Multi-source synthesis
Connect CRM, reports, planning documents and external data into a single coherent picture.
In development — early access
AI for Business — the strategist behind your boardroom
Synthesize data from internal sources, then let the agent analyze, summarize and pressure-test your strategy — challenging assumptions, weighing risks and proposing scenarios like your own research institute.
portal.stepx.vn/org
CRMSales reports2026 plan
Q3 strategy analysis
Online revenue grew 24% but margins declined — the main driver is a 41% increase in ad spend.
Scenario A — Optimize
Concentrate budget on the 2 highest-ROI channels; projected margin improvement of 6–8%.
Scenario B — Risk
Keep the current allocation: margins keep eroding over the next 2 quarters.
Automation workflows
Brief it once — the agent runs the whole process
Not one-off prompts: you approve a playbook and the agent repeats it exactly, from data gathering to the final report. Three real examples:
The bot sits in your meeting — then does the homework after
The agent joins the meeting, listens and synthesizes. Afterwards it stress-tests the strategy's logic, pulls fresh market data and comes back with a complete analysis — before work starts the next morning.
- Auto-joins the meetingListens, takes notes and synthesizes the whole discussion
- Stress-tests the strategy's logicCross-checks assumptions, flags contradictions and gaps
- Researches the internetBacks every assumption with real market data
- Builds hypothetical scenariosSimulates each option with opportunity-cost analysis
- Full report delivered to the teamOutputMeeting summary + analysis + recommended scenarios, ready by 8am
Features in detail
A strategy research institute inside your organization
Deep analysis
Summaries, anomaly detection and strategic-logic analysis grounded in your real business data.Pressure-test assumptions
Challenge business assumptions, surface hidden risks and blind spots in the plan.Intelligent process automation
Agents run the repetitive steps of your workflows — collecting, reconciling, summarizing and routing to the right person at the right time.Content production
Turn the chosen strategy into articles, reports and videos consistent with your direction.Automated publishing
Schedule and auto-publish to your company's social channels.
How to use it
The workflow in 4 steps
Connect data sources
Bring CRM, sales reports, planning docs and other internal sources into your organization, with secured permissions.Ask strategic questions
Ask in natural language: “Why are margins declining?”, “Which channel deserves the budget?”Get analysis & scenarios
The agent analyzes, pressure-tests assumptions and returns scenarios with risks — you validate and decide.Produce & publish
Turn the approved strategy into content and schedule it for automatic publishing.
Be among the first businesses to try it
Early-access places are limited — leave your details and the StepX team will reach out with a tailored roadmap.