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.

  1. 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.

  2. 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.

  3. 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.

  4. 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.
Browser session security diagram

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.
Dashboard interaction demo

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.

Internal tools

Open our Salesforce dashboard and prepare a CSV export of this quarter's pipeline for my review.

Bank & finance

Open my Chase business account and summarize last month's visible transactions by vendor.

Healthcare portal

Check my patient portal and list my upcoming appointments.

HR systems

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.

What do you want your agent to do today?