Every external engagement,
end to end.

Embasix is an AI operator that runs external engagements autonomously. It has its own email address, sends on a cadence you set, and keeps you and your team on every thread. You direct. It runs the work. Every engagement is a Project. Every unit of work is a Goal. Every external party has a record that stays at the company.

Five stages below. Same primitives apply to sourcing, execution, renewal, and coordination projects.

Stage 01 · Set up a project

One engagement. One project.

Anything external that involves more than one message becomes a Project. A Q2 sourcing push. A summit with 50 vendors. A renewal cycle. A partnership workstream. You drop context, set the goals, and define the rules. No integrations to wire up. No templates to fill out.

Goals as the atomic unit. Every unit of work is a Goal: collect avails, get a counter, secure a deliverable. Goals drive the AI.
Rules you set once. Tone, cadence, what needs your sign-off, what can run without you. Embasix operates inside them.
No integrations required. Embasix has its own email address. No calendar hookup, no CRM connector, no portal login.
app.embasix.com / projects / q2-creator-push
Project · Q2 creator push
GoalCollect avails from 12 creators by May 10 Active
GoalNormalize rates into a single sheet Active
GoalSurface top 3 for a decision Queued
RulesFlag anything over $15K. Pause on exclusivity. Set
3 goals · rules set · running
Stage 02 · Bring in the parties

Two ways in.
Both work.

Parties are whoever you're talking to outside the building. Vendors, agencies, venues, partners, speakers. You can let Embasix reach out on your behalf from its own address, or you can cc Embasix on a thread you already started. Either way, the party lands in the Project and the AI takes it from there.

AI with its own identity. Embasix sends from its own email address, introduces itself, and cc's you and your team on every thread. It never impersonates you.
Or cc a live thread. Already emailing the vendor? Just add Embasix. It reads the context and runs the rest.
Parties live at the company. Every profile, every past rate, every commitment stays on file. Not tied to a single seat.
app.embasix.com / parties
Parties · 12 in project
Studio NineSent 3 days ago · responded Responded
Maker Co.Added by cc · thread in flight Responded
Bright LabsFollow-up sent today Awaiting
Apex CreativeSent 3 days ago Follow-up sent
12 parties · 6 responded · 4 follow-ups queued
Stage 03 · Work runs

Every reply, structured.

Parties reply in every format. Long emails, PDFs, decks, spreadsheets, inconsistent terms. Embasix reads all of it, converts it into a single structured view, and drives the Goals forward. Follow-ups run on their own. Missing fields get surfaced. Commitments get captured.

Any format, one schema. PDFs, emails, spreadsheets, decks. All normalized into the same structure under the Work tab.
Follow-ups on autopilot. Cadence set once. Reminders, nudges, and silence follow-ups run without you.
Commitments captured. Every agreed rate, date, and deliverable gets recorded on the party profile as the thread unfolds.
app.embasix.com / projects / q2-creator-push / work
Structured comparison · 3 offers parsed
PartyRateAvailsTerms
Studio Nine$8,200Q2 openNet 30
Maker Co.$6,750Q2 to Q3Net 45
Bright Labs$9,100Q3 onlyNet 30
12 fields extracted · all formats normalized · 1 flag
Stage 04 · You direct

Plain commands. Finished threads.

You review what Embasix brings back and issue plain-language commands. Accept an offer. Ask for a better rate. Request a specific concession. Drop a party. Embasix turns each command into a professional message and runs the back-and-forth. It pauses only when a decision is yours.

Three ways to direct it. Commands from the dashboard, a reply to any Embasix email, or a forward of any inbound message. Same result either way.
Parallel threads. Run many parties at once without losing track of a single conversation.
Pauses when a call is yours. The system keeps moving on its own and stops the moment judgment is needed.
app.embasix.com / decide
Command center
Studio Nine
Ask for $7,500. Net 30.
Sent
Maker Co.
Accept. $6,750. Net 45 confirmed.
Confirmed
Bright Labs
Ask for Q2 availability
Pending reply
1 accepted · 1 in motion · 1 awaiting
Stage 05 · Record stays

Every commitment, on file.

The deal closes. The event ends. The partnership ships. Embasix locks every agreed detail into the party profile. Rates, terms, deliverables, documents, who said what when. The record stays at the company, not in one person's inbox. The next engagement starts with full context.

Compliance on autopilot. W-9s, certificates of insurance, NDAs. Requested, collected, and tracked automatically.
Deliverables watched. Commitments monitored through delivery. Scope drift surfaces before it turns into a dispute.
Party history held at the company. Every rate, term, and performance record locked into the profile. If someone leaves, nothing walks out the door.
app.embasix.com / parties / maker-co
Party profile · Maker Co.
Deal closed $6,750 · Q2 2026
Terms Net 45, 5% early-pay
Deliverables landed 6 of 6 ✓
W-9 ✓ On file
Certificate of insurance ✓ On file
Finance export ✓ Ready

You direct. It runs.

Set the rules once. Embasix works inside them. Sending, following up, parsing, tracking. It pauses the moment a decision is yours. When you want to steer, three quick ways to do it.

01 · Dashboard
Click a party. Issue a command.
Review what came back and steer every party from one view. Accept, counter, ask for a concession, or drop. Plain language.
"Accept Maker Co. at $6,750. Ask Studio Nine to match within the week."
02 · Reply
Reply to any Embasix email.
Status digests, questions, comparison summaries. Hit reply and tell Embasix what to do next. Your words, polished on the way out.
"Drop Bright Labs. Push the others for Q2 avails by Friday."
03 · Forward
Forward any inbound email.
A pitch hits your inbox. Forward it in. Embasix reads the offer, folds it into the workflow, and handles the reply under your rules.
"Screen this pitch. Ignore anything that's not materially better than what we have."

Runs on its own

Deadline monitoring across every open thread
Inbound offers read, triaged, and filed on arrival
Scope drift flagged before it hardens into a dispute
Payment milestones and compliance docs followed up on
Silence surfaced as a follow-up, not a forgotten thread

Triggered by you

Drafting outreach, RFPs, and follow-up messages
Screening inbound proposals against your priorities
Evaluating and comparing parties side by side
Commands: accept, counter, request, drop
Reports and downloadable spreadsheets on request

You won't want to go back.

Bring one live engagement. We'll run it through Embasix, end to end, on the call.

Ask about early access
Usage-based pricing. Details available after the early access program.