Give your AI agent access to your logged-in sites
Works withChatGPT
Your best data sits behind a login: dashboards, CRMs, internal tools, gated portals. Actionbook works in the browser tab where you're already signed in. No credentials shared.
How it works
Four steps from login to automation. No passwords shared.
- 01
You log in like normal
Open your browser and sign into any site you need: your company dashboard, CRM, analytics tool, or internal wiki. No passwords are shared with Actionbook.
- 02
Connect your agent
Install the Actionbook extension and connect your AI agent (ChatGPT, Claude, Gemini, Perplexity, OpenClaw, Hermes, and any MCP-compatible client) via MCP. Takes under a minute.
- 03
Ask your agent to work
Tell your agent what you need: pull a report, fill a form, check a dashboard. Actionbook routes the request to your browser where you are already authenticated.
- 04
Review and approve
See what your agent is doing in real time. Approve, edit, or cancel any action before it completes. You stay in control.
What Actionbook can do behind your logins
Specific actions your agent can take on authenticated sites like dashboards, CRMs, healthcare portals, banking, and internal tools. Read actions run unattended; write actions queue for your approval.
- Pull dashboards (Salesforce, HubSpot, Notion, Linear) and summarize them.
- Read transaction histories, billing pages, and account statements.
- Open patient-portal appointments, prescriptions, and lab results.
- Surface internal-wiki pages your team has access to.
- Read corporate-VPN-gated tools without exposing the VPN.
Your sessions, your agent's hands
Actionbook does not store credentials or replay logins. It works in the browser session you already have open. Your agent sends instructions, your browser executes them.
- Zero credential sharing: No passwords, cookies, or tokens leave your device.
- Works with SSO & 2FA: Log in once with your corporate SSO or 2FA. Your agent works in that session.
- VPN-compatible: If you can reach it in your browser, your agent can operate it.
From dashboards to forms to portals
Your agent is not limited to public websites. It can navigate any authenticated web application: read data, fill forms, click buttons, and extract reports.
- Read dashboards: Pull data from analytics, CRM, and BI tools without building custom integrations.
- Fill forms: Submit expense reports, PTO requests, and support tickets through their existing web UIs.
- Export data: Download reports, CSVs, and documents from internal tools.
Popular AI prompts for logged-in tools
Copy a prompt, paste it into your AI agent, and let Actionbook run it in the browser tab you’re already signed into.
Open our Salesforce dashboard and prepare a CSV export of this quarter's pipeline for my review.
Open my Chase business account and summarize last month's visible transactions by vendor.
Check my patient portal and list my upcoming appointments.
Open Workday and draft a PTO request for June 15–20, then ask me before submitting.
Frequently Asked Questions about connecting AI to your logged-in sites
New to connecting your AI agent to the authenticated tools you already use? Here are answers to the questions people ask most about Actionbook, credentials, and SSO.