HubSpot
Gmail
Lives in Slack
Message it like a teammate. It already works where you do.
Your Workspace
Channels
general
deal-pipeline
random
Direct messages
DDavid
JJohnyou
Apps
John's Agent1
# deal-pipeline
John's Agent9:12 AM
Acme Inc. deal is stalling, Sarah is silent for 6 days. HubSpot
Follow up with a short note based on lookalike wins at similar mid-market teams.
John's Agent9:13 AM
Created draft in Gmail
“Hi Sarah, teams like Acme usually unblock this by aligning the champion, CFO, and legal owner on timeline. Worth a quick sync this week?”
Message #deal-pipeline
Your right hand to 
closed-won
@You make the calls, @Your Needle Agent proactively handles CRM housekeeping, pipeline analysis, and more.
All action in
# deal-pipeline
John's Agent9:12 AM
Acme Inc. deal is stalling, Sarah is silent for 6 days. HubSpot
Follow up with a short note based on lookalike wins at similar mid-market teams.
John's Agent9:13 AM
Created draft in Gmail
“Hi Sarah, teams like Acme usually unblock this by aligning the champion, CFO, and legal owner on timeline. Worth a quick sync this week?”
Message #deal-pipeline
Use cases
Detect stalled deals
1/7Spot quiet pipeline risk early and suggest the next best move.
# deal-pipeline
John's Agent9:12 AM
Acme Inc. deal is stalling, Sarah is silent for 6 days. HubSpot
Follow up with a short note based on lookalike wins at similar mid-market teams.
John's Agent9:13 AM
Created draft in Gmail
“Hi Sarah, teams like Acme usually unblock this by aligning the champion, CFO, and legal owner on timeline. Worth a quick sync this week?”
Message #deal-pipeline
Use cases
Detect stalled deals1/7
What's your challenge?
Let's chat and we will map out your revenue processes and show where a Needle agent can help first.
Let's talkInbound leads
Outbound campaigns
Revenue process map
Needle agent
CRM
Analytics
Reporting
Not another dashboard
It is your second brain for getting stuff done.
Needle
#deals
Follow-up sent to Acme with the right case study attached.
Needle
#pipeline
CRM updated, stalled deal flagged, and next step drafted for review.
How it works
Your Needle Agent is personal
When you mention @Your Agent it acts on behalf of you. It mirrors your permissions."It can do what you can do, and cannot do what you cannot do."
Has its own computer
Has access to all tools needed for complex tasks.
accounts
pipeline.csv
forecast.xlsx
proposal.pdf
pitch-deck.pptx
battlecard.png
long-lead-list.xlsx
long-lead-list.xlsx
Spreadsheet · 1.2 MB
InformationShow Less
CreatedToday 10:09
Rotate LeftMarkupMore...
Connects to every tool
CRM, email, calendar, docs. Wired into your whole stack.
HubSpotGmailCalendarSalesforcelemlist
OutlookCal.comLinkedInApolloClay
ZoomLushaPipedriveGongAttio
3000+ integrations
Learns and remembers
Remembers how you work and builds skills around it.
Agent workspace
Memory
16 June 2026.md
17 June 2026.md
…
Skills
draft-message.md
enrich-contact.md
…
Brings a proactive attitude
Doesn't wait to be asked. Spots the next move first.
John's Agent#deals
13:42Globex deal is stalling
#deals
John's Agent13:42
Heads up — the Globex deal is stalling.
No reply from your champion in 9 days. Want me to re-engage Sarah with a tailored nudge?
Engage championSnooze
How it works
Your Needle Agent is personal
When you mention @Your Agent it acts on behalf of you. It mirrors your permissions.
"It can do what you can do, and cannot do what you cannot do."
Lives in Slack
Message it like a teammate. It already works where you do.
Your Workspace
Channels
general
deal-pipeline
random
Direct messages
DDavid
JJohnyou
Apps
John's Agent1
Has its own computer
Has access to all tools needed for complex tasks.
accounts
pipeline.csv
forecast.xlsx
proposal.pdf
pitch-deck.pptx
battlecard.png
long-lead-list.xlsx
long-lead-list.xlsx
Spreadsheet · 1.2 MB
InformationShow Less
CreatedToday 10:09
Rotate LeftMarkupMore...
Connects to every tool
CRM, email, calendar, docs. Wired into your whole stack.
HubSpotGmailCalendarSalesforcelemlist
OutlookCal.comLinkedInApolloClay
ZoomLushaPipedriveGongAttio
3000+ integrations
Learns and remembers
Remembers how you work and builds skills around it.
Agent workspace
Memory
16 June 2026.md
17 June 2026.md
…
Skills
draft-message.md
enrich-contact.md
…
Brings a proactive attitude
Doesn't wait to be asked. Spots the next move first.
John's Agent#deals
13:42Globex deal is stalling
#deals
John's Agent13:42
Heads up — the Globex deal is stalling.
No reply from your champion in 9 days. Want me to re-engage Sarah with a tailored nudge?
Engage championSnooze
Claude Opus 4.8OrchestratorDraft outreachClaude Opus 4.5
Research accountsGPT-5.1
Enrich CRMGemini 3 FlashNo vendor lock-in
Use the best models for the job, Needle routes work intelligently, and optimize costs as models change.
Own your data
Your company context and agent memory stay portable and fully yours.
Security
Built around your existing access
Needle works like a trusted teammate: connected to the tools you choose, bounded by your permissions, and designed for sensitive revenue workflows.
Your permissions, mirrored
Needle acts through the access you grant, and every workspace, app, and account connection is explicit, reviewable, and controlled by your team. It can do what you can do, and nothing you cannot.
Permission checkRep role
CRM accessAllowed
Send follow-upAllowed
Export workspaceNot allowed
Security-first
Built for sensitive revenue workflows and explicit team controls.
Context stays protected
Company knowledge, deal context, and customer data are handled as private operating context for your agents.
CRMEmailCalls
We don’t train any model on your data
Your data is never used to train any model, ours or anyone else’s. It stays private operating context for your agents.
Slack
CRM
Email
Calendar
Docs
Calls
Frequently Asked Questions
A Needle agent is personal: it simply mirrors your own access, like your shadow, with no extra setup. In Claude Tag, IT has to configure permissions, and the agent acts on its own with rights that shift based on who prompts it and where, a more complex model. Needle also has no vendor lock-in, so you can pick the best model for the job, keep token costs down, and export your data anytime.
Needle gives you access to 21+ models from leading providers like Anthropic, OpenAI, Google, xAI, and DeepSeek, including Claude Opus 4.8, Claude Opus 4.8 Fast, Claude Sonnet 4.6, Claude Haiku 4.5, GPT-5.5, GPT-5.5 Pro, GPT-5.4 Mini, Gemini 3.1 Pro, Gemini 3.5 Flash, Grok 4.3, DeepSeek V4 Pro, DeepSeek V4 Flash, Qwen 3.7 Max, Qwen 3.6 35B, Kimi K2.6, MiniMax M3, GLM 5.1, MiMo V2.5 Pro, HY3 Preview, Step 3.7 Flash, Nemotron 3 Super 120B.
You connect the agent to your own accounts in the tools you already use, so it inherits your exact access. It can do things you can do, and nothing you can't.