AI & automation

Align's AI features are designed around workspace records and citations. Search retrieves records; Ask Align composes an answer from the records the current user can access; controlled actions keep external writes behind an explicit review or confirmation step.

Universal SearchCopy Anchor Link

Universal Search is available across the app suite. It can find permitted:

• Pages and uploaded documents, including indexed PDF/image/link content;
• meetings and session recaps;
• Decisions, risks, and action items;
• Plans work items and Projects;
• Chat messages;
• synchronized objects from connected tools.

Search results link back to the owning app rather than copying every workflow into Home.

Ask AlignCopy Anchor Link

Ask Align uses the same connected workspace context but answers in natural language with citations. Use it for questions such as:

• “What did we decide about pricing?”
• “Which launch tasks are blocked?”
• “What did Acme ask for in the last call?”
• “Which source supports this project decision?”

The drawer is available across products. Slack can also answer @Align questions in channels where the connected app was invited.

MCP serverCopy Anchor Link

The OAuth-authenticated MCP endpoint connects Align to ChatGPT, Claude, Claude Code, Cursor, VS Code, and other MCP clients. They can use Ask Align, list and read meetings, list decisions, and list the current user's tasks. Coding agents can also read, create, move and comment on work items, which syncs to Jira or Linear.

See MCP server for client setup and exact tool schemas.

Controlled actions and automationsCopy Anchor Link

Align distinguishes a suggestion from an external write:

• Slack thread capture creates a draft for review.
• Sending a record to Slack is an explicit action.
• GitHub, Linear, and Jira create/update operations require confirmation.
• Webhook deliveries are signed and can be tested before relying on them.
• Integration activity records success, partial completion, and failure.

Plans Inbox is where suggested or incoming work can be reviewed before it joins the active plan.

Private-beta intelligenceCopy Anchor Link

The following screens are implemented but only visible to people with beta access. Request it from Join the beta in any app's sidebar; see Getting beta access.

• Autopilot / Agents — configured agents and automatic follow-through;
• Decision Intelligence — deeper decision review, confidence, contradiction detection, and replay;
• Memory and organizational graph — curated workspace knowledge and relationships;
• Pulse — organization-level trends and signals;
• Chief of Staff briefing — a generated briefing from current workspace activity.

Beta features should not be treated as universally available or as a substitute for the underlying source records. Availability can change independently of the core app suite.