Governed AI and Enhancement for the software you already run · No migration · Live this afternoon

Don’t switch. Enhance.

Switching software costs a year and a fortune, and the new system starts at zero. Your tools don’t need replacing — they need to talk to each other. Sallyport makes the stack you already run answerable by anyone who should be asking, and automatic where the work repeats — with your sign-off exactly where you put one.

€0 migration Live this afternoon Your sign-off, where you put it EU-hosted

For the owner

The company, finally answering you.

You shouldn’t have to book a call with your own bookkeeper to know how your own company is doing. Ask like you’d ask a colleague — the answer comes live from the tools you already run. Pick a question.

sally · direct line · melanie · owner
ANSWERED  

Her answer, her rights — the gate applies to the owner too. No exports, no waiting for Thursday’s report, no bothering anyone.

The cost of switching

The quotation nobody itemises.

A migration is priced as licences. It’s paid in everything else — and the biggest line never makes the quote.

€0

Migration budget. Sallyport connects to what’s there. Nothing is exported, converted, or re-entered.

0

Tools replaced. Your accounting, your projects, your CRM stay exactly where your team’s hands already know them.

1 afternoon

To first answer. Connect a system, assign roles, and ask. The data was ready for years — it was only waiting for a gate.

No project. No consultants.

Live before the coffee machine runs out.

“One afternoon” isn’t a slogan — it’s a schedule. Here’s what the first one looks like.

14:00 Connect Moneybird OAuth, two clicks
14:20 Roles proposed & tuned Sallyport suggests, you adjust
14:30 First answer “Which invoices are overdue?”
15:10 Personal data classified the DPO’s half hour
16:00 First playbooks drafted from one sentence
16:30 Audit log already filling proof from hour one

What changes on Monday

Sallyport: ask, automate, approve.

Everything you were promised by the new system, delivered by the old one. Three things change, and each one is demoed live below. Click a word to jump.

One · Ask

Flip a switch. The whole company gets an answer.

Turn a tool on and its data becomes askable by everyone who should be asking — sales, support, finance, you — each within their own rights. No export, no copies, no consultants, and nobody learns a new system. Try the switches.

sally · connector setup · studio vandaag
Moneybird
OAuth handshake ✓ invoices, contacts, estimates · 3 entities · 42 fields discovered → askable for 24 people — each within their rights off — nothing exposed
Gripp
API key verified ✓ projects, hours, tasks, companies · 4 entities · 51 fields discovered → askable for 24 people — each within their rights off — nothing exposed
Exact
OAuth handshake ✓ ledger, relations, journals · 5 entities · 63 fields discovered → askable for 24 people — each within their rights off — nothing exposed
Connected: 0 tools · 0 entities askable

Open is not the same as exposed — every question still passes the gate. Your data never moves: Sallyport calls the tool’s own API, live, on every request, so what comes back is today’s answer and never a stale copy.

Two · Automate

Work that finishes on its own.

Chain the tools you already run into playbooks — approvals included. Pick a process you recognise and watch it go, step by step, the way it would on a Monday morning you weren’t there for.

playbooks · chase overdue invoices · runs every monday 09:00
Chase overdue invoices Mon · 09:00
playbooks · new hire · started from one sentence in chat
Melanie · Operations DirectorOnboard Lisa de Boer, starting next Monday.
SallyStarted the New hire playbook — first day Mon 8 Sep. Seven tasks planned; I’ll pause wherever you’ve put a sign-off.
New hire · Lisa de Boer Starts Mon 8 Sep 0 of 7 done
SallyportCreate account & SSO — lisa@studiovandaag.nl
09:12
GrippAdd to the team & her first project
09:12
MoneybirdDraft the payroll record
09:13
Sign-off · humanJulia · Workspace admin approves the “Sales” role
approved · JV · 09:14
SupplierOrder laptop & access badge
in progress…
MailIntro email to the team
queued
CalendarDay-one agenda & first check-in
runs Mon 08:00

A playbook only ever touches what its owner may touch — a robot gets the same rights as the person who set it running, never more. No sign-off configured, no pause; one configured, it waits as long as it has to.

The catalogue

The work you already do, on rails.

Three playbook runs above show what one looks like. Here is the rest of a real workspace — what it fires on, how many steps, and how often it has actually run.

PlaybookStarts onStepsRunsSuccess
New project intake AI-runnablechat, button612899%
Inbound invoice OCRwebhook · e-mail434297%
Access review reminderschedule · weekly326100%
Contract renewalschedule + data change45496%
Signed quote → project AI-runnablechat & button57198%
Meeting scheduler AI-runnablechat420399%
Month-end invoicingschedule · monthly538100%
Expense receipt capturewebhook · photo415695%
Offboarding cleanupdata change · user removed59paused

scroll the table →

Triggers

Five ways playbooks start.

A chat message

Somebody asks for it in their own assistant, in plain language.

A button

On the record itself, for the people who live in the dashboard.

A webhook

A signed form, an inbound invoice, a form post — signature-checked, no login.

A schedule

Every Monday at eight. The runs nobody remembers to do.

A change in your data

A deal moves to Won, an invoice goes overdue, a user is removed.

And what a run is built from

Built-in actionsGenerate document · Convert to PDF · OCR & extract · Draft with AI · Send e-mail · Calendar event · Look up a record
Human-in-the-loopApproval gate · E-signature · Checklist · Confirm · Form · Notify (bell · e-mail · Slack)
Your connectorsGripp · Moneybird · Exact Online · and whatever you add next
External appsDropbox Sign · Mistral OCR · Google Calendar · Microsoft 365 · Slack · DocuSign · Salesforce

Structured · manageable · provable

Your best process is currently one person’s memory.

Every company has a handful of things that only really work because a particular person does them a particular way. It survives on goodwill and holiday planning. A playbook is that same procedure — except it’s written down, it runs, and it leaves a receipt.

01

Written down, once.

The playbook is the procedure — not a document describing one that drifted out of date two years ago. Change it in one place and it changes for everyone, from the next run.

no more “ask Melanie how we do this”

02

Runs whether or not you’re in.

On a schedule, on an event in one of your systems, on a webhook, or from a sentence in chat. The work stops depending on who happens to be at their desk that morning.

holidays stop being a risk

03

Provable after the fact.

Every step, every result and every approval is recorded. When a client asks what happened to their order, or an accountant asks who authorised something, the answer is a query — not an archaeology project.

the difference between a process you have and one you can show

Most companies are one resignation away from losing a process. This is how you stop being that company.

For your IT lead and your DPO

Playbooks are not a back door.

This is the part that usually goes wrong elsewhere. An automation runs as a service account with rights nobody audited, and it quietly becomes the widest door in the building. Sallyport doesn’t have one.

It runs as a person, not a robot

If Thomas can’t see cost price, neither can his playbooks. A run started by the clock or an inbound webhook has nobody behind it, so it runs as an identity you name, with rights you set — never as a superuser, and never wider than the job needs.

The human stays in the loop

Approvals are steps, not suggestions. The run stops and waits, and the decision is logged with a name against it.

One log, same as everything else

Automated work is audited exactly like a person’s — so when something runs wrong at 03:00 you can still say what happened and who approved it.

Same governance in the builder as everywhere else: a step can only touch what its rules already allow. You cannot draw your way to more access than you have.

Studio Vandaag · creative agency · 24 staff

“We stopped guessing what left the building.”

Their team was already pasting client data into ChatGPT. In five days they connected Gripp through Sallyport, wrote eight filter rules, and handed their accountant a weekly report instead of a shrug.

5 days

To full rollout. From shadow AI to a signed-off deployment, without a project plan.

8

Filter rules live. Written by the people who knew what shouldn’t leave, not by consultants.

100%

Of AI calls audited. Every question anyone’s assistant asked, on one page.

The part your IT lead will ask about

Nothing here is unsupervised.

Your team is already using AI on company data — in a browser tab, on their own account, with no record. The version on this page is the one you can see. That is not a feature we sell separately; it is the only reason any of the above is safe to switch on.

Rights follow the person

Everyone gets answers from their own slice of the business, never yours.

Personal data is classified

Your DPO marks a field once; the gate withholds it everywhere, forever.

Every call is logged

Who asked, what came back, which rule held what — in a log nobody can quietly edit.

EU-hosted

Hosted in the EU, nothing trained on, and you can take your keys and go.

Your sign-off, where you put it

A playbook waits for a human exactly where you said so — and nowhere you didn’t.

Sending this to whoever owns risk? There’s a version of this page written for them — the gate, the audit trail, and the four questions that come before a pilot. Read the governance page →

More cases

A week that ran itself.

One playbook run hiring a colleague, and six people getting answers they used to have to ask someone for.

SA
Playbooksstarted by Melanie

Onboard Lisa de Boer, starting next Monday.

Running · 4 of 7

gripp + moneybird + mail · sign-off by Julia · rest runs Mon 08:00

AM
Anna MeijerFinance

Which payments from last week are still unmatched in Exact?

Allowed · finance scope

exact.journals.list · 7 rows · full ledger access, her role’s job

SK
Sophie KoningSupport

What did De Groot Media order from us last quarter?

Allowed · read-only

gripp.projects.list · her accounts only · no financial fields

TB
Thomas BakkerSales

Email all my clients the new-year discount offer.

Routed · needs sign-off

bulk send → approval from Melanie (manager) · drafts held at the gate

HB
Hannah BosDPO

Reclassify ‘date of birth’ as personal data on every connector.

Applied · gate-wide

one classification → enforced on every future call, all tools

RW
Robert de WitAuditor

Show every AI call that touched personal data this month.

Allowed · audit scope

audit.log.query · read-only role · the reason the Auditor role exists

DV
DavidSales

Export the whole customer database to a spreadsheet.

Refused · bulk export

policy: data minimisation · logged & visible to Hannah (DPO)

Studio Vandaag · 24 staff · Utrecht

“We were told AI meant replacing all three systems. We kept all three — and got the AI layer anyway.”
MK
Melanie Koster Operations Director, Studio Vandaag

Free trial · No migration · EU-hosted

Keep your stack.
Change what it can do.

Connect your first system this afternoon. If it’s not for you, disconnect — nothing moved, so there’s nothing to move back.