Insightly AI employee
A Superkind AI employee that enriches contacts, checks opportunities, prepares follow-ups, and keeps projects current in Insightly. Message it in Teams or Outlook, it works directly in Insightly and reports back with the result. Sensitive actions wait for your approval.
- Hosted in the EU
- GDPR data processing agreement
- Ready to start today
- Works in Teams, Slack and more
What is a Insightly AI employee?
An Insightly AI employee connects to your Insightly account and completes work there. It creates contacts, checks opportunities, adds activities, and keeps projects current. Superkind builds it with your company knowledge, sales rules, and the information your team needs every day.
Unlike Zapier or Make, there is nothing to configure. You describe the outcome in plain English, the AI employee picks the right Insightly actions, chains them with your other systems, and asks for your approval before sensitive changes.
Insightly is a CRM platform for contacts, leads, opportunities, projects, and the sales activities connected to them.
You ask in Teams
Describe what you need in Insightly in plain English.
Superkind picks the actions
Selects the right Insightly actions and chains them together.
Superkind works in Insightly
Checks contacts, opportunities, projects, and activities using your real data.
Superkind reports back
Delivers the finished result to Teams or Outlook.
What can you ask Superkind to do in Insightly?
Messages you would actually send. Copy one, swap in your specifics, and Superkind takes it from there.
“Create these new event contacts in Insightly and add their organisation, role, and the interests we discussed.”
you, to @Superkind“Check our Insightly pipeline and show me opportunities without a next step or with an overdue close date.”
you, to @Superkind“Prepare a follow-up for Northstar from the latest Insightly notes and create a task for tomorrow.”
you, to @Superkind“Let me know here as soon as a new Insightly lead arrives without an owner or lead source.”
you, to @SuperkindHow does Superkind work with Insightly?
- Native integrations and connectors for 1,000+ tools
1Connect your systems
Connect Insightly securely to Superkind. Add Teams, Outlook, and the other systems your team uses every day. The required access permissions are defined precisely. Superkind handles and checks the connection.
@Superkind check our Insightly pipeline, find opportunities without a next step, and prepare a follow-up for Northstar.
On it. I am checking the opportunities and preparing the follow-up in Insightly.
2Tell Superkind what you need
Message your AI employee in Teams like a colleague. Ask it to check the Insightly pipeline or enrich a contact from an Outlook email. Superkind understands the goal and picks the right actions. You do not need to build a workflow.
- Pipeline: 4 open opportunities
- 2 opportunities without next steps
- Northstar follow-up task created
Northstar follow-up taskWaiting for your approvalSend follow-up email to Northstar?3Superkind operates, you approve
Superkind works in Insightly and reports the result back in Teams. Read-only checks run independently. Changes to contacts, opportunities, or access rights wait for your approval. Every step is logged.
What can Superkind do in Insightly?
Ask in plain English from Teams or Outlook. Superkind picks the right Insightly actions, completes the work, and reports back. No workflows to build.
Search contacts
Finds Insightly contacts by name, email address, organisation, or tag.
Create contact
Creates an Insightly contact with name, contact details, organisation, and custom fields.
Enrich contact
Adds missing fields, tags, and organisation links to an Insightly contact.
Show contact links
Shows a contact’s linked organisations, opportunities, projects, and other relationships.
Summarise contact history
Summarises emails, notes, tasks, and events for an Insightly contact.
List leads
Lists Insightly leads by status, source, responsible user, or creation date.
Create lead
Creates a lead with contact details, lead source, status, and responsibility.
Check lead quality
Checks leads for missing required fields, duplicate records, and stale activities.
Convert lead
Converts a qualified lead into a contact, organisation, and opportunity.
Check pipeline
Shows opportunities by pipeline, stage, value, probability, and expected close date.
Show opportunity
Reads the products, contacts, notes, activities, and details of an opportunity.
Update opportunity
Changes the stage, value, probability, close date, or responsible user of an opportunity.
Detect pipeline risks
Finds opportunities without a next step, with overdue close dates, or with long inactivity.
List products
Lists opportunity line items with product, quantity, price, and discount.
List projects
Lists Insightly projects by status, pipeline, stage, responsible user, or date.
Check project status
Checks the milestones, tasks, events, and open activities of an Insightly project.
Show milestones
Shows project milestones with due date, status, and responsible user.
Summarise project progress
Summarises the pipeline stage, milestones, and completed tasks of an Insightly project.
List tasks
Lists Insightly tasks by due date, status, priority, or responsible user.
Show events
Shows Insightly events with time, location, attendees, and linked records.
Summarise notes
Summarises notes for a contact, lead, opportunity, or project.
Check activities
Finds overdue tasks and records without a planned next activity.
Search organisations
Finds organisations by name, website, address, tags, or custom fields.
Show pipeline stages
Shows pipelines and their stages for opportunities or projects.
Show users
Lists Insightly users, teams, and responsibilities for distributing records.
Delete record
Deletes a selected contact, lead, opportunity, or project from Insightly.
Superkind uses Insightly together with your other systems
Ask for outcomes across several tools. The AI employee connects Insightly data with messages, spreadsheets, and other CRM systems and delivers one finished result.
Superkind AI employees that work with Insightly
Every role brings its expertise and uses Insightly as one of its tools.
Companies working with Superkind
Frequently asked questions
Everything you need to know about your AI employee for Insightly.
Yes. Superkind connects Insightly through a managed connector. Once connected, your team can ask the AI employee from Teams or Outlook to work with contacts, leads, opportunities, projects, and activities. You need no custom code and no workflow builder. Access stays limited to the agreed tasks and the Insightly permissions required for them.
An admin adds the Insightly connection and confirms the required permissions. Together, we define which objects and actions the AI employee may use. Superkind then checks access to contacts, opportunities, projects, and activities. The connection becomes available to your team in Teams or Outlook, without each person having to configure a separate integration.
It can search and enrich contacts, check leads, evaluate opportunities by pipeline stage and close date, summarise projects, and read tasks, events, and notes. With approval, it can also create or change selected records. The exact selection follows your process, Insightly fields, and the rules you define with Superkind.
No. With Zapier or Make, you build triggers, filters, and individual steps and maintain them when something changes. With the AI employee, you describe the result in plain English. Superkind picks the right Insightly actions, chains them with Teams, Outlook, or other systems when needed, and asks when information or approval is missing.
Only with your approval. Superkind can check opportunities, identify pipeline risks, and prepare a proposed change. The AI employee can change a stage, convert a lead, or delete a record only after a responsible person approves it. Approval happens directly in Teams. Your team defines which Insightly actions are sensitive and who may confirm them.
Superkind is hosted in the EU and signs a GDPR data processing agreement with you. The AI employee receives only the minimum Insightly permissions it needs. Your data is not used to train models. Access and actions are logged so changes remain traceable. Sensitive operations also wait for human approval before any Insightly data is changed.
Insightly’s paid tiers range from roughly 30 euros per user per month to the low hundreds per user per month, depending on features. Zapier starts at about 20 euros and Make at about 10 euros per month, both plus setup and maintenance time. Superkind is priced per use case, a fraction of a full-time hire.