Create proposals
Build client-ready proposals using the latest services, pricing, project details and approved company information.
Connect your company data once. Ask Genie anything, get connected answers with sources, let Genie notice what needs attention, and get help doing the next step.
Your company already has the information. It is simply spread across files, email and business tools. GenieMX brings the related pieces together.
Policies, reports, presentations
Team files and process knowledge
Decisions and approvals
Projects, customers and operations
Teams often do not know which policy, deck or process document is current.
The same business fact can appear differently across documents and systems.
Traditional search finds text. It does not always understand how people, projects, processes and decisions connect.
Important operational understanding is often trapped in individuals, folders and old conversations.
One simple flow for the user. GenieMX keeps syncing, permissions, validation and AI reasoning quietly in the background.
Company tools & files
Manager confirms conflicts
Connected answers + sources
Important changes & issues
Create or take the next step
Simple on the surface: users only connect, ask, notice and do. GenieMX handles the complexity behind the scenes.
It identifies the conflict, shows the supporting sources and lets the right person establish verified knowledge.
Compare structured facts across documents instead of treating every file independently.
Recognize which documents appear to supersede older versions.
Manager-approved facts receive higher authority when GenieMX answers future questions.
Users ask one question. GenieMX finds the relevant knowledge, follows the relationships and explains the answer with evidence.
Instead of searching document-by-document, GenieMX can follow the project, vendor, approval and incident trail.
Project Alpha was primarily delayed by a vendor approval dependency. The project plan required procurement approval before the integration milestone could start. The vendor SLA shows the approval cycle increased from two to four working days, and the incident report records the same dependency as the main cause of the missed milestone.
There is also a secondary delay linked to an internal review that started after the original schedule had already slipped.
GenieMX is designed so organizational understanding does not come at the cost of governance.
Company knowledge remains logically separated by tenant.
Managers and users can receive different capabilities and visibility.
Restricted information is filtered before AI reasoning occurs.
Important answers can show the documents and evidence behind them.
When connected data changes, Genie checks what it affects and surfaces the important item instead of making users search for it.
Genie keeps connected data in sync and brings forward the things that may need attention.
Users see relevant notices within their access. Managers can also open an overall view of unresolved conflicts and issues.
The client requested a new feature, the team estimates five extra days, and three critical tasks remain open. The project plan still shows 30 September.
Review the scope and task dependencies before confirming the delivery date with the client.
Fictional example. Genie surfaces the issue and suggestion; an authorized user approves before the agent takes action.
GenieMX can turn connected company knowledge into useful business work — using the latest approved information and keeping the relevant sources in context.
Build client-ready proposals using the latest services, pricing, project details and approved company information.
Turn project, customer or business updates into clear review decks and meeting-ready presentations.
Prepare customer emails, internal updates and follow-ups with the right business context already included.
Create status reports, summaries, meeting notes and action lists from connected information.
Turn a finding or decision into a clear next step, task or follow-up for the right connected tool.
When an action is needed, Genie can prepare it and ask for approval before carrying it out.
Ask. Notice. Do. Genie helps move from understanding the business to getting the work done.
See how GenieMX answers from connected company data, notices what needs attention and helps with the next step.
Try the sample questions here, or request access to the beta to explore GenieMX with your team.
Request beta access →Beta features are evolving. This on-page demo uses fixed, fictional examples.
The plan targets 30 September. A client email adds a new feature, meeting notes estimate five extra days, and Jira shows three critical tasks still open. Together, these indicate a delivery risk that needs review.
Connect your company data. Ask anything. Let Genie notice what matters and help get the work done.