Ply

What is Ply?

Ply enables teams to create tailored software features on top of the applications they already use, without any coding. It integrates processes, data, and automation seamlessly into workflows by adding buttons, interfaces, and business logic that feel native to apps like Gmail, HubSpot, Zendesk, and Salesforce. Ply's platform supports advanced logic, real-time data connections, and AI helpers to streamline operations and improve team productivity while maintaining strong security and compliance standards.

Key Features

• No-Code Feature Builder

  Drag-and-drop interface to design custom buttons, forms, and mini-apps that integrate with existing applications without coding.

• Contextual Data Integration

  Automatically captures relevant data from the app context, enabling features to act on the current item such as emails, tickets, or deals.

• Built-in AI Helpers

  Includes AI tools for text summarization, data parsing, translation, and extracting information from images and documents.

• Advanced Logic and Automation

  Supports complex conditional workflows, subflows, and API integrations to automate processes and enforce business rules.

• Team Collaboration and Permissions

  Granular role-based access control, user matching across apps, and synchronized groups to manage feature access at scale.

• Secure and Compliant Architecture

  Serverless, end-to-end encrypted, volatile data handling with SOC 2 Type II and ISO 27001 compliance, plus SSO support.

Use Cases

• Workflow Automation : Streamline internal processes by embedding custom actions and logic directly into apps like CRM, support, and email tools.
• Custom Team Tools : Build tailored command bars, notifications, and interfaces to enhance productivity without disrupting existing software.
• Customer Experience Portals : Create embedded, form-like portals connected to live data for secure customer interactions, identity verification, and dynamic communications.
• Data Processing and Extraction : Use AI helpers to extract, summarize, and translate data from documents and images within existing workflows.
• Real-Time Collaboration : Enable teams to share and update features remotely with analytics to monitor usage and impact.

FAQs