AI That Knows Your Business
Kaelio connects your CRM, analytics, billing, and ops tools into one intelligence layer. Proactive alerts, recommended actions, and one-click execution. Directly in Slack, Teams, or email.
| Signal | Source | Recommended Action |
| Acme Corp deal | Pipeline stalled 14dSalesforce + HubSpot | Schedule exec sponsor call |
| Fulfillment lag | Avg resolution +40%Linear + Zendesk | Review bottleneck with ops |
| Google Ads campaign | CTR up 28%, CVR flatHubSpot + Mixpanel | Reallocate to top variants |
Trusted by high-growth companies
Use Cases
Kaelio connects your tools, surfaces signals no single system can show you, and recommends what to do next. Whether you run revenue, ops, or marketing.
Kaelio compiles CRM, support, billing, and usage data into a brief with talking points before every call.
A morning digest with everything that needs attention, prioritized with recommended actions.
Cross-channel results in one digest. Where to double down, what to pause, and which segments to expand.
Channel-level acquisition costs tracked weekly with reallocation recommendations.
Cross-references usage, billing, and CRM signals to surface opportunities and recommend actions.
Failed charges, billing mismatches, and contract gaps flagged before they compound.
How It Works
Plug in your CRM, project management, analytics, billing, support, and ops tools. Kaelio maps your data across systems, creating a unified foundation in minutes.
One connected foundation. Your entire operation, unified.
@Kaelio I want a daily digest for the revenue team. Flag deals stalled over 10 days, billing anomalies over $5K, and any ops tickets blocking delivery. Send it every weekday at 7am.
Tell Kaelio what to watch in plain language. Revenue signals, ops anomalies, pipeline changes. Describe what matters and Kaelio structures alerts and recommendations around it.
No rules to configure. Just tell it what you care about.
Your team opens Slack to a morning brief with prioritized alerts, recommended actions, and one-click execution. The signals that matter, with clear next steps, delivered before your first meeting.
From alerts to recommendations to action. Wherever your team works.
@Kaelio What's slowing down our Q1 pipeline? I need to brief leadership at 2pm.
Features
Kaelio delivers digests, alerts, and briefs to Slack or email on your schedule. Your team starts the day knowing exactly what needs attention, whether that's at-risk accounts, ops anomalies, or underperforming campaigns.
Teams catch critical signals weeks earlier on average.
2 deals stalled this week · 1 competitor mention in calls · $120K at risk
Open digest →Fulfillment SLA breach on 3 accounts · Avg resolution time up 40%
Open digest →Google Ads CTR up 28% but CVR flat · 2 campaigns need budget reallocation
Open digest →Ad spend up 35% this month while conversion rate dropped 18%. Cost per acquisition now $145, up from $98.
Recommend: pause underperforming ad groups and reallocate to top 3 variants →
Deal stalled 14 days. Last Gong call showed competitor mention. 2 support tickets unresolved.
Recommend: loop in exec sponsor + resolve open tickets before next call →
Average delivery time down 22% after process change. 3 accounts moved from amber to green SLA status.
Recommend: share with leadership as Q1 win. Replicate process for EMEA team →
Ad spend climbing on a channel while conversions quietly drop. A deal stalling while support tickets pile up. Kaelio correlates signals across your entire stack, recommends the next step, and can take action on your behalf.
From signal to recommendation to action, before problems escalate.
Kaelio surfaces what needs attention, recommends the next step, and your team approves or lets Kaelio execute. Need to dig deeper? Ask a follow-up in Slack. Revenue, ops, marketing, billing. All connected, all actionable.
From context to action in under 30 seconds.
@Kaelio How are our paid campaigns performing this month? Budget review is tomorrow.
@Kaelio Break down Google Ads by campaign. Which ones should I cut?
You recognize on invoice date, not booking date · All reports aligned
30-day window · Marketing-sourced pipeline scored on your convention
Raw page views dismissed · Replaced with engaged session depth (>2 min, >3 pages)
Kaelio learns how your team defines metrics, calculates KPIs, and interprets signals. Conventions, business logic, and assumptions behind your data. Every recommendation and action reflects how your company operates.
Your business context, built in. Sharper with every interaction.
Your Stack, Connected
Kaelio connects your CRM, analytics, project management, billing, support, and data warehouse tools. Run your business smarter with AI.
That's what happens when intelligence finds you and tells you exactly what to do next.
FAQ
Dashboards show you what happened. Kaelio tells you what to do next. It proactively monitors your connected tools, recommends actions, and can execute them on your behalf. Your team gets prioritized recommendations delivered to Slack, Teams, or email, and can trigger actions directly or dig deeper with follow-up questions. Think of it as an AI operations layer that monitors, recommends, and acts.
No. Kaelio connects to your existing stack: Salesforce, Linear, Snowflake, Stripe, and others. It monitors your tools, correlates signals across them, recommends actions, and can execute them, all where your team already works (Slack, Teams, email). It can create tasks, update records, and trigger workflows back into your tools. Nothing to migrate, nothing to rip out.
Most teams are up and running in under 30 minutes. Connect your data sources, pick a template or build your own, and Kaelio starts monitoring. Your first digest can arrive by the next morning.
Kaelio watches the signals you tell it to care about across your connected tools. It flags situations where multiple signals converge, like declining metrics in one system combined with escalating issues in another, and recommends specific actions to resolve them. Start with proven templates out of the box, then Kaelio adapts based on which recommendations your team acts on.
Yes. Tell Kaelio what to watch and how to respond in plain language, or start with a template. You can adjust thresholds, signal weights, and the types of actions Kaelio recommends or takes. Kaelio also tunes itself based on your team's behavior, so the recommendations get sharper over time.
ChatGPT and Claude can pull data from your tools when you ask. Kaelio monitors them around the clock without being asked. It detects cross-tool signals, delivers prioritized recommendations on a schedule, and can execute actions back into your systems. Purpose-built for teams, not individual prompts. And it gets sharper over time as your team acts on its recommendations.
Every recommendation Kaelio gives cites its sources: which tool the data came from, when it was last synced, and the specific records behind it. Your team can verify anything in seconds. No black boxes, no guessing.
Yes. When connecting a data source, you control exactly which objects and fields Kaelio can read. Sensitive fields can be excluded, and you can review permissions at any time. Your data, your rules.
Yes. Kaelio is SOC 2 and HIPAA compliant and uses 256-bit encryption at rest and in transit. Your data is never shared across customers or used to train models. We offer SSO, role-based access, and audit logs for enterprise deployments.
Get Started
Connect your tools in minutes.
Kaelio monitors, recommends, and acts
by tomorrow morning.
14-day free trial. We get you set up in one call.