Workbooks

No-bullsh*t CRM software for midsize businesses

Sales

Compliance CertificationsGDPRISO 27001

Server LocationUnited Kingdom

About Workbooks

Meet Workbooks. The No-Bullsh*t CRM software for midsize businesses. A compelling alternative to Salesforce and HubSpot.

What Cakewalk Does With Workbooks

Govern who on your team and which agents can access Workbooks. AI agents can act inside Workbooks with the permissions of the person who asked. Cakewalk checks each call against policy, holds risky actions for approval and writes an audit record for every one.

Integration Capabilities

Agent Connection

A Connection lets an AI agent act in Workbooks through Cakewalk instead of with its own API key. The agent operates with the permissions of the person who made the request, only for the duration of that task. Every call is checked against policy and written to the audit log.

Use Cases

Use Case	Description
Let an Agent Handle Workbooks TasksAgent Connection	A person asks their agent to do something in Workbooks, like find a record, update a field or pull a report. The agent does it through Cakewalk with that person's own access, not a shared key.
Every Action Checked and LoggedAgent Connection	Every agent action in Workbooks is checked against your access rules and written to the audit log. Safe actions go through, risky ones wait for approval or are blocked.