# OpenTag: full site text

> OpenTag is a model-agnostic AI teammate for Slack, with Microsoft Teams support coming soon. It is connected to your tools and knowledge: ask questions, delegate tasks, and automate workflows without leaving Slack. Mention OpenTag in a thread and the task is assigned to the best available model, from more than 40, before the result returns to the same conversation. Recurring requests can become automations that run on a schedule or in response to events. OpenTag builds a company wiki from your team's conversations and connected sources and keeps it current. It works only in the channels you invite it into, uses the access of the person asking, and waits for a person before it sends, spends, submits or purchases anything. OpenTag does not sell model tokens.

Source: https://www.tryopentag.com · Vendor: Open Curiosity, Inc. · Backed by Y Combinator · Category: Model-agnostic AI teammate for team chat

## Key facts

- Product: OpenTag, a model-agnostic AI teammate that works inside Slack
- Made by: Open Curiosity, Inc.
- Platforms: Slack today. Microsoft Teams support is coming soon and is not available yet
- How work runs: Secure cloud agents started from your team chat. Each task is limited to the connected tools it needs and ends when the work is complete
- Models: More than 40, including Claude, GPT, Gemini, Grok, DeepSeek, Kimi, Qwen, Llama, and Mistral. OpenTag chooses the model for each task using reliability, speed, capability, and cost, so nobody has to pick one
- Cost per task: Each request goes to the lowest-cost model that can do it well, which targets up to a 70% cut in cost per tagged task against sending everything to a frontier model. It is a target, not a customer average
- Model tokens: OpenTag does not sell model tokens. It is the routing and collaboration layer, not a model vendor
- Seats: Not priced per seat. Everyone in a channel OpenTag has joined can give it work, and they all draw from the same pool of credits
- Setup time: Minutes: add OpenTag to Slack, invite it into the conversation where work happens, and tag it with your first task
- Integrations: 50 listed on the integrations page, including Gmail, Google Calendar, Google Drive, Google Sheets, Google Search Console, Notion, Confluence, Linear, ClickUp, Airtable, Figma, OneDrive, plus custom MCP servers. Integrations belong to the person who connected them, and a tool connected read-only stays read-only
- Pricing model: Usage-based credits, not per seat. Trial is $0 with $200 in free credits. Team is $50 a month for 5,000 credits, $100 a month for 10,000 credits, $200 a month for 20,000 credits, $500 a month for 50,000 credits, $1,000 a month for 100,000 credits, shared across the workspace. Annual billing is 15% off: $42.50, $85, $170, $425, $850 a month. Enterprise is priced on your volume
- Free plan: The Trial plan: $200 in free credits (20,000 credits), every skill and integration, unlimited channels and people
- Signing bonus: Start on Team and a one-time grant matches the first month's credits: 5,000, 10,000, 20,000, 50,000, 100,000. Monthly credits reset each month; signing bonus credits never expire
- Data used for training: Never. Messages, files and connected data are not used to train models, by OpenTag or by any provider it routes to. This is in OpenTag's contracts
- Compliance: SOC 2 Type I completed for controls relevant to Security as of September 23, 2026; report available by request in the trust center. SOC 2 Type II is in progress. DPA available, penetration test summary on request

## What OpenTag does

- Delegate work securely. OpenTag runs secure cloud agents from your team chat. Each task is limited to the connected tools it needs and ends when the work is complete.
- Review important actions. Actions with meaningful consequences are presented for approval before anything changes. Approve, adjust, or decline the proposed step.
- Automate repeatable work. Recurring requests can become automations that run on a schedule or in response to events such as a new message, meeting, or email.
- Protect private access. Each request is limited to the permissions of the person making it, so teammates never need to share accounts. Private channels and data remain private.
- Research & answers. Search company knowledge, Slack, meeting notes, Notion, Drive, web sources, and internal documentation
- Writing. Website copy, product messaging, emails, briefs, summaries, plans, reports, and documentation
- Project work. Read Linear issues, projects, comments, and recommend owners; create or update supported Linear records when asked
- Engineering. Inspect GitHub repositories, issues, PRs, releases, and code; delegate scoped coding work to Conductor
- Data & analytics. Analyze PostHog product data, Stripe data, Meta Ads performance, LangSmith usage, & internal platform metrics
- Sales & customer work. Search Reevo CRM, Circleback meetings, Cal.com bookings, and YC Bookface data
- Meetings. Search Granola and Circleback transcripts, pull out decisions and action items, and summarize calls
- Documents & spreadsheets. Find, read, create, edit, and organize Google Docs, Drive files, and Google Sheets
- Keep your company wiki current. OpenTag builds a wiki from your team's conversations and connected sources. When a decision changes in a channel, it updates the related page and notes what changed.
- Keep context when people leave. Knowledge from past conversations and documents stays available after a teammate leaves. New teammates can ask OpenTag and get answers with sources.

## How it works

- Step 1: Add OpenTag to Slack. Sign up free at app.tryopentag.com/sign-up and connect your Slack workspace.
- Step 2: Invite it into the conversation where work happens. OpenTag reads a channel only after someone invites it in, and connected tools stay scoped to the person who connected them.
- Step 3: Tag it with your first task. Mention OpenTag in a thread, and the task is assigned to the best available model before the result returns to the same conversation.

## Pricing

### Trial: $0 ($200 in free credits, one-time)

Try everything, free.

- All skills and integrations included
- Works in Slack, with Microsoft Teams coming soon
- Unlimited channels and people

### Team: $50/month for 5,000 credits, $100/month for 10,000 credits, $200/month for 20,000 credits, $500/month for 50,000 credits, $1,000/month for 100,000 credits (Pick a monthly credit pack, shared across the workspace. Monthly credits reset and do not roll over. Annual billing is 15% off)

Credits shared by your whole workspace. Starting here adds a one-time signing bonus matching your first month's credits that never expires.

- All skills and integrations included
- Works in Slack, with Microsoft Teams coming soon
- Unlimited channels and people
- A signing bonus that matches your first month's credits and never expires
- Buy more credits any time

### Enterprise: Custom (Priced on your volume)

For companies that need SSO, security reviews, and invoicing.

- All skills and integrations included
- Works in Slack, with Microsoft Teams coming soon
- Unlimited channels and people
- A signing bonus that matches your first month's credits and never expires
- Buy more credits any time
- Lower credit prices at volume
- Pay by invoice, on your billing terms
- A dedicated support channel
- SSO, SCIM, and audit log export
- Security questionnaires handled, DPA ready to sign
- Onboarding, training, and custom data retention

### What credits cost

- Quick tasks: 25 to 75 credits, under $1
- Recurring jobs: 125 to 375 credits per run, under $4
- Larger projects: 500 to 1,250 credits, under $13

## Security and data handling

- Invited channels only. OpenTag reads a channel only after someone invites it in. It never reads your whole workspace, and removing it from a channel ends its access there.
- The access of the person asking. Integrations belong to the person who connected them. OpenTag uses your Stripe access only when you ask, and a tool connected read-only stays read-only.
- A person approves what leaves. OpenTag asks before it sends, spends, submits or purchases, and the task waits for an answer. Every action is logged, whether a person or a policy approved it.
- Kept separate. Each workspace runs in its own isolated environment. Memory, files and learned formats never cross between customers.
- Never used for training. Your messages, files and connected data are never used to train models, by OpenTag or by any provider it routes to. This is in our contracts.
- Yours to delete. Delete any stored context, or all of it, at any time. Deletion requests complete within 30 days.
- Encrypted. TLS 1.3 in transit and AES-256 at rest. Integration credentials sit in a separate vault with per-tenant keys.

## Limits and caveats

- Any model can make a mistake. OpenTag cites its sources, names the model it used and shows its plan, so you can check the work or stop it.
- OpenTag asks before it sends, spends, submits or purchases anything, and the task waits for a person's answer.
- If a tool returns an error, OpenTag stops and says so. It does not retry sensitive actions on its own.
- Slack is the only platform available today. Microsoft Teams support is coming soon, so do not describe Teams as available.
- The up to 70% saving is a target against sending everything to a frontier model, not a customer average, and it moves with the mix of work a team tags.
- SOC 2 Type I is completed; Type II is in progress, not complete. SOC examinations are not certifications.
- OpenTag reads a channel only after a person invites it in, so it does not see a whole workspace.

## Frequently asked questions

### What is OpenTag?

OpenTag is a model-agnostic AI teammate for Slack, and Microsoft Teams is coming soon too. Mention OpenTag in a thread, and the task is assigned to the best available model before the result returns to the same conversation.

### How is OpenTag different from Claude Tag?

Claude Tag is tied to Claude. OpenTag routes work to whichever of more than 40 models suits the task, including Claude, GPT, Gemini, Grok, DeepSeek, Kimi, Qwen, Llama, and Mistral. It works in Slack today, with Microsoft Teams support coming soon, and OpenTag does not make money by selling you more model tokens.

### Which models can OpenTag use?

Over 40. The frontier families (Claude, GPT, and Gemini) plus the open and efficient ones behind them, reached through Conifer's catalogue. New releases land in the routing without your team changing anything.

### Where does the 70% saving come from?

Most tagged work does not need a frontier model. OpenTag routes each request to the cheapest model that can do the job, which targets up to a 70% cut in cost per tagged task against sending everything to a frontier model. It is a target rather than a customer average, and it moves with the mix of work your team tags.

### How do I get started?

Sign up free at app.tryopentag.com/sign-up and connect your Slack workspace. If you would rather be walked through it, book a fifteen-minute intro call and we will connect it with you.

### Do I have to choose a model?

No. OpenTag chooses the best model for each task using reliability, speed, capability, and cost. Your team uses one mention and does not need to keep up with every model release.

### Where does OpenTag work?

OpenTag works in Slack today, and Microsoft Teams support is coming soon. Tag it in a channel, chat, or thread and the response comes back in context.

### Can OpenTag take action, not just answer questions?

Yes. Depending on the tools your workspace connects, OpenTag can investigate issues, change code, create artifacts, and complete workflows while reporting progress in-thread.

### Does OpenTag sell model tokens?

No. OpenTag is the routing and collaboration layer, not a model vendor. That means its incentive is to use the model that gets the task done well, quickly, and efficiently.

### How long does setup take?

Minutes. Add OpenTag to Slack, invite it into the conversation where work happens, and tag it with your first task.

### Why do you charge by usage instead of per seat?

Work comes in different sizes. A quick lookup shouldn't cost the same as a week-long project. And you shouldn't pay for a seat for someone who asks OpenTag a question twice a month. With credits, you only pay for the work OpenTag does.

### Does adding people cost more?

No. Everyone in a channel OpenTag has joined can give it work, and they all draw from the same pool of credits. Adding your whole team changes nothing on the bill.

### What does a month of credits buy?

Team's 5,000-credit pack is around a dozen recurring jobs a month, or about a hundred small ones, or any mix of the two. 10,000 is around 25 recurring jobs, 20,000 around 50, 50,000 around 130, and 100,000 around 260. For scale: a weekly report costs about 375 credits each time it runs.

### What is the signing bonus?

A one-time grant of credits that comes with the Team pack you start on, matching that first month: 5,000, 10,000, 20,000, 50,000, or 100,000. It sits on top of your monthly credits and never expires, so your first weeks of moving real work over do not eat into a normal month.

### Do unused credits roll over?

Monthly credits reset when the month does. Signing bonus credits are the exception: they never expire, so whatever you do not spend early keeps its value.

### How does annual billing work?

Pick annual billing and every month costs 15% less: $42.50 instead of $50 for 5,000 credits, $85 instead of $100 for 10,000, $170 instead of $200 for 20,000, $425 instead of $500 for 50,000, $850 instead of $1,000 for 100,000. That saves $90, $180, $360, $900, or $1,800 a year, and credits still arrive month by month.

### What happens if we run out of credits?

OpenTag tells you in the channel, and you can buy more to keep going. Nothing is ever added to your bill on its own, and your plan stays at its price unless you choose otherwise. If you run out most months, we will reach out about a plan that fits better.

### What if a task fails?

OpenTag says so in the channel with what it tried and why it stopped, and it does not retry sensitive actions on its own.

## Documentation

### Getting started

- [OpenTag documentation](https://www.tryopentag.com/docs): Set up OpenTag, give it work, connect your apps and manage your workspace.
- [What OpenTag is](https://www.tryopentag.com/docs/getting-started/what-opentag-is): An AI coworker that uses Slack context, connected apps and company knowledge to carry out work.
- [Add OpenTag to Slack](https://www.tryopentag.com/docs/getting-started/add-opentag-to-slack): Install in Slack, complete workspace setup, review access and start a real job.
- [Your first job](https://www.tryopentag.com/docs/getting-started/your-first-job): Choose a small job, check its sources and turn useful work into a repeatable routine.
- [How a job runs](https://www.tryopentag.com/docs/getting-started/how-a-job-runs): What happens after you ask, how to steer the work and where a result or decision appears.

### Working with OpenTag

- [Where to talk to OpenTag](https://www.tryopentag.com/docs/working-with-opentag/where-to-talk-to-opentag): Choose a channel, thread, DM or web page with the right context and audience.
- [Asking for work](https://www.tryopentag.com/docs/working-with-opentag/asking-for-work): Specify an outcome, source, account and limits, then steer the work in the thread.
- [Approvals](https://www.tryopentag.com/docs/working-with-opentag/approvals): Email approval cards, secure inputs, held routine actions and the limits of approval prompts.
- [Results and sources](https://www.tryopentag.com/docs/working-with-opentag/results-and-sources): Check citations, open deliverables, inspect changes and give feedback on a reply.
- [Files, images and video](https://www.tryopentag.com/docs/working-with-opentag/files-images-and-video): Read attachments and create documents, spreadsheets, presentations, images and video.
- [Browser and web research](https://www.tryopentag.com/docs/working-with-opentag/browser-and-research): Research with sources and use the conversation’s browser to complete website tasks.
- [Commitments and follow-ups](https://www.tryopentag.com/docs/working-with-opentag/commitments-and-follow-ups): Find outstanding promises and unanswered conversations, then mark done, dismiss or snooze.
- [Choosing models](https://www.tryopentag.com/docs/working-with-opentag/choosing-models): Choose Auto or an available model and understand workspace, channel and media settings.
- [When OpenTag gets it wrong](https://www.tryopentag.com/docs/working-with-opentag/when-opentag-gets-it-wrong): Stop or correct work, repair a lasting fact and report a reply that missed the mark.

### Routines

- [What routines are](https://www.tryopentag.com/docs/routines/what-routines-are): Scheduled work with a human owner, a delivery destination and explicit sharing.
- [Creating a routine](https://www.tryopentag.com/docs/routines/creating-a-routine): Describe recurring work in Slack or the web app, choose its schedule and check the first run.
- [Managing routines](https://www.tryopentag.com/docs/routines/managing-routines): Edit schedules, manage Read and Edit access, handle held actions and recover a departed owner’s routine.
- [Routine permissions](https://www.tryopentag.com/docs/routines/permissions): See who has access to a routine and share it with people or channels in Slack.

### The company wiki

- [What the wiki is](https://www.tryopentag.com/docs/wiki/what-the-wiki-is): Sourced topic pages from conversations, documents and meetings, with team and personal views.
- [How pages get written](https://www.tryopentag.com/docs/wiki/how-pages-get-written): How source changes refresh articles, how corrections work and what version history retains.
- [Asking the wiki](https://www.tryopentag.com/docs/wiki/asking-the-wiki): Ask a question, follow the original evidence or request a briefing on what changed.

### Memory and skills

- [What OpenTag remembers](https://www.tryopentag.com/docs/memory-and-skills/what-opentag-remembers): Personal preferences, company knowledge and conversation records have different audiences and lifecycles.
- [Skills](https://www.tryopentag.com/docs/memory-and-skills/skills): Create and edit reusable procedures, scope them to channels and attach them to routines.

### Integrations

- [How connections work](https://www.tryopentag.com/docs/integrations/how-connections-work): Choose private or team access, document-sharing rules and read/write permissions for each account.
- [Connecting an app](https://www.tryopentag.com/docs/integrations/connecting-an-app): Connect an account, review its permissions and return to the job that needs it.
- [Available connections](https://www.tryopentag.com/docs/integrations/available-connections): Browse integration guides and check the live app catalogue for availability and permissions.
- [Custom MCP servers](https://www.tryopentag.com/docs/integrations/custom-mcp-servers): Connect another remote tool server and understand its authentication and permission limits.
- [Fixing a broken connection](https://www.tryopentag.com/docs/integrations/fixing-a-broken-connection): Find the failing account, reconnect it and distinguish credential issues from access restrictions.
- [Airtable](https://www.tryopentag.com/docs/integrations/airtable): Read and update records in your connected Airtable bases.
- [Apollo](https://www.tryopentag.com/docs/integrations/apollo): Research prospects and sales conversations through your Apollo account.
- [Attio](https://www.tryopentag.com/docs/integrations/attio): Search CRM context and maintain records with the access you choose.
- [Bland AI](https://www.tryopentag.com/docs/integrations/bland): Place and review outbound phone calls through your Bland account.
- [Cal.com](https://www.tryopentag.com/docs/integrations/calcom): Review bookings and availability, with supported booking and cancellation actions.
- [Calendly](https://www.tryopentag.com/docs/integrations/calendly): Read bookings, invitees and availability from the connected Calendly account.
- [Circleback](https://www.tryopentag.com/docs/integrations/circleback): Search meeting records for decisions, transcripts and action items.
- [ClickHouse](https://www.tryopentag.com/docs/integrations/clickhouse): Query analytics data through a read-only ClickHouse connection.
- [ClickUp](https://www.tryopentag.com/docs/integrations/clickup): Search tasks, Docs and project conversations in ClickUp.
- [Conductor](https://www.tryopentag.com/docs/integrations/conductor): Hand engineering work to a coding agent in a Conductor cloud workspace.
- [Confluence](https://www.tryopentag.com/docs/integrations/confluence): Search and read team pages, with optional page and space updates.
- [DocuSign](https://www.tryopentag.com/docs/integrations/docusign): Inspect agreements and envelopes, with supported signing-workflow actions when available.
- [Figma](https://www.tryopentag.com/docs/integrations/figma): Bring design files and comments into a discussion, with supported comment actions.
- [Fireflies](https://www.tryopentag.com/docs/integrations/fireflies): Find transcripts, summaries and meeting action items.
- [GitHub](https://www.tryopentag.com/docs/integrations/github): Inspect repositories, code, issues and pull requests through a read-only GitHub App.
- [Gmail](https://www.tryopentag.com/docs/integrations/gmail): Read and organise email, draft replies, and approve the exact message before sending.
- [Google Calendar](https://www.tryopentag.com/docs/integrations/google-calendar): Check availability and manage events in the connected calendars.
- [Google Docs](https://www.tryopentag.com/docs/integrations/google-docs): Read and prepare documents through Google Drive access.
- [Google Drive](https://www.tryopentag.com/docs/integrations/google-drive): Find files across connected accounts and shared drives, with separate document-sharing controls.
- [Google Sheets](https://www.tryopentag.com/docs/integrations/google-sheets): Read and work with spreadsheets using your account or an allowed shared-content grant.
- [Granola](https://www.tryopentag.com/docs/integrations/granola): Read meeting notes and transcripts with separate personal and workspace-visible sharing.
- [HubSpot](https://www.tryopentag.com/docs/integrations/hubspot): Read CRM records and update supported sales and support work.
- [Langfuse](https://www.tryopentag.com/docs/integrations/langfuse): Inspect traces, prompts, datasets and scores in a Langfuse Cloud project.
- [LangSmith](https://www.tryopentag.com/docs/integrations/langsmith): Browse prompts, traces, datasets and experiments in LangSmith.
- [Lightreel](https://www.tryopentag.com/docs/integrations/lightreel): Research creators, social hooks and content strategy through Lightreel.
- [Linear](https://www.tryopentag.com/docs/integrations/linear): Find issues and projects, then create or update work with the permissions you grant.
- [Meta Ads](https://www.tryopentag.com/docs/integrations/meta-ads): Review advertising performance and use supported campaign tools.
- [Notion](https://www.tryopentag.com/docs/integrations/notion): Search pages and databases and use shared documents in company answers.
- [OneDrive](https://www.tryopentag.com/docs/integrations/onedrive): Find and work with Microsoft files under separate personal and shared-content controls.
- [Ploy](https://www.tryopentag.com/docs/integrations/ploy): Build and work on websites through your Ploy account.
- [PostHog](https://www.tryopentag.com/docs/integrations/posthog): Answer product questions from analytics and manage supported analytics objects.
- [Slashy](https://www.tryopentag.com/docs/integrations/slashy): Work with email, calendars, contacts and research through Slashy.
- [Stripe](https://www.tryopentag.com/docs/integrations/stripe): Read payments, customers and invoices without changing your Stripe account.
- [Supabase](https://www.tryopentag.com/docs/integrations/supabase): Inspect projects, database structure and migrations with the access you choose.
- [Sybill](https://www.tryopentag.com/docs/integrations/sybill): Answer sales questions from calls, deals and accounts.
- [Triple Whale](https://www.tryopentag.com/docs/integrations/triple-whale): Ask about store revenue, advertising spend and performance through Moby.
- [Xero](https://www.tryopentag.com/docs/integrations/xero): Read accounting records and prepare draft invoices, quotes and journals.

### Admin

- [Installing for your workspace](https://www.tryopentag.com/docs/admin/installing-for-your-workspace): Review installation, initial channels, automatic joining and workspace administration.
- [Channels and access](https://www.tryopentag.com/docs/admin/channels-and-access): Manage invitations, automatic joining, reply permissions and private or shared-channel context.
- [People and permissions](https://www.tryopentag.com/docs/admin/people-and-permissions): Understand workspace roles, shared connections, routine ownership and offboarding.
- [Removing OpenTag](https://www.tryopentag.com/docs/admin/removing-opentag): Remove channel or app access, cancel billing and request data deletion through the right controls.

### Plans and billing

- [Plans](https://www.tryopentag.com/docs/billing/plans): Understand free grants, subscription trials, monthly allowances and self-service billing.
- [How credits work](https://www.tryopentag.com/docs/billing/how-credits-work): Read rolling usage, teammate consumption and the balance for your billing cycle.
- [Running out of credits](https://www.tryopentag.com/docs/billing/running-out-of-credits): Check the allowance, restore work and understand what exhaustion means during a trial.

### Security and privacy

- [Trust model](https://www.tryopentag.com/docs/security/trust-model): The access, audience, sharing and approval boundaries that govern OpenTag’s work.
- [Data handling](https://www.tryopentag.com/docs/security/data-handling): Understand data access, retention and where to find published privacy commitments.
- [Deleting your data](https://www.tryopentag.com/docs/security/deleting-your-data): Separate forgetting a fact, revoking source access and requesting deletion of retained data.

### Help

- [Troubleshooting](https://www.tryopentag.com/docs/help/troubleshooting): Check replies, approvals, integrations, routines, source coverage and credits when work gets stuck.
- [Getting support](https://www.tryopentag.com/docs/help/getting-support): Contact the team with the conversation, expected result and details needed to investigate.

## Pages

- [Home](https://www.tryopentag.com): What OpenTag does, how it works, and the FAQ
- [OpenTag for Slack](https://www.tryopentag.com/slack): AI coworker that lives in Slack
- [Team](https://www.tryopentag.com/team): The team behind OpenTag: Tony Kam (Co-founder and CEO), Shelden Shi (Co-founder and CTO), Wilson Nguyen (Co-founder and Chief Engineer), Resham Khanna (Founding Product Designer)
- [Careers](https://www.tryopentag.com/careers): How the OpenTag team works and where future openings will be posted; there are no public openings right now
- [OpenTag vs Slackbot](https://www.tryopentag.com/compare/slackbot): How a shared coworker differs from Slack's built-in personal agent
- [Pricing](https://www.tryopentag.com/pricing): Trial, Team and Enterprise plans, the Team credit packs, annual billing, and how credits work
- [Security](https://www.tryopentag.com/security): Access and approvals, how your data is kept, what happens when a model gets it wrong, and SOC 2 status: Type I completed, Type II in progress
- [Models](https://www.tryopentag.com/models): How OpenTag matches each request to a model, and the model families it routes work to, with a selection of the models in each
- [Integrations](https://www.tryopentag.com/integrations): The 50 apps OpenTag connects to, by category, and how to request a new one
- [Routines](https://www.tryopentag.com/routines): 18 starting points for scheduled work across sales, marketing, product and engineering, operations, finance, and support
- [Monday pipeline review](https://www.tryopentag.com/routines/monday-pipeline-review): List open Attio deals, flag records with no next step, and link the ones that need attention. Suggested cadence: Every Monday. Works with Attio, Slack.
- [Close-risk list](https://www.tryopentag.com/routines/close-risk-list): Find deals expected to close this month that have no recent activity or next step. Suggested cadence: Every weekday. Works with HubSpot, Slack.
- [Pre-call account brief](https://www.tryopentag.com/routines/pre-call-account-brief): Prepare the people, company context, and open questions before a sales meeting. Suggested cadence: Before sales meetings. Works with Google Calendar, Apollo, Slack.
- [Monday growth report](https://www.tryopentag.com/routines/monday-growth-report): Compare signups, activation, churn, and revenue with the previous week, then explain the changes worth discussing. Suggested cadence: Every Monday. Works with PostHog, Stripe, Slack.
- [Paid social performance](https://www.tryopentag.com/routines/paid-social-performance): Summarise spend and results on Meta Ads using the same comparison window each week. Suggested cadence: Every Friday. Works with Meta Ads, Slack.
- [Website and SEO pulse](https://www.tryopentag.com/routines/website-seo-pulse): Bring traffic and search performance into one weekly report with links to the source data. Suggested cadence: Every Monday. Works with Plausible, Search Console, Slack.
- [Stale pull request report](https://www.tryopentag.com/routines/stale-pull-request-report): Find pull requests waiting for review for more than a week and group them by likely blocker. Suggested cadence: Every weekday. Works with GitHub, Slack.
- [Blocked issue rollup](https://www.tryopentag.com/routines/blocked-issue-rollup): Group overdue and blocked Linear issues by owner so the team can clear the right work first. Suggested cadence: Every weekday. Works with Linear, Slack.
- [Launch readiness check](https://www.tryopentag.com/routines/launch-readiness-check): Collect incomplete launch work from Linear and ClickUp and call out anything without an owner. Suggested cadence: Every morning. Works with Linear, ClickUp, Slack.
- [Meeting prep briefing](https://www.tryopentag.com/routines/meeting-prep-briefing): Receive a private brief with who you are meeting, your history, open commitments, and source links. Suggested cadence: 45 minutes before. Works with Google Calendar, Granola, Slack.
- [Morning bookings digest](https://www.tryopentag.com/routines/morning-bookings-digest): Summarise the day's invitees, booking details, and schedule gaps before the first call. Suggested cadence: Every weekday. Works with Calendly, Slack.
- [Topic briefing](https://www.tryopentag.com/routines/topic-briefing): Report what changed since the last briefing across the documents and conversations you can access. Suggested cadence: Every two weeks. Works with Notion, Google Drive, Slack.
- [Invoice aging report](https://www.tryopentag.com/routines/invoice-aging-report): List overdue invoices and show which customers account for the largest outstanding balance. Suggested cadence: Every Monday. Works with Stripe, Slack.
- [Month-end input tracker](https://www.tryopentag.com/routines/month-end-input-tracker): Bring accounting records and the close checklist together, then flag missing inputs and owners. Suggested cadence: During month-end. Works with Xero, Google Sheets, Slack.
- [Stalled agreements report](https://www.tryopentag.com/routines/stalled-agreements-report): Find agreements still waiting on signatures and group them by owner and time outstanding. Suggested cadence: Every Wednesday. Works with DocuSign, Slack.
- [Inbox enquiry sweep](https://www.tryopentag.com/routines/inbox-enquiry-sweep): Group unanswered pricing and support threads, then prepare reply drafts without sending them. Suggested cadence: Every weekday. Works with Gmail, Slack.
- [Support ticket triage](https://www.tryopentag.com/routines/support-ticket-triage): Group open HubSpot tickets by age and theme and call out requests without an owner. Suggested cadence: Every morning. Works with HubSpot, Slack.
- [Hourly channel triage](https://www.tryopentag.com/routines/hourly-channel-triage): Batch new human messages from invited support channels and point out requests that still need a reply. Suggested cadence: Every hour. Works with Slack.
- [Blog](https://www.tryopentag.com/blog): Product thinking, field notes, and engineering choices from the OpenTag team
- [OpenTag has completed its SOC 2 Type I examination](https://www.tryopentag.com/blog/soc-2-type-i-examination-complete): Prescient Assurance examined the design of OpenTag’s controls relevant to Security as of September 23, 2026. Our report is now available by request.
- [OpenTag is backed by Y Combinator](https://www.tryopentag.com/blog/backed-by-y-combinator): OpenTag is part of Y Combinator’s Summer 2026 batch. We’re building the model-agnostic AI coworker we wanted when we were running every job ourselves.
- [OpenTag is officially approved for the Slack Marketplace](https://www.tryopentag.com/blog/approved-for-slack-marketplace): It’s official: Slack has approved OpenTag for listing in the Slack Marketplace. We built OpenTag for the place teams already work, and we love Slack.
- [The best AI interface is already open](https://www.tryopentag.com/blog/the-best-ai-interface-is-already-open): Work does not begin in a blank prompt. It begins in a thread, surrounded by the people, decisions, and tools that give it meaning.
- [AI work needs a handbrake, not a disclaimer](https://www.tryopentag.com/blog/ai-work-needs-a-handbrake): Confidence is not permission. Useful agents need hard approval gates before anything expensive, public, or irreversible.
- [What a useful weekly report actually contains](https://www.tryopentag.com/blog/what-a-useful-weekly-report-contains): A dashboard shows numbers. A useful report explains what moved, why it matters, and what the team should decide next.
- [Model choice should be infrastructure](https://www.tryopentag.com/blog/model-choice-should-be-infrastructure): Teams should describe the work they need done. Choosing the right model for each step should happen underneath the product.
- [From repeated request to reliable routine](https://www.tryopentag.com/blog/from-repeated-request-to-routine): The third time a team asks for the same outcome, the system should notice, and offer to take the next one.
- [Updates](https://www.tryopentag.com/updates): A running changelog of launches, integrations, and improvements
- [Docs](https://www.tryopentag.com/docs): Product documentation: setup, approvals, routines, the wiki, integrations, billing, and security
- [Privacy](https://www.tryopentag.com/privacy): Privacy policy
- [Terms](https://www.tryopentag.com/terms): Terms of service
- [DPA](https://www.tryopentag.com/dpa): Data processing addendum
- [Vulnerability disclosure](https://www.tryopentag.com/vulnerability): How to report a security issue
- [Support](https://www.tryopentag.com/support): How to get help
- [Trust center](https://trust.tryopentag.com): External trust center for security and subprocessors

## Contacts

- Start using OpenTag (Slack): https://app.tryopentag.com/sign-up
- Book a demo: https://cal.com/tonykam/opentag-demo
- Security packet, DPA, SOC 2 status: mailto:team@tryopentag.com?subject=Pen-test%20summary%20request
- Privacy requests: mailto:privacy@tryopentag.com
- Support: mailto:team@tryopentag.com

## Machine-readable mirrors

- [llms.txt](https://www.tryopentag.com/llms.txt)
- [agents.json](https://www.tryopentag.com/agents.json)
- [sitemap.xml](https://www.tryopentag.com/sitemap.xml)