
  • ChatChannels and threads
  • EmailInbox and attachments
  • CRMAccounts and pipeline
  • BIDashboards and metrics
  • WarehousesTables and SQL
  • API and MCPYour own tools

Security

  • SOC 2 Type I
  • SOC 2 Type II
  • Encrypted in transit and at rest
  • No training on customer data

FAQ

What teams ask before they start.

What Altitude does, where it works, and how your data is handled.

See Altitude on your team's actual work.

Bring a task your team did last week and see what Altitude hands back.
Request a demo