Delegmate for Refiner

An AI teammate that works in Refiner

An AI teammate with its own Google Workspace account. Connect Refiner and it works there as part of the job, alongside its email, calendar and docs, within the rules you set.

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About Refiner

Refiner is a customer feedback and survey tool designed to help businesses collect and analyze user insights.

What it does in Refiner

Finds and reads what it needs in Refiner
Files new documents where your team keeps them
Collects answers and sends documents for signature
Keeps shared material current

How it works

1
Add a teammate
It gets its own account in your Google Workspace, with its own email, calendar and Drive.
2
Connect Refiner
From its Apps tab with your API key, with the Refiner account your team chooses. Or just ask it, and it sends you the link.
3
Hand it the work
Email it, message it in Chat or Slack, or mention it in a doc. It asks before anything that matters.

Works with it in gmail

Built for

Operations & Finance Professional services Executive Assistant

Questions

How does it connect to Refiner?

With a Refiner API key, pasted once on the teammate's Apps tab, or just ask it and it sends you the link. It connects with the Refiner account your team chooses, and each teammate has its own connections, so you decide exactly what each one can reach.

What does it do in Refiner without asking?

The everyday work it is there for: reading, updating and keeping things current. It asks first before contacting someone new, spending money, or anything that can't be undone, and every step is in its activity log.

Does it need its own Refiner seat?

No. It works through the connection your team sets up, so there is no extra Refiner seat to buy for it.

Is Delegmate made by Refiner?

No. Delegmate is independent and is not affiliated with or endorsed by Refiner. Refiner is a trademark of its owner.