Pull client context into Aero Workflow from any page
Use PixieBrix to customize and automate any tool you already use, right in your browser.
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"PixieBrix has solved one of our hardest operational problems - streamlining communication & product updates across support teams. Tracking and keeping everyone in the loop has yielded better agent performance, customer satisfaction & taken a huge burden off management."

Thatcher Foster

VP, Client Solutions

Top reasons to automate Aero Workflow in the browser
Clip client details, task notes, or deadlines from any webpage, whether an email, portal, or CRM, directly into Aero Workflow checklists with one click
Overlay client context from QuickBooks or other tools inside Aero Workflow so accountants never need to switch tabs to find reference data
Pre-fill Aero Workflow procedure templates with client-specific data pulled from other web apps, reducing repetitive manual entry
Connect Aero Workflow to tools not on its native integration list, such as internal client portals, niche accounting apps, or custom dashboards, without waiting for a native connector
Unlike Zapier, PixieBrix runs in the browser where accountants work, surfacing the right context in-line without background automations or notifications
AI Copilot in the sidebar can summarize email threads, draft task descriptions, or suggest next steps using the current page as context
Integrate Aero Workflow with 3000+ apps
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Aero Workflow frustrations that cost your team hours every week
  • Accountants must switch between Aero Workflow, QuickBooks, email, and client portals to gather context before updating tasks or checklists
  • No quick way to create a task or workflow item directly from an email, client message, or another web app - requires manual re-entry into Aero Workflow
  • Users copy-paste client details, tax IDs, and task notes from other tools into Aero Workflow procedure fields
  • Limited integrations mean teams have to keep separate tools open side-by-side, leading to constant tab switching throughout the day
  • Pre-filling recurring workflow templates with client-specific data still requires manual effort per engagement
  • No way to pull in external context (e.g., client info from a CRM or portal) when reviewing a checklist inside Aero Workflow

Chat with AI to create your first custom workflow

Extract the key action items and deadlines from this email and format them as a new Aero Workflow task
Clip Task from Email
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Using the client details on this page, populate the fields needed to start a new engagement checklist in Aero Workflow
Pre-fill Client Procedure
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Summarize the open tasks and pending items for this client based on the current Aero Workflow checklist view
Summarize Client Status
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Write a brief task note summarizing what was completed and what remains, based on the information on this page
Draft Task Note
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Review the current checklist and identify any items that appear blocked or overdue, and suggest next actions
Identify Blockers
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Frequently Asked Questions

PixieBrix is designed for teams that want to move faster without heavy engineering effort. It is commonly used by support teams, operations teams, product teams, and technical teams who need to connect tools, reduce manual work, and ensure the right information reaches the right people at the right time.

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PixieBrix is a browser-based automation platform that lets you customize how the tools you already use work together. It allows teams to add context, automate workflows, and create guided experiences across apps like support tools, internal dashboards, and SaaS products without building or maintaining custom integrations.

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PixieBrix works by layering automation directly into the browser. It can read data from the page you are viewing, connect to APIs, and trigger actions like sending messages, filling forms, or enriching data in real time. This lets teams automate workflows exactly where work is already happening.

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2026 PixieBrix, Inc.