Free trial
A 500 credit offer is advertised for trying the product, described as an introductory promotion rather than a stated free trial with a defined length.
Learn moreLampi.ai
Hire Marc, a managing AI agent with a team of specialists for finance work
Intermediate
What is Lampi.ai?
Lampi.ai is an AI search tool. Lampi.ai lets you hire Marc, a managing AI agent who delegates work to a roster of over 50 specialist agents for inbox management, research, CIM review, one-pagers, and CRM updates. Signals from approved email, calendar, files, and CRM trigger work that arrives as reviewable drafts, backed by a shared memory and cited sources.
Lampi.ai is built around a simple premise: instead of prompting a chatbot, you hire a managing agent named Marc and let him assign work to a bench of specialized agents. Each agent owns one job, such as inbox triage, meeting briefings, CIM review, one-pagers, or CRM upkeep, and runs continuously against sources you approve. The product is positioned squarely at finance professionals, with use cases spanning private equity deal screening and investment memos, investment banking research and due diligence, M&A target mapping, and legal contract review. The operating loop has four stages. A signal arrives from mail, CRM, calendar, files, a webhook, or a schedule; Marc interprets it and picks the right specialist; that specialist executes with the relevant context; and the output lands where your team already works, for example a draft in Outlook, a brief in Teams, or a deck in PowerPoint. Nothing ships without review: drafts, one-pagers, and memos wait for a person to edit or approve. When no agent is configured for a given signal, Marc surfaces it as a suggested task instead of acting. In practice the tool leans on a shared work memory. Approved emails, meetings, files, and decisions are linked to the projects and people they belong to, so each new assignment starts with history rather than a blank prompt. Agents can see documents visually, preserving tables and chart structure, and produce editable PPTX, PDF, or spreadsheet output inside your own templates. A multi-agent grid runs several specialists in parallel across companies or documents, and a dashboard layer turns deal flow and portfolio data into live monitoring views. Outputs carry citations back to the underlying source page. Alternatives fall into two camps: general automation builders that require assembling each workflow yourself, and chat assistants that answer questions but do not own recurring jobs. Lampi sits between them, trading some flexibility for a pre-built roster of over 50 agents aimed at finance and advisory workflows. Buyers should confirm connector coverage for their own stack before committing, since several listed sources are internal or niche tools.
How do you use Lampi.ai?
1Create your account and claim the credit offer
Sign up at the Lampi chat endpoint to open the workspace. The homepage advertises a 500 credit offer for new users, so confirm it is applied before inviting colleagues.
2Meet Marc and review the agent roster
Read the Marc overview to understand how the managing agent interprets signals and routes them to specialists. Decide which of the prebuilt agents match your recurring tasks.
3Connect approved sources
Link the mail, calendar, file, and CRM systems the agents may read from, using the connector list on the homepage as a checklist. Scope access narrowly at first and widen it as trust builds.4Configure or build your first agents
Start from a ready agent such as the Inbox Manager or CIM Review agent, or describe your own routine in plain language. Set the trigger (email, CRM update, calendar, file change, webhook, or schedule) and the review step.
5Review drafts and approve outputs
Work through the drafts and briefs Marc queues each day, editing before anything is sent. Approvals feed the shared memory so later assignments carry the right context.6Check security and data handling before wider rollout
Read the security page to see how approved sources, memory, and auditability are handled. Use it to answer IT and compliance questions before expanding beyond a pilot team.
Pros and cons
Pros
- Marc delegates automatically to named specialists, so users describe outcomes rather than building workflows step by stepAI
- Outputs arrive as editable PPTX, PDF, or spreadsheet files inside your own templatesAI
- Every insight links back to a cited source document and page, which suits auditable finance workAI
- Approval gates keep a human in the loop before drafts or briefs reach colleaguesAI
- Shared work memory carries project context into later assignments instead of resetting each timeAI
Cons
- Pricing is not published on the homepage beyond a 500 credit promotional offer, so cost planning needs a sales conversationAI
- The agent catalog and use cases are heavily finance weighted, which limits value for other departmentsAI
- Effectiveness depends on broad connector access to mail, files, and CRM, a security review many firms will stall onAI
- No public documentation or API reference is linked from the homepage, so evaluation relies on the sales processAI
- Overlap with existing Microsoft Copilot deployments is not addressed, leaving buyers to justify a second toolAI
How much does Lampi.ai cost?
Pricing
The homepage promotes a 500 credit offer for new users and frames return on investment in minutes, but it does not list plan tiers, per-seat rates, or what a credit buys. Budget planning requires contacting the vendor.
Learn moreIntegrations
Listed connectors include Gmail, Outlook, Google Drive, Google Calendar, Microsoft Teams, Slack, SharePoint, Capital IQ, FactSet, Crunchbase, Seeking Alpha, Yahoo Finance, Financial Modeling Prep, Apollo, Dropcontact, Pappers, Dealroom, and internal CRM systems.
Features
Marc acts as a managing agent over 50 plus specialist agents covering inbox drafting and labeling, meeting briefings, CIM review, one-pagers, and CRM updates. Agents trigger from email, CRM, calendar, files, webhooks, or schedules, read complex documents with layout and charts intact, run in parallel across deals, and deliver editable PPTX, PDF, or spreadsheet outputs with source citations and a shared work memory.
Learn moreFrequently asked questions about Lampi.ai
How much does Lampi.ai cost?
The homepage promotes a 500 credit offer for new users and frames return on investment in minutes, but it does not list plan tiers, per-seat rates, or what a credit buys. Budget planning requires contacting the vendor.Does Lampi.ai offer a free trial?
A 500 credit offer is advertised for trying the product, described as an introductory promotion rather than a stated free trial with a defined length.How do you use Lampi.ai?
The walkthrough on this page covers 6 steps: 1. Create your account and claim the credit offer 2. Meet Marc and review the agent roster 3. Connect approved sources 4. Configure or build your first agents 5. Review drafts and approve outputs 6. Check security and data handling before wider rollout.What platforms does Lampi.ai support?
Lampi.ai is available on Web App.What does Lampi.ai integrate with?
Listed connectors include Gmail, Outlook, Google Drive, Google Calendar, Microsoft Teams, Slack, SharePoint, Capital IQ, FactSet, Crunchbase, Seeking Alpha, Yahoo Finance, Financial Modeling Prep, Apollo, Dropcontact, Pappers, Dealroom, and internal CRM systems.What are the limitations of Lampi.ai?
Pricing is not published on the homepage beyond a 500 credit promotional offer, so cost planning needs a sales conversation. The agent catalog and use cases are heavily finance weighted, which limits value for other departments. Effectiveness depends on broad connector access to mail, files, and CRM, a security review many firms will stall on.
Status
StatusActive
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Added10/22/2026
Platforms
Web App
Pricing
FreemiumSubscription
