Workers · Parker
Parker, the AI platform admin that keeps every record current
After every email and meeting, Parker reads what happened, rewrites the company, people and deal summaries, updates fields and stages, and creates the one task Taylor should pick up. Every change links to the evidence it came from.
Parker is the AI platform admin included with Heliyos, the AI-native OS. It runs when an email is received or sent and when a meeting is booked, cancelled or completed. Parker analyses the thread or transcript, updates company, people and deal records with evidence links, decides whether the deal should move and creates a single task for the follow-up, assigned to a person or to Taylor. It never sends email and never acts on another company’s behalf. Deal stage changes can be set to wait for review.
The job
What starts it, what it may use, what waits for you
Starts when
- An email is received or sent on a connected inbox
- A meeting is booked, cancelled or completed
- Someone mentions @Parker
Can use
- Read threads and meeting transcripts
- Summarise and update companies, people and deals
- Create and update tasks and notes
- Look up teammates to assign work
Needs review
- Deal stage changes, if you set the rule
- New companies created from an unknown domain
- Changes to fields you mark as protected
Use cases
Use cases
A meeting just ended
Within minutes the summary is rewritten, the attendees’ roles are updated, the deal stage is reconsidered with the transcript passage linked, and one task exists for the follow-up.
A new name in the thread
Parker creates the person with their title, links them to the company and the thread, and avoids a duplicate if they already exist under another email.
The customer said yes to a pilot
Parker moves the deal and cites the evidence. If stage changes need review, it waits for you first.
Three commitments on one call
One task with three lines, linked to the meeting, assigned to Taylor or the owner, due when you said. Never five scattered to-dos.
Someone asks "where are we with this account"
The summary Parker maintains answers it: last touch, stage, people, open work, written for someone who was not in the room.
A day with the worker
Every step shows its evidence
Sun marks the step running right now. Finished steps go quiet. Anything important waits for a person.
- 14:02Meeting completed: QBR with NamoraTranscript · 41 minutes · 5 attendeesDone
- 14:03Updated company summary and 3 fieldsRenewal date, seat count, champion · from transcript 12:40 and 31:05Done
- 14:04Added Daniel Ortiz as a contact, role VP FinanceAttendee list · introduced at 02:10Done
- 14:04Created task: "Send the proposal to Namora", assigned to Taylor, due FridayCommitment at 38:12: "send us the Business tier proposal"Done
- 14:05Deal stage change to "Proposal" waits for reviewRule: stage changes need reviewNeeds review
Trust grows in steps
Hand off more over time
- 01
Review deal changes
Stage moves wait in Reviews with the evidence. Field and summary updates land straight away.
- 02
Review only the big moves
Stages above a value or into closed-won wait. Everything else runs.
- 03
Fully autonomous updates
Parker keeps the record current without a stop. The timeline still shows every change and its source.
Review ladder
Start with everything reviewed
- 01
Review deal changes
The default. Stage moves wait for a person. Summaries and fields update on their own.
- 02
Review the big moves
Only high-value stages or closed outcomes wait. Routine progression runs.
- 03
Autonomous
Parker keeps every record current without a stop. Evidence stays on every change.
Workers work together
A team, with handoffs.
Workers are not isolated bots. They hand work to each other, stop and hand it to a person when it matters, and share one memory and one knowledge base, so the work moves without anyone re-explaining the account.
Parkerread the QBR transcript and created the task
Taylorwrote the proposal and the cover emailNeeds review · Sohamapproves, and it sendsWorkers hand work to each other
Parker reads a meeting and creates the follow-up task; Taylor picks it up, does the work and reports back what Parker should change on the account. The handoff is visible in the thread: "Parker handed off to Taylor".
Workers hand work to a person
When an action matches a review rule, or a worker is unsure, it stops and hands the decision to the account owner in Reviews, with the evidence and its open questions. A person approves, edits or answers, and the run continues.
They share one memory and one knowledge base
Every worker reads the same account memory and the same organisation knowledge: your pricing, docs, custom fields and files. What one worker learns on an account, the next one knows.
You can talk to them, and they talk to each other
Mention @Taylor or @Parker in chat or on a task and they reply with what they did and why. On a task, workers talk among themselves to split the steps, and the conversation stays on the task for you to read.
FAQ
Questions people ask
- Can an AI update my CRM after a meeting?
- Yes. In Heliyos, Parker reads the transcript when a meeting ends and updates company, people and deal records, with the transcript passage linked on every change.
- Does Parker send emails?
- No. Parker only updates records, notes and tasks. Sending is Taylor’s job and waits for review.
- What if Parker gets a field wrong?
- Every change shows its evidence on the timeline. Correct it in place; protected fields and stage changes can be put behind review.
- Does Parker work with HubSpot?
- Yes. With the HubSpot integration, Heliyos can keep your HubSpot record current while workers act on Heliyos context.
Parker is ready. Deploy it today.
Closed beta, usage-based pricing, no seats. Join the waitlist and we review your request.