Robo Connector modules
Robo Meister modules can run separately, but become more powerful when connected through workflows, documents, AI and integrations.
Free-entry funnel
Use these modules as a low-friction starter layer, then connect them to paid automation when the process is ready.
Start free / low-friction entry
Manage clients, notes, follow-ups and simple pipelines before adding automation.
Best for: small teams, service companies, sales follow-up
Limits: Free: limited clients, pipelines, users, and storage.
Paid unlocks: Unlock automation, shared pipeline rules, more users, AI summaries, and integrations.
Can be included as a starter layer with other modules.
Recommended upsells
Start free
Coordinate meetings, rooms, resources and reminders before automating handoffs.
Best for: appointments, demos, dispatch planning
Limits: Free: limited calendars, users, and shared resources.
Paid unlocks: Unlock workflow triggers, resource approvals, integrations, and larger teams.
Can be included as a starter layer with other modules.
Recommended upsells
Start free
Centralize customer and team messages before routing them into processes.
Best for: support inboxes, service follow-up, internal alerts
Limits: Free: limited channels, messages, participants, and templates.
Paid unlocks: Unlock more channels, message automation, AI drafting, and SLAs.
Can be included as a starter layer with other modules.
Recommended upsells
Start free
Capture issues, assign owners and keep service work visible.
Best for: support desks, maintenance requests, customer operations
Limits: Free: limited queues, tickets, users, and history.
Paid unlocks: Unlock SLA automation, escalations, AI triage, and reporting.
Can be included as a starter layer with other modules.
Recommended upsells
Start free
Organize projects, tasks and client work in one workspace.
Best for: delivery teams, client work, internal coordination
Limits: Free: limited projects, tasks, users, and file history.
Paid unlocks: Unlock workflow automation, more users, client workspaces, KPI dashboards, and integrations.
Can be included as a starter layer with other modules.
Recommended upsells
Start free
Create, store and route business documents with clean ownership.
Best for: templates, approvals, onboarding files, evidence packs
Limits: Free: limited storage, files, templates, and OCR disabled or limited.
Paid unlocks: Unlock OCR, approvals, e-signature routing, more storage, and AI extraction.
Can be included as a starter layer with other modules.
Recommended upsells
Paid starters
Add these when repeated work needs owners, approvals, evidence, dashboards, or system integrations.
Recommended paid starter
Turn repeated work into workflows with owners, approvals and evidence.
Best for: operations leaders, approvals, service delivery, SOP execution
Limits: Starter: defined workflow count, steps, owners, and history window.
Paid unlocks: Unlock advanced workflows, integrations, AI decisions, AccordFlow approvals, and KPI evidence.
Recommended upsells
Paid automation
Automate document intake, templates, approval trails and evidence packs.
Best for: finance, legal, compliance, operations
Limits: Paid: more storage, OCR pages, templates, and approval routes.
Paid unlocks: Unlock AI extraction, advanced workflows, integrations, and retention controls.
Can be included as a starter layer with other modules.
Recommended upsells
Paid insight layer
Track goals, requirements and operational performance from connected work.
Best for: managers, delivery teams, executive reporting
Limits: Starter: limited dashboards, metrics, data sources, and viewers.
Paid unlocks: Unlock advanced dashboards, exports, workflow evidence, and more integrations.
Can be included as a starter layer with other modules.
Recommended upsells
Operational modules
Start with a focused pilot when physical operations, suppliers, inventory or people data need structure.
Advanced / pilot
Track suppliers, deliveries, documents and logistics risks.
Best for: procurement, logistics teams, supply risk owners
Limits: Pilot: scoped suppliers, deliveries, document types, and integrations.
Paid unlocks: Unlock WMS links, risk scoring, route planning, Smart Port Logistics, and advanced workflows.
Recommended upsells
Advanced / pilot
Control inventory, locations, moves and warehouse evidence.
Best for: warehouses, fulfillment, stockrooms, field inventory
Limits: Pilot: scoped locations, SKUs, users, and movement types.
Paid unlocks: Unlock scanners, replenishment automation, SCM links, KPI dashboards, and integrations.
Recommended upsells
Advanced / consultation
Connect production work orders, stations, quality checks and traceability.
Best for: manufacturing cells, production teams, quality gates
Limits: Pilot: scoped lines, work orders, stations, and traceability events.
Paid unlocks: Unlock machine integrations, QA flows, BPM automation, and production analytics.
Recommended upsells
Paid / operations
Run product catalogs, sales flows and order operations in one workspace.
Best for: online stores, local commerce, service packages
Limits: Starter: limited products, orders, users, and storage.
Paid unlocks: Unlock integrations, automations, inventory sync, and advanced reporting.
Recommended upsells
Paid / operations
Manage people records, roles, onboarding and approval evidence.
Best for: growing teams, policy owners, operations managers
Limits: Starter: limited employees, policies, workflows, and documents.
Paid unlocks: Unlock onboarding automation, approvals, documents, KPI and access controls.
Recommended upsells
Compliance and enterprise
Use these when finance, legal, risk or quality workflows require controls, approvals and audit evidence.
Consultation / controlled rollout
Coordinate finance workflows, documents, approvals and reporting evidence.
Best for: accounting teams, controllers, finance operations
Limits: Pilot: scoped entities, workflows, document types, and exports.
Paid unlocks: Unlock OCR, AccordFlow approvals, KPI reporting, bank/accounting integrations, and more users.
Recommended upsells
Consultation
Structure contracts, obligations, reviews, approvals and legal evidence.
Best for: contract operations, legal reviews, vendor governance
Limits: Pilot: scoped contract types, users, repositories, and approval routes.
Paid unlocks: Unlock AccordFlow, document automation, risk controls, and AI review assistance.
Great fit after Documents Pro when approvals and obligations become audit-critical.
Recommended upsells
Consultation
Identify, score, mitigate and evidence operational risks.
Best for: risk owners, compliance teams, supplier governance
Limits: Pilot: scoped registers, controls, owners, and review cycles.
Paid unlocks: Unlock control testing, AI risk summaries, SCM links, KPI dashboards, and audit exports.
Recommended upsells
Consultation
Manage non-conformities, CAPA, inspections and quality evidence.
Best for: manufacturing, service quality, compliance operations
Limits: Pilot: scoped checklists, NCRs, users, and evidence storage.
Paid unlocks: Unlock MES links, CAPA workflows, document controls, KPI dashboards, and exports.
Recommended upsells
Advanced ecosystem
Add ecosystem modules when you need AI assistance, content/API surfaces, campaign loops or robot/device orchestration.
Paid / governance-ready
Add controlled AI assistance, routing, summaries and decision support to connected work.
Best for: automation teams, support, finance and operations
Limits: Starter: limited AI actions, context size, policies, and monthly usage.
Paid unlocks: Unlock larger usage, model routing, workflow actions, integrations, and governance controls.
Recommended upsells
Paid / platform
Publish content, portals and API-driven experiences connected to operations.
Best for: customer portals, knowledge bases, integration surfaces
Limits: Starter: limited pages, API keys, roles, and storage.
Paid unlocks: Unlock more APIs, custom templates, workflows, and marketplace publishing.
Recommended upsells
Paid / growth
Connect campaigns, leads and attribution to CRM and store outcomes.
Best for: campaign teams, lead generation, service sales
Limits: Starter: limited campaigns, audiences, forms, and attribution windows.
Paid unlocks: Unlock automation, advanced attribution, AI content support, and CRM/store sync.
Recommended upsells
Consultation
Coordinate robot, device and station work through operational workflows.
Best for: Industry 4.0 pilots, device orchestration, warehouse automation
Limits: Pilot: scoped devices, stations, events, and safety controls.
Paid unlocks: Unlock MES/WMS integrations, device telemetry, workflow triggers, and KPI reporting.
Recommended upsells
Connected packages
Bundle pages now route to active solution pages instead of legacy package URLs. Use them when the buyer wants a business outcome instead of a single module.
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