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Your powerhouse for integration and automation

Build integrations faster and add AI to business processes, all with rock-solid controls.

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Drive productivity, run your business smarter

  • Develop fast: Use AI to create, manage, and change integrations
  • Click for smart: Make any marketing, finance or service business process intelligent in a few clicks
  • Cut manual work: Shift quickly from manual processes to AI-powered automation with Merlin Functions
  • Reduce risk: Use AI across your business with rock-solid data controls

Low-code development. Now, with advanced AI.

Speed every phase of integration development, from building to documentation and even optimization.

Build integrations with natural language

Use Tray’s AI copilot, Merlin Build, to describe your integration in just a few phrases, visualize it, customize it, and iterate it with low code. It’s that easy.

Auto-documentation

Say goodbye to remembering how an integration works. Get always up-to-date GenAI-powered dynamic documentation that tells you, or anyone who needs to know, everything step-by-step.

Suggested best practices

Let Merlin examine your workflow and suggest opportunities to improve, powered by Tray.ai best practices.

Create a new spreadsheet in Sheets called “Web Leads.” Get the name, email, company, and lead source for all my salesforce leads where the lead source is web, then loop through each one and add to the sheet. Found 4 connectors, adding Google Sheets, Salesforce, Loop Collection, Google Sheets to the workflow

AI Palette: A premium upgrade for your business process IQ

What good is AI if you can’t easily add it to your lead lifecycle, order-to-cash, employee onboarding, or all the thousands of other processes in your business? Merlin AI Palette makes adding AI to any process easier than you ever thought possible so that you can automate more.

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Connect to any LLMs or ML services

Use our built-in connectors for all the latest LLMs, from Anthropic to OpenAI, and add GenAI to any integration. Build new AI connectors with Tray’s modern Connector Development Kit (CDK)

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Agile AI integration

The AI landscape is constantly evolving; don’t let your processes get AI-locked. Tray native AI capabilities make adding, changing, or removing AI from all your processes simple, so you can stay agile and up-to-date in rapidly shifting environments. 

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Native vector database

Use our built-in vector database to power RAG, search, recommendations, and text generation use cases directly in our platform, or connect to your chosen vector database as needed

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Merlin Extract and Merlin Functions

Native AI capabilities built for business

You shouldn’t have to be an AI expert to add AI to your business. The intelligence layer in the Tray platform provides Merlin Extract and Merlin Functions that are ready to be put to work, like extracting text from PDFs for invoice processing, auto-classifying documents such as sales orders or purchase orders, or understanding sentiment.

Key capabilities

  • Document processing: Merlin Extract understands the most common document formats and enables you to intelligently extract content, like order lines, subtotals, and addresses

  • Generate and classify text: Use Merlin Functions to auto-summarize call transcripts or customer reviews to precisely the correct format or create structured or unstructured text for automated responses

  • Sentiment analysis: Use Merlin Functions to auto-evaluate the emotional tone behind conversations or text to drive dynamic, intelligent customer support workflows

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Merlin Guardian

AI trust built into our Enterprise Core

Integrating AI into your business quickly, without compromising safety, and with maximum trust across your organization is foundational. Our Enterprise Core includes Merlin Guardian for the latest anonymization, obfuscation, and data controls to manage sensitive information flows into AI services.

Key capabilities

  • Data privacy and compliance: Merlin Guardian enables you to selectively apply PII tokenization to your data to obfuscate it from LLMs

  • Securely control your AI data flows: Tokenize your data flows into LLMs, and detokenize as needed to run your AI-infused processes with confidence

  • Complete audit trail: Gain complete transparency of what information has been shared across AI services

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With the addition of Merlin AI to the Tray platform, our business technologists can interface with Tray using natural language instruction to build faster and build better.

Brendon Ritz, Senior Director of Marketing Ops at ThoughtSpot
Brendon Ritz, Senior Director of Marketing Ops
ThoughtSpot

What are you and Merlin going to build first?