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What is Binee

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Written by Arman Vardanyan

Binee is an AI business brain. You connect the tools your team already works in, and Binee gives you one place to ask questions about the work happening across them, act on that work, and get proactively notified when something needs attention. Your tools are its eyes and ears: Binee reads them, thinks about what it sees, and tells you what matters.

Four things Binee does:

  • Chat: ask anything about the work in your connected tools. Binee reads through your own connections, summarizes, finds things, and can make changes for you after you confirm them.

  • Insights: you tell Binee what to watch (these are your Binee automations), and Binee flags findings from real incoming activity, with citations to the actual events behind each finding.

  • Dashboards: live, shareable views over your connected tools, created by owners and admins and shared per dashboard.

  • ClickUp Setup: a guided builder that designs and creates a ClickUp workspace structure for you.

Binee runs on a workspace model: you and your teammates share a Binee workspace, while each person connects their own tool accounts and gets their own personal insight feed, memory, and settings. One account can belong to several workspaces and switch between them from the bar at the top of the app; see the Workspace roles and team page.

The sidebar's Dashboards page holds live, shareable views over your connected tools: a workspace owner or admin creates a dashboard, adds cards, and invites teammates, and every viewer's numbers come from their own tool visibility. See the Dashboards page of this guide for what the cards show and how sharing works.

Is Binee an automation tool like Zapier?

No. Automation tools move data from one tool to another when a trigger fires. They follow rules, they don't understand anything. Binee is a brain, not a connector: it reads your connected tools, thinks about what it sees across all of them at once, and tells you what matters, like a client who sounds frustrated by email while their invoice sits unpaid. You talk to that same brain on binee.io and in Slack, and it answers from your own connections either way.

Getting started

If you sign up with email and password, you will see a Check your email screen: Binee sends a confirmation link to the address you entered, and clicking it activates your account. If the email does not arrive within a few minutes, check your spam folder; the screen also lets you switch to a different email. Signing up with the Google or Microsoft button skips this step. A new workspace starts blank: no tools are connected until you connect them yourself.

On your first visit Binee shows a full-page welcome setup. Only your name is required; every other section is labeled optional. In order: your profile (name, plus an optional photo; your email is shown but not editable there), how you work (what best describes your work, and any personal preferences Binee should consider in responses, for example "I prefer concise, bullet-point summaries"), two quick questions about how Binee should help you and where you heard about us, and finally your email preferences (all changeable later in Settings). The email section also offers the Improve Binee for everyone checkbox, which starts unchecked and stays off unless you check it. The page is part of creating your account, so it cannot be skipped; pressing Connect your first tool completes it and takes you to Settings, then Integrations, where you connect tools whenever you are ready. Existing accounts never see this setup page.

After setup, a getting-started checklist sits at the bottom right of the app and tracks real progress: create your account, connect your first tool, ask Binee anything, create your first Binee automation, and get your first insight (Binee does that last one for you). You can collapse or dismiss the checklist at any time and reopen it from the sidebar. As you start chatting, you can also ask Binee to remember lasting preferences about how you work; they live in Memory, right in the sidebar.

On the free plan, the first time you see the credit meter in the account menu at the top right, Binee explains that AI actions use credits and offers a See plans shortcut to Settings, then Billing & Usage.

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