Dispatches
FIG. 19 AI enterprise search → FIG. 18 Athena Python SDK → FIG. 17 Athena Skills → FIG. 16 Web Monitor → FIG. 15 Athena for Operations → FIG. 14 Athena for Analytics → FIG. 13 AI search for your DMS → FIG. 12 Multiplayer AI agents → FIG. 11 Athena Anywhere → FIG. 10 Hey Athena → FIG. 09 Athena for Finance → FIG. 08 What code review becomes → FIG. 07 GTM without a CRM → FIG. 06 The company brain → FIG. 05 Two identical stacks → FIG. 04 Finance builds its own APIs → FIG. 03 Model routing in production → FIG. 02 Knowledge workers don't have GitHub → FIG. 01 Pricing, read from transcripts →
Use case

CIM to CRM deal creation

Athena creates deal records in your CRM from CIMs and emails, fills the fields with a citation to the source, and waits for a named person to approve before anything is written.

CRM_record_draft.xlsx (synthetic data)FieldValueSourceWriteCompanyAtlas ComponentsCIM, p1PendingSectorIndustrial techCIM, p4PendingRevenue (LTM)$42.0MCIM, p14PendingOwnerNot statedNo sourceBlankNothing is written until a named person approves.
Fig. 01A drafted CRM record with each field cited, waiting for approval.
Input · what Athena does · output
  1. Input

    A CIM or deal email, and your CRM’s deal schema.

  2. What Athena does

    Reads the document, maps the facts to your CRM fields, checks for an existing record, and prepares the create or update.

  3. Output

    A CRM record with the fields filled and cited, ready for approval.

Where a person decides

The deal lead approves every write to the CRM.

Example workflow

CIM to CRM deal creation, start to finish

01CIM or emailArrives in the inbox02Fields mappedTo your CRM schema03Record draftedEach field cited04Deal leadapprovesThen it writesCIM to CRM with an approval before the write.
Fig. 02From a CIM to a cited CRM record, written only after approval.

Runs on: When a CIM or deal email arrives. Works with: Salesforce, Outlook, SharePoint.

What it runs on
Workflows →Spaces →Attribution & reversibility →Finance, PE, Credit & Venture →Tear sheets and teasers →Use caseLBO model prep →Use caseDaily market brief →Use case
What customers say
“It's good to understand the capability of the platform. That how far, and how quickly you guys can get these things going [...] that has been impressive overall.”
VP-level AI leader · A Fortune 500 retailer
“Lets us get a lot more out of our data than [...] We can sit on top of all of the data in [our data warehouse] as opposed to just, like, our little ingested, you know, three gigabytes semantic models. I think we have a lot of power here.”
Analytics lead · A Fortune 500 retailer
“Gave Athena the spreadsheet, explained which column I was trying to figure out, and then ten secs it told me... exactly how the calculation was based on the other data.”
Analyst · A global manufacturer
“He wrote the entire stuff. By itself. And I was there, and I was thinking, alright. If I had to write all this stuff, I mean, I would've spent days, days, days.”
Manufacturing analyst · A global manufacturer
“I send that to the programmer and he said, alright. I read your file. I copied the section of the code because he has the right interface, and it works. Wow. Just like magic.”
Manufacturing analyst · A global manufacturer
“One workspace. All different, let's say, avatars of their output data. Right? Suddenly, it's dashboard. Excel is here. PowerPoint is when it's all together. It's very impressive.”
Global Sustainability lead · A global manufacturer
“Use the Athena platform probably closer to the concept and how it was designed, like, with the spaces architecture where you've got a set of primitives and capabilities, and you bring together the right set of capabilities to solve a task.”
Audit lead · A global professional services firm
“Digital worker, it gets spun up, it gets given access to the toolkits that it needs. It gets given access to the data that it needs. Just exists for the period it needs to exist to perform the task. And then it gets torn back down again afterwards.”
Audit lead · A global professional services firm
“I like that direction, that concept of the agent is the agent. It becomes an entity in its own right with its own ownership and its own missioning, and you get rid of the gray area and the blurry lines.”
Audit lead · A global professional services firm
“It was PowerPoint... there was no kind of distinction between the two. So that was killer. And I literally had a meeting on it today, and people said how great it was.”
Sales analyst · A global CPG provider

Verbatim from customer calls. Customers anonymized.

Send us one CIM.

We will send back the result with the citations, and you review it.

Get a demo
Runs in your VPCNo training on your dataCitations on every claimApproval before anything sends