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 client account details, portfolio summaries, and recent transactions from custodial platforms into one browser sidebar without switching tabs

Auto-fill CRM activity logs and meeting notes from data already visible on the current page without re-keying

Create follow-up tasks and calendar events from any client-facing page with pre-populated fields in one click

Surface portfolio alerts, compliance flags, and account context directly inside your CRM or email for faster client prep

AI Copilot in the sidebar can summarize client portfolios, draft meeting agendas, or extract key data points from the current page

Build reusable post-meeting workflows your team can share without writing code or waiting for IT

Frustrations that cost your team hours every week

Constant tab switching between CRM, portfolio management, custodial platforms, and email to gather context before client meetings
Manually copying client account details, portfolio holdings, and performance data from custodial platforms into CRM notes or meeting prep documents
Re-keying the same client data (account numbers, addresses, beneficiaries) across compliance forms, CRM fields, and planning tools
No quick way to pull a client's recent transactions or portfolio summary into an email or meeting agenda without opening multiple systems
Compliance documentation requires manually capturing notes, next steps, and disclosures from multiple browser-based tools into a single record
Repetitive post-meeting workflows: updating CRM, logging activities, sending follow-up emails — each in a different browser tab
No way to surface portfolio alerts or account flags from custodial platforms while working inside the CRM or email

Chat with AI to create your first custom workflow

Summarize the client details from my CRM and recent portfolio activity to draft a meeting agenda

Meeting Prep Summary

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Extract the key discussion points from this page and log them as a completed activity in my CRM

Log Client Interaction

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Based on the meeting notes on this page, draft a follow-up email summarizing action items and next steps

Draft Follow-Up Email

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Pull the client's current holdings and performance summary from my portfolio platform into a formatted brief

Portfolio Snapshot

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Capture the client interaction details from this page and format them as a compliance-ready meeting note

Compliance Note

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Summarize this prospect's profile and suggest talking points based on their background and financial interests

Prospect Research

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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

Hubspot

Outlook

Microsoft Excel

Google Sheets

Docusign

Zoom

Calendly

Chat with AI to create your first custom workflow

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Frequently Asked Questions

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