Access follows each connector
BetaPearl respects each connector's access model and enforces it when content is retrieved. The assistant inherits the permissions of the person asking.
AI that knows your company.Work that gets done.
BetaPearl connects to the tools your team already uses, keeps a current picture of the business, and gives you one assistant that answers with proof and carries recurring work forward.
app.betapearl.com
Vendor onboarding review
Make recurringWhat changed across our sources this week?
Three things changed. The pricing policy now requires finance approval for discounts above 15%1, Dana confirmed the Hartsfield renewal terms in writing2, and the launch decision log moved go-live to May 43.
Worked for 12s · 5 steps
Draft the status update and send it to the client team.
Drafted from the three changes above, with each claim cited. The send needs your approval.
Worked for 8s · 3 steps
Google MailNeeds approval
Send the weekly status update to the client team
To: client-team@meridian.com — “Hi all, three updates this week…”
DeclineApprove
Reply…
Agents can make mistakes. Verify important information.
Works with the tools your company already uses
Google Drive
Gmail
Notion
File uploads
Google Calendar
Google Tasks
Google Forms
Ramp
Copper
The missing context
Today’s AI is smart enough. It just doesn’t know your business.
The latest decision, the owner, the exception — they exist, scattered across your tools. BetaPearl keeps a current, permissioned picture of all of it, so every answer starts from what is actually true.
Gmail12
Re: Re: Fwd: Hartsfield renewal terms
Dana: Confirming in writing — 18% as a one-time exception, not precedent. See the thread from last…
⊞Q3 renewals — working copy.xlsx
Hartsfield$118,40018%
Meridian$86,00012%
Coastal$52,750—
S
Sam · 9:12 AM
does anyone remember what we actually decided on enterprise discounts? 🧵
betapearl
What did we decide about enterprise discounts?
Discounts above 15% need finance approval1. Hartsfield's 18% was approved as a one-time exception2 — it doesn't set a precedent3.
Pricing policy · DriveDana's email · GmailDecisions · Notion
Worked for 9s · 4 steps
Product
One assistant. Three jobs, done properly.
Everything BetaPearl does starts from your company's actual content — answered with proof, kept current, and carried forward under policies you set.
Ask anything
Answers with proof
Ask in plain language. BetaPearl answers from your documents, email, and notes — and every claim carries a citation you can open and check. Retrieval respects each connector's access model, so people only ever see what they can already see.
app.betapearl.com/chat
Q3 pricing decision recap
Shared with the teamWhat did we decide about enterprise discounts?
Discounts above 15% now need finance approval1. The Hartsfield exception was approved at 18% as a one-time term2, and it doesn't set a precedent for new logos3.
Pricing policy — FY26Google Drive · updated 2 days agoOpen
“Discounts exceeding 15% of list require written approval from Finance before the order form is issued.”
Worked for 9s · 4 steps
Shared knowledge
Knowledge that stays current
Living pages on projects, clients, and policies update as the underlying sources change — with review when a change needs judgment, and page history keeping every previous value.
app.betapearl.com/library
Meridian — client brief
- Go-live
- May 41
- Status
- On track · 3 open items
- Owner
- Dana Kim
- Open risk
- Vendor onboarding2
Vendor onboarding remains with Dana. No launch impact is expected if the security review closes by Friday2.
Suggested updateFrom yesterday's working-group notes
Go-live April 28 → May 4 — the vendor security review moved a week.
DismissApply
Every previous value stays in page history
Recurring work
Work that keeps moving
Describe a job once — a weekly report, a client status update. BetaPearl runs it on schedule, works through the steps, and follows your approval policy. High-risk or irreversible actions always pause for a person.
app.betapearl.com/workflows
Weekly status report
Runs Monday · 7:00 AMGathered 14 updates
Drive, Gmail, and Notion · 7:00 AM
Drafted the report
Every claim cited back to its source · 7:02 AM
Publishing to the client hub
Paused — waiting on your approval
NotionNeeds approval
Publish the updated launch page to the client hub
3 changes since last week — go-live date, owner, open risk
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Platform
Everything around the assistant.
The surfaces that make BetaPearl dependable day after day — search, review, history, and controls that follow your policies.
Search everything you can see
One search across every connected tool, permission-aware by construction.
hartsfield renewal⌘K
Pricing policy — FY26Google Drive · document
Re: Hartsfield renewal termsGmail · thread
Launch decisionsNotion · page
An inbox of what needs you
Approvals, questions, and reviews collect in one place — nothing stalls silently.
Inbox3
Send the weekly status reportNeeds approval
Which Meridian contact is primary?Needs input
Launch page — 3 suggested changesReview
Approval policy
Reads flow; writes follow the policy you set.
ReadsAllowed
Reversible writesAsk, or run under policy
Irreversible actionsAlways ask
Hubs
Bounded workspaces that share exactly what they should.
CClient — Meridian34 items
PPolicies12 items
Page history
Every previous value kept — nothing silently overwritten.
Go-live → May 4Today · from working-group notes
Owner → Dana KimTuesday · confirmed by email
Go-live → April 28Last week
Where it works
The web app is live today. Channels come next.
Web app — liveSlack — nextGoogle Chat — nextEmail — next
How it works
Set up in an afternoon. Useful the same week.
No migration, no re-tagging, no new system of record. The web app is live today; Slack, Google Chat, and email are next.
01
Connect your tools
Link Google Drive, Gmail, Notion, and file uploads. Content syncs automatically and stays current, with each connector's access model enforced at retrieval.
02
Ask and delegate
Ask questions in plain language, or describe a recurring job — a weekly report, a client status update. BetaPearl works from your actual content and cites its sources.
03
Review what matters
Reversible work follows the policy you set. High-risk or irreversible actions always pause for your approval, and every run keeps a full activity log.
Security
Built for teams that have to be careful.
An assistant is only useful if you can trust what it says and what it touches. BetaPearl is designed around that constraint.
Sources stay inspectable
Cited claims link back to their sources. When someone opens a citation again, removals or access changes surface instead of returning stale content.
Approval follows risk and policy
High-risk or irreversible actions always ask. Reversible writes can pause or run automatically under your configured policy, with activity logged.
Your data stays yours
Your content serves your workspace and is never used to train shared models. Data is encrypted in transit and at rest.
See BetaPearl on your own data.
We're onboarding design partners. Bring one recurring process — a weekly report, a client status update, a review cycle — and we'll set it up with you, live on your own content.