Product · Sherpa
Hand Sherpa a whole task and review what comes back.
Sherpa plans the work, reads your files and systems, builds the output and shows where every answer came from. You and your team steer it while it runs.
Key terms from the Northwind master services agreement:
What Sherpa does
Takes on the whole task
Give it the whole job. It writes a plan as a to-do list and works through it step by step.
Works across your files and tools
It searches your files and drives, reads the web and runs calculations in a sandboxed computer.
Shows where each answer came from
Every claim points to a document, a spreadsheet cell or a calculation you can open and check.
Plans
Sherpa writes a plan before it starts.
Give Sherpa the whole job: a brief, a model, a document review. It writes a plan as a to-do list before it starts and works through it step by step.
You can see what is done, what is running and what comes next, and change the plan if it has misread the task.
- Plan5 of 5 done
38 of 212 supplier contracts renew before 31 December. 29 renew automatically unless you give notice, and 11 of those have a notice deadline in the next 60 days.
The first is Northwind Freight: 90 days’ notice, due 14 October 1, found by Logistics.
The full list with sources is in Supplier_renewals.xlsx.
Subagents
Big tasks split across subagents.
For broad work Sherpa starts subagents, waits on their results and cancels any it no longer needs, all under one shared budget.
An agent tree shows which agent is doing which part of the task.
38 of 212 supplier contracts renew before 31 December. 29 renew automatically unless you give notice, and 11 of those have a notice deadline in the next 60 days.
The first is Northwind Freight: 90 days’ notice, due 14 October 1, found by .
The full list with sources is in Supplier_renewals.xlsx.
Browser agent
Every agent has its own computer, with guardrails built in.
Every agent gets a computer of its own. It opens a browser and works in the web systems your team already uses, the way a person would, and you can watch it live.
A separate model reviews each action automatically before it runs and stops anything unsafe, such as a payment. Every action is logged, so your team keeps a record of what was done and why.
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Models
Sherpa draws on frontier and open-source models from the leading labs.
Sherpa runs on frontier models from Anthropic and OpenAI and open-source models from DeepSeek, Moonshot (Kimi) and Z.ai (GLM). Auto routing sends each step to the model that fits it, or you can pick one yourself.
Admins choose which models each team may use and where they run. Work with Sherpa in the web app, by email, or in Slack and Microsoft Teams.
Models and routing
Which models your organization may use, where they run, and how each request is routed.
| Model | Provider | Tier | Enabled |
|---|---|---|---|
| Fable 5.1 | Anthropic | Frontier | |
| GPT-6 Astra | OpenAI | Frontier | |
| Sonnet 5 | Anthropic | Balanced | |
| GLM 5.3 | Z.ai · open weights | Open | |
| Kimi K3 | Moonshot AI · open weights | Open | |
| DeepSeek V4 | DeepSeek · open weights | Open |
Tools
Sherpa has the right tool for each step of the job.
File search
Finds the passage that answers the question across your files, searching by meaning as well as exact words.
Connected drives
Creates, edits, copies and moves files in Google Drive, OneDrive, SharePoint, Box and Dropbox, with recovery if a change needs undoing.
Web research
Searches the web and reads each page in full, so an answer rests on the source rather than a snippet.
Sandboxed computer
Runs Python, Node and Bash on a sandboxed computer, so every figure is calculated rather than guessed.
Decks and workbooks
Builds PowerPoint decks and Excel workbooks, then renders, recalculates and validates them before handing them over.
Research tables
Asks the same questions of many documents at once, with a citation behind every cell.
Browser
Works in websites and web apps on its own computer, with every action reviewed and logged.
Memory
Keeps your preferences and context between runs, in memory you can read and edit.
Integrations and MCP
Uses the tools of your connected integrations and your own MCP servers.
You stay in control
You stay in control of every run.
Sherpa does the work; you decide where it goes, what it may use and what you accept.
Steer a run while it works
Runs keep going when you close the tab. Queue a message for the next step, send one now, or interrupt the run and redirect it.
Approve the tools that matter
When Sherpa needs a decision it asks you, and it asks for approval before using the tools you want to sign off.
Check every source
Source cards and a citations panel sit beside the chat, so you can check any answer against the passage, cell or calculation behind it.
Keep an audit trail
Sign-ins and browser agent sessions are recorded in the audit log, and admins can export audit logs from the admin portal.
Use cases
Hand over the work that eats your week.
Quarterly board update
Point Sherpa at the finance folder and last quarter’s deck. It pulls this quarter’s figures, updates the charts and cites the workbook cell behind every number.
Q3_board_update.pptx
The deck now shows Q3. Every number that changed has a note citing its cell in Q3_actuals.xlsx: Q3_board_update.pptx
Q3 board update
Fabrikam · quarter ended 30 September
Board meeting · 14 October 2026
Cover kept from Q2_board_update.pptx; the quarter and date updated.
Built for the way your company is governed.
- SOC 2 Type I
- SOC 2 Type II
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- No training on customer data