StratPilot
Stratpilot · Productivity
StratPilot is a secure AI assistant for executives. It connects email, calendar, CRM and finance apps, then drafts replies, prepares meetings and answers business questions in plain English.
About StratPilot
What Is StratPilot
StratPilot is an executive AI assistant built for people who run teams rather than tools. You connect the apps you already use, and the product puts one chat window in front of all of them. Ask where a deal stands and it reads the CRM, the shared drive and the relevant Slack thread before it answers.
The company behind it is based in London and started in 2023. The pitch is aimed at leaders who avoid AI because the setup looks like a second job. There is no prompt library to write and no model to pick. You choose a persona for your pilot, connect apps through OAuth, and work from a daily brief instead of a blank text box.
The limits are worth knowing up front. Most of the value shows up after you connect several systems, so a single inbox connection feels thin. Governance features such as SSO, audit logs and private cloud deployment sit on the Enterprise plan. StratPilot also sits on top of your CRM and finance tools rather than replacing them, so records still live in the source system.
Getting Started
- Start the 7 day trial at app.stratpilot.ai and sign in with your work email.
- Connect your inbox and calendar first, then add CRM, finance or chat apps. You approve the scopes the pilot can read.
- Pick a persona and tone so drafted replies sound like you rather than a support bot.
- Open the daily brief each morning, ask one question about the day, and approve or edit the drafts it returns.
Product Information
A quick look at StratPilot's pricing, supported platforms, and performance.
Best for
The users, tasks, and scenarios where this tool fits best.
Users
- Executives and founders who handle their own inbox
- Managers who spend most of the week in meetings
- Operations and finance leads who answer cross-tool questions
Tasks
- Morning email triage
- Meeting preparation
- Pipeline and spend checks
Scenarios
- Weekly leadership updates
- Renewal and account calls
- Rolling AI out to a cautious team
Key features
Daily Brief and Daily Plan
The brief opens with what needs your attention: messages that need a reply, meetings that need prep, and items that slipped. The plan view maps the day around those items. It replaces the habit of checking four apps before deciding what to do first.
Inbox Triage and Replies in Your Voice
AI email triage sorts incoming mail by the action required, drafts answers that follow your usual phrasing, and keeps the rest out of the way. You still send everything yourself. The drafting is the time saver, and the approval step is the safety net.
Calendar Management and Meeting Briefs
The calendar pilot handles scheduling, protects focus blocks and builds a short brief before each meeting. AI meeting briefs pull from connected mail, documents and CRM records, so a renewal call starts with the account history already assembled.
Connected App Agents
Each connected app gets its own agent, and those agents answer from the source system instead of a cached copy. Supported connectors include Gmail, Outlook, Google Calendar, Slack, Microsoft Teams, Salesforce, HubSpot, QuickBooks, Xero, Power BI, Google Analytics and SharePoint. New connectors ship most weeks.
Researched Skills Library
AI business skills are tested playbooks for recurring questions, such as a quarter-end pipeline review or a runway check. Paid licences include more than 100 of them, and the library is described as growing weekly. One request returns a decision-ready answer, which the vendor says uses up to 90% fewer credits than a long back and forth with a general chatbot.
Security and Governance Controls
Data is encrypted with TLS 1.3 in transit and AES-256 at rest, with per-tenant isolation and keys. StratPilot states that customer data is never used to train third-party models. Enterprise adds SAML and OIDC single sign on, SCIM provisioning, four-tier role controls, an audit log and deployment in a private cloud inside your own region.
Pros and cons
Pros
- Wide connector coverage for a young product. It reaches Microsoft 365, Google Workspace, CRM, accounting and analytics tools.
- The skills library removes most prompt writing, which is the step where non-technical leaders usually give up.
- Security documentation is unusually concrete for this category, with SOC 2 Type II readiness, GDPR compliance and named encryption standards.
- Licence mixing keeps cost sane: full seats for leaders, cheaper team seats for people who only receive handovers.
Cons
- The product is thin until you connect several apps, so a single inbox trial undersells it and a full evaluation takes setup time.
- SSO, audit logs and private cloud deployment are Enterprise only, which pushes regulated teams into a sales conversation.
- There is no published API, so teams that want to embed the assistant in their own tools have no documented path.
Frequently asked questions
StratPilot is a secure AI copilot for executives and business teams. It connects email, calendar, CRM, finance and collaboration apps, then answers questions, drafts replies and prepares meetings from one chat interface.
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