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  • contact@verticalserve.com

Build complex AI workflows in minutes.

Compose configs, playbooks, tasks, and skills into repeatable workflows. Your models, your data.

Idea → workflow in minutes Repeatable & versioned Bring your own model Your data stays with you
InsightWorker
YOU "Read my latest emails and summarize any documents attached"
TOOL: read_emails Found 3 new emails with 5 attachments (2 PDFs, 1 Excel, 2 images)
TOOL: ocr_document Extracted 47 fields from scanned certificate, 3 tables from loss run
INSIGHTWORKER Summary ready. Created Excel report with extracted data. Draft reply prepared for approval.
SKILL: insurance-intake Policy comparison complete. 3 coverage gaps identified. Report saved.
MODEL: Claude (Anthropic) Using your selected model. Data processed locally. Nothing sent externally.

How InsightWorker Works

Connect your systems, choose your AI model, and let the worker handle the rest

Connect Your Systems

Integrate with email, documents, databases, cloud services, and enterprise apps. Okta SSO and role-based access out of the box.

Bring Your Own Model

Use OpenAI, Anthropic Claude, Google Gemini, or your own custom models. Your data stays with you — run models on-premise or in your own cloud.

Automate the Work

Read emails, process documents, generate reports, monitor systems, fix issues, and reduce manual errors — all through natural language.

Use Pre-Built Skills

Deploy domain-specific skills for insurance, healthcare, retail, finance, and DevOps. Extend with your own custom skills and workflows.

Run InsightWorker your way

One platform, four surfaces. Same workflows, same models, same audit trail — whichever way your team likes to work.

CLI

Terminal-native for engineers & ops

Drive workflows from your shell. Wire into CI, cron, runbooks, and scripts. Versioned workflows, playbooks, and guards built in.

insightworker — zsh
insightworker % insightworker

  InsightWorker — Enterprise AI Worker by VerticalServe

  Type a message or /help for commands.

insightworker> /help

  InsightWorker Commands:

    /init                          Set up workspace (.insightworker/)
    /help                          Show this help
    /config                        Show configuration
    /tools                         List available tools
    /skills                        List domain skills
    /memory                        Show long-term memory
    /clear                         Clear session
    quit | exit                    Exit

  Workflows:
    /workflow "what you want to do"  Create a workflow
    /workflow list                   List all workflows
    /workflow run <name>             Execute next task
    /workflow done                   Mark current task done
    /workflow show <name>            Show workflow details

  Playbooks (project context):
    /playbooks                     List loaded playbooks
    Use @playbook-name in message to load on-demand playbooks

  Guards (quality gates):
    /guard init                    Create example guard
    /guards                        List all guards
    /guard run <name>              Run a guard manually
VS Code Extension

Inline assistance from your editor

Run skills and workflows side-by-side with your code. Ask questions about files, JIRA, SharePoint, Perplexity, and databases — every tool call shown inline.

InsightWorker VS Code extension showing chat panel inside VS Code
Desktop App

Accessible to non-technical teams

One-click workflows for underwriters, claims, support, and ops. The same skills your engineers use — wrapped in a chat UI anyone can drive.

InsightWorker Desktop app showing a completed insurance submission workflow
Enterprise Control Plane

Govern every deployment from one place

SSO, per-team policy, model whitelists, token quotas, audit logs, skills marketplace, usage analytics. See who's using what, on which model, for how much — across your whole org.

InsightWorker Enterprise control plane dashboard with tokens chart and team breakdown

Build complex AI workflows in minutes

Four primitives that compose. Your team writes them once, then runs them again and again — across every surface.

1

Configs

Define your data sources, credentials, model choice, and tool whitelist in one place. Pick OpenAI, Anthropic, Bedrock, Gemini, or your own — per workspace or per task.

# .insightworker/config.yaml model: bedrock:claude-opus-4-7 tools: [read_file, ocr, sql] data: ./newsub
2

Playbooks

Your team's how-we-do-it captured in markdown. Load on-demand with @playbook-name — incident response, broker triage, code review style guides, anything.

# incident-response.md ## Triggers: incident, page ## Steps: 1. Ack alert in PagerDuty 2. Tail logs (last 15 min) 3. Pull Grafana panels
3

Tasks

Break the work into approval-gated steps. The agent runs each step, shows you what it did, and waits for /workflow done before moving on. Pause and resume anytime.

/workflow run process-submission step 1: OCR docs step 2: compare policy ⏸ waiting step 3: draft email
4

Skills

Bundle configs, playbooks, and task templates into a versioned, signed skill. Install once, use everywhere — CLI, VS Code, Desktop, or Enterprise marketplace.

# Skill bundle name: claims-file-prep version: 3.2.0 signed: ✓ by underwriting-lead pinned: claude-opus-4-7
From zero to running workflow

Three commands. About two minutes.

Open a terminal in any project. The agent infers your tools, drafts the workflow, and runs it step-by-step with your approval.

1 $ insightworker /init # scaffold .insightworker/ in this folder
2 $ insightworker /workflow "process the broker submission in ./newsub" # agent drafts the steps
3 $ insightworker /workflow run process-submission # execute, with approval gates

What InsightWorker Can Do

An AI Worker that connects to your enterprise systems to reduce manual work, eliminate errors, and boost productivity

Read & Process Documents

Read PDFs, Word docs, scanned images, and forms. Extract text, tables, and key-value pairs automatically using OCR. Summarize, compare, and analyze documents in seconds.

PDF Extraction OCR / Textract Form Analysis Table Detection Document Comparison Summarization

Email, Excel & Reports

Read and search Outlook emails, download attachments, generate Excel reports, PowerPoint decks, and Word documents. Draft and send email responses with approval.

Outlook / Office 365 Excel Generation PowerPoint Decks Word Documents Email Drafting Attachment Handling

Systems, Monitoring & DevOps

Connect to databases, Airflow, APIs, and cloud services. Automate monitoring, debug failures, manage data workloads, and help dev teams develop and ops teams operate.

Database Queries Airflow / DAGs Automated Monitoring Error Diagnosis Pipeline Management Shell & Git

Pre-Built Domain Skills

Ready-to-deploy skill packs for business, development, and operations teams across enterprise domains

Insurance & Financial Services

Policy intake & comparison, claims file preparation, underwriting review, loss run analysis, document OCR for certificates and forms, compliance workflows.

Policy Comparison Claims Processing Underwriting Loss Run Analysis Certificate OCR Compliance

Healthcare & Retail

Medical form processing, HIPAA-compliant document workflows, patient data extraction, inventory management, order processing, and customer communication automation.

Medical Forms HIPAA Compliant Patient Data Inventory Mgmt Order Processing Customer Comms

Development & Operations

DAG review & pipeline triage, stored procedure analysis, backfill planning, database schema review, code review, incident response, and infrastructure monitoring.

Pipeline Triage DAG Review DB Analysis Backfill Planning Code Review Incident Response

Built for Enterprise Control

You control the models, the data stays with you, and skills are extensible for any domain.

Multi-Surface Architecture

Bring Your Own Model

  • Use OpenAI GPT-4, Anthropic Claude, or Google Gemini
  • Run custom or fine-tuned models on your infrastructure
  • AWS Bedrock integration for managed model access
  • Your data never leaves your environment
Enterprise Authentication

Multi-Surface Access

  • CLI for developers, DevOps, and power users
  • Desktop App for business teams and operations
  • Web Gateway and REST API for integration
  • Slack, Teams, and Telegram bot channels
Dual Runtime Architecture

Extensible Skill System

  • Pre-built skills for insurance, healthcare, retail, and more
  • Create custom skills with simple markdown definitions
  • Pluggable tool system — add any API or connector
  • Human-in-the-loop approval for sensitive actions
InsightWorker Enterprise

Rolling out InsightWorker across a team?

SSO, per-team model whitelists, token quotas, a private skills/playbooks marketplace, audit logging — without giving up data sovereignty. Self-hosted or SaaS.

Key Capabilities

Everything your AI Worker needs to automate enterprise workflows and reduce manual effort

Email Automation

Read, search, and manage emails. Download attachments, draft responses, and send with human approval

Document OCR

Extract text, tables, and form fields from scanned documents, PDFs, and images automatically

Excel & PowerPoint

Generate formatted Excel reports, PowerPoint presentations, and Word documents from data

Automated Monitoring

Monitor systems, detect failures, diagnose root causes, and alert the right teams automatically

Data & Database

Query databases, explore schemas, analyze data, and generate insights — all with natural language

Model Flexibility

Choose OpenAI, Anthropic, Gemini, or custom models. Switch models per task to optimize cost and quality

Domain Skills

Pre-built skills for insurance, healthcare, retail, finance — deploy instantly or customize for your needs

Error Reduction

Eliminate manual data entry errors, ensure consistency across workflows, and maintain full audit trails

Built for Every Team

Business teams, developers, and operations — InsightWorker adapts to how your team works

Business Operations Teams

Automate document processing, email management, and report generation across any industry

  • Read and process emails, forms, and attachments automatically
  • OCR scanned documents and extract structured data
  • Generate Excel, PowerPoint, and Word reports from raw data
  • Reduce manual data entry errors and speed up turnaround

Domain-Specific Teams

Pre-built skills for insurance, healthcare, retail, finance — ready to deploy with domain expertise baked in

  • Insurance: policy comparison, claims processing, underwriting review
  • Healthcare: HIPAA-compliant document processing, patient data extraction
  • Retail: order processing, inventory management, customer communications
  • Finance: compliance workflows, audit trails, regulatory reporting

Development Teams

Help developers write, review, and debug code. Manage data pipelines and database operations with AI assistance

  • Debug pipeline failures and get AI-powered root cause analysis
  • Query databases, explore schemas, and review stored procedures
  • Code review, test generation, and documentation assistance
  • Manage Airflow DAGs, plan backfills, and monitor pipeline health

DevOps & Operations Teams

Automated monitoring, incident response, and infrastructure management with full audit trails

  • Automated system monitoring and proactive failure detection
  • Incident triage, root cause analysis, and remediation assistance
  • On-premise deployment with Okta SSO and role-based access
  • Multi-surface: CLI, Desktop, Slack, web — your team picks the interface

Your Data, Your Models, Your Control

Run on your infrastructure, choose your AI model, and keep complete control over your data and workflows.

Bring Your Own Model

Use OpenAI, Anthropic Claude, Google Gemini, AWS Bedrock, or your own custom-trained models. Switch models per task. No vendor lock-in.

Data Never Leaves

Deploy on-premise or in your private cloud. The AI Worker runs in your network, processes data locally, and never sends information to external services.

Enterprise Security

Okta SSO, role-based access control, full audit trails, encryption at rest and in transit. Meet HIPAA, SOC 2, and CCPA requirements.

Ready to Put an AI Worker on Your Team?

Reduce manual work, eliminate errors, and boost productivity with pre-built skills for your industry. Bring your own model and keep your data secure.

Bring your own model • On-premise deployment • Pre-built domain skills • Data never leaves your network