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 in the browser

Pull customer account details, recent transactions, and product holdings into one sidebar without switching between banking and CRM tabs

Pre-fill new account setup forms by extracting customer data already in your banking system, eliminating redundant data entry

Surface compliance alerts, KYC status, and product eligibility directly inside the CRM when viewing a customer profile

Create follow-up tasks and referral records from any page with one click, keeping customer context attached automatically

AI Copilot in the sidebar can summarize customer interactions, draft meeting prep notes, or flag cross-sell opportunities from the current page

Build reusable workflows your branch team can share without writing code or waiting for IT

Frustrations that cost your team hours every week

Constant switching between core banking system, CRM, loan origination system, and compliance portals to serve a single customer
Manually copying customer details from the core banking platform into CRM notes, referral forms, and follow-up emails
No quick way to pull account context or recent transaction history into a conversation summary when preparing for a customer meeting
Opening a new account requires re-keying the same customer data across onboarding, KYC, and document management systems
Branch staff must toggle between the LOS and email to track loan application status and relay updates to customers
Weekly reporting requires exporting data from multiple portals into spreadsheets and manually compiling branch performance summaries
No way to surface compliance alerts or product eligibility directly inside the CRM when reviewing a customer profile

Chat with AI to create your first custom workflow

Summarize the recent activity for this customer from my CRM and draft bullet points for an upcoming advisory meeting

Customer Meeting Prep

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Extract the customer details from this page and pre-fill the fields in my account onboarding form

New Account Pre-Fill

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Pull this week's key metrics from my reporting dashboard and format them into a branch performance summary

Weekly Branch Report

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Check the status of this loan application and draft a customer-friendly email update

Loan Status Update

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Review this customer profile and suggest relevant products they may qualify for based on their account history

Cross-Sell Opportunities

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Summarize the open compliance alerts for this customer and list the required actions

Compliance Check Summary

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Frequently Asked Questions

Who is PixieBrix for?

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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What is PixieBrix?

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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How does PixieBrix work?

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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"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

Salesforce

Fiserv

Docusign

ServiceNow

Google Sheets

Microsoft Excel

Slack

Microsoft Teams

Chat with AI to create your first custom workflow

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