IN THE FIELD GUIDE
datifyhq
datifyhq.com
Datify automates business workflows such as quotes, chasing payments, certificates, bookings, and invoices by integrating with existing systems without requiring migration. It plans work, seeks user approval before execution, and reports outcomes, improving efficiency by remembering user preferences and business rules.
THE PRODUCT, BEYOND THE PITCH
Editorially reviewed · Sources checked Sep 10, 2026
A good fit for
- Businesses seeking to automate recurring operational tasks such as job management, customer communication, and invoicing without replacing existing software.
- Users who want to delegate routine business workflows to AI operatives that learn and remember business-specific rules and preferences.
Know the limitations
- Actions that leave the building require user approval before execution; the system does not act autonomously without consent.
What you can do
- Automating end-of-month close-out routines including invoicing completed jobs, chasing overdue payments, and reporting weekly numbers.
Features
- Operatives automate specific business tasks like chasing new work, answering calls, and chasing money simultaneously.
- Operatives integrate with existing job software, inbox, diary, and phone line without requiring migration or replacement.
- Operatives remember user-specific details such as pricing, tone, and preferred communication channels to avoid repetition.
- Switchboard operative answers missed calls, books appointments into real diary gaps, and drafts quotes for approval.
Integrations
Not confirmed yet.
Platforms & data export
- User data and records are exportable on any plan, including the free plan.
THE COST FOR YOUR TEAM
Go beyond the starting price.
Published plan prices for your team size and usage. Results update as you type. Taxes, currency conversion and unlisted add-ons are excluded, and anything the source did not state is called out rather than guessed.
Known monthly subtotal
$0.00/month
1 of 1 tools could not be priced with these inputs, so this is not the full cost.
| Tool / plan | Monthly | Per year | What this assumes |
|---|---|---|---|
| No pricing recorded yet. Check the official site, or ask the owner to add it. | |||
A practical workflow
- Operatives hand work to each other: a booking made on the phones lands in the diary, the engineer gets the job sheet, and the invoice follows on completion, all requiring user approval.
- The system writes the plan based on business data, waits for user approval, then executes the plan and reports what happened.
Based on the sources below. Editorial review does not imply hands-on product testing.
Alternatives to explore
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