Onboard customers without switching tabs
Use PixieBrix to customize and automate any tool you already use, right in your browser.
3000+ Integrations
AI Automation
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Free for individuals. No CC required.
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 contract details, sales handoff notes, and configuration requirements into one sidebar without switching tabs
Auto-populate onboarding project plans with customer data from the CRM for faster setup
Surface customer purchase details and feature entitlements directly inside your project tracker when planning onboarding steps
AI Copilot in the sidebar can draft onboarding emails, summarize customer requirements, or create setup checklists from the current page
Create follow-up tasks from any Slack thread, email, or call with pre-filled customer context
Build reusable onboarding playbooks your team can share without writing code or waiting for engineering
Integrate with 3000+ apps
Frustrations that cost your team hours every week
  • Constant tab switching between CRM, project management tool, knowledge base, and email to manage onboarding workflows for multiple customers
  • Manually copying customer requirements and configuration details from sales handoff notes into onboarding project plans
  • No quick way to surface a customer's contract details or purchased features when setting up their onboarding plan
  • Tracking onboarding milestones across multiple customers requires checking status in project trackers, CRM, and email separately
  • Creating personalized onboarding materials requires pulling customer data from CRM and adapting templates in docs and presentations
  • Coordinating with sales, support, and product teams on customer setup requires chasing context across Slack, email, and CRM
  • Documenting customer configurations and decisions during onboarding calls requires manual note-taking and CRM updates

Chat with AI to create your first custom workflow

Pull the customer requirements from this sales handoff and create a step-by-step onboarding project plan
Using the account details from this CRM record, draft a personalized welcome email with onboarding next steps
Summarize the onboarding progress from this project tracker and draft a milestone update email for the customer
Extract the purchased features from this contract and create a configuration checklist for the setup team
Gather the sales notes and customer requirements from this CRM record and format them as an onboarding brief
Based on the customer's purchased modules shown here, draft a training session agenda with time estimates

Watch PixieBrix in action

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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