3J.
Resources

AI & Automation Tools

A curated guide to the AI and automation tools we work with and recommend, organised by what they actually do. Filter by category to find the right fit for your stack.

Make.com logo

Make.com

Automation Platforms

Visual workflow automation platform for connecting apps and APIs.

Good for

Teams that want flexible, multi-step automations without a developer.

Fits with your stack

Works well as the orchestration layer alongside SharePoint lists and Power BI.

Power Automate logo

Power Automate

Automation Platforms

Microsoft's low-code automation tool inside the Power Platform.

Good for

Organisations already running on Microsoft 365 and SharePoint.

Fits with your stack

Native integration with Teams, Outlook, SharePoint and Dataverse.

n8n logo

n8n

Automation Platforms

Open-source workflow automation with a fair-code license.

Good for

Teams that want self-hosted or highly custom automation.

Fits with your stack

A strong alternative to Make.com when you need deeper control.

Zapier logo

Zapier

Automation Platforms

The best-known no-code automation tool for connecting SaaS apps.

Good for

Small teams getting started with simple app-to-app workflows.

Fits with your stack

Useful for quick wins, but can get expensive at scale.

Wo

Workato

Automation Platforms

Enterprise-grade integration and automation platform.

Good for

Larger mid-market teams needing governance and scale.

Fits with your stack

Often sits between ERP, CRM and HR systems.

Microsoft Copilot logo

Microsoft Copilot

AI Services

AI assistant embedded across Microsoft 365 and Power Platform.

Good for

Teams that live in Teams, Outlook and SharePoint.

Fits with your stack

Best value when combined with M365 and SharePoint adoption.

CH

ChatGPT (Team/Enterprise)

AI Services

OpenAI's conversational AI with team workspaces and admin controls.

Good for

Teams that want a general-purpose AI for drafting, analysis and research.

Fits with your stack

Use via API or browser; pair with Make.com for automated prompts.

Claude for Work logo

Claude for Work

AI Services

Anthropic's AI assistant with a focus on long context and safety.

Good for

Teams processing long documents or needing careful, nuanced outputs.

Fits with your stack

Strong alongside Notion, Airtable or any knowledge base.

GA

Gamma

AI Services

AI-powered presentation and document creation tool.

Good for

Teams that need to turn ideas into polished decks quickly.

Fits with your stack

Fits into a modern docs-and-decks workflow with Notion or Slack.

Perplexity logo

Perplexity

AI Services

AI search engine that cites sources in real time.

Good for

Research-heavy teams that need answers with references.

Fits with your stack

Complements SharePoint or Notion as a front-end research layer.

Airtable logo

Airtable

SaaS / Ops Platforms

Spreadsheet-meets-database platform with automation built in.

Good for

Teams managing projects, inventories or content pipelines.

Fits with your stack

Pairs cleanly with Make.com for cross-tool workflows.

Notion logo

Notion

SaaS / Ops Platforms

All-in-one workspace for docs, wikis, databases and projects.

Good for

Teams that want a single source of truth for knowledge.

Fits with your stack

Works with Make.com, Slack and most GTM tools.

MO

Monday.com

SaaS / Ops Platforms

Work operating system for project and portfolio management.

Good for

Teams that need visual project tracking and automation.

Fits with your stack

Integrates with Microsoft 365 and most CRM platforms.

SharePoint logo

SharePoint

SaaS / Ops Platforms

Microsoft's document management and intranet platform.

Good for

Organisations that need secure file storage and team sites.

Fits with your stack

The natural backbone for Power Platform and Copilot workflows.

ClickUp logo

ClickUp

SaaS / Ops Platforms

Productivity platform combining tasks, docs, goals and chat.

Good for

Teams wanting one tool for project management and documentation.

Fits with your stack

Connects with Slack, GitHub and hundreds of other apps.

AP

Apollo

GTM Tools

Sales intelligence and engagement platform with a large contact database.

Good for

Outbound sales teams prospecting into defined accounts.

Fits with your stack

Syncs with HubSpot, Salesforce and most CRMs.

Cy

Clay

GTM Tools

Data enrichment and outreach automation for go-to-market teams.

Good for

Teams building personalised outbound at scale.

Fits with your stack

Feeds enriched leads into CRMs and sequencing tools.

LM

lemlist

GTM Tools

Cold email outreach platform with personalisation and deliverability tools.

Good for

Teams running email campaigns and follow-up sequences.

Fits with your stack

Works with Apollo, HubSpot and LinkedIn workflows.

IN

Instantly

GTM Tools

Cold email automation focused on deliverability and scale.

Good for

Agencies and teams sending high-volume outreach.

Fits with your stack

Best paired with lead lists from Apollo or Clay.

HubSpot logo

HubSpot

GTM Tools

CRM, marketing, sales and service platform for growing businesses.

Good for

Teams wanting an integrated CRM and marketing suite.

Fits with your stack

Connects to almost every tool on this list via native or API integrations.

GR

Granola

Notetakers / Meeting Intelligence

AI notetaker that works without a bot joining your call.

Good for

Teams that want private, accurate meeting notes.

Fits with your stack

Complements Notion or Airtable as a knowledge capture layer.

FI

Fireflies

Notetakers / Meeting Intelligence

AI meeting assistant that records, transcribes and summarises calls.

Good for

Sales and customer success teams reviewing calls.

Fits with your stack

Feeds summaries into CRMs and Slack channels.

OT

Otter.ai

Notetakers / Meeting Intelligence

Real-time transcription and meeting summarisation.

Good for

Teams that need live captions and shareable transcripts.

Fits with your stack

Works with Zoom, Teams and Google Meet.

Fathom logo

Fathom

Notetakers / Meeting Intelligence

Free AI notetaker for Zoom with instant highlight reels.

Good for

Teams that want quick call summaries and clips.

Fits with your stack

Great for sales teams using Zoom and HubSpot.

Power Apps logo

Power Apps

App Builders

Microsoft's low-code app builder for internal business apps.

Good for

Teams needing custom apps on top of SharePoint or Dataverse.

Fits with your stack

Best when your data already lives in Microsoft 365.

BU

Bubble

App Builders

No-code full-stack web application builder.

Good for

Teams building customer-facing apps without a dev team.

Fits with your stack

Use when you need a real web app, not just a form or dashboard.

Lo

Lovable

App Builders

AI-powered full-stack app development platform.

Good for

Teams that want to ship internal tools or MVPs fast.

Fits with your stack

Pairs with Supabase or any API-backed data source.

Replit logo

Replit

App Builders

Online coding environment with AI assistance and deployment.

Good for

Teams prototyping or running lightweight scripts.

Fits with your stack

Useful for quick automations that need a little custom code.

Retool logo

Retool

App Builders

Low-code builder for internal tools and admin dashboards.

Good for

Ops teams needing dashboards on top of databases and APIs.

Fits with your stack

Connects to PostgreSQL, Airtable, HubSpot and more.

Not sure which of these fit your business?

Tell us what you are trying to solve and we will point you toward the right tools - or build the workflow for you.