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How Tango works

Accelerate any process with real-time automation

Available as a Chrome or Edge extension.
Runs on top of CRMs, ERPs, and any other web-basd tools.

Operations and IT

Create process automations and push them out in minutes for your team to use.

See how it works

End users

Start automations with a click, watch Tango work, and take control any time.

Learn more

What is this wizardry? You literally just do your process and Tango automates it. Crazy.

Stephanie Maestri, Revenue Operations Manager

Create automations

How Operations and IT create process automations

Deliver automations in 4 steps

Extract data

Step 1

Configure data extractions from any system records, websites, transcripts, or offline PDFs. Just navigate to the page and type instructions for what you're looking for.

Click through the steps

Step 2

Show Tango your step-by-step process

Click through the steps like your user would. Tango visually documents them and builds your process while you go.

Map extracted values for autofill

Show Tango where the values you extracted earlier are used within your automation

Redact sensitive information

Secure Blur detects sensitive personal, financial, and company information and redacts it during the capture process so it is never saved or stored with Tango.

Secure Blur privacy settings with checkboxes for personal and financial information

Flip automated steps to manual

Tango suggests which steps can be automated and which require user input or decision making. You can control between automated and user-executed at the click level.

Write rules in plain English

Step 3

Customize your data entry rules

Explain the nuances of your process rules in plain English and Tango will convert them to enforceable validation rules. Easily test them on real-life examples to make sure they work as intended.

Rule creation interface for setting 5% discount for repeat customers

Create cross-object and cross-app rules

Configure your process to optionally create rules and validations based on data in other systems. Tango can traverse them during the process via the browser.

Salesforce rule warning about not progressing renewal with past due invoice

Optionally select from a template library

Tango's network of Operations users have assembled a library of rule templates to draw from.

Sales call template with six sections for capturing key prospect information

Push out to your end users

Step 4

Assign access permissions

Grant access to process automations based on role, geography, or team using Active Directory groups or custom assignments.

Price quote creation interface with workspace and team selection options

Pin workflows inside your applications

Easily attach process automations inside your applications so users can find them when and where they are needed.

Reports interface with forecast report automation prompt and pin button

Embed links everywhere you work

Embed process automations in your knowledge base, Teams and Slack channel, or other work tools with direct-to-automation links.

Embed interface showing various platforms with Copy Embed button

Benefits

Flexibility and ease of use

Get started in minutes

Tango is simple and intuitive so anyone can create process automations on day one.

Reduce support tickets

Tango guides users through processes and tools, eliminating repeat questions.

Rollout changes faster

New process? CRM update? New tool? Pair them with new Tangos and skip the slide decks and training sessions.

Cross-application rules

Create advanced rules that cross-check properties and data from any application, all without APIs or lookup fields.

No APIs, no integrations

Tango works at the UI level, and is capable of automating across your web-based SaaS tools.

Customize by segment or geography

Create unique processes and rules for different segments and geos.

Our new reps are jumping on calls the first week because they don't need to learn all of our CRM processes to get started. Tango eliminates weeks of ramp time.

Tom Reddington, Inside Sales Manager

Run automations

How users work with
Tango Process Automations

Start automations with a single click. Tango does on-screen work
and gives users control for important decisions and high-stakes data entry.

Run automations with one click

Workflow integration tasks for Salesforce, HubSpot, Gmail, and LinkedIn

HubSpot workflow interface showing task options for creating deals and follow-ups

Salesforce quote creation workflow with Run Automation button and steps

Approve automation actions

Watch Tango work

Tango shows you the steps— autofilling, clicking, typing, and tab switching - that it’s doing on your behalf. When it’s your turn to jump in, Tango lets you know.

Get reminders and suggestions

Tango shares suggestions from your ops and enablement team to help you follow your team's pipeline rules. If you make a mistake, Tango helps you fix it in real time.

Double check the work

Tango always shows the data entered on your behalf and by default, never saves anything without approval.

Override Tango anytime

Take over an automation at any point and optionally bypass validation rules with exception notes.

Tango app override step screen with explanation for step modification

Benefits

Benefits for End Users

Reduce 90% of clicks

Tango boils down complex processes to just the most important decisions and data entry, and does the rest for you.

Finish follow-up tasks immediately

Meeting prep, CRM updates, quotes, follow-up email... Tango cuts 45 minutes of ops work down to 10, so you can keep your daily momentum going.

Never forget an important detail

Tango will take care of copy/pasting exact values and following perfect process so you can stay in the moment and not miss a beat.

Focus on selling, not ops work

Never memorize another 50-step CRM procedure again. Tango handles the gruntwork so customer teams can focus mental energy on customers, product, and competitors.

Prioritize your pipeline (sales)

Tango helps you eliminate the dreaded "long no" by ensuring you hit qualification gates before opportunities progress, finding deal risks, and suggesting next best actions.

Use AI, without the prompting

Forget learning how to talk to AI. Take advantage of your team's best AI hacks right there in the browser with Tango.

We have a very complex sales process here. I couldn't believe Tango was able to automate all of these manual tasks.

Jens Olsen, Account Executive

People lead,
Tango accelerates the work

Explore how you can use Tango Automation across industries and functions. Combine step-by-step guidance, UI automation, and human oversight at scale.

Sales

Accelerate CRM work, pipeline updates, quoting and billing, onboarding and order entry

Tango captures and codifies your sales busywork:
As teams perform post call updates, quote creation, and account handoffs, Tango records each step and produces polished, repeatable processes ready for sharing and automating.

Tango handles repetitive work across your GTM systems by moving data between platforms, navigating screens, and completing standard fields while sales and ops teams remain in control.

Reps and managers maintain strategic oversight, stepping in for exceptions, judgment calls, and pipeline decisions where human expertise is essential.

Automation for Sales

Finance & Accounting

Accelerate month-end close, AP/AR, expense management, and audit prep

Tango captures and codifies your finance workflows in-browser: as teams post entries, reconcile accounts, or process invoices, Tango documents each step and produces a reliable, automatable process.

Tango executes the tedious steps inside ERP, AP/AR, and reporting systems, entering values, navigating records, and updating fields while humans remain in control.

Finance teams maintain strategic oversight, stepping in for approvals, variance review, and any decisions requiring financial judgment.

Automation for Finance and Accounting

Human Resources

Accelerate recruiting, onboarding, payroll, and compliance

Tango captures and codifies your HR workflows in-browser: as you perform a process (e.g. entering a new hire, approving benefits, updating records), Tango records each step, automatically generating a polished process ready for sharing and automating

Tango handles the repetitive steps directly in your HR systems by filling fields, navigating pages, and updating records while humans stay in control.

HR teams maintain strategic oversight, stepping in for approvals, sensitive updates, and decisions only humans should make.

Automation for HR

Financial Services

Accelerate client onboarding, KYC, account updates, and audit readiness

Tango captures and codifies your financial workflows in-browser:
as teams perform onboarding, due-diligence checks, or account maintenance, Tango records each step and produces polished, repeatable processes ready for sharing and automating.

Tango handles repetitive work across your financial systems by moving data between platforms, navigating screens, and completing standard fields while finance managers remain in control.

Finance and compliance teams maintain strategic oversight, stepping in for exceptions, judgment calls, and regulatory decisions where human expertise is essential.

Automation for Financial Services

Healthcare

Accelerate patient intake, clinical documentation, billing, and regulatory workflows

Tango captures and codifies your healthcare workflows in-browser: as staff update patient charts, transfer information, or complete billing actions, Tango records the exact steps, creating accurate, shareable processes for training and automation.

Tango handles repetitive actions across EHRs and Ops tools, such as navigating patient records, transferring data, and completing required fields while clinicians and administrators remain in control.

Healthcare teams maintain strategic oversight, stepping in for clinical judgment, sensitive documentation, and compliance decisions only humans should make.

Automation for Healthcare

Insurance

Accelerate claims processing, policy administration, underwriting, and compliance

Tango captures and codifies your claims, policy, and underwriting workflows: as adjusters and underwriters work through real cases, Tango documents every step and turns it into a consistent, automatable process.

Tango executes the routine steps inside your insurance systems entering claim details, updating policy records, and navigating between tools while adjusters stay fully in control.

Insurance teams maintain strategic oversight, stepping in for risk evaluation, approvals, and nuanced customer or policy-specific decisions.

Automation for Insurance

Tango automation workflow for extracting sales opportunity information from Gmail and LinkedIn

Deploy your first agent in minutes, not weeks.

Compatible with every browser-based sales app

Blends AI automation, enablement, and human oversight by default

No new systems to learn or maintain

Talk to sales

Schedule now

See a demo video

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