Business operations automation using AI agents across SaaS tools
TL;DR. Tasklet is a San Francisco artificial intelligence (AI) platform for business workflow automation. Users describe tasks in plain language. Cloud agents use 3,000+ integrations, application programming interfaces (APIs), Model Context Protocol (MCP) servers, and browsers. Agents run on schedules or events. Tasklet suits founders, operations leaders, and small teams. Pricing uses shared credits with no per-user fees.
Tasklet grew from Shortwave’s AI agent technology into a separate business automation product. It launched on October 9, 2025. Two disclosed financings total $32.8 million. Its current careers page separately reports more than $42 million in total funding.
Tasklet targets business teams that need agents to carry recurring work across company systems. Users describe an outcome in plain language. Agents connect to software as a service (SaaS) tools, APIs, MCP servers, and browser-based services. They then act on schedules or events.
APIs let applications exchange data and actions. MCP gives AI systems a common method to use connected tools.
The company positions the product as a shared AI work platform. It includes team agents, knowledge, integrations, and administrative controls. Its website, user guide, and company blog explain the product and releases.
Founders Andrew Lee and Jonny Dimond previously worked together at Firebase and built Shortwave. Shortwave users wanted its agents to automate work without prompts, which led the team to develop Tasklet separately. The founders’ predecessor company dates to 2020, while Tasklet itself launched in 2025. Lee leads the company as chief executive officer (CEO). Tasklet’s careers page lists a 12-person team based in San Francisco.
Tasklet announced a $20 million financing in April 2026. Union Square Ventures and Lightspeed led it. Participants included Y Combinator (YC), Jeff Dean, and Patrick and John Collison. Lee announced another $12.8 million in October 2026 at a reported $500 million valuation.
The later round included Union Square Ventures, 359 Capital, Salil Deshpande, Rakesh Agrawal, Robinhood, and Patrick Collison. These two announced rounds total $32.8 million. Its current careers page separately reports more than $42 million in total funding. The reviewed pages do not reconcile those totals.
Tasklet competes in the business AI-agent and workflow-automation market. It does not position itself as an email assistant alone.
Tasklet’s published customers range from a four-person creator business to a manufacturer with more than 700 employees. These examples cover different team sizes. They do not establish an ideal company size. Its stated audience includes founders at small teams, operations leaders, and business professionals handling repetitive work. Examples also show adoption across functional staff. These include marketing, finance, engineering, executive support, and operations.
The clearest use cases connect business operations across tools. Sales uses include lead research and customer relationship management (CRM) updates. Marketing uses include campaign reporting, ad monitoring, search engine optimization (SEO) research, and email drafting. Operations uses include reporting, quote preparation, and follow-up tracking.
Finance uses include receipt and payment reconciliation. Other uses include executive or personal briefings. Tasklet’s examples also cover customer support, recruiting, contract review, and software-team bug triage.
Its published customer stories span manufacturing and creator-led digital media. Piping Technology & Products reports use across engineering, finance, operations, and executive functions, with more than 100 employees using Tasklet. Fit Foodie Finds, a four-person Minneapolis-based creator business, uses agents for advertising, SEO, analytics, and newsletters. These are vendor-published examples, not evidence of industry-wide adoption. Both examples are U.S.-based; Tasklet does not state a geographic focus in the reviewed material.
Tasklet earns recurring subscription revenue through organization-level credit pools. Paid plans start at $25 per month. Starter costs $25 monthly for 10,000 credits. Pro costs $100 monthly for 40,000 credits.
Custom starts at $250 monthly for 100,000 credits. Paid plans add 600 daily bonus credits when users log in. Monthly credits expire each billing cycle. Tasklet offers a $0 trial with limited credits.
It charges no per-seat fees, and organizations share one credit pool. Credit use varies with task complexity, data, tools, automation frequency, and intelligence level. As a result, workload costs can fluctuate. Users can add one-time credits at a $25 minimum, at 320 credits per dollar.
One-time purchased credits expire after one year. Monthly plans provide 400 credits per dollar. Users can configure them from $25 to $10,000 in $5 increments. Customers can contact sales about custom requirements.
The business model combines subscriptions with credits that customers spend on usage. On April 7, 2026, Tasklet reported that revenue had risen 1,200% during 2026. It said revenue had passed a $5 million annualized run rate. This is a company-reported figure, not audited revenue.
Tasklet also announced a $20 million funding round at a $175 million valuation that day. The company launched general availability in April 2026. Its cited public materials do not state a quantified total addressable market.
Tasklet reports AES-256 encryption for stored data and TLS 1.2+ encryption for transferred data. These standards protect stored information and network connections. Its trust page reports an independent auditor’s review under System and Organization Controls (SOC) 2. Its July 9, 2026 changelog reports SOC 2 Type I compliance. Chiri Atlas did not inspect the auditor’s report. Tasklet lists General Data Protection Regulation (GDPR) compliance as in progress.
The company says each agent runs in an isolated cloud environment. Each agent has separate tool permissions, and an encrypted vault stores credentials. According to Tasklet, employee access to customer data requires customer permission. Its listed subprocessors include Google Cloud Platform, Anthropic, OpenAI, Fireworks, Tensorlake, Blaxel, Turbopuffer, and TypeSafe. Tasklet also publishes a vulnerability disclosure process through security@tasklet.ai.
Tasklet’s trust page says customer data does not train third-party AI models. Tasklet dates its privacy policy October 3, 2025. It says user content may improve services and train or refine AI models. An account setting allows users to opt out.
These disclosures describe different uses, so customers should review both. The reviewed security and guide pages do not specify single sign-on (SSO), audit logs, or data storage locations. They also do not specify Health Insurance Portability and Accountability Act (HIPAA) or ISO 27001 status. ISO 27001 defines requirements for information security management.
Tasklet links a Trust Center for further details. However, its public page returned no readable content during this review.
Public review data for Tasklet remains limited. Product Hunt shows 5.0/5 from one review on October 20, 2026. Chiri Atlas could not verify Capterra’s current review count. This search found no substantial G2 or TrustRadius review base. Available ratings cannot establish broad sentiment or a review trend.
The small public feedback set praises ease of setup and practical execution. Product Hunt commenters described Tasklet as easy to use. Examples include reports, scheduled tasks, and workflows for new users. Chad Dickerson said he had 20+ agents running and praised natural-language setup.
He also said agents needed regular feedback, though little tuning after they worked well. Jeremy Liles requested workflow visibility and direct editing in a comment on Dickerson’s post. These comments point to workflow transparency and agent tuning as potential adoption barriers.
Tasklet reported more than 70,000 users in its June 4, 2026 team-launch post. Chiri Atlas verified the published statement, but did not independently audit the user count. Anthropic’s case study reported 450,000 agent actions per day and 2,000 new agents created daily. These figures came five months after launch.
Tasklet’s July 2026 customer story says Piping Technology grew to more than 100 users after 40 days. At day 40, more than 60 employees used Tasklet. Around 20 actively built agents. These are company-published adoption figures, not independent audits.
A separate Tasklet-published story quotes Fit Foodie Finds founder Lee Funke. She said agents helped her manage about 60 Meta ads, up from three. This is a specific customer-reported outcome, not a broad reliability measure.
Tasklet reported $5 million in annual recurring revenue (ARR) and 1,200% revenue growth in early 2026. It also announced a $20 million funding round at a $175 million valuation and general availability in April 2026. These are company-reported figures, not independently audited metrics.
Tasklet competes in the emerging market for general-purpose work agents. Its main strength combines several execution features. Its pricing page documents scheduled agents, integrations, custom API access, browser control, code execution, and generated apps. Pricing starts free, then at $25 monthly.
It includes unlimited team members and usage-based credits. That model suits small teams that need automation across tools without building workflows themselves. A promising ideal customer profile (ICP) is startups and growing businesses with limited automation resources. These businesses have recurring sales, finance, support, or operations tasks.
The closest alternatives include Lindy, Zapier, and Claude. Lindy offers a Slack-based team assistant, scheduled routines, approvals, and 1,500-plus integrations. Zapier has a larger 9,000-plus app network. It combines AI with established workflow automation.
Claude now offers multiple-step work across connected tools and files, including unattended scheduled tasks. Tasklet’s advantage is its unified, cloud-running agent platform. Its lasting competitive advantage remains unproven against competitors with broader distribution or established workflow systems.
Growth, funding, and breadth support a positive near-term outlook. Fast-moving platform competition poses a risk. Agents that act across business systems also carry a reliability burden. Credit use varies with task complexity, tools, and automation frequency, so teams should monitor spend.
Start with bounded workflows and retain approval for consequential actions. Expand after validating results. Tasklet merits a pilot for small and medium businesses (SMBs) that need automation. Larger organizations should first verify governance, integration coverage, and operational controls against their requirements.
Tasklet turns plain-language instructions into persistent cloud agents that carry out multiple-step work across business tools. Agents retain instructions, knowledge, and memory across focused threads. Teams can share agents and connections.
Tasklet reports more than 3,000 built-in integrations. Agents can also connect to APIs that use Hypertext Transfer Protocol (HTTP), or to MCP servers. Named connections include Gmail, Slack, Salesforce, HubSpot, GitHub, and Google Drive. Automations run on schedules or events.
The automation guide documents email, Slack, Google Calendar, Google Drive, and HubSpot events. It also lists webhooks and Really Simple Syndication (RSS) feeds. Webhooks send event requests to a web address. RSS feeds provide updates from subscribed sources.
HubSpot support does not establish support for every CRM system.
The pricing page documents script execution in an isolated command-line environment. This environment lets agents run commands and process files separately from the user’s computer. The page also documents dashboards, trackers, calculators, and approval workflows that agents create from instructions. When direct integrations do not fit, agents can browse websites. The browser supports form filling, file transfers, page extraction, and screenshots. October 2026 updates added encrypted saved browser logins and 1Password vault access.
Tasklet offers limited free trial credits. Starter costs $25 per month for 10,000 credits; Pro costs $100 for 40,000 credits. Custom costs $250 per month for 100,000 credits. Paid plans include unlimited automation runs and browser access, with no per-seat fees. Tasklet runs on the web and has a Mac desktop app, released August 20, 2026. It also supports text interactions through iMessage and Rich Communication Services (RCS).
Primary Category: AI Other Categories: AI Sales, AI Marketing, AI Finance, AI Customer Service, AI DevOps Tags: ai agents, workflow automation, prompt-based automation, business process automation, event-driven automation, scheduled workflows, business teams, operations, SaaS integrations, MCP, API integrations
Tasklet documents over 3,000 built-in integrations, plus connections to custom HTTP APIs and MCP servers.
Tasklet's current careers page lists 12 San Francisco team members. Its April 2026 YC launch post described nine, suggesting expansion, though it does not date individual hires.
| Name | Title | Background |
|---|---|---|
| Andrew Lee | Founder and CEO | Lee co-founded Firebase, which Google acquired, then co-founded Shortwave. He leads Tasklet. |
| Jonny Dimond | Founder | Dimond joined Firebase early and led technical work for Google Cloud Firestore. He later co-built Shortwave with Lee. |
Tasklet's careers page names the other ten team members. They are Will Chambers, Hiranya Jayathilaka, Michael Lehenbauer, Michael Latman, and Parker Chun. They also include Christiana Stubblefield, Tyler Rockwood, Mark Robinson, Geoff Hamilton, and Austin Haag. The company describes their combined experience across Shortwave, Firebase, Google, Amazon, OpenAI, Salesforce, and other organizations. The page does not assign titles to these ten.
Tasklet describes its culture as engineering-driven and focused on results. Its stated values emphasize user problems, fast delivery, teamwork, initiative, accurate information, and responsibility for results. The company also says its team writes nearly every line of code with AI. These are company-stated practices, not independently measured culture findings.
Tasklet’s careers page names Andrew as chief executive officer (CEO). Y Combinator lists Andrew Lee as Founder/CEO and Jonny Dimond as Founder. They do not name other senior executives, recent executive hires, board members, or advisors. Tasklet's current careers page lists five open roles, showing active recruiting. However, it does not provide a hiring timeline.
Chiri Score: 67/100
| Dimension | Score | Rationale |
|---|---|---|
| Enterprise readiness | 45/100 | Team sharing and a 100-plus-user manufacturer deployment show progress. However, the reviewed public pages do not document SSO, audit logs, or data storage controls. |
| Security posture | 55/100 | Tasklet documents AES-256, TLS 1.2+, per-agent isolation, and a credential vault. Tasklet reports SOC 2 Type I compliance. Chiri Atlas did not inspect the auditor’s report. GDPR compliance remains in progress. |
| Product depth | 78/100 | Documented features cover 3,000+ integrations, HTTP API and MCP connections, and a dedicated browser. They also cover schedule- or event-based triggers across many business functions. |
| Momentum | 85/100 | Tasklet reported $5M ARR and 1,200% growth in early 2026. It raised $20M at a $175M valuation and grew from nine to 12 staff. |
| Pricing transparency | 82/100 | Tiers, credit amounts, bonus credits, rollover rules, and top-up rates are public. However, per-task credit use varies and resists upfront estimates. |
Best for:
Founders and small teams automating recurring work across tools without engineering resources
Operations leaders scaling sales, finance, support, or reporting processes
Teams that want shared agents and no per-seat fees
Workflows that need browser automation where direct integrations fall short
Builders who want to connect custom HTTP APIs or MCP servers
Not for:
Regulated enterprises that need documented SSO, audit logs, HIPAA, or ISO 27001
Organizations that require a SOC 2 Type II report
European Union (EU) buyers that need completed GDPR compliance
Teams that need fixed, predictable automation costs
Users who want to inspect and edit workflows directly rather than through chat
| Competitor | Chiri verdict | Edge |
|---|---|---|
| Zapier | Zapier wins on ecosystem size and mature, editable workflows. Tasklet wins on natural-language agent setup and browser execution without a workflow builder. | Zapier |
| Lindy | Tasklet offers about twice Lindy's reported integration count, plus MCP and custom API support. Lindy's Slack-based assistant suits teams that prefer chat. | This tool |
| Claude (Anthropic) | Claude has larger distribution and now runs scheduled multiple-step work. Tasklet offers a dedicated business-agent platform with shared team agents and credit pooling. | Tie |
Tasklet is an AI agent platform that automates recurring business work from plain-language instructions. It launched on October 9, 2025, as a separate product from Shortwave. Its agents keep instructions, knowledge, and memory across threads. Teams can share agents and connections.
Tasklet offers a $0 trial with limited credits. Starter costs $25 per month for 10,000 credits. Pro costs $100 per month for 40,000 credits. Custom starts at $250 per month for 100,000 credits. Paid plans charge no per-user fees.
Credits form one shared pool for each organization. Monthly credits reset each billing cycle and do not roll over. Paid plans add 600 daily bonus credits on login. One-time purchases start at $25, give 320 credits per dollar, and last one year. Task complexity, data, tools, frequency, and intelligence level change credit use.
Tasklet lists SOC 2 as compliant on its trust materials. Its July 9, 2026 changelog reports SOC 2 Type I compliance. This assessment concerns control design at a specific date. Chiri Atlas verified Tasklet’s statement, but did not inspect the auditor’s report. Tasklet lists GDPR as in progress.
Tasklet encrypts data at rest with AES-256 and in transit with TLS 1.2 or higher. Each agent runs in an isolated cloud environment with its own permissions. An encrypted vault stores connection credentials. Employees need explicit customer permission to access customer data.
Tasklet suits SMBs and departmental teams. Regulated enterprises need further evidence about controls. The reviewed public pages do not document SSO, audit logs, data storage locations, HIPAA, or ISO 27001. One 700-plus-employee manufacturer reports more than 100 users. Large buyers should check governance controls before deployment.
Tasklet's closest competitors are Lindy, Zapier, and Anthropic's Claude. Lindy offers a Slack-focused team assistant. Zapier offers a larger app network and mature workflow automation. Claude runs multiple-step work across connected tools, including scheduled tasks.
Andrew Lee and Jonny Dimond founded Tasklet. Both worked at Firebase, which Google acquired, and later built Shortwave. Andrew Lee is CEO. The careers page lists a 12-person San Francisco team.
Reviewed by Chiri Atlas Research Desk (AI Tooling Analyst) on 2026-10-20.