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AlloyAutomation # of end-users in Free Tier Products Features v Use Cases v Integrations v Resources Pricing AlloyUnifiedAPl Hit one API to build a connected product See how Alloy's Unified API stacks up against our closest competitors. Price for additional end-users Offers Initial data sync? Continuous Sync frequency in Free Tier Reconciles Deleted Data? Security Multi Region Logging and Error Handling Rate Limit Offers iPaaS? Paid Features AlloyAutomation Book a demo Merge 3 test Linked Accounts for sandbox 3 production Linked Accounts $65 / linked account / month Daily SOC 2 Type II, ISO 27001, and HIPAA US-based Logs for all push and pull in Ul and API Logs for sync status in Ul and webhook Logs of all error in Ul and API 100 / user / minute Custom Pricing Customize Sync Frequency Remote Data (Raw Data) Pass-through API call Get started Rutter 1 test user with Unlimited Test Connections in Sandbox No production connection Pricing not available O for past 24/mo Every 10 Minutes SOC2 Type II Unknown Unknown Not public Custom Pricing All access in production Products Alloy Embedded Alloy Flow Alloy Unified API Compare Solutions Beta Unified API Comparison Page Features Installation Manager Embedded OEM Data Transformations Enterprise Security Supported Destinations Streaming, Webhooks & Polling Error Handling Whitelabeling & Customizability Technology & Infrastructure Integrations View all Integrations Netsuite Shopify Magento Salesforce CRM Zendesk Klaviyo SAP Quickbooks Codat 5 test connections in Sandbox No production Connections $30 / active company / month Daily, weekly, or monthly SOC2, IS027001 Unknown Logs for all push and pull in Ul only Volume-based pricing Implementation support SAML SOO Hourly syncing Use Cases Use Cases Overview Commerce E-Commerce platforms Finance Accounting & ERPs Sales CRM Logistics Shipping & 3PLs Marketing Login 10 production and test connections $50 / linked account / month O for past 1 2/mo Hourly SOC2 Type II, HIPAA, GDPR, CCPA us-east-I, eu-east-l 150 / user / minute Configurable and can be increase for a cost (up to 1,000 per minute/user for enterprise plans) Custom Pricing Raw data Implementation support SAML SOO iPaaS Pricing Pricing Overview ROI Calculator Book Demo Company About Us Blog Jobs We're hiring Marketing Automation Tools Partner Program Can Alloy Do X? Contact Us Resources Developer Documentation Case Studies Guides & Research The Story of Automation Terms Privacy Policy Gorgias Buy with Prime End User Terms Customer Highlight 0 2023 Alloy Automation. All rights reserved.

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e AlloyAutomation Products v Features vy UseCases y_ Integrations v Resources vy Pricing Get started Revamped its Shopify Integration to Build Stronger Customer Connections sn KnoCommerce SaaS - Post-Purchase Surveys Product Embedded Site knocommerce.com Introducing KnoCommerce, a customer survey platform that focuses on gathering and Ready to analyzing data to provide ecommerce brands with valuable insights. At the helm of this innovative venture is Jeremiah Prummer, the visionary founder of KnoCommerce. automate your store? Recognizing the importance of seamless integrations for data distribution, Jeremiah embarked on a mission to create a robust tagging and meta-field system between KnoCommerce and Shopify. At first, his team began this integration in-house, but after realizing the integration would use up precious engineering resources, he decided to instead find a partner who could enhance this integration quickly. This led to KnoCommerce’s collaboration with Alloy, leveraging our Embedded iPaaS to create a Shopify integration that could handle the increasing complexity of KnoCommerce's data workflows. ¢ A key aspect of this integration is the ability to tag any surveys submitted in various formats, such as checkboxes, multiple-choice, or open fields, directly within the corresponding Shopify order. This tagging mechanism enables KnoCommerce to categorize survey responses based on the question type and the nature of the response, ensuring accurate 4 documentation and streamlined workflow processes. Join us as we delve into KnoCommerce's collaboration with Alloy, exploring the benefits, challenges, and outcomes of their integration efforts. The challenge: updating KnoCommerce’s original Shopify integration Although Jeremiah initially had other integration plans in mind, he knew a Shopify overhaul was a must. Why? KnoCommerce's end users craved a powerful tagging and meta field system, syncing survey data and seamlessly sharing user profiles, orders, and other important details with tools like Klaviyo, Attentive, or Postscript. By adding a script to the order confirmation screen and tapping into the Shopify API, KnoCommerce ensures survey responses are correctly associated with specific orders. Sure, it was a challenging process at first—getting the systems to communicate harmoniously required some work. But Jeremiah's confidence in the outcome never wavered, and he’s confident with his new standardized process. “Obviously, the more complicated the integration is, the more potential for issues. The nice thing is now we have a standardized process. So from here on out, it'll be easier to deploy additional integrations with Alloy,” he said. In other words, the rebuild wasn't just about fixing the past; it set the stage for future success. The outcome: Improved end-user experience The KnoCommerce platform collects many useful customer insights that help brands improve how they engage with their customers. With these insights, there are two common use cases for integrating KnoCommerce and Shopify: 1. Using tagging in the user interface (UI) to visualize data on an individual order level. 2. Using tags in conjunction with other analytics tools to generate comprehensive reports. (This is the more impactful use case, according to Jeremiah.) To illustrate this, let's consider partners like Triple Whale or Peel—two customer data platforms. These partners have the capability to create segments and cohorts based on the tags assigned in Shopify. This functionality allows brands to import data into at a oll ee er a ae IS Ne MOre Use tO To illustrate this, let's consider partners like Triple Whale or Peel—two customer data platforms. These partners have the capability to create segments and cohorts based on the tags assigned in Shopify. This functionality allows brands to import data into their systems and filter reports based on the specific information associated with those tags. Merchants find value in using tagging integrations to make informed decisions about various cohorts of customers and build segments for personalized marketing tactics. But here's the best part: without any fancy marketing, KnoCommerce's Alloy-powered Shopify integration attracted 50+ customers organically within the first 60 days, driving adoption quickly after it went live. This indicates a desire for more complex capabilities beyond what the original Shopify connector could offer. This is going to be one of our top integrations for us, for sure. Jeremiah Prummer, Founder and CEO of KnoCommerce Offloading integrations allows Jeremiah to “focus on what he’s good at” Jeremiah acknowledges that KnoCommerce’s strength lies in data collection—not data distribution. That being said, he also recognizes that for his end users to see more value in his product, they need a seamless way to sync that data with the other tools in their tech stack. This dilemma led to Jeremiah reaching out to Alloy in the first place for assistance. Data distribution is crucial, but he wants to concentrate on tasks related to Kno’s core product offering. “| know it really is valuable to be able to get the data KnoCommerce collects into other systems, So we want to empower that as much as possible. But that's also not our number one focus. Any business at any stage only has so much time and resources. As a founder, you can focus on your core competency and let someone else whose core competency is integrations take that off your plate.” The appeal of working with Alloy is that it allows the KnoCommerce team to prioritize their core competencies while simultaneously empowering their end users to transfer data to other systems without investing excessive time and resources. In other words, Jeremiah can leverage his strengths to propel the business forward while Alloy takes care of the integration needs. How integrations will help KnoCommerce succeed In terms of the importance of integrations, Jeremiah emphasizes a few key factors: 1. Stickiness: By providing seamless integration with various platforms, KnoCommerce increases the likelihood of customer retention and reduces the risk of customers switching to alternative solutions. 2. Industry standards that are table stakes: By making sure the company doesn’t fall behind in terms of integrations, which can potentially result in losing business to competitors who offer comprehensive integration capabilities. 3. Customer satisfaction: By ensuring a smooth and integrated experience contributes to overall customer satisfaction and strengthens their relationships. There are varying levels of prioritization when it comes to different integrations, in Jeremiah’s opinion. Some integrations, such as Klaviyo, a leading email tool, serve as essential gateways to other systems, making them a higher priority. On the other hand, other integrations may be categorized as "nice-to-haves," providing additional value but not as critical as other integrations. Key takeaway: He recognizes the significance of both business-critical integrations and "nice-to-have" integrations. Having a versatile solution like Alloy allows KnoCommerce to quickly plug in and deploy various integrations, catering to the needs of their existing customers while expanding their target market and engaging prospects. Offload integrations, focus on what you do best Jeremiah's experience highlights the benefits of leveraging a solution like Alloy to seamlessly connect with other systems and streamline data distribution By entrusting the integration aspect to experts, founders can prioritize their core competencies and devote more time and resources to what they do best—while offloading integrations to specialized platforms like Alloy. Interested in discovering how Alloy can simplify your integration process, increase customer satisfaction, and unlock new opportunities for growth? Let us show you how our platform can empower your business by booking a demo with us here. Related case studies Give your subscriptions the charge that they need s integra roadmap k y ering Alloy Er Read case study > Read case study > Read case study > @ AlloyAutomation Products Alloy Embedded Features Installation Manager Integrations View all Integrations > Use Cases Use Cases Overview Pricing Pricing Overview Alloy Flow Embedded OEM Netsuite Commerce ROI Calculator E-Commerce platforms Beta Data Transformations Shopify Book Demo Finance Accounting & ERPs Enterprise Security Magento Company Compare Solutions Sales Supported Destinations Salesforce CRM CRM Us Unified API Comparison Page Streaming, Webhooks & Zendesk Logistics Blog Polling Shipping & 3PLs Klaviyo Jobs We're hiring Error Handling Marketing Marketing Automation Tools SAP Partner Program Whitelabeling & Can Alloy Do X? Customizability Quickbooks Contact Us Technology & Infrastructure Resources Gorgias Terms Privacy Pc Buy with Prime Customer Highlight Developer Documentation Case Studies Guides & Research The Story of Automation

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AlloyAutomation Products v Features» UseCases v Integrations y Resources v__ Pricing Login > News nveiling Alloy Unified API (+10 Free Connections To Get Started) Gregg Mojica 2 August 14, 2023 Unified API allows us to provide a complete, composable integration @ custonernane custoner_nane @ customerNane experience Moving forward, Alloy has three core @ userid products Unified API use cases © shipping address 1D 1D ane custonerNane Build 10 connections for free today 7 with Alloy Unified API Ws AlloyU n ifiedAPI entity GREED address ecommgems Get the top ecommerce tips in your inbox monthly @ orderQuantity A order_quantity orderquantity Time flies when you're on the cutting edge. It's hard to believe that an entire year has passed since we unveiled Alloy Embedded to the world. Submit Fumi Our vision has grown and evolved a lot since then. ICYMI, we shared that we're broadening our focus as a company and expanding beyond being a vertical-specific solution for commerce (see here). But the work didn’t stop there. While you were enjoying some well-deserved rest and relaxation during the summer break, we've been working hard to develop new features that you can dive right into when you return to work this fall... We are thrilled to unveil the most substantial update to our platform yet—a true power-up for engineers, data scientists, and product teams at SaaS companies. If you want to kick off the next quarter stronger than ever, then we're happy to introduce you to our new Unified API. Introducing Alloy’s Unified API Since releasing Alloy Embedded a year ago, our team has learned a lot about how to make it even easier to rapidly build, test, and deploy production-grade, native integrations. With a year's worth of learnings supporting us, we’re excited to launch Alloy’s Unified API. Regardless of industry, Unified API will help software vendors achieve the following goals: Speed up GTM with new integration partnerships by making it easier to connect with other software. ¢ Simplify integration development and maintenance with out-of-the-box solutions. ¢ Build amazing product experiences based on always-accurate real-time data. How? Unified standardizes and synchronizes different app data sources into one format, empowering businesses to streamline their overall API strategy when integrating with multiple third-party platforms. Developers can access common resources (such as orders from multiple commerce platforms) using a single schema. ¢ The “standardize” element solves different apps having the same resources but with different data structures. For example, while Shopify and BigCommerce both have an "Order" API, Shopify may refer to its order status as “shippingStatus” while BigCommerce refers to the same key-value pair as “fulfillmentStatus”. These variables are mapped into a standardized structure, allowing software vendors to build once and deploy anywhere without worrying about complex data mappings. ¢ The “synchronize” part eliminates the need for ISVs to build workflows, poll target resources, and/or subscribe to webhooks for the purposes of basic app integration. This simplifies the process of accomplishing basic app integrations and provides ISVs with their user's live ecommerce data. This graphic provides a visual of how a Unified API works: Unified API ISV (@ Why we added Unified API to our product stack Over the years, our team has read hundreds_—if not thousands—_of API documentation. With every integration, there are slight variances in naming conventions and other nuances that can make it challenging to develop scalable solutions without pulling resources away from your core product. Even simple data syncs can take considerable of time and effort. Especially for engineers, whose time can be used more effectively elsewhere, it’s frustrating to navigate through these docs when you're working with apps in similar categories. You may want to integrate with BigCommerce, Shopify, and WooCommerce for the same purposes, but the nuances from app to app make the job tedious. On top of that, you're wasting precious time figuring out the business logic, such as how a certain product relates to a catalog object. Our opinion? These tasks aren't relevant to an engineer's job, and they take away from the beauty of engineering. We felt these frustrations ourselves, and making connectivity easier is a big inspiration behind all of our products. Unified API allows us to provide a complete, composable integration experience If you're wondering, Unified AP! and Embedded iPaaS are not competing products — in fact, Unified API doesn’t enable anything that’s currently impossible with our Embedded product. Instead, the value of Unified API is that it abstracts away most of the work required to accomplish basic, access-based app integrations. For more complex integrations (i.e. ones that are action-based), that’s where our embedded platform is available, meaning you can manage all integration types within Alloy. Think of Unified API almost like an integration appetizer before the main course (more complex integrations that require our embedded infrastructure). Moving forward, Alloy has three core products Each of our products (Alloy Flow, Embedded, and now Unified API) cater to different levels of technical ability. Adding Unified AP! means we have a full suite of tools available for every type of user we work with. Here’s an overview of our product stack now: Alloy Flow: Any business user can integrate and build workflows across their tools. There's immense power given to the end user, but this UX is best for those who are quite savvy. Syne Order new user @ ttr Active worktion Alloy Embedded: Software providers can integrate easier with each other so that their end users don’t have to deal with the complexities of designing workflows—while still giving users the ability to toggle and adjust the specifics of their integrations. 44 Big Commerce aid Workflow a when or AlloyEmbedded Alloy Unified API: Third-party integrations become entirely invisible to the end user except for authentication. Of course, this only works for simple data-syncing integrations with minimal business logic. Alloy Unified AP! Hit one API to build a A pattern you'll notice in this timeline is our natural evolution to making integrations easier, faster, and more minimal. With each product, we're solving the biggest headaches of building integrations for everyone, including engineers, founders, product teams, and GTM teams Note: We're always innovating our platform and features, but Unified API will be the last major product we release for a while. We'll continue adding additional features to make Flow, Embedded, and Unified API even better in the short term. Unified API use cases It's important to determine if Unified is the right embedded integration product to start with, and that depends on if your integration use case is access-based or action-based. ¢ Access: Many ISVs just want to access data that lives outside their platform without building complex integration workflows. Unified API is best for this use case. ¢ Action: On the other hand, Embedded is typically better suited for building workflows that automate processes and perform actions in various platforms, like triggering an email automation when a customer requests an out-of-stock item on your store There are various ways you can use Unified API for data syncs. Here are some access-based integration use cases that work well for Unified API: ¢ Ecommerce: An ecommerce platform is looking to provide their merchants a consolidated management dashboard for orders, inventory, and fulfillment across various channels and services a merchant is using (e.g. Brightpearl) ¢ FinTech: A bank is looking to loan out capital to merchants but needs access to their merchant’s ecommerce data to automate the data-driven underwriting process (e.g. ClearCo) ¢ Payment and Accounting: Financial Services provide business account tools to help reconcile payments, balance books, and monitor financial health. (e.g. Airwallex, Ramp). ¢ Customer Engagement: A marketing tool is looking to ingest an ecommerce abandoned cart data so they can enable their merchants to send tailored cart recovery campaigns (e.g. Mailchimp, Omnisend). Build 10 connections for free today with Alloy Unified API To our engineering and product friends, we know it’s important for you to play around with new software before committing to it. That's why we're offering a free self-serve tier of Unified API, where you can build 10 connections right away. Sign up here. Even if you're on another team, we suggest sharing this news with the folks on your product team to see if building integrations via our Unified API will help speed up your GTM initiatives. We're offering this now, in the middle of summer, because engineers, data scientists, and product managers may have (some) more free time before the busy Q4 season approaches. Now is the perfect time to get your API key and see how fast you can build integrations with Alloy. Might as well get your ducks in a row while you can, right? Build cost-effective © @ ¢ integrations w Book a demo >] @ AlloyAutomation Products Features Alloy Embedded Installation Manager Alloy Flow Embedded OEM Alloy Unified API Data Transformations Enterprise Security Compare Solutions Supported Destinations Unified API Comparison Page Streaming, Webhooks & Polling Error Handling Whitelabeling & Customizability Technology & Infrastructure erms privacy Policy Alloy Automation. All rights integrations without the maintenance Integrations View all Integrations > Netsuite Shopify Magento Salesforce CRM Zendesk Klaviyo SAP Quickbooks Gorgias Buy with Prime Customer Highlight Use Cases Use Cases Overview Commerce E-Commerce platforms Finance Accounting & ERPs Sales CRM Logistics Shipping & 3PLs Marketing Marketing Automation Tools Can Alloy Do X? Resources Developer Documentation Case Studies Guides & Research The Story of Automation Pricing Pricing Overview ROI Calculator Book Demo Company About Us Blog Jobs We're hiring Partner Program Contact Us

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AlloyBlog Alloy Opinions, trends, and tutorials on integrations. All Howto B2C _Insights&trends News Automation Experts Stories Q Unveiling Alloy Unified API (+ 10 Free Connections To Get Started) Time flies when you're on the cutting edge. It's | AlloyUnifiedAPI hard to believe that an entire year has passed since we unveiled Alloy Embedded to the world. shipping address News Learn more >) Get the latest news on integrations delivered to your inbox > a > j e~ Salesforce CRM Integration: Build User-Specific Alloy Automation is Going Everything Product Teams Integrations With Alloy’s Beyond Commerce Should Consider Installation Manager Insights & trends B2B News Should You Ever Build What Is An API Integration? API Integration Examples Integrations In-House? Everything Businesses Modern Enterprises Should Experts Weigh In Should Know Implement for Clients Insights & trends B2B & trends Insights & trends What is a Unified API? The Viewing your Integration What Are the Key Features Future of Access-Based Strategy as a Lever for of an Integrated Solution? Integrations Expanding TAM An Honest Answer From... B2B & trends B2B & trends Insights & trends Experts ERP Integrations: What Your The Netsuite Integration API Integration Challenges Product Team Should Know Guide: Insights from Building (And How to Overcome ERP Integrations: What Your Product Team Should Know Insights & trends B2B Howto Software Integration Methods, Challenges, and Best Practices Ready to build integra The Netsuite Integration Guide: Insights from Building Netsuite and 200+ Other... Experts How to How to Run a Partnership Outreach Campaign How to Load more API Integration Challenges (And How to Overcome Them) B2B Howto Master SaaS Integrations: Strategies to Accelerate Time-to-Market B2B Howto the smart way? @ AlloyAutomation Products Features Alloy Embedded ation Manager Alloy Flow Alloy Unified API Beta Unified A Book a demo Get started (>) Integrations View all Integrations > Buy with Prime Customer Highlight Use Cases Us Commerce E-Commerce platforms Finance CRM Logistics Shipping & 3 Marketing Marketing Automation Tools Resources er Documentation Pricing Prici Book Demo Company

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AlloyAutomation Products Features v Use Cases v Integrations v Resources Pricing Login AlloyEmbedded AlloyUnifiedAPl ALLOY UNIFIED API PRICING AlloyFlow Use a common data model to connect to 3rd-party apps, Whether you're a startup building your first integrations or an enterprise expanding your marketplace, we have options for you. Get started for free SELF-SERVE Free Up to 10 connections free* Self-serve experience for engineers and PMs Self-guided onboarding to test and validate your use case Upgrade directly from the app when you're ready Sign Up Today Pay as you grow SELF-SERVE Team $50/connection/mo Usage-based pricing allows you to pay only for what you need Unlock additional connections from within the app Access to our support team for faster resolutions Upgrade Account Deliver solutions at scale CONTRACT-BASED Enterprise Custom pricing Work with our sales team on custom, volume-based pricing White-glove onboarding and implementation Access to dedicated support and uptime SLAs Contact Sales 1 Connection = 1 end-user activation. If a user connects to NetSuite, for example, that counts as a single connection. Not sure which level is right for you? Expore Unified API Integrations Book a Demo AlloyAutomation Products Alloy Embedded Alloy Flow Alloy Unified API Beta Compare Solutions Unified API Comparison Page Features Installation Manager Embedded OEM Data Transformations Enterprise Security Supported Destinations Streaming, Webhooks & Polling Error Handling Whitelabeling & Customizability Technology & Infrastructure View all Integrations Netsuite Shopify Magento Salesforce CRM Zendesk Klaviyo SAP Quickbooks Gorgias Buy with Prime End User Terms Use Cases Use Cases Overview Commerce E-Commerce platforms Finance Accounting & ERPs Sales CRM Logistics Shipping & 3PLs Marketing Marketing Automation Tools Can Alloy Do X? Resources Developer Documentation Case Studies Guides & Research The Story of Automation Pricing Pricing Overview ROI Calculator Book Demo Company About Us Blog Jobs We're hiring Partner Program Contact Us Customer Highlight 0 2023 Alloy Automation. All rights reserved. Terms Privacy Policy

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Workflow Automation

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Integration Platforms

Workflow Automation

API Management

®@ AlloyAutomation Products v Features v Use Cases v Integrations v Resources v___ Pricing _ Connect with 200+ integrations In minutes Use Alloy to connect your tech stack and make growth accessible—whether you're a brand or a SaaS vendor. Q Search integrations and categories Featured » @ Postscript Postscript is an SMS / MMS marketing platform for Shopify stores. Send campaigns, create automations, and drive new revenue for your store. The Alloy + Postscript integration enables stores to integrate data from othe... SMS Certified Partners @ 3PL Central 3PL Central provides cloud-based WMS solutions for 3PLs so they can transform paper-based, error. LoGisTics it AWS Redshift Tens of thousands of customers today rely on Amazon Redshift to analyze exabytes of data and run... DATABASE/DATA WAREHOUSE Aftership Provide the best post-purchase experience to drive customer loyalty and additional sales. LoGistics < > C000 View all > a Amazon Seller Central — Amazon's Seller Central is a suite of REST-based APIs that provides Amazon selling partners... MARKETPLACE Attentive ny Attentive is the most comprehensive personalized text messaging solution. 99% open. Bold Commerce Bold Commerce is a full-featured suite of ecommerce tools that are designed to help drive sales to.. SUBSCRIPTION oe Database/Data Warehouse Popular Aa Shopify Shopify is a commerce platform that allows anyone to set up an online store and sell their products. PLATFORM Mobile OMS ERP AWS Eventbridge AWS EventBridge allows product teams to build event-driven apps that scale across systems DATABASE/DATA WAREHOUSE AWS S3 i Object storage built to retrieve any amount of data from anywhere. DATABASE/DATA WAREHOUSE Aircall A] The cloud call center software trusted by teams everywhere. Set up a cloud-based call center and.. OPERATIONS Cases 3PL Integrations: A Roadmap Suggested By Integration Experts Read story > Asana ee Asana is a software-as-a-service designed to improve team collaboration and work... OPERATIONS Azure Synapse Analytics Azure Synapse Analytics brings data integration, enterprise data warehousing, and big data. DATABASE/DATA WAREHOUSE Brightpearl ] Designed to support operational agility for retailers and wholesalers striving to boost sales, ERP OMS Operations Coming Soon Gorgias Helpdesk designed for e-commerce stores. Provide multichannel customer service from a single app. Gain productivity with automated responses to common questions. CUSTOMER SUPPORT Loyalty/UGC CRM Xr AWS Lambda AWS Lambda is a serverless compute service than lets developers run code for any type DATABASE/DATA WAREHOUSE, Acuity Scheduling Q Online appointment scheduling software. Clients schedule appointments, pay, and complete... OPERATIONS Airtable 6 Airtable is a spreadsheet-database hybrid, with the features of a database but applied to a... OPERATIONS Haven't found what you're looking for? See everything Alloy can do o Aspire A) Named by Forrester as the leader in leading influencer marketing solutions, AspirelQ is helping the... BigCommerce BigCommerce is a leading e- commerce software platform that provides startups and establishe. PLATFORM @ Buy with Prime Buy with Prime enables merchants to fast-track their growth by attracting engaged Amazon... MARKETPLACE Login v Get started Yot| Yotpo is one t when it comes rewards, UGC your custome! collecting and ratings, and Q powered solut LOYALTY/UGC BSCRIPTION RP OOM MARKETPL Calendly Clearbit s the marketin« Ir cu: Load more x Request an Ini If you don’t see an integration you need, we're happy to consider building it Request >) @ AlloyAutomation Products Features Integrations Use Cases Pricing Alloy Embedded Installation Manager View all Integrations > Use Cases Overview Pricing Overview Alloy Flow Embedded OEM Netsuite Commerce ROI Calculator E-Commerce platforms Alloy Unified API seta Data Transformations Shopify Book Demo Finance Accounting & ERPs Enterprise Security Magento Company Compare Solutions Sales Supported Destinations Salesforce CRM CRM ens Us Unified API Comparison Page Streaming, Webhooks & Zendesk Logistics Blog Polling Shipping & 3PLs Klaviyo Jobs We're hiring Error Handling Marketing Marketing Automation Tools SAP Partner Program Whitelabeling & Can Alloy Do xX? Customizability Contact Us Technology & Infrastructure Resources Gorgias Developer Documentation Buy with Prime Customer Highlight Case Studies Guides & Research The Story of Automation

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Integration Platforms

Workflow Automation

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AlloyAutomation Products vy Features» UseCases v Integrations y Resources v Pricing Login > Faster ERP integrations, A fewer headaches, ae A happier customers. , 6 aC Use Alloy’s iPaaS to rapidly launch new integrations, 8 ¢ manage complex data workflows, and build t a connected applications that perform at the scale your "2: users demand & © ; wk _s Alloy is trusted by the best — Pretty amazon ANKER Murad. WYZ= ss SNIS\com gorgias PLATFORM Flexible soluti ted licati af ID New Order Created . iN] in Netsuite 4 shipping_address ID ID name customerName . quantity orderQuantity = ey addzess { shippingAddress Send customer A welcome email o orderquantity — %& AlloyEmbedded ® AlloyUnifiedAP! % AlloyFlow Launch complex, user- Create real-time, access-based Use Alloy’s workflow builder to configurable integrations that integrations using a common connect third-party apps and feel native to your product. data model. automate processes. Manage installations > Read the documentation > Drag and drop connections > Control the end user experience > Rely on proven infrastructure > Explore popular automations > See common use cases > Book a demo > OEM-ready > soon ) BENEFITS Here's how Alloy acts as the integration layer for your product Access 220+ integrations with a few opps lines of code ACCeSS £2U+ integrations with a few lines of code Once you embed Alloy’s SDK into your codebase, you can get right to work on building the integrations your users demand. Accelerate your roadmap without distracting from what you do best —building your core product. See our integrations > Shopify Integration Share Authenticate Time opty acc A S&S 2 AcmeCo is requesting access to your Shopify account Build powerful bi- directional data syncs Push data to a third party application, or listen in for real-time updates and changes. Alloy’s hybrid polling, webhooks, and caching infrastructure ensures you get the most reliable data, every time. Learn about real-time data > Powering big names and ia] 200+ apps Qa §$ m= Listing Integrations YL Installing - © © O bearer Fully customize the end user experience Alloy gives you complete control over how users interact with your integrations. Customize our built-in authentication Modal, white-label the experience using Secrets Manager or our Headless APIs, or share integrations with a secure Generate Lk external link. impactful use cases Accounting and ERP Platforms Integrate your app with top accounting v and ERP systems to automate accounting and inventory management and help users manage thousands of orders with ease. v % AlloyEmbedded Sync relevant inventory and financial data between your app and users’ preferred accounting tool Connect to any ERP that’s widely used in commerce so you can help users navigate complexity ¥ Establish working integrations between your app and ERPs in days, not weeks Alloy is the integrations CRM Platforms Integrate your app with leading CI platforms to power automated cus and contact sync for users so you them grow better and become at technology partner. platform for everyone View all personas > Product Go-to-market teams leaders Engineers Use Alloy your product irr Say “yes” when prospects ask if you Minin i ch ce “Uhm, | think it’s on the our not r s roadmap” Inc : Addr itegration requ from existing ° oe inte customers to drive higher product u and retention Im Build integrations in minute: ° c us e workflow builder—no code re rede I our SDK is set up Infra that scales with you Multi-regional architecture Fully-managed API maintenance Automatic caching and polling Quickly reconcile dropped webhooks, and use our polling infrastructure to receive real-time events from integrations that don’t support webhooks. TL;DR: You're always getting real-time data. 9 \ \ \ \ \ SLAs and error handling @ AES-256 @ Enterprise-ready compliance Alloy is SOC 2 Type 2, GDPR, CCPA and HIPAA compliant with data stored in US data centers. Bank-level encryption AES-256 bit bank level encryption is used for data at rest and TLS/SSL is used while in transit system-wide. Fine grained access control Alloy offers role based permissions for fine grained access controls, so only authorized parties can view and work with your integrations and data. Learn more >) Internal systems security We perform constant penetration testing on our systems, put code through multiple review cycles, and hide our infra behind a VPC. 2 oO a ane P Stay Ai < KN¢ With rising acquisition costs, brands are focused more on customer LTV, which requires deep marketing personalization. For a software company like us to offer this functionality to brands, we need to deploy integrations - tons and tons of them. But building integrations is slow and distracts our team from core product work. Alloy basically saved us two years of time that we spent on this entire suite of integrations we now have. s © Read case study > Anand K. CEO at Aspire % AlloyEmbedded NJ NJ ( ) Co] = o one View all integrations > Technology partners 200+ Search integrations 100+ @ AlloyAutomation Products Features Integrations Alloy Embedded Installation M View all Integrations > Netsuite Alloy Flow Alloy Unified API geta Magente Compare Solt J Destinations Unified API Cc ming, Webhook ing Klaviyo Error Handling SAP Customizability y & Infrastructure ith Prime Customer ions | ovid Int System integrators & development agencies Use Cases Commerce E-Col Finance Accountin Sales Logistics Shippir Marketing Marketing Automation Tools Can All Resources Devel udies industries ce Platforms and more Ww Pricing Company About Us Blog Jobs We'r Partner Pro: Contact Us

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Risk & Compliance Management

Sustainability

4 ESG oct About us Content lab Partners Events Toolbox Pledge greenly Events Don’t have FOMO. Join us! FILTER BY LOCATION VIRTUAL PARIS LONDON NEW YORK GLASGOW Upcoming events July 4, 2023 Webinar- Action Plans #1 HOW TO REDUCE THE IMPACT OF YOUR TRAVEL AND COMMUTE ? Action Plan Webinar #1 How to reduce the ~ impact of your travel and commute? 4 Clémence Thomin JULY 2023 6:30 PM (GMT+2) Marine Kohler Register (>) July ESG Connect HOW TO BECOME A CHIEF IMPACT OFFICER QO X X Ch Paris How to Become a Chief Impact Officer Guilhem Isaac Georges Léanne Bonhomme Register © Past events April 14, 2023 Learn more ESG Connect in Glasgow Joe Johnson May 22/2028 ChangeNow - The Role of Entrepreneurs and Startups in the Face of Climate Change France Digitale ESG Connect Impact at Work tte I Taking Unified Climate Action: From Measuring, to Reducing, to Contributing Ben Hasitha Sridharan March 17 2023 was. .. hem... March 17, 2023 February 14, 2023 Paris Learn more January 11, 2023 Paris Learn more September 30, 2022 Virtual Learn more September 6, 2022 Paris Workshop on B Corp with ESG Connect members feedback Antoine Msika Antoine Parrad Aurélie Baulard How to implement your ESG strategy: Bottom- up or Top-down approach ? Sébastien Guillon Henriette de Robillard Hugues Bouhant ESG Afterwork - The importance of ESG and impact criterias in fundraising Sybille Ranchon, de Fitte Aglaé Touchard Le Drian What is the path to B Corp Certification ? Camilla Matos (Luko), Thomas Lesmale (0é), Solene Naye (Le Slip Frangais), Camilla Garcia (Danone), Margaux Gaillet (Moment of impact) Launching party ESG Connect Guilhem Isaac Georges Camille Richard Meet industry-specific experts Partners of the ESG Connect community Raise impact Aglaé Touchard-Le drian Helios Maeva Courtois < Previous Omie & Cie Thibaud Chausset ADNV NIE Next > The ESG Connect community Because the best way to succeed is to Michel « Sébastien Gi ESG ESG Connect Content Lab connect About us Articles Join us Podcasts Meet our partners Toolbox Contact us Job board Newsletter Events ESG Talk ESG Breakfast ESG Afterwork the future is now Powered by greenly

Risk & Compliance Management

Sustainability

greenly Why Greenly Services v Partners Clients Pricing Resources ~ Login PayFit strengthens its business strategy by integrating Greenly's solution When PayFit contacted Greenly, its objective was to easily carry out an initial GHG assessment. By doing this, they wanted to evaluate the share that digital technology could have in the carbon footprint, in order to commit themselves and their business to the climate. Today PayFit has earned its first badge towards its Net Zero trajectory! 2016 613 2419 2021 Date of creation Number of employees tCO2e/year Year analyzed Analysis of the results @Payrit 5.4 tCO2 / employee Total carbon emissions 2021 Results Carbon Footprint Report year Digital 44.5% Services Purchased 20.4% Assets 13.6% 1373 244 220 Number of round Annual emissions in Hectares of trips Paris / New number of French growing forest York people needed to compensate “When it comes to the environment, it's not a question of choice or belief, it's the greatest challenge of our time. The first step is obviously to understand our own environmental impact, so that we can better assess and improve it.” Lauréne Hermant Solidarity Manager ITV - Background & Objectives 4 PayFit is a scale up that is dedicated to revolutionizing and simplifying the process of payroll management for businesses. The objective is to have a solution that is fast, intuitive and automated, which allows employers to easily and independently manage payroll and human resources, saving precious time. Their platform also allows employees to access a dedicated online space. ITV - What motivated your involvement with PayFit? © At PayFit, social impact is at the heart of our vision. We do everything we can to have a positive impact on the world we live in, that's our ambition. And that's PayFit's mission: to make PayFiters proud of what we do for society, to preserve the environment, and also to promote diversity and inclusion. Regarding the environment, more specifically, we are all aware that it is not a question of choice or beliefs, but that it is really the biggest challenge of our time, and that obviously the first etan ic to 1inderetand oir awn envirqanmental imnact to hetter and imnrove it Platform.sh Carbon Footprint - Greenly OF Ue WOMG We TIVE Il, Ss OUF AMG Uldt Ss LO MaKe Fdayriers proud of what we do for society, to preserve the environment, and also to promote diversity and inclusion. Regarding the environment, more specifically, we are all aware that it is not a question of choice or beliefs, but that it is really the biggest challenge of our time, and that obviously the first step is to understand our own environmental impact, to better assess and improve it. Why Greenly? When we decided to do our carbon assessment, we realized that there are two schools of thought today. On the one hand, there is the classic school of using a consultancy firm, and on the other hand, there is a start-up solution like Greenly. In this overview of these two solutions, we have realized that both have advantages and disadvantages. The advantage of consultancies is that they are focused on support, offering a very detailed analysis, but they are also more expensive and time consuming. A start-up, however, will stand out for its speed. What interested us for this first assessment was to have a fairly quick overview of our impact, so that we could start acting quickly. Update on PayFit's carbon footprint Our first assessment gave us a quick overview of our emissions, which allowed us to distinguish PayFit's main emission items. We realised the importance of Scope 3, although it is not currently mandatory to assess it. However, at PayFit, it is the most important emission item. Since we offer SaaS, we also noticed that the second most important emissions item was Digital. We were surprised by the low percentage of emissions that travel occupied, even if this result is linked to the context of the year 2020, which has strongly contributed to reducing the use of transport. We will therefore pay attention to this in the years to come. Finally, our third emissions item concerned fixed assets. We also think that there is an interesting potential for reduction that we will be able to take advantage of. Payfit wants to reduce its emissions Defining the action plan is underway. To achieve our objective, we intend to involve managers for each major emission item. We are therefore going to work together with the departments concerned to define the possible and impactful reduction actions, while respecting the 2021 development and growth objectives that have been defined. | am quite convinced that it is not just me, as the CSR manager, who can implement reduction actions on my own. You have to involve all the stakeholders in the company. The objective is to reconcile the response to climate and environmental issues with the growth of our company. To do this, we must already have a better understanding of our uses, such as in terms of actions for the use of our servers and our online advertising, but also in terms of thinking about how to have a more responsible purchasing policy Join over 800 committed companies the climate fo CERFRANCE Carbon Footprint - Greenly greenly Greenly is a large supporter in the fight against global warming. Our technology helps businesses to tackle their own carbon emissions without incurring a huge cost. The Carbon Management Platform allows companies to manage their CO2 emissions and to take steps to reduce them. Together, our work can elicit the global impact necessary to fight against climate change. © SOURCEFORGE Capterra kkk USER REVIEWS. Certified Corporation DRATA FOR THE PLANET Greenly, all rights reserved, 2023 Services Carbon Footprint Life Cycle Analysis Industry Study Sustainable Procurement Contribution Net Zero Contributor Connectors Elevate your ROI Climate App Store Resources Greenly Blog Whitepapers Guides Webinars Legislation Checker What's new on Greenly Glossary Pricing pene About Greenly Why Greenly How it works Our board members Partners Data Security We are hiring! FAQ Stories Leaders in Sustainability Payfit Renault AXA BNP Paribas Foodchéri Cabaia Sia Partners Hutchinson Paris - London - New York Ov 0 Terms of Service Privacy Policy Cookie Policy Legal Notice CERFRANCE Carbon Footprint - Greenly CERFRANCE ] every year to continue making our own positive impact Language & region: Vv

Risk & Compliance Management

Sustainability

g) eenly Why Greenly Services Partners Clients Pricing Resources Login Companies that are making the world a better Banking & Fintech Construction & Real Estate Event & Tourism Get in touch Flagshil Consulting & Service Digital & Technology Digital & Technology O PayFit Environment & Energy Government, Non-Profit, & Education em lyon business school emlyon business school O See Results Retail & E-commerce COURXR@ Courir Flagship 360 Learning 360Learning 360Learning Carbon Foo print - Greenly 360Learning Time to gl eenly Greenly is a large supporter in the fight against global warming. Our technology helps businesses to tackle their own carbon emissions without incurring a huge cost. The Carbon Management Platform allows companies to manage their C02 emissions and to take steps to reduce them. Together, our work can elicit the global impact necessary to PayFit O See Results Environment & Energy ELECTRA Electra Flagship ATCH PARIS. Paris Games Week Show more cases spotli ht aaaa Paris Games Week Carbon Footprint Greenly Pa s ames Week Join over 800 Consulting & Service CERFRANCE CERFRANCE Investment fund INVESTMENT GROUP Eiffel Investment Group O See Results Flagship HelloFresh Carbbean Q*ken FRESH HELLO FRESH ellOFresh*o Heilo€e•sh The fight against climate change. Request a demo Capterra SOURCEFORCE USER REVIEWS Services Carbon Footprint Life Cycle Analysis Industry Study Sustainable Procurement Contribution Net Zero Contributor Connectors Elevate your ROI New Climate App Store New Resources Greenly Blog Whitepapers Guides Webinars Legislation Checker New What's new on Greenly Glossary New committed companies goinggreen Request a demo About Greenly Why Greenly How it works Our board members Partners New Data Security We are hiring! FAQ Stories Leaders in Sustainability Payfit Renault BNP Paribas Foodchéri Cabaia Sia Partners Hutchinson 62 t.C02 As the saying goes, Greenly "walks the walk". We measure our emissions every year to continue making our own positive Certified Corporation ffCapterra BEST EASE OF US 2023 AICP soc FOR THE PLANET Pricing Press New Paris - London - New York Greenly, all rights reserved, 2023 Terms of Service Privacy Policy Cookie Policy Legal Notice impact. Language & region : English (US) v

Risk & Compliance Management

Sustainability

greenly Why Greenly Services ~ _— Partners Resources ~ Logn @ [© ] Our Data Security Policy Your security is our priority At Greenly, we understand the importance of protecting our data. That's why we have implemented rigorous security measures to ensure the privacy and safety of your sensitive information. We adhere to the most stringent security standards to ensure that our practices meet the highest data protection requirements. Trusted by 1000+ companies committed to fighting climate change TIER sy) gorgias ecovadis SIAPARTNERY alter way We believe it is our duty to keep your data secure We apply the strictest standards in the market. Working with Greenly means working with a vetted, secure solution and partner who understands that you expect your data to be well-guarded — from double authentication to SoD, to data encryption at every step of the data process” (>) See the official report Greenly is committed to keeping your data safe 4A Qontrol DRATA SOC 2 Compliant Audited annually Accompanied by Drata AICPA ensures secure, available, and We are audited annually by Qontrol.io to We are accompanied by Drata in order to confidential services with best ensure the highest quality practices and ensure our compliance to and information security practices. ensure data safety. SOC2 Type 2” standards. We've dedicated the proper resources and infrastructure tools to ensure Greenly’s solutions run smoothly. Load & Volume Resources are dynamically scaled based on server load and data volume. Malicious activity monitoring Intrusion detection software has been implemented to monitor suspected 24/7 Monitoring Continuous logging, application monitoring, and alerts. malicious activity as well as monitor and block malicious traffic or usage patterns. We’re here to help What actions has Greenly taken for data security? What is ° the Security Policy of the company? What data do you collect about employees? What enterprise data do you collect? Does Greenly have access to the data | store? What kind of events are logged/audited? greenly Greenly is a large supporter in the fight against global warming. Our technology helps businesses to tackle their own carbon emissions without incurring a huge cost. The Carbon Management Platform allows companies to manage their CO2 emissions and to take steps to reduce them. Together, our work can Services Carbon Footprint Life Cycle Analysis Industry Study Sustainable Procurement Contribution About Greenly Why Greenly How it works Our board members Partners Data Security elicit the global impact necessary to Net Zero Contributor We are hiring! fight against climate change. Connectors FAQ Elevate your ROI (>) Request a demo Climate App Store Resources Stories Greenly Blog Leaders in Sustainability ; 62 t.CO2 Whitepapers Payfit Paps yi Capterra 4 8 SOURCEFORGE Guides Renault As the saying goes, USER REVIEWS: Webinars AXA tte Weel . We measure our emissions Legislation Checker BNP Paribas every year to continue What's new on Greenly Foodchéri making our own positive impact. Glossary Cabaia Certified Pricing Sia Partners Press Hutchinson € DRATA Corporation = ‘BEST EASE OF USE E PLANET Greenly, all rights reserved, 2023 Paris - London - New York Terms of Service Privacy Policy Cookie Policy Legal Notice Language & region: English (US) v

Risk & Compliance Management

Sustainability

greenly Why Greenly Services BBC Partners Clients Pricing Resources Login tve Get in touch Newsroom Hear about us in the news! [email protected] Greenly in the news VentureBeat Venture Beat Greenly aims to help SMEs track and reduce their carbon emissions, raises $22M Bloomberg Bloomberg Greenly's own assessment puts the total emissions for the Qatar World Cup at 6 million tons FAQ BBC Greenly Data Story : World Cup - Shuttle flights cast doubts on carbon-neutral pledge Thc elNDEPENDENT The Independant Greenly Data Story : Everything wrong with the Qatar World Cup TIME Time Greenly Data Story : How Climate- Friendly Is Your Christmas Tree? Wired Greenly featured in The Hottest Startups in Paris Wired ranking Forbes Forbes How To Implement A Climate Strategy In The Early Stages Of Your Startup THE WALL STREET JOURNAL. The Wall Street Journal Greenly Data Story : Apple Urges Its Suppliers to Decarbonize Manufacturing All the answers to your questions about carbon footprint, our platform, and our methodology. Read more Media greenly Brandbook Greenly isn't just an algorithm. It's a also a company with strong values and a vision for the future. Discover now. Download The latest news Photo Gallery A picture says a thousand words. To see our photos, please visit our gallery. Download o Greenly aims to help SMEs track and reduce their carbon emissions, raises $22M Read more Greenly unveils its proprietary Net Zero Contributor Certification. Read more Greenly is opening new offices in New York and London to help SMBs measure, report and reduce the carbon footprint of their operation and supply chain. Read more SEE BEYOND) find out more? Want to Contact us directly [email protected] or visit our partnership page here. gl eenly Greenly is a large supporter in the fight against global warming. Our technology helps businesses to tackle their own carbon emissions without incurring a huge cost. The Carbon Management Platform allows companies to manage their C02 emissions and to take steps to reduce them. Together, our work can elicit the global impact necessary to fight against climate change. Request a demo Capterra SOURCEFORCE USER REVIEWS Services Carbon Footprint Life Cycle Analysis Industry Study Sustainable Procurement Contribution Net Zero Contributor Connectors Elevate your ROI New Climate App Store New Resources Greenly Blog Whitepapers Guides Webinars Legislation Checker New What's new on Greenly Glossary New About Greenly Why Greenly How it works Our board members Partners New Data Security We are hiring! FAQ Stories Leaders in Sustainability Payfit Renault BNP Paribas Foodchéri Cabaia Sia Partners Hutchinson Certified Corporation —ICapterra 'EST EASE OF use 2023 AICP soc FOR THE PLANET Pricing Press New Paris - London - New York Greenly, all rights reserved, 2023 Terms of Service Privacy Policy Cookie Policy Legal Notice 62 t.C02 As the saying goes, Greenly "walks the walk". We measure our emissions every year to continue making our own positive impact. Language & region: English (US) v

Risk & Compliance Management

Sustainability

greenly Why Greenly Partners Clients. Resources ~ | The climate all Over 20 employees Essential Your industry Take advantage of premium features and our highest level of support. Everything in Starter Employee trainings Number of employees 100 employees Activity Based & Spend-Ba... Benchmarking Live onboarding assistance Definition of a reduction tr... Starting at Dedicated Climate Expert s... Communication package 7 950 ’ /year* Action plans library Options on demand prices are indicative for a three-year commitment* Request a demo Discover Our Platform TrustScore 4.4 69 reviews +1000 small and large companies make concrete commitments for the climate SIAPARTNERY ‘Faurecia ZEIFFEL ‘CS Contentsquare Z inspiring mobility INVESTMENT GROUP _ Konbini Customers testimonials We met people or companies for whom climate change matters! < Trustpilot TrustScore 4.4 | 69 reviews > Capterra 48 Technology Payfit (>) Discover our customers Features & services Measure Starter Essential Scope 1, 2 and 3 Activity Based & Spend-Based Scoring of your climate strategy Integrations of 200+ software (AWS, Shopify, Google Ads...) Benchmark sectoriel Dedicated Climate Expert support x Employee trainings Multi-user access x See all questions greenly Greenly is a large supporter in the fight against global warming. Our technology helps businesses to tackle their own carbon emissions without incurring a huge cost. The Carbon Management Platform allows companies to manage their CO2 emissions and to take steps to reduce them. Together, our work can elicit the global impact necessary to fight against climate change. SOURCEFORGE USER REVIEWS. Certified DRATA Corporation FOR THE PLANET Greenly, all rights reserved, 2023 | have other questions Services Carbon Footprint Life Cycle Analysis Industry Study Sustainable Procurement Contribution Net Zero Contributor Connectors Elevate your ROI Climate App Store Resources Greenly Blog Whitepapers Guides Webinars Legislation Checker What's new on Greenly Glossary Pricing Press Does Greenly take physical and monetary flows into account? What are your certifications ? Why does the price of a carbon assessment vary ° depending on the sector of activity ? The price of a carbon assessment varies according to its level of difficulty. Some sectors of activity are more difficult to analyze than others in terms of environmental impact. Has Greenly's methodology been approved by a scientific ° committee ? Is the data provided by clients secure? About Greenly Why Greenly How it works Our board members Partners Data Security We are hiring! FAQ Stories Leaders in Sustainability Payfit Renault AXA BNP Paribas Foodchéri Cabaia Sia Partners Hutchinson Paris - London - New York #0 Terms of Service Privacy Policy Cookie Policy Legal Notice ° 62 t.CO2 As the saying goes, Greenly “walks the walk”. We measure our emissions every year to continue making our own positive impact. Language & region: English(US) v

Risk & Compliance Management

Sustainability

gi eenly Why Greenly Services ~ Partners Clients Pricing Resources jin touch The go-to carbon accounting latform for your = greenly Losin Dedicated to all companies wishing to measure, manage, and reduce their CO2 emissions at an affordable price. Join the movement! © Schedule a call [ © Discover the Climate App Store ] x Trustpilot TrustScore 4.4 | 69 reviews Join the 1500+ companies committed to fighting climate change ogury TIER weshape ZOOPLA Our customers The world's #1 solution to start your journey | Reduce Contribute greenly Scope 1,2 and 3 First step to your climate engagement is to measure your company’s CO2 emissions each year, to better reduce them then. =! Dashboard alytics Total per em 27 tCO.e 4tCO.e Activity-Based Emissions per category Emissions by scope Reduction Plan Seek out Activity-Based factors that employ your real act h with robust m Escconnect A dio Secure carbon data that meets the highest standards wN CDP Q B C-C DECARBON’ACTION ACCREDITED wy PROVIDER BILAN CARBON 2023 CONFORM AGENCE DE LA Certified by the CDP Approved by the CBA Selected by the BPI Secure SOC2 Certified by ADEME Discover our methodology \ We take everything into account to give you precise outcomes. And we do it aws 7 @ & Carbon Accounting Easily calculate your scope 1,2, and 3 emissions, and build your action plan. & Green IT Choose Green IT and become pioneer in tech industry. Without Greenly With Greenly Capterra Carbon footprint scopes 1, 2 & 3 () Dedicated climate expert Personalized action plans Committed suppliers Employee engagement modules @exiobase Dedicated just for you Greenly's secret recipe: state-of-the-art technology coupled with a team of climate ex company's transition to a Discover our Take advantage of our expertise. © Life Cycle Assessment Get the full picture of your product or service by mesuring its impact. El Sustainable Procurement Engage your suppliers in your journey to Net Zero Add up profits and Climate App Store Download your sector application and measure your emissions. W) Open Carbon API Discover the carbon score of 100,000 companies. 0 support you at every stage of your stainable model. iit Finance Analyse the CO2 emissions of your portfolio. Compare Greenly with... | Consulting firm solution Your activity time savers by choosing Greenly Compare our solution to those available on the market. Internal solution Company size Oompare our solution to those available on the market. Your activity Company size © Find out more Required service Use Greenly for your company: save and X° working days. Trusted by the most ambitious climate leaders Capterra | ¥ ene | 4.8 TrustScore 4.4 | 69 avis All Tech Services Retail Industry ap "As far as the environment is “Greenly's platform is the most intuitive “Sia Partners has been working with concerned, it is not a question of on the market, and the fastest to learn. Greenly for several years. For us, choice or beliefs, it is the greatest We can manage our action plans Greenly is the most innovative and challenge of our time. The first step is directly from the platform, which really advanced solution on the carbon obviously to understand our own makes the difference.” accounting market in the world.” environmental impact, so that we can better evaluate and improve it." Lauréne Hermant | IrakliLobzhanidze Bailey Wamp Payfit | Konbini EIP 2023 Analysis | Center| Leading industry analysts say Greenly is the best software The Si provider for automating carbon accounting and financial Best Carbon disclorures. Accounting Software of 2023 in Europe | © Read the full report Greenly in the leading international media Bloomberg THE WALL STREET JOURNAL. TIME Forbes The climate compass - Navigating the Path to Stay up-to-date on sustainability topics with our monthly updates and never miss a beat. Your email address | greenly Greenly is a large supporter in the fight against global warming. Our technology helps businesses to tackle their own carbon emissions without incurring a huge cost. The Carbon Management Platform allows companies to manage their CO2 emissions and to take steps to reduce them. Together, our work can elicit the global impact necessary to fight climate change. > > Capterra SOURCEFORGE USER REVIEWS Certified DRATA Corporation FOR THE PLANET Services Carbon Footprint Life Cycle Analysis Industry Study Sustainable Procurement Contribution Net Zero Contributor Connectors Elevate your ROI Climate App Store Resources Greenly Blog Whitepapers Guides Webinars Legislation Checker What's new on Greenly Glossary Pricing Press About Greenly Why Greenly How it works Our board members Partners Data Security We are hiring! FAQ Stories Leaders in Sustainability Payfit Renault AXA BNP Paribas Foodchéri Cabaia Sia Partners Hutchinson ying go walks the wa sure our emi every year to continue g our own positive Paris - London - New York Greenly, all rights reserved, 2023 Terms of Service Privacy Policy Cookie Policy Legal Notice Language & region: English (US) v a)

Risk & Compliance Management

Sustainability

© Loops Docs Guides > Log in Loops Changelog test featur Monthly up ed, improveme © Aug August - Mini Update Read full post Send a Preview Email '@ a preview of the email with your team and pi w it appears in your inbox [email protected] ‘Add your team [email protected] so [email protected] Sane In just a few clicks, add your team to preview emails. Available now to all users. Read more > e 2023 We're launching multiple emails in a single Loop! This took the team July Mini Update a while to build but it's very cool and enables other quality-of-life Read full post features that will ship soon. Check out the promo video on Twitter (or Threads), start building your own Loops, or just keep scrolling for more 4 How it works To add an additional email, timer or audience filter to your Loop, simply hover the connecting arrow following a node and hit the + button. © Timer Audience filter” > Send email ® Loop completed You can update your existing Loops by hitting "Pause and Queue", then adding new emails to build out the user journey. Contacts will continue to queue to enter your Loop and existing contacts will be paused at the node they're on That's it! More updates to come later this July. Read more > e Jun 30,2023 June Updates Changing Loop trigger types Read full post Trigger Type ¥ Contact added ) Event received Contact updated een added to your list via integration, API, form endpoint or form. It is now possible to change trigger types in Loops. You can swap existing triggers with any other available trigger (switch from an event trigger to a contact based trigger for example). This makes building Loops a much more flexible process. Pausing Loops Pause your Loop This will impact 24 contaets in your loop 3 Queue contacts that match the trigger in this Loop will be queued for ing for 24 hours. ® Discard Contacts > Loops can now be paused or stopped. When you pause a Loop, contacts will be queued for 24 hours and will resume the Loop when the Loop is resumed. Stopped Loops will not queue users. Learn more in the docs. Census integration =} Census Our latest integration is with Census. W If you're not using Census, give it a try as a simple way to get your data out of wherever it lives into Loops! This integration is still in beta but, we would love to have you onboard. Just ping [email protected] for early access :) Content checker v0.1 Missing Fallback This email contains a merge tag without a fallback option. If a contact does not have a property for this merge tag, the email will not be sent to them. Learn more 2 At the top of your email you might see this yellow alert indicator. Right now, it means you're missing a fallback value for your merge tags (eg when you use a backup term for a "First Name" property or something similar). Today, this will help solve one pain point around missing required fields, but in the future this will allow us to check your email for common mistakes and offer improvements :) Everything else Make “duplicate as draft" button more buttony e Fix malformed API upload screen in onboarding Fix which group a Loop is created within e Reduced delay on infrequently used icon tooltips ¢ Improved pricing display in settings page « Added a fun "Sending" CSV rocket animation #7 ¢ Improved metric page styling Handle sms protocol when parsing links Read more > e May 12,2023 May Updates Read full post Full Segment Integration l= rer | now available We had to completely rebuild the Segment integration ahead of a new launch from Segment. That unlocked for us: ¢ Importing contacts ¢ Importing contact properties ¢ Importing events improvements made and bugs squashed. e Aug 2, 2023 August - Mini Update Read full post © Loops The email platform for SaaS new tauncn trom segment. Nat UNlOCKed Tor Us. ¢ Importing contacts ¢ Importing contact properties ¢ Importing events It's now available in your account, give it a go or read the docs. And that's not New Docs eee a sacar Loops a eo Getting started guide ® Your Account Our docs have been upgraded! Check out the new documentation setup at loops.so/docs Command Bar 3% Card Checkin exit Build Metrics 4 Event received a command or search. Pages f Home Templates % Campaigns © Transactional 22 ® Loop completed Just hit cmd or ctrl + k in the app to trigger our new Command Bar. This is an early implementation with just navigation added. In the future, it will include searching your account and accomplishing basic tasks :) Plus button to insert blocks TEXT A Plain Text Hi Heading 1 H2 Heading 2 Hs Heading 3 Numbered List Bullet List ELEMENTS 2. Merge Tag © Button Send a Preview Email Share a preview of the email with your team and preview how it appears in your inbox [email protected] ‘Add your team [email protected] [email protected] Cancel Small polish around icons and A le Sa ¢ The email style panel got a nice quality of life upgrade to help style emails more quickly Logo is now clickable to return to home « Many small improvements to DNS record setup ¢ Fixed input clearing on contact page resize Upgraded editor to latest version of lexical CSV uploader polish Read more > Product Resources Company © Loops Product Resources Company The email platform for SaaS Changelog Guides About Us Focus Public Wiki Updates Docs Email for SaaS Careers in Credits Terms of Service Privacy © 2023 Astrodon Inc.

Email Marketing Platforms

Marketing Automation

© Loops (ma Documentation @ Contact Us Introduction Quickstart Account Adding a Team Member Free Plan Notifications Creating Emails Sending your first email Uploading a custom email Personalizing with merge tags Duplicating emails Font support Types of Email Loop Builder Triggering emails with Loops Pausing Loops Deliverability Setting up your domain Deliverability optimization Sending to a large audience for the first time Sending from a subdomain vs a root domain Gaining deliverability insights with Google Postmaster Understanding Email Open Rates Add a sending avatar Add Contacts CSV Upload Integrations API Zapier Segment Census Changing Properties Forms Framer Typedream Webflow Custom Form Transactional Getting Started with Transactional Marketing vs Transactional Emails Events The Events Page Auto BCC Transactional Getting Started with Transactional Transactional email support is a newly added feature to help you send infrastructure-level emails from Loops. 9 Transactional emails are automated, API-triggered emails that are sent to individual contacts based on a specific action they have taken. Examples include confirmation emails, password reset emails, and purchase confirmations. Unlike Campaigns or Loops, Transactional emails are not promotional in nature and as a result they do not require unsubscribe information to be included in the email. How it works To send Transactional email, you will need to use our API (with more support for third-party integrations coming soon). Requests need to be authenticated using an API key as described here. Sending your first transactional email To get started, click “Create” followed by “Transactional”. @QLoops Home N {create J Home emai access A. Wanssctona emai cess Follow op tome ist - welcome to Loops -Oay 3 © » 0:00 / 0:04 Compose your email Use our builder Loopsbot Details > Subjec [Loops] Password Reset Hi name, A password reset was requested for your Loops account. In this email, a user clicks the Reset Password button to reset their information. The link in the button is filled in by the information in the data variable you send. also sending the user’s name in through a data variable. © Loops Home N [own] Home Campaign -L00ps A. Wanssctona emai access A. Wanssetiona emai access Foto up tote ist - Welcome to Loops - Day 3 Une © rat © » 0:00 /0:04 Note that currently you can insert data variables into the text of the email with the “terminal prompt” button: For image links and button links, you will be able to insert data variables with the inline version of the same button. passwordResetLink f<>) Reset it now Login How it works Sending your first transactional email Compose your email Use our builder Bring your own MJML Review your email Publish the email Send your email Editing the email Metrics You can also upload your own MJML code to use in the email. This is useful if you have a pre-existing template you want to use. For a general overview of uploading custom emails with Loops, see here. At this time, you cannot use merge tags in MJML transactional emails. However, we do support using data variables. For example, if you want to create a data variable called PasswordResetLink , you can use it in your MJML like this: Hello {DATA_VARIABLE: PasswordResetLink} Note the uppercase “DATA_VARIABLE” and the colon before the variable name. Data variables are case-sensitive and can only contain letters, numbers, underscores, and dashes. Review your email © compose Forgot Password (Loops) Reset b> 0:00 On the next page, after clicking “Next”, you'll see the API Details section. This contains the data variables used in the email as well as a sample payload for reference. The “Transactional ID” lets you distinguish between different transactional emails when calling the API and is required. © P Forgot Password sock 2 Publish swordResetLink Email Details Publish the email To enable sending the email, it needs to be published by pressing “Publish”. Send your email In the example above, two Data Variables were used in the email and there is a transactional ID needed as part of our API call. Any data variables created in the email are required when making the API request. Here’s an example of the request for sending this email: Send a POST to this endpoint (make sure to authenticate) https://app.loops.so/api/vi/transactional Payload Editing the email To edit the email, press “Duplicate as Draft” on the Compose page: Forgot Password Name Details > Subject o—- HN om Duplicate as Draft Hi there, A password reset was requested for your Loops account. The previous version of the email will continue sending until you press “Republish” on the Publish page: Forgot Password (for docs) @ Viewmetrics Back | | 7 API Details Learn more © Show payload TRANSACTIONAL ID DATA VARIABLES name inky That means you can edit Transactional emails while still sending your existing emails. Metrics After emails are sent, details are shown in the metrics page. These include send time and if messages experienced any issues with delivery (bounces or spam complaints). Q Note that open and click tracking is disabled for transactional messages to improve deliverability for infrastructure-level communications. < Custom Form Marketing vs Transactional Emails >

Email Marketing Platforms

Marketing Automation

Email Marketing Platforms

Marketing Automation

Email Marketing Platforms

Marketing Automation

Email Marketing Platforms

Marketing Automation

Email Marketing Platforms

Marketing Automation

Email Marketing Platforms

Marketing Automation

Email Marketing Platforms

Marketing Automation

Email Marketing Platforms

Marketing Automation

Email Marketing Platforms

Marketing Automation

Email Marketing Platforms

Marketing Automation

Email Marketing Platforms

Marketing Automation

Email Marketing Platforms

Marketing Automation

Email Marketing Platforms

Marketing Automation

Email Campaign Scheduling Settings

Loops

Email Marketing Platforms

Marketing Automation

Loops

Email Campaign Scheduling Settings

Open frame

Open

Email Campaign Scheduling Settings

Loops

Email Marketing Platforms

Marketing Automation

Loops

Email Campaign Scheduling Settings

Open frame

Open

Email Campaign Contact Settings

Loops

Email Marketing Platforms

Marketing Automation

Loops

Email Campaign Contact Settings

Email Marketing Platforms

Marketing Automation

Email Marketing Platforms

Marketing Automation

Email Marketing Platforms

Marketing Automation

Email Marketing Platforms

Marketing Automation

Email Marketing Platforms

Marketing Automation

Email Marketing Platforms

Marketing Automation

Email Marketing Platforms

Marketing Automation

Email Marketing Platforms

Marketing Automation

Email Marketing Platforms

Marketing Automation

Email Marketing Platforms

Marketing Automation

Email Marketing Platforms

Marketing Automation

Email Marketing Platforms

Marketing Automation

Email Marketing Platforms

Marketing Automation

Improve Deliverability Setup

Loops

Email Marketing Platforms

Marketing Automation

Loops

Improve Deliverability Setup

Email Marketing Platforms

Marketing Automation

Email Marketing Platforms

Marketing Automation

Email Marketing Platforms

Marketing Automation

Zeda.io Communication: Slack Home Products v Features v Pricing Zeda.io Academy v Blog PRODUCT MANAGEMENT APPS INTEGRATIONS Integrate with your favorite tools Connect the tools you love with Zeda.io. Collect, Analyze, Plan, and Execute without leaving the applications you're already working in. Explore Teams Explore Intercom Explore Login s Email Sign Up Explore Convert your Slack conversations into feedback and features in Zeda.io. Convert your Teams conversations into feedback and features in Zeda.io. Send Intercom conversations as feedback directly to your Zeda.io dashboard Bring feedbacks you get via emails to your Zeda.io feedback dashbord. Support: Zendesk Explore Analytics: O Amplitude Explore Mixpanel Explore CRM: HubSpot Explore Send your support tickets on Zendesk Send user cohort and event data from Amplitude to Zeda.io Send user cohort and event data from Mixpanel to Zeda.io as feedback on Zeda.io. Dev tools: Jira Import & sync all your customer data and send feedback to Zeda.io directly from HubSpot. Explore Create JIRA issues from Zeda.io and automatically sync updates. Connect over 5000+ apps to Zeda.io with Zapier salesforce Connect with 5000+ apps Frequently Asked Questions What are the common approaches to implement product management apps integrations? What are the maximum number of app integrations offered by leading product management tools like Zeda.io? Can we request new app integrations in Zeda.io? Can we modify application attributes in Zeda.io? Are there a set of common configuration changes to make through Zeda.io to integrate any application? Zeda.io Home Products Customer Insights Product Intelligence Strategy Plan Features Capture & Centralize Feedback Strategy & OKRs Zeda.io A1 Workflow Integrations Roadmap Release Note A1 Pricing Zeda.io Academy Using Zeda.io v Best practices v Blog Customer stories Nimble SprinqueAd AdYogi Support What's new Email* Compare Zeda.io vs Canny Zeda.io vs ProductBoard Zeda.io vs Airfocus Zeda.io vs Jira Discovery Zeda.io vs Roadmunk Zeda.io vs Aha! Zeda.io vs GetBeamer Zeda.io vs UserVoice Submit Company About Us Contact us Slack community Privacy Policy Terms of service sccURcc ay SPRINTO ISO 27001 sccURcc ay SPRINTO ISO 27001 Users Love Us 0 2023 Zeda. All rights reserved. High Performer SUMMER 2023 Privacy Policy Easiest To Do Business With UMME 2023 Terms of Service in

Product Management

Feedback Management

2 Zeda.io Home Products Features ~ Pricing Zeda.io Academy v Blog About Zeda.io We are on the mission to Product Management simpler and smarter We believe the value of a modern Product management lies in the ability to help businesses stay organized, know more about their customers and build strong features. Unlocking innovation for everyone by simplifying product management At Zeda.io, we are all Product Managers who got tired of the inefficiencies in strategising, planning, and building a great product.Everything we do, we do it to empower Product Managers to build the right product better.We are working towards a future where the science and art of Product Management can be divided between Product Managers and Artificial Intelligence, enabling Product Managers to build the right products without operational work. | = oe Meet the people behind the product Vaibhav Depura Prashant Mahajan Co-Founder and CTO Founder and CEO Zeda.io is highly customizable, especially since different product managers/companies might have their own ways of working. It is an impressive tool for product managers to manage tasks efficiently, right from defining the products to releasing the products. Michael Ho Head of Product & Business Strategy - TranSwap Customer testimonials Users Love Us Zeda.io stays true to its mission of making Product Management simpler and more efficient. Our Product Managers have never had an easier time listening to customers and gaining actionable insights that lead to new and improved features. Vikram Product lead @Task Monk The biggest problem Zeda.io has solved for us is alignment. As a company, all teams have different visions for the long-term. Zeda.io has helped bring everyone together while increasing the visibility across teams. Snehasri Purama Sr Manager@Sprinque ©) Al-powered product discovery customer-focused teams Zeda.io is the smarter, simpler, and more efficient way to plan and execute your product management with your stakeholders hy Loved by teams around the world Customer-ceniric teams use Zeda to build their products simpler & smarter [iE] KOIN\A/ORKS Cty] hiver nimble KLEARNOW e ~ sprinque = @j Taskmonk + = ENSUREDIT @ a <5 ; Email* Home Features Pricing Customer stories Compare Company Capture & Centralize Feedback Zeda.io Academy Nimble Zeda.io vs Canny About Us Products . Strategy & OKRs SprinqueAd Zeda.io vs ProductBoard Contact us A Using Zeda.io ~ Customer Insights Zeda.io Al AdYogi Zeda.io vs Airfocus Slack community Best practices v Product Intelligence Workflow Integrations vs Jira Discovery Privacy Policy Strategy Plan Roadmap Blog Support Zeda.io vs Roadmunk Terms of service Release Note Al Zeda.io vs Aha! new Zeda.io vs GetBeamer Zeda.io vs UserVoice High To| Phe Performer Susiess with 2023 2023 © 2023 Zeda. All rights reserved. Privacy Policy Terms of Service 90000

Product Management

Feedback Management

Q Zeda.io @canny vw Canny v/s Zeda The right products are always the ones that are centered around solving your users’ problems. And that’s why having effective feedback cycles is essential to gather valuable insights, refine features, and ship them faster. While Canny just collects feedback. Zeda.io lets Product teams capture the user's voice, collaborate with internal stakeholders, and plan feature roadmaps efficiently. # Advantages of zedaio White labelled widget Turn Feedback into Features Native screen record . & Build for your users e With Zeda.io, your customers and users are quite literally the center of your universe. ¢ Canny collects feedback using integrations, excel, or a branded widget that takes over the screen space. Zeda.io lets you add a white- labeled in-app widget without hijacking the product journey. ¢ You collect feedback using integrations, or import using spreadsheets. The features you plan to build, the roadmap you create for the team — and everything in between — are made better when user feedback is the source of inception. a] Compare Feedback feature | Zeda.io v/s Canny [ compare now ~ | = Advantages of zeda.io Access control Feature hierarchy Timeline view Budget-friendly Lead the way with a Roadmap ¢ You build refined products when you start with a solid plan and complete clarity. Zeda.io offers exactly that - absolute visibility into dev initiatives and updates, managing timelines and keeping every stakeholder informed with relevant access control. Even on a $400/month, Canny’s feedback roadmap only allows public view access, and populating roadmaps isn’t as seamless. a] Compare Roadmap feature | Zeda.io v/s Canny Compare now v Advantages of zeda.io Access control Feature hierarchy Budget-friendly Timeline view Goal setting & planning Dev is not a feature factory; everything they build should solve a real problem for your users. When you align product features to your goals, and validate with customers using Zeda.io’s powerful touchpoints, you rest assured that you won't waste any resources building something futile. Zeda.io allows you to set up goals to balance the needs of the product, market, and business. Since Canny only allows feedback roadmap, you could diverge from your goals before you know it. aS Compare Goals feature | Zeda.io v/s Canny What's the verdict? “+ Canny does a nice job of collecting customer feedback using multiple integrations. N However, just collecting feedback isn’t enough, it’s only the start. The product team build on top of this feedback and derive insights, and plans feature roadmaps that align with he business goals keeping every stakeholder informed. Zeda.io Q Home Products Customer Insights Product Intelligence Strategy Plan © 2023 Zeda. All rights reserved. However, just collecting feedback isn’t enough, it’s only the start. The product team build on top of this feedback and derive insights, and plans feature roadmaps that align with business goals keeping every stakeholder informed. Zeda.io does that and everything else that Canny lacks in terms of customizations, feature roadmaps, goal alignments, and customer updates. That's how we at Zedaz.io, like to build products after all — by staying in tune with users’ needs, having a pulse of their feelings, and celebrating them with every build. Zeda.io flips this conventional product management model on its head by bringing product teams closer to the users than they have ever been. Get access to all our features - none of that ‘you have to opt for the other tier stuff. Features Capture & Centralize Feedback Strategy & OKRs Zeda.io Al Workflow Integrations Roadmap Release Note Al High Easiest To Do Performer Business With 2023 2023 Privacy Policy Terms of Service Email* Pricing Customer stories Compare Zeda.io Academy Nimble Zeda.io vs Canny SprinqueAd Zeda.io vs ProductBoard Using Zeda.io v AdYogi Zeda.io vs Airfocus Best practices ~ Zeda.io vs Jira Discovery Blog Support Zeda.io vs Roadmunk Zeda.io vs Aha! What’s new Zeda.io vs GetBeamer Zeda.io vs UserVoice Company About Us Contact us Slack community Privacy Policy Terms of service

Product Management

Feedback Management

Zeda.io Home Products v Features v Pricing Zeda.io Academy v Blog 0 Choose the perfect plan for you~ Get started with a 14-day free trial. No credit card needed. Monthly Yearly 2 Months Free Pro Most Popular Custom For organisations who need help with migration, setup, dedicated support, customer success, and enterprise solutions like SSO, on-premise solutions, SAML etc. Let's talk For Product Managers who want to set up their product space to collect, analyze, plan & execute their product lifecycle. $99 /creator/month © Collect feedback Feedback forms Everything in Pro Prioritization frameworks Product management support & coaching Product & feature spaces Dedicated customer success manager Documentation Onboarding and migration help Roadmap Priority support Try For Free Talk To A Specialist Get started quickly with free onboarding assistance We don’t want to burden you with operational work. Our team will handle these for you , a > Setup > Migration Training Adoption Zeda.io is trusted by product folks across the globe SECURED BY SECURED BY @ HUNT G G G G SPRINTO High Easi Best ISO Users asiest To Do + +SOC2+ Performer B With Support 27001 LoveUs Supp G) G) (6.0) based on 151 reviews 2023 2023 2023 Zeda.io is highly customizable, especially since different product managers/companies might have their own ways of working. It is an impressive tool for product managers to manage tasks efficiently, right from defining the products to releasing the products. Michael Ho Head of Product & Business Strategy - TranSwap COLLECT & ANALYZE Dashboard for collecting & grooming all Zeda.io stays true to its mission of making Product Management simpler and more efficient. Our Product Managers have never had an easier time listening to customers and gaining actionable insights that lead to new and improved features. Vikram Product lead @Task Monk Pro Try for free The biggest problem Zeda.io has solved for us is alignment. As a company, all teams have different visions for the long-term. Zeda.io has helped bring everyone together while increasing the visibility across teams. Snehasri Purama Sr Manager@Sprinque 4 Custom ©) COLLECT & ANALYZE Dashboard for collecting & grooming all requests & feedback External portal Widget Feedback forms Integrations (Slack, Zendesk & others) Prioritization frameworks Aligning feedback to products & features Analytics Customer profiles EXECUTE Product & feature spaces Documents (PRDs, Persona, Competitive analysis, One pagers etc.) Documentation integrations (Notion, Confluence etc.) Designs (Userflows, wireframes) Integrations (Slack, Zendesk & others) Design integrations (Figma, Miro, Adobe etc.) Analytics integrations (Mixpanel, tableau, data studio) Release notes JIRA Integration PLAN OKRs Roadmaps Public sharing of company roadmap Live roadmaps Kanban views Sprints & Releases Milestones Themes SUPPORT Email support Priority support On-boarding assistance Dedicated Customer Success Manager Zeda.io Q Home Features Capture & Centralize Feedback Products Strategy & OKRs Customer Insights Zeda.io Al Product Intelligence Workflow Integrations Strategy Plan Roadmap Release Note Al ic) High Users Performer LovelUs: >! < on Pricing Zeda.io Academy Using Zeda.io v Best practices v Blog << << 88 8 8 8 8 98 888 8 8 8 ree Customer stories Nimble SprinqueAd AdYogi Support What’s new Email* Compare Zeda.io vs Canny Zeda.io vs ProductBoard Zeda.io vs Airfocus Zeda.io vs Jira Discovery Zeda.io vs Roadmunk Zeda.io vs Aha! Zeda.io vs GetBeamer Zeda.io vs UserVoice Company About Us Contact us Slack community Privacy Policy Terms of service . ISO, 27001 Users Love Us © 2023 Zeda. All rights reserved. Privacy Policy Terms of Service (y) (in) (a)

Product Management

Feedback Management

Zeda.io Home Products v Features v Pricing Zeda.io Academy v Blog Q 4X better product decisions powered by Al Discover problems to solve for customers, decide what to build next based on actionable product intelligence and create product strategies to drive business outcomes. Try for free Zeda.io is loved by teams wat! across the globe! ) sTory Frevsure How Zeda.io works CU) lad @) Introducing Zeda.io 2.0 - Al-powered product discovery platform for customer-focused teams Watch later Watch on 1 2 3 4 Mm a> Capture & centralize feedback Leverage Al to generate Create visual product plans Track product outcomes and and customer signals. actionable product insights. and roadmaps. align teams. Products @ Power users oe Brooklyn L. Feedback ais Michael S. Feedback 2] Collect & Understand Customer Insights y\4 Uncover problems to solve for customers. g ele Feedback =a © Capture & make sense of feedback from multiple sources including Slack, Zendesk, c:¥ Jenny W. A) OliviaRoss Create on: 25 Dec 2022 Gong and 5K more integrations. Connect CRM & analytics tools to collect quantitative insights and get more context to customer voice. Guided tour for new users Feature Request Jan 01,2023 Jan 05,2023 Summary Comments & Feed Moduels > %S => (6) $65.7K revenue impact) Insight impact metrics @ Revenue ® > Companies $ 65,700 Get Actionable Product @ Revenue Companies $ 65,700 Get Actionable Product Intelligence 8&3 Segments cD Gra? Gin? 4G Decide what to build next with Al-powered insights. - J Zeda.io uses Al & Machine Learning to analyze qualitative feedback and ! quantitative data. It translates all customer signals into actionable product insights that you can then use to prioritize and create product strategies. Top segments impacted ® — Power house 1576 @® High revenue 1348 Onboarding 962 pa, "ae s 4 H ' ' v 6) > 10, 2023 i Optimize onboarding flow Goals: 2 completed out of 3 67% H ZCN 75% Looks Good Create Strategy Plans To Drive Outcomes oe Created by: cr Brooklyn L. Create visual product strategies and measure outcomes. Create fully customizable product plans and align teams. Visualize using strategy J and product roadmaps without switching contexts. Connect OKRs to your product plan and measure the outcomes of every product you build. Onboarded Users +9590 uniques 24.2% A 50% 40% 30% ED — o, Before optimization After optimization @ Retention ® Engagement ® Revenue Zeda.io is trusted by product folks across the globe @ HUNT 1G G 1G ic) SECURED BY ‘SPRINTO “iS oc vowels ERNE G) () (5.0) based on 151 reviews 2023 2023 2023 Zeda.io is highly customizable, especially since Zeda.io stays true to its mission of making The biggest problem Zeda.io has solved for us different product managers/companies might Product Management simpler and more is alignment. As a company, all teams have have their own ways of working. It is an efficient. Our Product Managers have never different visions for the long-term. Zeda.io has impressive tool for product managers to had an easier time listening to customers and helped bring everyone together while manage tasks efficiently, right from defining gaining actionable insights that lead to new and increasing the visibility across teams. («) the products to releasing the products. improved features. (+) Michael Ho . Head of Product & Business Vikram Snehasri Purama Strategy - TranSwap Product lead @Task Monk Sr Manager@Sprinque iA Solve customer problems and drive business outcomes. Q Email* Home Products Customer Insights Product Intelligence Strategy Plan © 2023 Zeda. All rights reserved. Features Capture & Centralize Feedback Strategy & OKRs Zeda.io Al Workflow Integrations Roadmap Release Note Al High Easiest ToDo Performer Business With 2023 2023 Privacy Policy — Terms of Service Pricing Zeda.io Academy Using Zeda.io v Best practices ~ Blog Customer stories Nimble SprinqueAd AdYogi Support What’s new Email* Compare Zeda.io vs Canny Zeda.io vs ProductBoard Zeda.io vs Airfocus Zeda.io vs Jira Discovery Zeda.io vs Roadmunk Zeda.io vs Aha! Zeda.io vs GetBeamer Zeda.io vs UserVoice Company About Us Contact us Slack community Privacy Policy Terms of service

Product Management

Feedback Management

Product Management

Feedback Management

Product Management

Feedback Management

Product Management

Feedback Management

Empty Notifications Modal

Zeda.io

Product Management

Feedback Management

Zeda.io

Empty Notifications Modal

Product Management

Feedback Management

Product Management

Feedback Management

Product Management

Feedback Management

Product Management

Feedback Management

Product Management

Feedback Management

Product Management

Feedback Management

Product Management

Feedback Management

Product Management

Feedback Management

Product Management

Feedback Management

Product Management

Feedback Management

Product Management

Feedback Management

Product Management

Feedback Management

Product Management

Feedback Management

Product Management

Feedback Management

Product Management

Feedback Management

Product Management

Feedback Management

Product Management

Feedback Management

Product Management

Feedback Management

Product Management

Feedback Management

Product Management

Feedback Management

Product Management

Feedback Management

Product Management

Feedback Management

Product Management

Feedback Management

Product Management

Feedback Management

Time Tracking

Project & Task Management

Scheduling

. a routl ne Features v Integrations Pricing Believe Blog Get Started Looking for an me = e ® ‘Call Nicolas 1032 eo alternative to Invite VCs to test next release Today Q e ‘Schedule marceting brainstor. | ad Amie.so? =. Give if Jon Le era Time to switch to the notes taking app of the 21st century! Patagonia sweatsit Re: Employee feedback Mi J | ce cack "7 Calendar management Time blocking = Cc | ° | @ Contextual awareness | + se Notes taking & Smart scheduling Powerful dashboard . ° LOVED BY THE MOST SUCCESSFUL ENTREPRENEURS AND INVESTORS ON THE PLANET _ _ . —_ Ba 9s Stripe [ij HARVARD & checkout.com DATADOG eee rH Fri sar 7 MAR > é 20 21 22 ® Nicoles Prepare Lunch Your tasks next to your Come back to designer Mi le Discussi Invite Vos totest next release Prepare (ESE pertnership ‘Schedule marketing brainstor... win aa agreement events ce Complete i0S feedback [@) sige epi Close project [Bunch [Lunch Overview all your tasks (email, chat, project coat ema te 0 1200 — 200 ~ ‘200 — ‘200 — 1200 200 — 1300 management etc.) next to your personal & [Deep work fe: Employee teecback M4 — 0230 professional calendar events to more es Bese effectively plan your time. 7 B send company up @ @callparents @ send sign Fix leak in bathroo (_] Schedule call wit (_) Add task. > More about () Planner ew Book hotel Process Inbox & Prepare P&L Br ac Call Henry about € Life | % Apartment F Archive @ Freelance &® Apartment ®@ Design Works Notes and tasks make a Signal Call plumber a powerful combo Boo Resources % Holidays . . . . Insurance dispute: contact HSBC? Taking meeting notes, keeping a journal, planning a trip Sores Plumber phone number: 202-555-0181 . . inf ti . 5 Product Delivery phone number 202-555-0134 or simply saving some personal information can require © https://made.com using yet another tool. Why not use a single app as your @ Payments . personal knowledge management to organize your Decoration ideas Moodboard whole life? > More about —) Pages eee Time block to get more done People who get things done block time for important tasks on their calendar to make sure that they give those tasks the attention they need. > More about © Time Blocking ese 17 18 19 ete re oe Create template file this morning at 10am for 30mins| © Create Create template file this on Wed, 22 Aug at 10:00 for 30 mins Complete iOS feedback tomorrow| Ne ee © Create Complete iOS feedback on Thu, 23 Aug at 10:00 for 30 mins ae 2 & Call Nicolas on Friday morning| 0 create \ call Nicolas on Fri, 24 Aug at 10:00 for 30 mins oe ent my net ae ee ce mes Scheduling is good. Smart scheduling is better! Create template file tomorrow morning| Complete iOS feedback week| Thanks to Routine’s smart scheduling feature, you can finally let someone else do the heavy lifting when it & Call Andrea on Friday evening| oo ; comes to finding time for your meetings and tasks, so Create % Call Andrea on Fri, Aug 22 at 18:00 for 30 mins you can focus on getting your important work done. +> More about &] Smart Scheduling eee < March 21 ey GBD 000 » a Prepare investor meeting Action Items & Jerome Alexander Context awareness Guy Edwards . Finish contracts [email protected] Thanks to Routine’s smart scheduling Task to Andrea about the marketing strategy @ Lennie Bel feature, you can finally let someone else do Setup new camera on | Le Tank, 42 rue Alexandre Dumas, the heavy lifting when it comes to finding today Paris time for your meetings and tasks, so you can Friday focus on getting your important work done next week > More about « Meeting Notes Meeting with Design Team Reply to Julien faa All your day at your fingertips Simply press cTRL space to access all your key productivity information in a fraction of a second without leaving what you are currently working on thanks to Routine’s powerful dashboard. > More about — Dashboard C12 ©) GD e034 OQ 1 @ Routine File Edit View Go Window Help CURRENT EVENT &\ call Sarah Meeting with Design Come back to designer Team Invite VCs to test next release Close Julien Complete Notion feedback Run2miles NEXT EVENT Call Bank 11> 11:30am And alot more... Routine comes with a lot of powerful features for you to better organize your work and time. CALENDAR ¢ Mar 2023 Share Plan your work, block time for Thu 19 Fri 20 Sat 21 tasks and unify all your calendars ie. CALENDAR Plan your work, block time for 20] tasks and unify all your calendars (| \Call Nicolas = Mar 2023 < > Mon 16 Tue 17 Prepare Lunch 09:00 — 10:45 DASHBOARD ) Come beck to designer Mi ] Invite VCs to test next release UNIVERSAL INBOX } Schedule marketing brainstor... |e Syne Complete ios feedback woos AGENDA 01:00 } Give Julien feedback aj! {Lunch [Lunch 1200 — 1300 12:00 — 13:00 CONSOLE ) Create template file Music PAGES Patagonia sweatshirt (7 ooo | Re: Employee feedback Mi ma inde TIME BLOCKING ] Add task 04:00 SMART PLANNING | Board meeting MEETING NOTES 16:00 — 18:00 send sign up Q 1 REFERENCES & TAGS 16:90 17:80) 5 2 Marie Baier Routine is great for organisation! | use it every day and | can't imagine my life without it. My favourite feature is the keyboard shortcut which lets you add tasks without having to switch apps. | use Routine to plan the week ahead using the calendar and | jot down my brainstorms using Notes. JULY 3, 2023 CTRL + Space and you have that Mordio Idea, task or event instantly in your system! Later you organise all of it into your week. JULY 3, 2023 | was previously using a bunch of Dharann Moganaraju CO-FOUNDER @ FITFLO productivity tools concurrently. Now with Routine, | have everything centralised on one platform - allowing me to focus on the job at hand and not having to worry about missing something. JUNE 28, 2023 HAPPINESS OFFICER @ TIME2PLAY MEDIA YOUTUBE CONTENT CREATOR @ MORDIO M Testimonials Heather Branstetter MEDICAL DIRECTOR Routine, the digital successor to my trusted Franklin Covey planner, has seamlessly woven itself into the fabric of my work, becoming the compass that guides my productivity. It empowers me to prioritize with clarity and fosters unwavering focus on the essence of what truly matters in my life. JUNE 29, 2023 Dallas Waldon MANAGING PARTNER @ LAND BOSS | ve tried so many time-blocking, task list, and calendaring apps, but they have all ended up forcing me into a structure that doesn’t work for me or wasting my time and energy! Routine captures everything | need it to and lets my mind work the way it naturally does. JUNE 27, 2023 Routine's intuitive and user- Ankit Singh PGP @ INDIAN SCHOOL OF BUSINESS friendly design has been incredibly helpful. Along with their integration with Google and Notion, the ease of effortlessly creating tasks and effectively tracking them sets Routine apart in this crowded space. JUNE 11, 2023 Load more... SIGN UP NOW Wed 18 Thu 19 Fri 20 |% Branding Discussic |O Prepare | Doctor appointment partnership 10:30 — 1145 agreement 100-1200 | Fundraising Defintior 11:00 — 12:00 |@tunch 12:00 — 13:00 12.00 — 1300 12:00 — 13:00 [Deep Work 13:30 — 15:30 Product Syne Sign termsheet 14:00 — 15:00 0 — 15:30 Marketing {© sport [marketing sync 16:00 — 17:00 16:00 — 17:00 |S can Henry 3 5 Waldek Reclik CEO @ IBOOM The Routine app is a gem in the productivity space. It is clean, sophisticated, & easy to manage, especially for those with ADHD like me! Thank you Routine. JUNE 8, 2023 Routine has the awesome Tiago Henrique usability which is great for implementing the inbox zero methodology. MAY 18, 2023 Routine is my loyal memory bank. Andrea Cipollone COO @ MOVOPACK It also helps me capture tasks and schedule them for opportune times. MAY 15, 2023 Enter your email address... Request access Available for@g macOS gg Windows and ios » Desktop Apps Mobile Apps Backed by Y Combinator : ? Routine © 2023 What's New? Privacy Terms & Conditions (Android coming soon) Blog Ebook Knowledge Base Integrations FAQ Alternatives Task Management Contact Calendaring Jobs Meeting Management Press Notes Taking Contact Management Share Sat 21 | ¥ Gogo Penguin 17900 — 21:00 FULLSTACK DEVELOPER @ ZUP INNOVATION

Time Tracking

Project & Task Management

Scheduling

A routine Features Integrations Pricing Believe Blog Get Started Bring all your work in one place Through Routine's integrations, you can connect all your favorite apps and services and centralize all your work items in Routine to plan them and focus and getting them Google Calendar 31 Connect all your personal and professional calendars to Routine in order to manage your time through a single application. Read more Notion Import and synchronize all the tasks from your Notion databases in Routine to easily plan them (block time in calendar, postpone or schedule for a day) next to your other work items and personal obligations. Read more Siri Routine can be operated through voice thanks to the integration with Apple Siri. Read more Trello Bring all the tasks that live in your Trello board in Routine to manage all your work through a single lens. COMING SOON MORE SOON.. Desktop Apps Mobile Apps Backed by Y Combinator What's New? Routine 0 2023 Privacy Terms & Conditions completed. Google Contacts Connect all your Google accounts to consolidate your contacts, keep them up to date and enrich them with notes, tasks and more. Read more Gmail Through the Gmail integration, you can easily convert any email into a task in Routine for you to overview all your work items and better plan and focus. Read more Slack Turn any channel or private message into a task in Routine in order to easily get the requests out of the chaos of daily communication. COMING SOON ClickUp Import all your work from ClickUp into your personal Routine workspace and manage your life and time through a single app. COMING SOON Blog Ebook Knowledge Base Integrations FAQ Alternatives O Google Workspace Directory Activate the Google Workspace Directory to important all your contacts from your company directory and supercharge them as any other contact. Read more iOS Widgets Routine integrates with Apple iOS's widgets, including the new iOS 16 lock screen widgets. Read more Zapier Leverage Zapier's thousands of integrations to build workflows with your favorite tools and services and supercharge your productivity. Asana Synchronize your Asana workspace to overview and manage all your work in Routine next to your calendar. COMING SOON MORE SOON.. Task Management Calendaring Meeting Management Notes Taking Contact Management Contact Jobs Press

Time Tracking

Project & Task Management

Scheduling

A routine Features Integrations Pricing Believe Blog Get Started The most advanced calendar for productive people Unify your calendars, centralize your work, plan your days and focus on what matters now! Get Started Available for macOS Windows iOS (Android coming soon) Mar 2023 Share 20 11:00 12:oo 01:00 03:00 04:00 05:00 02:00 03:00 04:00 05:00 Mon 16 Thu 19 Branding Discussic Prepare partnership agreement 10:00 — 12:00 Lunch 12:00 — 13:00 Deep Work 13:30 15:30 Marketing Sync 16:00 — 17:00 Fri 20 o o o o o o C) TASKS Call Nicolas — Come back to designer M Invite VCs to test next release Schedule marketing brainstor... Complete iOS feedback Give Julien feedback Create template file Music Patagonia sweatshirt C3 Re: Employee feedback M Add task & 4000 more... Tue 17 Prepare Lunch 09:00 — 10:45 Send sign up campagin 16:30 — 17:30 Wed 18 Doctor 7,cc 10:32 17 Sat 21 Today lea Marketing Sync 11:00 — 12:00 Lunch 1200 — 13.00 call PR Firm Board meeting 16:00 18 19 20 21 22 23 Fundraising I 11:oo — 12:oo E Lunch 12:00 — 13:00 10 Sign tern 14:00 — 1 Marketing Call Henn o ALL DAY 000 Julien MORNING Office - Paris Delivery - Amé 00 02:00 9 10 AM 12 Branding Discussion 15 mins Prepare slide deck 10:32 Take private notes... E Lunch Call John Buy plants Mokonuts, Paris 1 hour Update company status M Agenda 30rn Pages LOVED BY THE MOST SUCCESSFUL ENTREPRENEURS AND INVESTORS ON THE PLANET HARVARD UNIVERSITY checkout.com stripe 111T DATADOG Centralize all your tasks Unify your calendars, centralize your work, plan your days and focus on what matters now! Calendar 11:18 Add task... Call plumber Inbox Inbox 37 Prepare slide deck C) Create Prepare slide deck in Inbox every Friday until Water plants C Create Water plants in Team every Friday until 20 13 (35 times) Inbox 37 Call plumber Send iOS presentation Branding Discussion Schedule call with investor M Untitled Below are listed the key features (a.k.a epics) that will form the core of features are more visually understandable through the eve underlying reasoning. Untitled C) Apples C) Oak milk Vietnam Holidays Repair the washing machine House Astronomers Have Discovered Another Earth I Physics-Astro Discuss mobile features with the team 31 C) 2023 | Fri, 28 Dec e Send iOS presentation Branding Discussion Schedule call with investor M Vietnam t Holidays Repair the washing machine House Astronomers Have Discovered Another Earth Physics-Astronomy Discuss mobile features with the team Plan birthday Update employees list O Find a gift Sarah Grout It Takes Two I Steam C} Search new yoga class Send package Parallel festival? Ctrl Space Capture everything, from anywhere Quickly collect your thoughts using the Routine app's powerful natural-language-based console. More about Console Save all your ideas as notes On the Routine app, save information that is not actionable as notes. Organize those notes hierarchically through pages or enrich existing tasks, events, and contacts with a descriptive note. Embed media (photos, videos, etc.) in your notes and even regular/recurrent tasks, which you can plan just like any other task in Routine. More about Notes Import tasks from your favorite tools Get an overview of all your work in one place by connecting the services you use daily: email, chat, project management, etc. More about e Universal Inbox 20 NOTES Meetings Pages Freelance v Design Routine Signal Mixcloud Dev Holidays (lj Movies Product Delivery Apartment Payments Untitled Apartment Works Call plumber Fix the bathroom window Find new carpets Insurance dispute: contact HSBC? Plumber phone number: 202-555-01 Electrician phone number: 202-555-( htt s://made.com htt s://tikamoon.com Moodboard Dune > ill Movies C) Create Dune in Movies Plan your work Define your ideal schedule via rituals (meetings, focus, etc.). Then, let Routine protect your agenda against intrusions and optimize your time through smart scheduling. 20 o TASKS Call Nicolas Come back to designer M Invite VCs to test next release Schedule marketing brainstor... Complete iOS feedback Give Julien feedback Create template file Music Patagonia sweatshirt C} Re: Employee feedback M Add task Mar 2023 < Mon 11:00 16 Administrative 09:00 — 11:00 12:00 Marketing Sync 11100 — 12:00 01:00 Tue 17 Prepare Lunch og:oo — 10:45 E Lunch 12:00 1300 Processing I e Send sign up campagin 16:30 — 17:30 Wed 18 eam Meetings RR 9:00 — 11:00 oc or appon men 10:30 11:15 Lunch 12:00 — 13-00 I Product s 14:00 — 1 Thu 19 Branding Discussic 10 Prepare partnership agreement 10:00 — 12:00 Lunch 12:00 — 13:00 Deep Work 13:30 — 15:30 Share Fri 20 Fundraising Definitior 11:00 — 12:00 E Lunch 1200 — 13:00 Lunch 1200 — 1300 Processing Team Meetings 05:00 — 06:00 Prepare slide deck this morningl Water plants next weekl Call Sarah in O Administrativel @ Administrative Team Meetings External Meetings Block time for your tasks Wed, Aug 20 — 02:00 03:00 Slots for recurrent activities Set your time preferences for recurrent activities such as team meetings, deep work, external meetings, administrative work & more, just like a good daily scheduling app should. Block time for your most important items, schedule some tasks for a specific day, and postpone the less important ones to a later week. A routine Features Integrations Pricing Believe Blog Get Started The most advanced calendar for productive people Unify your calendars, centralize your work, plan your days and focus on what matters now! Get Started Available for macOS Windows iOS (Android coming soon) Mar 2023 Share 20 11:00 12:oo 01:00 03:00 04:00 05:00 02:00 03:00 04:00 05:00 Mon 16 Thu 19 Branding Discussic Prepare partnership agreement 10:00 — 12:00 Lunch 12:00 — 13:00 Deep Work 13:30 15:30 Marketing Sync 16:00 — 17:00 Fri 20 o o o o o o C) TASKS Call Nicolas — Come back to designer M Invite VCs to test next release Schedule marketing brainstor... Complete iOS feedback Give Julien feedback Create template file Music Patagonia sweatshirt C3 Re: Employee feedback M Add task & 4000 more... Tue 17 Prepare Lunch 09:00 — 10:45 Send sign up campagin 16:30 — 17:30 Wed 18 Doctor 7,cc 10:32 17 Sat 21 Today lea Marketing Sync 11:00 — 12:00 Lunch 1200 — 13.00 call PR Firm Board meeting 16:00 18 19 20 21 22 23 Fundraising I 11:oo — 12:oo E Lunch 12:00 — 13:00 10 Sign tern 14:00 — 1 Marketing Call Henn o ALL DAY 000 Julien MORNING Office - Paris Delivery - Amé 00 02:00 9 10 AM 12 Branding Discussion 15 mins Prepare slide deck 10:32 Take private notes... E Lunch Call John Buy plants Mokonuts, Paris 1 hour Update company status M Agenda 30rn Pages LOVED BY THE MOST SUCCESSFUL ENTREPRENEURS AND INVESTORS ON THE PLANET HARVARD UNIVERSITY checkout.com stripe 111T DATADOG Centralize all your tasks Unify your calendars, centralize your work, plan your days and focus on what matters now! Calendar 11:18 Add task... Call plumber Inbox Inbox 37 Prepare slide deck C) Create Prepare slide deck in Inbox every Friday until Water plants C Create Water plants in Team every Friday until 20 13 (35 times) Inbox 37 Call plumber Send iOS presentation Branding Discussion Schedule call with investor M Untitled Below are listed the key features (a.k.a epics) that will form the core of features are more visually understandable through the eve underlying reasoning. Untitled C) Apples C) Oak milk Vietnam Holidays Repair the washing machine House Astronomers Have Discovered Another Earth I Physics-Astro Discuss mobile features with the team 31 C) 2023 | Fri, 28 Dec e Send iOS presentation Branding Discussion Schedule call with investor M Vietnam t Holidays Repair the washing machine House Astronomers Have Discovered Another Earth Physics-Astronomy Discuss mobile features with the team Plan birthday Update employees list O Find a gift Sarah Grout It Takes Two I Steam C} Search new yoga class Send package Parallel festival? Ctrl Space Capture everything, from anywhere Quickly collect your thoughts using the Routine app's powerful natural-language-based console. More about Console Save all your ideas as notes On the Routine app, save information that is not actionable as notes. Organize those notes hierarchically through pages or enrich existing tasks, events, and contacts with a descriptive note. Embed media (photos, videos, etc.) in your notes and even regular/recurrent tasks, which you can plan just like any other task in Routine. More about Notes Import tasks from your favorite tools Get an overview of all your work in one place by connecting the services you use daily: email, chat, project management, etc. More about e Universal Inbox 20 NOTES Meetings Pages Freelance v Design Routine Signal Mixcloud Dev Holidays (lj Movies Product Delivery Apartment Payments Untitled Apartment Works Call plumber Fix the bathroom window Find new carpets Insurance dispute: contact HSBC? Plumber phone number: 202-555-01 Electrician phone number: 202-555-( htt s://made.com htt s://tikamoon.com Moodboard Dune > ill Movies C) Create Dune in Movies Plan your work Define your ideal schedule via rituals (meetings, focus, etc.). Then, let Routine protect your agenda against intrusions and optimize your time through smart scheduling. 20 o TASKS Call Nicolas Come back to designer M Invite VCs to test next release Schedule marketing brainstor... Complete iOS feedback Give Julien feedback Create template file Music Patagonia sweatshirt C} Re: Employee feedback M Add task Mar 2023 < Mon 11:00 16 Administrative 09:00 — 11:00 12:00 Marketing Sync 11100 — 12:00 01:00 Tue 17 Prepare Lunch og:oo — 10:45 E Lunch 12:00 1300 Processing I e Send sign up campagin 16:30 — 17:30 Wed 18 eam Meetings RR 9:00 — 11:00 oc or appon men 10:30 11:15 Lunch 12:00 — 13-00 I Product s 14:00 — 1 Thu 19 Branding Discussic 10 Prepare partnership agreement 10:00 — 12:00 Lunch 12:00 — 13:00 Deep Work 13:30 — 15:30 Share Fri 20 Fundraising Definitior 11:00 — 12:00 E Lunch 1200 — 13:00 Lunch 1200 — 1300 Processing Team Meetings 05:00 — 06:00 Prepare slide deck this morningl Water plants next weekl Call Sarah in O Administrativel @ Administrative Team Meetings External Meetings Block time for your tasks Wed, Aug 20 — 02:00 03:00 Slots for recurrent activities Set your time preferences for recurrent activities such as team meetings, deep work, external meetings, administrative work & more, just like a good daily scheduling app should. Block time for your most important items, schedule some tasks for a specific day, and postpone the less important ones to a later week. meetings, deep work, external meetings, administrative work & more, just like a good daily scheduling app should. week. COMING SOON More about O Time Blocking 10:32 Office - Paris Craft your perfect day Go through your day's schedule, ignore the events you will not attend, pick a small number of tasks to work on, and block time for the most important ones. for a specific day, and postpone the less important ones to a later 2 17 9 10 12 18 ALL DAY 000 Julien MORNING 19 Today 20 Discussion 15 mins 21 Tuesday Ma 18 Call John Buy plant Update com Add task Write a new X Run 2 mil ALL DAY 000 Julien MORNING Office - Paris Delivery - Arnz 000 c Prepare slide deck 10:32 Take private notes... 30m lh Mokonuts, Paris 1 hour I Branding Discussion 15 mins Prepare partnership agreement 10:32 Take private notes... Lunch Mokonuts, Paris 1 hour AFTERNOON More about Today 20 o Marie Baier Lunch Call John Buy plants gee o Update company status M Calendar 22 Delivery Inbox 23 - Amz gon- Pages 00 9 12 2 3:30 Marketing Sync Deep Work 30 mins Agenda Focus on what matters Get notified when a meeting is about to start, join through a single keyboard shortcut and take actionable meeting notes. More about Meeting Notes 10:00 + 11:30am Thu, Mar 21 Meeting with Design Team Take a notes: start typing or select a template Empty 9 Notes Agenda Summary & Action Items PRODUCT HUNT #1 Product of the Day HAPPINESS OFFICER @ TIME-2PLAY MEDIA Routine is great for organisation! I use it every day and I can't imagine my life without it. My favourite feature is the keyboard shortcut which lets you add tasks without having to switch apps. I use Routine to plan the week ahead using the calendar and I jot down my brainstorms using Notes. JULY 3, 2023 Mordio YOUTUBE CONTENT CREATOR @ MORDIO MUSIC CTRL + Space and you have that Idea, task or event instantly in your system! Later you organise all of it into your week. JULY 3, 2023 Dharann Moganaraju CO-FOUNDER @ FITFLO I was previously using a bunch of productivity tools concurrently. Now with Routine, I have everything centralised on one platform - allowing me to focus on the job at hand and not having to worry about missing What users are saying Heather Branstetter MEDICAL DIRECTOR Routine, the digital successor to my trusted Franklin Covey planner, has seamlessly woven itself into the fabric of my work, becoming the compass that guides my productivity. It empowers me to prioritize with clarity and fosters unwavering focus on the essence of what truly matters in my life. JUNE 29, 2023 Dallas Waldon MANAGING PARTNER @ LAND BOSS I've tried so many time-blocking, task list, and calendaring apps, but they have all ended up forcing me into a structure that doesn't work for me or wasting my time and energy! Routine captures everything I need it to and lets my mind work the way it naturally does. JUNE 27, 2023 Ankit Singh PGP @ INDIAN SCHOOL OF BUSINESS Routine's intuitive and user-friendly design has been incredibly helpful. Along with their integration with Google and Notion, the ease of effortlessly creating tasks and effectively tracking them sets Routine apart in this crowded space. JUNE 11, 2023 Load more... More Features You [email protected] X NO ? Maybe Julien Alexander [email protected] Ellie Starx [email protected] [email protected] Add participant... Le Tank, 42 rue Dumas, Paris Meeting with Design Team 7 days ago Reply to Julien Reconsider missing fea... Waldek Reclik CEO @ IBOOM The Routine app is a gem in the productivity space. It is clean, sophisticated, & easy to manage, especially for those with ADHD like me! Thank you Routine. JUNE 8, 2023 Tiago Henrique FULLSTACK DEVELOPER @ ZUP INNOVATION Routine has the awesome usability which is great for implementing the inbox zero methodology. MAY 18, 2023 Andrea Cipollone COO @ MOVOPACK Routine is my loyal memory bank. It also helps me capture tasks and schedule them for opportune times. MAY 15, 2023 something. JUNE 29, 2023 NOW 15:00 — 16:00 Meeting with design team Notifications S Join Zoom Running late Get notified whenever a meeting is about to start and quickly join through a single keyboard shortcut. More about C.f Event Notifications Share availability Easily schedule meetings by sending a link to a booking page or make it more personal by sharing a list of openings in your schedule. COMING SOON About wakinglife.pt Messages x Slack AirDrop Copy Routine Save links & messages from mobile Share any chat message, article, web page, and more on Routine. Even better, all these media will automatically be saved in your inbox. Work / Design Meeting 03-15-2022 Design Meeting 03-1 O Create moodboard 17 May Finish iOS mockups Share notes t3 Archive Export Keyboard shortcuts Perform all operations quickly using powerful keyboard shortcuts and stop wasting precious time. More about @ Shortcuts Multi accounts Connect all your personal and work accounts to get an overview and manage your time. More about Multi Accounts Meeting with Design Team 7 days ago Design Brainstorming 11 days ago Finish writing the iOS content C) Reconsider missing features... Meetings history Unlike other daily schedule apps, Routine gives you access to all your past meetings and helps find tasks that have fallen through the cracks.. More about Meeting Notes Search Explore your data through powerful queries to find any of your notes, tasks, events, contacts, pages, and more. Access all #1 Explore your data through powerful queries to find any of your notes, tasks, events, contacts, pages, and more. More about Notes o Holidays Julien Quintard Complete feedback routine E] Life / Planning Personal I tomorrow at 2pm EJ INOtes Ctrl Space Dashboard Access your tasks of the day, upcoming events, and console anywhere on your desktop computer through Routine's hotkey: CTRL+SPACE More about Dashboard Timezones Add & remove timezones in the blink of an eye to easily schedule meetings with people living anywhere in the world. COMING SOON Offline Use the full extent of Routine's capabilities even when no Internet connection is routine References and tags Create references between your various objects and add tags to contextualize information, thereby creating a personal knowledge base. + More about # References & Tags Multi platforms The Routine app is available on desktop for Mac & Windows devices and the iPhone. Android is coming soon! Reminders Get reminded of important things to do or remember at a specific time in your Data Privacy In addition to being verified by Google, all communication is encrypted in order to ensure the safety of your data. + More about Security COMING SOON Backed by Y Combinator Routine 0 2023 Desktop Apps Mobile Apps What's New? Privacy Try Routine today Sign up and get started for free. Get Started Blog Ebook Knowledge Base Integrations Task Management Calendaring Meeting Management Notes Taking Contact Management Contact Jobs Press Terms & Conditions FAQ Alternatives

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Open [3 Q Agenda Calendar Inbox Tasks Notes Search Settings Help NOTES Meetings Pages Getting Started Personal Watch List House e' Goals Health Getting Started We've put together a quick 5-minute guide for you to get started on Routine. H Capture everything The dashboard provides you with all the information you need on a daily basis: the tasks you want to complete today, the upcoming events and a natural-language-based console. Since the dashboard can be opened at any time and from anywhere on your desktop, it is the ideal way to capture a thought, an idea or a task without interrupting your flow. TASKS Create investor report Prepare Airbnb presentation on the 1st Of September 2021 the 1st of October 2021 the 1st of November 2021 the 1st Of December 2021 the 1st of January 2022 the ISt of February 2022 the 1st Of March 2022 the ISt of April 2022 the ISt Of uay 2022 the ISt of June 2022 the ISt of July 2022 the ISt of August 2022 15 mins before next event NEXT EVENT Julien Andrew 9:15 10:15pm OPrepareuOAirbnbwpresentationw on today Your turn to perform the following operations Open the dashboard with the CTRL+SPACE hotkey Save a task in your Inbox Create a task for today For more information, please refer to the knowledge base articles, more specifically Dashboard, Console, Create & manage tasks and Capture everything. Process inbox from time to time All the tasks that you create are, by default, saved in your inbox. The inbox plays the role of a second memory, holding everything until you decide to sort and organize that information. You should process your inbox of tasks regularly the same way you manage your email inbox. From time to time, go through your inbox and, for every item, use the following process: If the task is no longer relevant, archive it (3c E e If the task takes less than 2 minutes to perform, do it right away and mark it as done (3c E 3. If you already know when this task needs to be completed, schedule it (3€ L) for a specific day If you do not know exactly when to work on this task, postpone (3c p) it to a later week to reconsider it e Repeat this process until you reach Inbox Zero 1. 2. 4. 5. Inbox 2 A archive the task X Schedule dentist checkup on 1 sepl Schedule dentist checku the 1st of September 2021 Listen to Meshuggah lusep It's your turn! Complete the following tasks: Head to the inbox and process the tasks For more information, you can read Process your inbox, Inbox Zero and Keyboard shortcuts. 17 Plan your week The Calendar screen allows you to organize your time by combining both the events from all your calendars and all your tasks for the week. On the left-hand side is the batch, the tasks for the week for which you have not decided when to work on. At the beginning of the week and regularly throughout, you should go through your tasks from the batch: 1. 2. 3. 4. If a task is important, make sure that you will dedicate attention to it by blocking time; drag & drop the task in the events area 17 If you want to complete a task on a specific day, schedule it for that day by drag & dropping it in the area under the day or by using the keyboard shortcut If a task is not important this week, postpone (3c p) to a later week to reconsider it Leave in the batch the tasks that you want to complete this week but do not know exactly when APR 11 - 16 Sign term sheet Schedule call with VCs C) SeM sign campaign C)) Send company update C) Add task _ MON 11 11:00 o Marketing Sync "00 — 17:00 12:00 Lunch 13:00 O Can PR firm IS:OO Board meeting '6:00 — woo 17:00 18:00 20:00 21:00 12 Lunch Product Sync l':oo— woo Send sign up canvaign WED 13 Doctor appointment '0:30 — L unch partnership agreement u•00 — '600 Sport Woo — "00 14 Lunch with Sebastien I Discu Come back to designer '8:00 — '900 Try fixing the bat... Process inbox 15 Fundraising definiton 1100— 12:00 Luru:h Call lawyer 13:30— ISTOO Design Cheek I soo — woo Cali Henry Prepare pu — 00 Prepare CJ Invite VCst0 C) Call plumber 2 tasks SAT 16 L urzh GOGO Penguin Add task SUN 17 Lunch C) Add task _ Come back to de._ Call parents postponed to Apr 18 - 24 Add task Drag & drop this task Postpone this task for later Create a recurring task C Aug 7-13 C Aug 7-13 For more information, please read Qcganize your week and Postpone tasks. Focus on what matters right now The Agenda section has been designed for you to focus on what matters now: the tasks you set for yourself and, most importantly, the events taking place during the day. Every morning, you should follow the process below: 1. 2. 3. 4. 5. X Ignore all the events and tasks that you will not attend Based on your availability, pick 1-3 important tasks you absolutely want to get done, picking some from your batch, for instance Allocate time for the most important items to make sure they will get the time they deserve (drag & drop or _17 Unschedule the tasks (3€ N. L) that you will not be able to complete today but are still important (they will be put back in the Inbox) or reschedule them (3c L Postpone all the unimportant tasks to a later week for reconsideration (3€ P Go through the tasks below to validate the learnings: Head to the Agenda screen and go through the tasks Ignore events that you will not attend Reschedule this task for tomorrow Join your next conference call today today today For more information, please read Events & tasks of the day, Reschedule tasks and Join calls Organize information Routine allows you to save and organize information contextually. Add a description to a task, notes to a meeting and more, all the information you save in Routine is automatically organized. Give it a try and you will see: Take private meeting notes Create a checkbox in notes Save and organize your notes in pages Enrich a contact's profile For more information, please read Write & edit notes and Create and organize pages. Advanced Manage your calendars Select several blocks Select the destination when creating tasks, events and taking notes Select the destination when creating tasks, events and taking notes Go faster with keyboard shortcuts Import tasks from third-party services e.g Notion Install Routine on mobile and desktop Invite your friends & colleagues Join the community Follow Routine on social media

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