Teach once. Run forever.

Automate even your most complex work. Charcoal clicks, types, and navigates your existing software, the way your best teammate does.

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Show your process.

Work through one real case in the tools you already use.

Turned into a playbook.

Review the steps, rules, and handoffs. Change anything you need.

Playbook Vendor onboarding

Drafted from recording

1 Open the vendor portal Go toVendor portal → New vendor
2 Read the vendor details from the intake email CaptureName · Category · Contact
3 Select the vendor type Set fieldVendor type = Software provider
ConditionIf handles customer data = Yes
4 Request the latest SOC 2 report ActionEmail the vendor contact
5 Check the report is still current RuleIssued within the last 12 months
6 Submit the vendor for approval Send toProcurement

Every case, now on autopilot.

New cases follow the same process. Your team steps in only when needed.

Give agents the busywork. Keep the judgment.

Charcoal follows your exact process in the systems your team already uses. It never makes an arbitrary call on your behalf.

Understands what comes in

Reads documents, emails, forms, and other messy inputs, then pulls out the details the process needs.

Works in your systems

Navigates browser-based tools, enters data, uploads files, and retrieves results just like an operator would.

Follows your playbook

Applies the steps, rules, and actions your team has reviewed, consistently across every case.

Knows when to ask

Handles routine work automatically and brings ambiguous or consequential decisions to the right person.

Shows its work

Records the evidence, decisions, actions, and human interventions behind every run.

Recovers when things break

When a portal changes or a step fails mid-run, it adjusts and picks the work back up instead of dropping the case.

Amazing Home Care

Built for enterprise trust.

Security and compliance are fundamental to how how Charcoal operates.

SOC 2 Type 2

Independently audited controls for security, availability, and confidentiality.

GDPR

Data processing, subprocessor, and deletion controls for regulated procurement.

HIPAA

Covered deployments with the contractual, access, and audit controls in place.

Put your messiest processes on autopilot.

Show us the process your team runs today. We’ll walk through how Charcoal can run it reliably across every system.