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AI Automation
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Drag. Drop. Done
Your Data. Always Safe
Built for Every Business
Let AI handle the busy work, so you can focus on what matters. Join the waitlist today.
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500+ followers already trust us
How Mergepoint.AI works
Select a Trigger
Start with an action—like an email, form submission, or document update—that kicks off your workflow.
Connect Your Apps
Choose from 1,000+ integrations to connect tools like Slack, Salesforce, and Airtable
Build Any UI
No developers? No problem. Create and launch fully functional UIs—without writing code.
Let AI Do the Work
Let AI do the work while experts ensure precision and scalability.
Get started right now with our library of templates.
Your personal AI assistant
Streamline your workflow with AI-driven scheduling, automated meeting notes, and smart email drafting—so you can focus on what matters.
How we provide solutions
Smart Email Management
Sort, prioritize, and respond—without the hassle.
Set simple rules, and let AI handle inbox triage for you.
Automated Meeting Transcription and Summarization
Record, transcribe, and summarize meetings to capture key points and action items.
AI-Driven Scheduling Assistant
No more back-and-forths—just seamless coordination. Automatically set up meetings based on your availability.
Automating Banking and Financial Services
Boost efficiency in banking by automating routine tasks. Free up teams to focus on growth, innovation, and building stronger client relationships.
How we provide solutions
Automated Expense Management
AI scans receipts, categorizes expenses, and generates reports
Improve Fraud Detection
Detect and prevent fraud in real time using intelligent monitoring.
Streamline Compliance Reporting
Generate accurate, audit-ready reports with minimal effort.
Business Loan Underwriting
Automate loan approvals by extracting, verifying, and assessing applications in real time. Reduce manual work, flag risks early, and speed up funding with AI-driven underwriting.
How we provide solutions
Repossessed Car Valuation & Market Analysis
AI extracts market comps, estimates depreciation, and suggests selling prices.
Business Loan Underwriting
AI evaluates alternative data (B2B transactions, supplier payments, inventory turnover) for risk assessment.
Late Payment Reminders & Debt Collection
AI sends personalized reminders and negotiates repayment plans with customers.
Faster Tenant Approvals
Automate renter screening, fraud detection, and pricing insights. Verify documents, assess risk, and optimize rental rates with AI—reducing manual work and improving occupancy rates.
How we provide solutions
Renter Qualification & Document Processing
Aautomates tenant screening by analyzing credit scores, employment verification, background checks, and lease history.
Comparative Market Report for Listing Pricing
AI analyzes rental comps, market trends, property features, and local demand to recommend the best pricing.
Fraud Detection for Rental Applications
AI flags suspicious applications by detecting falsified income statements, fake employment records, or identity theft.
Heavy Equipment Management
When an issue arises, the system detects it instantly, recommends a solution, and schedules repairs—no delays, no manual coordination.
How we provide solutions
Fault Code Detection & Auto-Scheduling
AI detects fault codes from emails, retrieves historical data, and schedules technicians.
Predictive Equipment Maintenance
AI tracks failure trends and recommends repairs before breakdowns.
Automated Work Order Processing
AI extracts order details, matches tariffs, and validates compliance.
View our collection of templates.
Everything You Need to Automate Anything
Connect Mergepoint to Your Systems
Deploy scalable automations effortlessly.
Lead Score > 80
Conditional Workflow
Route tasks based on real-time logic.
Embed MergePoint on Your Site
Add MergePoint workflows directly to your webpages.
Model Agnostic
Seamlessly integrate your preferred AI models into workflows.
Iterate over Lists
Perform actions for each item in a list, streamlining repetitive tasks.
For each
Email with subject “Team Task”
For each
Trello card with ‘Priority’ tag
For each
slack message with keyword “Urgent”
Human-in-the-Loop
Pause workflows for manual decisions when needed.
Manage multiple accounts effortlessly.
Multi Accounts
Select and Switch Account
juanvaldez@gmail.com
juanvaldez123@gmail.com
Juan Valdez00
Juan Valdez01
Multi Triggers
Kick off workflows from multiple events.
Flexible ‘Wait’ Conditions
Pause for a specific duration or until your data meets predefined criteria.
Keep Your Data at Your Fingertips
MergePoint connects with your tools to create an always up-to-date, searchable knowledge base for your team and customers.
Mobile App
Control your workflows anytime, anywhere.
Task Report Ready
A new task report is ready for yo...
The Largest Marketplace for AI Experts
Connect with certified AI professionals—our Mergers—to design, implement, and optimize intelligent workflows tailored to your business needs.
Jeremiah
Certified AI Merger
Experties
Helps businesses use AI to enhance marketing campaigns.
Specialties
AI-driven email marketing
Automated Outreach
+2
Jordan
Certified AI Merger
Experties
Helps professionals stay organized and efficient.
Specialties
Process Automation
Smart Scheduling
+3
Yana
Certified AI Merger
Experties
Transforms raw data into clear business insights.
Specialties
Data Cleaning
BI/Analytics
+4
Integrate with all your apps
Hundreds of integrations available
Enterprise-Grade Security, Built for Every AI Workflow
Your trust is our priority. Our platform delivers compliance, encryption, and cutting-edge protection at every layer
SOC Type II Certification
Industry-leading standards to safeguard your data.
GDPR & CCPA Compliance
Built-in compliance to meet global data protection regulations.
End-to-End Encryption
Protecting data in transit and at rest with advanced encryption protocols.
Continuous Monitoring
Real-time threat detection and mitigation to stay ahead of vulnerabilities.
SOC Type II Certification
Adding an extra layer of protection to your account.
Regular Penetration Testing
Ongoing assessments to ensure platform integrity.
Let AI work for you,
so you can focus on what matters.
Schedule a demo
