Serif builds AI agents that take over the repetitive but fiddly parts of running a business: collecting documents, answering routine questions, chasing paperwork, and keeping follow-ups on track. You point the platform at real work, it learns how your team handles it, and then it runs the task continuously. When an agent encounters something outside its instructions — an unusual request, a missing document, an ambiguous clause — it routes the job to the right person rather than guessing. The result is automation that reaches completion instead of stalling halfway through a multi-step process.
The platform organizes this around three stages: diagnose, train, and run. Diagnosis surfaces workflows worth automating, training teaches agents how your business operates, and running puts the work on autopilot. Typical deployments cover document collection and processing (requesting, reading, and verifying files until a job is complete), compliance intake and quoting, complex support, accounting and tax tasks, real estate closing files, law firm engagement letters and questionnaires, and insurance claims packet collection. Agents work 24/7 across email threads, shared inboxes, and document attachments.
Security is treated as a first-class requirement. Serif states that your email is never used to train models and never stored on its servers, that everything the platform learns is encrypted at rest, and that its practices are audited by a third party. It publishes SOC 2 Type II, CASA Tier 2, HIPAA, and GDPR compliance claims. The product also offers a standalone personal email assistant and a free inbox report as an entry point, with paid plans for teams that need shared inboxes and full automation.
