Pre-fill Workflow Max jobs and quotes from any page
Use PixieBrix to customize and automate any tool you already use, right in your browser.
3000+ Integrations
AI Automation
SOC 2 & GDPR compliant
Free for individuals. No CC required.
Free for individuals. No CC required.
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Trusted by Individuals and Enterprises

"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 Workflow Max in the browser
Clip a client email or RFP page directly into a new WorkflowMax quote or job record with fields pre-filled, no manual copy-paste needed
Pull Xero client records, invoice history, or account balances into WorkflowMax job views without switching tabs
Pre-fill new job fields from templates or past records with one click, reducing setup time for repeat engagements
Add an AI Copilot sidebar to WorkflowMax to draft client-facing quote summaries, status updates, or scope descriptions
Overlay consolidated billing and time-tracking dashboards inside WorkflowMax by pulling data from multiple views at once
Works as a browser extension, requiring no WorkflowMax admin changes or API development
Integrate Workflow Max with 3000+ apps
Workflow Max frustrations that cost your team hours every week
  • Manually copying client details, project scope, and rates from emails or documents into new WorkflowMax job records
  • Context switching between WorkflowMax and Xero, email, and client portals to gather data needed to create quotes or invoices
  • Repetitive manual data entry when setting up new jobs from similar templates — fields not pre-populated from past records or intake sources
  • No web clipper to capture a client request from email or a web page and convert it into a WorkflowMax quote or job
  • Limited customization of the WorkflowMax dashboard — users must navigate multiple views to see a consolidated project and billing status
  • Pulling supplier rates, timesheet data, or approval status from external tools requires leaving WorkflowMax
  • Custom report building is limited — users cross-reference multiple WorkflowMax views manually to answer billing or capacity questions

Chat with AI to create your first custom workflow

Extract the project scope, deliverables, and client details from this page and pre-fill a WorkflowMax quote
Summarize the time tracked, budget remaining, and key milestones for this WorkflowMax job
Based on the time entries and expenses on this WorkflowMax job page, draft a client invoice summary
Write a professional project scope description for a WorkflowMax quote based on the brief on this page
Review the staff time allocations on this WorkflowMax page and flag any team members who are over-capacity
Draft a concise project progress update email for the client based on the current WorkflowMax job status

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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.

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.

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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