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WagonWorks · A helping hand for your whole team

Somewhere in your files is the Answer.

Finding it shouldn't be the hard part.

WagonWorks is an AI assistant inside your Microsoft 365 for small teams: brokers, wealth managers, construction and the trades, and every small business. It finds the file, catches you up and drafts the next step. A person approves before anything sends.

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Free for 30 days, then $39 per seat per month. Cancel any time. · Available on Microsoft Store

Answers from your files. A person approves before anything sends. Inside the Microsoft 365 you already use.

Start FreeBook a demo
Free for 30 days, then $39 per seat per month. Cancel any time.

A little less searching. A lot more doing.

Your files. Your answer. Your call.

See how it works →
  1. 01 · Find the file

    Across the Microsoft 365 you already use.

  2. 02 · See the source

    An answer you can trace back to your files.

  3. 03 · Approve the next step

    A person approves before anything sends.

Illustrative example · fictional names and files

BUILT BY
Five founders in Roseville, California, including a CAHIP board member with 15+ years in Medicare.
Meet the team →
A NOTE FROM OUR CEO
AI doesn’t need to give employees more choices. It needs to give them a clearer path. WagonWorks is built to guide people through the work so they know what to do, how to use AI, and where it actually adds value.
Brad Wright · Co-Founder & CEO, WagonWorks
01

Six things people say at a desk. One answer each.

THINGS PEOPLE ACTUALLY ASK AT WORK
01 · FIND
"Where did we put that?"
The signed contract is somewhere. Teams, an email attachment, a folder someone renamed in March. Three people are looking, and the customer is waiting.
02 · FIND
"Which one did we send?"
Three versions of the same proposal sit in three different folders. The client has one of them, and nobody is sure which.
03 · CATCH UP
"What happened while I was gone?"
Two days out and the inbox is a wall. Somewhere in it is the one reply that changes what you do first this morning.
04 · REPLY
"Did anyone answer her?"
A client wrote on Tuesday. Two people saw it. Each assumed the other replied. It is now Thursday.
05 · MAKE
"Can you make this into a spreadsheet?"
The numbers are in a PDF, an email and a Word table. Someone needs them in Excel by three, and retyping them is how mistakes get made.
06 · ORGANIZE
"What am I forgetting?"
The renewal that was going to be a task. The follow-up you promised in a meeting. The document still in Downloads. You know something is loose.
02

From scattered work to a clear next step.

A LITTLE LESS SEARCHING. A LOT MORE DOING.
BEFORE · TEAMS, MAIL AND A RENAMED FOLDER
Teams › General › Files › contract (1).pdf
Inbox › "Signed contract?" · 3 threads
SharePoint › Clients › Hendricks_OLD
Downloads › scan_0314.pdf
→
WITH WAGONWORKS · YOUR NEXT STEP, READY TO REVIEW
Hendricks_Contract_signed_2026.pdf
SharePoint › Clients › Hendricks Hardware › Contracts
Signed copy, uploaded by Dana on 14 March
Answered from your own files, with the source named
Illustrative example · fictional names and files
Your first answer is a few minutes away.
Free for 30 days, then $39 per seat per month. Cancel any time.
Start FreeBook a demo
03

For the teams who look after customers.

BUILT FOR SMALL TEAMS

Insurance brokers, wealth managers, construction and the trades, and small businesses on Microsoft 365. Renewals, reviews, submittals and the promise you made on Tuesday.

THE DATA
Liberty Mutual 2026
AgencyBloc 2026
65%
of independent agents used AI for work in the past year.
14%
of agencies have actually put an AI tool in place.
74%
of benefits agents want a person to approve before a client sees it.
SEE IT FORInsurance brokers →SEE IT FORWealth managers →SEE IT FORConstruction →SEE IT FORSmall business →
04

Three stops to your first answer.

The route in
  1. Stop 01

    Sign in and choose seats

    With your Microsoft work account. The first 30 days are Free.

  2. Stop 02

    Download and sign in

    Get the app from Microsoft Store and sign in with the same account.

  3. Stop 03

    Approve setup

    Approve the permissions, or send the request to your Microsoft admin. WagonWorks then builds your workspace.

Illustration: a tent and a lit cabin under the stars
$39 PER SEAT · FIRST 30 DAYS FREE

You already know your clients. We just know the trail.

Start FreeBook a demo
Windows desktop app. Microsoft 365 Business Standard, Business Premium or Enterprise E3/E5. Month to month, cancel any time.
Keep reading: What it does · Pricing · FAQ