Save time. Spend less. Put your knowledge to work.
Zipplee is an AI-powered HR operating system that connects company knowledge, employee experiences, workflows, and reports. Ask Zip to use that knowledge and its tools to carry out multi-step work across your business. Stop paying outside vendors for every project. Bring the work in-house with automations and AI. One source document instantly creates 10 products, from benefit guides to reports, with unlimited edits and publications.
One source document. One click. 10 products created automatically.
Choose the products you need. Zipplee creates them from the same source, ready for your team to review and edit.
Your source
Plan names, premiums, deductibles and coverage details stay consistent across the formats you choose.
10 products selected
1 · Start with your goal
What would you like to do?
Choose the path that matches your job. Each one leads to a document you can review, edit and publish.
Create
Create something new
A benefits guide, handbook, SOP, report or one-page notice.
Start blank, choose a template or describe what you need.
Add files, paste your text or use information ZIPPLEE already holds.
Build and edit your first draft.
Update
Update an existing document
Bring last year’s guide or an existing document up to date.
Open it from Your Library, or upload the original.
Upload your changes or type what needs to change.
Review the updated content and keep or change its design.
Using Excel? Download the guide’s workbook, fill in the new values, then upload it. A changes memo or another update file works too.
Convert
Make other formats
Turn a document you already have into the formats your people need.
Choose a saved document, or upload one.
Check that its content is ready to use.
Choose a website, magazine, slides or other outputs below.
Tools, intelligence, and workflow libraries
Tell Zip what you want. He knows how to get it done.
Tell Zip what you want in your own words—by voice or text. He selects the right tools from your connected systems, runs the approved workflow that handles the request, and shows you the result.
Workflow libraries provide the repeatable sequences. Connected tools provide the records and actions. Zipplee chooses the right path for your request and respects the permissions you set, with review for actions that need your decision.
Ask Zip in action
See the work happen. See what got done.
Give Zipplee a job in your own words. It shows its progress, keeps working when you close the window, and reports the outcome.
From a request to action. Zipplee accepts natural-language work requests and selects the relevant connected tools to carry them out.
Work you can follow. It handles multi-step and long-running jobs with visible progress, history in Your jobs, stops, and approvals when a decision is needed.
A result you can inspect. Outcomes are recorded in the action log, with exceptions surfaced alongside deliverables such as tables, spreadsheets, and documents.
While it worksZipplee shows the request it understood, the job in progress, and controls to stop sending or stop the job. Close the window and return through Your jobs.
Ask Zip
When it’s doneSee each recipient and delivery channel, the person Zipplee could not reach, and the What I did control for the action record.
For HR, Zip turns a voice or text request into a verified multi-step workflow: research approved company records and documents, produce source-backed reports or tables and Document Studio drafts, deliver them to the right audience, assign tasks or sign-offs, and set recurring jobs. Actions that change something or reach other people are checked against role permissions and shown for approval when your settings require it. Employees have a narrower lane for shared information, their own requests, and employee-scoped tasks. Personal documents stay private to the employee who uploaded them; HR, managers, and coworkers can’t see or search them.
Public website chat. A separate agent answers visitors from information approved for the public.
AI phone receptionist. An optional agent answers calls to your company using approved business information and handoff rules.
Speak or type what you want done in everyday language. Zipplee can use the company knowledge and tools you have access to, work through several steps, and show you what happened. Ask it to analyze records, build spreadsheets and documents, coordinate tasks, or get the right information to people.
“Find everyone with overdue onboarding tasks. Tell each person exactly what they still need to do, then show me what happened.”
Check task records → Prepare each person’s list → Recheck before sending → Deliver individual messages → Report who was reached
“Work out last quarter’s truck costs by vehicle, put the totals in a spreadsheet, send it to Bob, and set up a monthly review.”
Read the source sheet → Calculate the totals → Create an Excel file → Send it to Bob → Schedule the next review
Follow each job in Your jobs, then open What I did for its action record. Zipplee asks when a step needs your decision and reports anything it could not complete.
Workflow library
Workflows for the work that keeps your company moving.
Start with a ready-made recipe or build your own. Open Edit steps to change the instructions, data sources, order, schedule, delivery, and review points. Here are a few starting points from across the library.
People & training
New hire week-one digest
Weekly onboarding check
Certifications expiring soon
Latest pulse survey results
Requests aging report
Finance & contracts
Contracts with notice deadlines coming up
Monthly spend by department
Spend with no linked contract
Insurance and licence renewals
Auto-renewing contracts review
Sales & operations
Deals gone quiet
Pipeline by stage
Projects with no recent movement
Everything due or expiring in the next 7 days
Overdue project tasks
Reporting & oversight
Company Snapshot
Monthly HR Operations Report
Compliance & Risk Report
IT & Assets Report
Quarterly Finance & Spend Report
Open the full workflow library here
Browse every category below. Open any workflow to see what it does, when it runs, and its steps.
Company Comms
Announcements by category
What's been published, grouped by category — is one category doing all the talking.
Runs monthly.
Announcements by category
Where the gaps are
Draft to fill it
Corrections the AI has needed
Where a human had to fix the AI, and what they told it — the system's own error rate.
Runs monthly.
AI correction log
Root cause, not topic
Draft the fix note
Documents ready for the AI to use
What's been uploaded and is actually available for Zipp to draw on.
Runs when you press it.
Knowledge readiness
The gap that matters most
Draft the ask
Least-read published content
What's been published but barely opened — a signal it's not landing.
Runs monthly.
Low engagement content
Why it's being missed
Draft the re-share
Open enrollment reminder
Summarizes where the current plan year stands, then posts a reminder to everyone.
Runs when you press it.
Plan year status
What will confuse people
Remind everyone
Plan renewal countdown
How many days until the plan year needs to be decided, and what's still outstanding.
Runs when you press it.
What's left to decide
Turn it into a countdown
Draft the punch-list
Recent announcements review
What's been published to the company recently, and by whom.
Runs monthly.
Recent announcements
Read it for tone
Draft the fix
Upcoming key dates
Every deadline or event on the calendar in the next 30 days.
Runs weekly.
Key dates ahead
Which ones have no owner
Draft the reminder
Post the reminder
What employees are asking the AI
The real, anonymous questions people are asking Zipp — the clearest signal of what's confusing.
Runs weekly.
Common AI questions
The most common gap
Draft the FAQ entry
Post the update
What's stuck in approvals
Everything waiting on a decision right now, and how long it's been waiting.
Runs weekly.
Approval queue
Who's actually holding it up
Draft the nudge
Contracts & Compliance
Compliance snapshot
Who's missing required training or a certification that's expired or expiring soon.
Runs monthly.
Training gaps
Rank by real risk
Draft the reminder
Contracts past their notice window
Contracts where the chance to give notice has already closed — the ones locked in for another term.
Runs monthly.
Notice window already closed
What we're locked into
Draft the brief
Insurance and licence renewals
Every insurance policy or licence with a notice or end date coming up.
Runs monthly.
Insurance/licence renewals due
Sort by what's at stake
Draft the priority list
Open audits and their status
Every audit currently running, its owner, and how close it is to done.
Runs weekly.
Open audits
Which one's furthest behind
Draft the status update
Ask for a status update
Overdue audit tasks
Individual audit steps that are overdue right now.
Runs weekly.
Overdue audit steps
Who's carrying the most
Draft the follow-up
Finance & Spend
Auto-renewing contracts review
Everything set to renew itself if nobody intervenes — a deliberate decision list.
Runs monthly.
Auto-renew list
Worth a second look
Draft the questions
Biggest active commitments
The highest-value contracts and licences currently in force.
Runs monthly.
Top commitments by value
Least justified by cost
Draft the case
Contracts ending without a renewal plan
Commitments with days_to_end closing in and auto_renew off — someone needs to decide.
Runs weekly.
Ending without auto-renew
What actually happens
Draft the decision memo
Contracts with notice deadlines coming up
Every contract or licence where the notice window is closing within 30 days.
Runs weekly.
Notice windows closing
Order by lead time left
Draft the action list
Largest single spend items this month
The biggest individual spend line items, not totals — the outliers worth a second look.
Runs monthly.
Biggest line items
One-off or repeating
Draft the summary
Monthly spend by department
What the company spent last month, broken down by department and category.
Runs monthly.
Spend by department
What moved the most
Draft the question
Spend by category this quarter
Where the money's actually going, by category rather than department.
Runs monthly.
Spend by category
Fastest-growing category
Draft the question
Spend trend, last 3 months
Is spend trending up or down, department by department.
Runs monthly.
3-month spend trend
Most concerning trend line
Draft the check-in
Spend with no linked contract
Money going out that isn't tied to any tracked commitment — a real audit gap.
Runs monthly.
Untracked spend
What's actually worth tracking
Draft the list
This week's new vendor or customer relationships
New parties added to the record recently.
Runs monthly.
New parties this period
Missing a tracked commitment
Draft the checklist
Vendor and party directory by department
Who the company deals with, grouped by which department owns the relationship.
Runs when you press it.
Parties by department
Unusually thin or thick
Draft the check
Year-to-date spend by department
Cumulative spend per department for the year so far.
Runs monthly.
YTD spend by department
Project to year end
Draft the heads-up
HR & People
Badge catalog review
What badges exist, whether each is active, and what triggers it — useful before a recognition push.
Runs when you press it.
Badge catalog
Stale or missing
Draft the recommendation
Department roster snapshot
A clean, current roster for one department — names, titles, tenure.
Runs when you press it.
One department's roster
What stands out
Draft the summary
Inactive roster check
Anyone marked inactive who's still showing up in other reports — a data-hygiene check.
Runs monthly.
Inactive employees
Where they're still showing up
Draft the checklist
Latest pulse survey results
A plain-language summary of the most recent survey's results — themes, not who said what.
Runs when you press it.
Survey themes
What needs a real response
Draft the message
Post the message
Monthly people report
Headcount by department, then who's still ramping up in onboarding.
Runs monthly.
Headcount by department
Who's still onboarding
Growing faster than it can onboard
Draft the heads-up
New badges awarded this week
Recognition given out in the last 7 days.
Runs weekly.
This week's recognition
Repeat winners, and who's missing
Draft the shout-out
Post the shout-out
New hire week-one digest
Who started this week and what's on their plate.
Runs weekly.
This week's new hires
Already behind, in week one
Draft the check-in
Recognition given this month
Who's been recognized, how often, and for what — and who hasn't been recognized at all.
Runs monthly.
Recognition summary
Who's gone unmentioned
Draft the encouragement
Requests aging report
Every open request and how long it's been waiting, oldest first.
Runs weekly.
Open requests, oldest first
Simple but stuck
Draft the nudge
Requests by kind this month
What people are actually asking HR for, grouped by kind.
Runs monthly.
Requests by kind
Fastest-growing kind
Draft the flag
Survey response rate
How many people actually answered the last survey, out of how many it went to.
Runs when you press it.
Response rate
Who's dragging it down
Draft the reminder
Team anniversaries this month
Who's celebrating a work anniversary this month, then a note to celebrate them.
Runs monthly.
Anniversaries this month
The milestones worth naming
Post a note
Time-off policy refresher
A plain-language summary of the current time-off policy, ready to repost.
Runs when you press it.
Summarize the PTO policy
The rule people misread most
Draft the clarification
Post the refresher
Wellness challenge completion rate
What share of people who joined actually finished the current challenge.
Runs when you press it.
Completion rate
Where people drop off
Draft the encouragement
Wellness challenge participation
Who joined the current wellness challenge and who's actually finishing it.
Runs when you press it.
Participation vs completion
Joined but never started
Draft the nudge
IT & Assets
Assets never actually used
Licence seats or equipment with no recorded use at all.
Runs monthly.
Never-used assets
What it's costing
Draft the recommendation
Assets tied to a specific contract
Equipment or seats whose cost is actually locked in by a commitment.
Runs when you press it.
Assets under contract
Where the contract decision matters too
Draft the brief
Equipment by department
What equipment and licences each department is actually holding.
Runs when you press it.
Assets by department
More than headcount explains
Draft the question
Equipment out of warranty
Equipment whose warranty has already run out.
Runs monthly.
Out-of-warranty equipment
Replace, repair, or risk
Draft the priority list
Flag it to whoever has it
Highest-cost assets
The most expensive things the company owns or leases seats of.
Runs when you press it.
Top assets by cost
Actually worth the cost
Draft the review note
Total cost of equipment and seats
What the company owns and pays for, added up.
Runs monthly.
Total asset cost
How much is avoidable
Draft the summary
Unused licence seats
Software seats nobody has opened in a long time — money going nowhere.
Runs monthly.
Unused seats
Monthly cost of nothing
Draft the recommendation
Check if they still need it
Warranty expiring soon
Equipment whose warranty runs out in the next 60 days — worth a decision before it lapses.
Runs monthly.
Warranty expiring soon
Critical, not just expensive
Draft the decision list
Flag it to whoever has it
Onboarding & Training
Certification score distribution
How people are scoring on certifications — is the bar too easy or too hard.
Runs monthly.
Score distribution
Is the bar right
Draft the note
Certifications already expired
Anyone whose certification has already lapsed — a real compliance gap.
Runs weekly.
Expired certifications
Rank by real risk
Draft the reminder
Certifications expiring soon
Anyone whose certification expires in the next 30 days.
Runs weekly.
Expiring certifications
Who's cutting it close
Draft the reminder
Course assignment gaps
Anyone who should have a course assigned by now but doesn't.
Runs weekly.
Missing course assignments
A pattern, not scattered misses
Draft the note
Course completion by department
Training completion rates, broken down by department.
Runs monthly.
Completion by department
Furthest behind average
Draft the check-in
Onboarding journeys by status
Every onboarding/offboarding journey right now, grouped by whether it's on track.
Runs weekly.
Journeys by status
Stuck longer than usual
Draft the status check
Onboarding journeys open too long
Onboarding that's been active for over 30 days and still isn't done.
Runs weekly.
Long-running onboarding
The likely bottleneck
Draft the follow-up
Onboarding tasks with no real owner
Tasks that say a role but have nobody actually assigned — the ones that quietly never happen.
Runs weekly.
Ownerless tasks
Which role has the most orphans
Draft the message
Practice Room confidence check
Roleplay/practice scores — who's ready for real conversations and who needs more reps.
Runs monthly.
Practice scores
Underprepared, not just low-scoring
Draft the encouragement
This week's onboarding tasks due
What's due in onboarding this week, across everyone currently ramping up.
Runs weekly.
Due this week
Already trending late
Draft the heads-up
Training due for review soon
Whose training is coming up for spaced-repetition review in the next week.
Runs weekly.
Reviews due soon
Stacking up for one person
Draft the reminder
Training struggling list
Who's stuck — low mastery scores or repeated attempts on the same course.
Runs monthly.
Who's struggling
One course or a pattern
Draft the check-in
Weekly onboarding check
Who's behind on onboarding tasks right now, and by how much.
Runs weekly.
Who's overdue
Who needs a real conversation
Draft the reminder
Operations & Projects
Biggest projects by task count
Which running project actually has the most moving parts.
Runs when you press it.
Projects by task count
One person carrying it
Draft the note
Everything due or expiring in the next 7 days
A single cross-cutting view: onboarding tasks, project tasks, certifications and key dates all due this week.
Runs weekly.
This week, everything due
Order by real urgency
Draft the priority list
Incidents this month
Every incident logged this month and its current status.
Runs monthly.
Incidents this month
A pattern, not one-offs
Draft the summary
Launches and hiring rounds in flight
Every workstream that's a launch or hiring round, and where it stands.
Runs weekly.
Launches and hiring rounds
Running long
Draft the status check
Ask for a status check
New projects and audits opened this month
What started this month that wasn't running before.
Runs monthly.
New workstreams this month
Same few names, repeatedly
Draft the heads-up
Open projects and their status
Every active project, its owner and how close to done it is.
Runs weekly.
Active projects
Furthest from done
Draft the check-in
Overdue project tasks
Individual project tasks that are overdue right now, across everything running.
Runs weekly.
Overdue tasks across projects
Who's carrying the most, company-wide
Draft the message
Projects by department
What's actively running in each department right now.
Runs weekly.
Projects by department
More than headcount can carry
Draft the question
Projects with no recent movement
Projects that haven't had a task completed recently — the ones quietly stalling.
Runs weekly.
Stalled projects
Abandoned or just between milestones
Draft the check-in
Reports
Company Snapshot
One click, the whole business at a glance — people, money, pipeline and operations, each in a short section up top.
Runs weekly.
People
Money
Business
Operations
Executive summary
Compliance & Risk Report
One click, the full compliance picture — certifications, audits, contracts — ranked by real risk, not by date.
Runs monthly.
Certifications and audits
Contracts
Overdue audit tasks
Executive summary
IT & Assets Report
One click, the full equipment and licence picture — total cost, waste, and risk — compiled and summarized.
Runs monthly.
Total cost by department
Waste
Risk
Executive summary
Monthly HR Operations Report
One click, the full HR picture — headcount, onboarding health, culture and open requests, compiled and summarized.
Runs monthly.
Headcount and ramp-up
Onboarding and training health
Culture
What HR is handling
Executive summary
New Hire Cohort Report
One click, how everyone hired in the last 30 days is actually doing — onboarding, training and early engagement, compiled and summarized.
Runs weekly.
Who started recently
How they're doing
Early engagement
Executive summary
Operations & Projects Report
One click, the full picture of what's running — status, what's stuck, what's new — compiled and summarized.
Runs monthly.
Everything open
What's stuck
New and notable
Executive summary
Quarterly Finance & Spend Report
One click, the full spend picture — by department, by category, the trend, and what's coming up — compiled and summarized.
Runs monthly.
Spend by department and category
The trend
Commitments and renewals
Untracked spend
Executive summary
Quarterly Sales & Pipeline Report
One click, the full pipeline picture — by stage, by owner, momentum and losses — compiled and summarized.
Runs monthly.
Pipeline by stage
Momentum
Performance
Losses
Executive summary
Sales & Pipeline
Deals closing this month
What's expected to close in the next 30 days, and its total value.
Runs monthly.
Closing this month
The one that matters most
Draft the check-in
Check in with the owner
Deals gone quiet
Deals nobody has touched in over two weeks — the ones at real risk.
Runs weekly.
Quiet deals
Rank by value, not just age
Draft the re-engagement
Nudge the owner to re-engage
Deals with no recent activity
Open deals with the oldest last_activity_on — the ones quietly dying.
Runs weekly.
Stalest deals
Slow versus genuinely dead
Draft the decision note
Lost deals and why
Deals marked lost this quarter and the reasons given.
Runs monthly.
Lost deal reasons
The most common cause
Draft the pattern note
New deals opened this month
Fresh pipeline — what's come in this month that wasn't there before.
Runs monthly.
New deals this month
Unusually large or early
Draft the welcome note
Pipeline by stage
Every open deal, grouped by stage, with total value in each.
Runs weekly.
Pipeline by stage
Where value is stuck
Draft the question
Pipeline value by owner
Who's carrying how much open pipeline right now.
Runs weekly.
Open pipeline by owner
Too concentrated
Draft the check-in
Probability-weighted pipeline
Open pipeline value adjusted for how likely each deal actually is to close.
Runs weekly.
Weighted pipeline value
The realistic number
Draft the summary
Top salesperson this quarter
Who's closing the most value this quarter.
Runs monthly.
Top performer by value
Repeatable, or a few big deals
Draft the share-out
Which customers are in active deals
Which parties currently have an open deal against them.
Automatically turn company information into polished documents for finance, operations, vendors, and your people. Adjust the page design and export in digital and PDF formats.
Quarterly Finance ReviewThe quarter at a glanceRevenue and growthRisks and outlookPortfolio decisionsPortfolio overviewSales pipeline reviewVendor scorecardOperations budgetBotanical workforce brief
Develop / Wellness
A better break starts here.
Step into nature with a VR headset, stretch with an exercise video, settle into a guided meditation, or listen to a short story. Four ways to recharge, right in the workday.
Your live camera feed appears inside the green circle on your avatar, using the camera on your computer, tablet, or phone. Build 3D worlds for meetings and events: place furniture, decorations, objects, documents, and video screens, then shape the lighting, music, and scripted workflows that guide the experience.
Employee Training connects courses made from your material, spoken AI practice, and certification pathways. Five Days and Fieldwork extend learning into individual decision-making.
Courses — Turn a reviewed document into lessons, questions, and a completion record.
Practice runs — Rehearse a conversation aloud with an AI character that stays in role.
Certification — Require both course results and practice runs, with a pass mark and expiry.
Recording choices — Choose no recording, private or shared options, or required company recording before learners start.
⛶A sample lesson and transcript in the Training Library.
Hiring / Candidate assessment
Five Days
Help HR see how candidates handle the work before making a hiring decision. Put each candidate into a simulation of how your business works, with the kinds of problems they would face in the role. Watch how they ask questions, weigh trade-offs, and make decisions. Review what they did and use those specific moments to ask better follow-up interview questions.
⛶Candidate role simulation: choose whom to speak with as the first day begins.⛶Observed decision evidence: question a counterparty and use the answer to decide what happens next.
Hiring / Work sample
Fieldwork
Put a candidate inside a living company and watch how they work through pressure. They explore the operation, talk with the people closest to the work, gather evidence, and make decisions across five simulated working days in one short session.
