Dapto Logo
Dapto
Dapto Prism - Platform

The AI automation platform
behind Dapto

Dapto Prism powers intelligent business automations that can understand documents, reason over data, coordinate AI agents, take workflow actions, and produce finished outputs your team can review and trust.

Built for repeated business processes — not one-off prompts.

What is Dapto Prism?

Dapto Prism is the AI automation platform that coordinates agents, data, tools, documents, and human review to complete repeated business processes.

Dapto Prism is the platform layer that powers Dapto automations.

It connects the pieces required to automate real business work:

Company knowledge
Documents and files
Data sources
AI agents
Sub-agents
Tool actions
Workflow logic
Human review
Approvals
Monitoring
Governance

Instead of giving your team a blank automation canvas, Prism provides the reusable foundation for building automations that produce finished work.

Platform architecture

Five integrated layers that work together to automate business processes

Inputs

Documents, PDFs, spreadsheets, emails, dashboards, websites, databases, business apps

Context

Company knowledge, prior work, workspace memory, rules, approved examples

Agent layer

Primary agents, sub-agents, parallel task execution, reasoning, validation

Workflow layer

Actions, routing, approvals, review steps, exports, notifications

Control layer

Monitoring, history, governance, access, human oversight

Agent Orchestration

AI agents that work inside the process

Dapto Prism uses AI agents to break business work into steps, decide what context is needed, call the right tools, and move the workflow toward a finished output.

Understand the request

Gather the right files or data

Decide which steps are needed

Assign work to sub-agents

Use tools and integrations

Check the output

Route the work for review

Prepare the next action

The agent is not the product.

The agent is part of the automation system.

Parallel sub-agents for complex work

Some business workflows are too complex for one linear AI step. Dapto Prism can coordinate sub-agents that work in parallel on different parts of the process.

Example: A reporting workflow may use separate sub-agents to:

Read the prior report
Analyze the new spreadsheet
Compare KPI changes
Check for missing data
Write performance commentary
Flag risks
Prepare the final output for review

Sub-agent workflow diagram

User request

"Create this month's client report."

Primary agent

Understands the goal and plans the workflow.

Sub-agent 1

Reads prior report structure

Sub-agent 2

Analyzes current KPI spreadsheet

Sub-agent 3

Reviews notes and context

Sub-agent 4

Flags risks and changes

Sub-agent 5

Drafts commentary

Review layer

Combines, checks, and prepares the final report.

Output

Client-ready report ready for review.

Instead of waiting for one long prompt to do everything, Prism can divide the work, combine the results, and produce a cleaner finished output.

Knowledge, documents, and data

Prism understands the documents, data, and context your business work requires

Document understanding

Read PDFs, spreadsheets, invoices, contracts, emails, reports, and notes.

Data sources

Connect to databases, dashboards, business apps, and APIs for real-time data.

Company knowledge

Build workspace memory from prior work, approved examples, and team rules.

Workflow actions

Prism doesn't just analyze — it takes action to complete the workflow

Create outputs

Route requests

Send notifications

Update systems

Trigger reviews

Prepare exports

Human review and approvals

Build human oversight directly into your automation workflows

Review steps

Add approval checkpoints at any stage of the workflow before final output.

Comments and feedback

Reviewers can add comments, request changes, or approve with @mentions.

Reviewer assignment

Route work to specific team members based on workflow rules or content type.

Exception handling

Flag edge cases or unusual results for human review before proceeding.

Human-in-the-loop review ensures AI automation stays accurate, compliant, and trustworthy.

Monitoring and governance

Track, control, and govern AI automation across your organization

Activity monitoring

Track what work was created, when, and by whom with full audit history.

Access control

Manage workspace permissions, user roles, and data access at granular levels.

Policy enforcement

Apply company policies, compliance rules, and approval requirements automatically.

Usage analytics

Monitor automation performance, cost, and ROI across teams and workflows.

Core Prism capabilities

The platform features that power intelligent business automation

Agent orchestration

Coordinate primary agents and sub-agents across multi-step workflows.

Parallel execution

Run multiple parts of a workflow at the same time, then combine the results.

Document understanding

Read PDFs, spreadsheets, invoices, contracts, emails, reports, and notes.

Business reasoning

Compare data, apply rules, identify missing information, and explain changes.

Workflow actions

Create outputs, route requests, send notifications, update systems, trigger reviews, and prepare exports.

Human review

Add approval steps, comments, reviewer assignment, and exception handling.

Smart routing

Choose the right AI model or workflow path based on the task.

Governance

Control access, track history, apply policies, and monitor usage.

Integrations

Connect Prism to the tools and data sources your business already uses

Email

Spreadsheets

Databases

Web APIs

Document storage

Analytics platforms

Communication tools

Business apps

Custom integrations available for Enterprise customers

Example platform workflows

Real business processes automated with Dapto Prism

Weekly client report

  1. 1Agent reads last month's report structure
  2. 2Sub-agent analyzes current KPI spreadsheet
  3. 3Sub-agent reviews meeting notes and context
  4. 4Sub-agent flags significant changes or risks
  5. 5Primary agent drafts commentary and insights
  6. 6Review layer combines sections and checks quality
  7. 7Output routed to account manager for approval
  8. 8Approved report exported and sent to client

Quarterly board deck

  1. 1Agent gathers financial data from connected sources
  2. 2Sub-agent analyzes performance vs. targets
  3. 3Sub-agent identifies key achievements and risks
  4. 4Sub-agent drafts executive summary
  5. 5Primary agent creates slide structure
  6. 6Review layer checks narrative flow and data accuracy
  7. 7Output sent to executive team for review
  8. 8Final deck prepared for board presentation

RFP response automation

  1. 1Agent reads RFP document and requirements
  2. 2Sub-agent searches company knowledge for relevant content
  3. 3Sub-agent drafts responses to technical questions
  4. 4Sub-agent compiles case studies and references
  5. 5Primary agent structures complete response
  6. 6Review layer flags missing sections
  7. 7Output routed to sales team for refinement
  8. 8Final response exported and submitted

Invoice processing workflow

  1. 1Agent reads incoming invoice PDF
  2. 2Sub-agent extracts vendor, amount, and line items
  3. 3Sub-agent validates against purchase orders
  4. 4Sub-agent checks approval thresholds
  5. 5Primary agent routes to appropriate approver
  6. 6Review layer tracks approval status
  7. 7Approved invoices sent to accounting system
  8. 8Exceptions flagged for manual review

Website lead qualification (Frontdesk)

  1. 1Agent receives website visitor question via chat widget
  2. 2Sub-agent analyzes question intent and urgency
  3. 3Sub-agent searches company knowledge base for answer
  4. 4Sub-agent determines if visitor is qualified lead
  5. 5Primary agent provides helpful response to visitor
  6. 6Workflow layer creates lead record if qualified
  7. 7Review layer routes to sales team with context
  8. 8Meeting booking or next step sent to visitor

Website support ticket routing (Frontdesk)

  1. 1Agent receives support request from website
  2. 2Sub-agent categorizes issue type and severity
  3. 3Sub-agent checks knowledge base for known solutions
  4. 4Sub-agent determines appropriate support tier
  5. 5Primary agent provides immediate guidance to visitor
  6. 6Workflow layer creates ticket in support system
  7. 7Review layer assigns to correct support team
  8. 8Visitor receives ticket number and expected response time

Ready to automate your business processes?

See how Dapto Prism can power intelligent automation for your team