An assistant that keeps relationships warm, or an agent that does the work behind them.
Serif is an AI executive assistant built around your email relationships. It learns your voice from the emails you have already sent, tracks where each client conversation stands, and flags the follow-ups you have not gotten back to. That focus is real and it works. this+that treats follow-ups as one output of a bigger system: a unified inbox across Gmail, Outlook, Slack, Teams, Google Chat, and Telegram, automatic task extraction from every message, and workflows that carry the work through to done.
The relationship layer vs the work layer
Serif describes itself as built around the relationship layer, and that is a fair summary of what it does well. It reads your inbox continuously, drafts replies in your writing voice, tracks where each client conversation stands, and pre-drafts the follow-up before a thread goes quiet for good. For client-heavy businesses (Serif names real estate agents, agency owners, consultants, and founders), keeping every relationship warm is the whole job, and Serif is a serious tool for it. this+that starts from a different observation: the messages that matter arrive on six channels, not one, and most of them carry work, not just relationships. Every request, commitment, and deadline across email and chat becomes a tracked task linked back to its messages, assigned to the right person, and pushed forward by workflows. If your business runs on email relationships, Serif earns its place. If your work arrives everywhere and needs to get done, not just answered, that is what this+that is built for.
Feature by feature
How the two products compare across the things that matter most.
| Topic | Serif | this+that |
|---|---|---|
| Core use case | AI executive assistant for client-facing professionals. Keep email relationships moving: triage, drafts, follow-ups. | Team work management. Extract tasks from messages across channels, automate follow-through, keep the team coordinated. |
| Channels | Gmail and Outlook, including personal or shared inboxes. Email only; does not read Slack or Teams messages. | Gmail, Outlook, Slack, Teams, Google Chat, Telegram, Google Calendar, and Outlook Calendar treated as one stream of incoming work. |
| AI drafts | Learns your voice from emails you have already sent, including how you write to different people. Drafts for approval first, with more autonomy as trust builds. A standout capability. | Interactive AI reply button drafts from your direction and your brain, and draft-reply also runs as a workflow action. Lighter on trained voice-matching than Serif. |
| Follow-ups | Flags follow-ups you have not gotten back to, tracks where each conversation stands, and pre-drafts the nudge when a thread goes quiet. The core of the product. | Follow-ups surface as tracked tasks in DoBox, and you can build a workflow today that reminds you when a thread needs attention. Automatic stalled-thread nudges are on our roadmap, not shipped. |
| Task extraction | Extracts action items from email, and its paid plans include a task manager. | Automatic across every channel. DoBox reads each message and extracts requests, decisions, follow-ups, commitments, and deadlines as assignable tasks linked to their source messages. |
| Workflow automation | Handles email processes like routing, document collection with checklists and reminders, and actions across connected tools (Serif advertises 3,000+ integrations). | Full workflow builder. Plain-language creation, conditional logic, loops, approval gates, and MCP connections to tools like GitHub, Notion, Jira, and HubSpot. |
| Knowledge | Knowledge base included on paid plans; pulls context from your business systems to answer accurately. | The brain: a persistent knowledge layer about your company and customers that grounds what the agent does and drafts. |
| Meetings | Meeting recorder included on paid plans; Serif summarizes meetings and pre-drafts the follow-up emails. | No meeting transcription. Calendar automation as workflow steps: RSVP, create events, reschedule, manage attendees. |
| Team features | Team plan with pooled usage, shared playbooks and knowledge, centralized billing and admin. Shared inboxes supported. | Shared task views, per-person task assignment, and workflow delegation across teammates, spanning every connected channel. |
| Compliance | SOC 2 Type 2, HIPAA, and GDPR compliant per their site. Ahead of us here. | OAuth-scoped access, AWS-managed encryption, inference stays inside AWS. SOC 2 in progress. |
| Pricing | Lite $30/mo, Standard $50/mo, Pro $200/mo, Team $50/user/mo, custom Enterprise. Every plan has a 7-day free trial. | Free to start, no credit card required. |
- Relationship tracking is the product, not a feature. Serif knows where each client conversation stands and flags the follow-ups you have not gotten back to before they slip away.
- It learns your voice from sent email, including how you write to different people, so drafts read like you wrote them.
- A built-in meeting recorder, with summaries that become follow-up tasks and pre-drafted emails. this+that does not transcribe meetings.
- Trust ramps at your pace. Drafts wait for approval until you choose to hand more over.
- Document collection for client processes, with checklists and reminders for missing items.
- SOC 2 Type 2, HIPAA, and GDPR today, which matters in regulated client work.
- One inbox for Gmail, Outlook, Slack, Teams, Google Chat, and Telegram. Serif reads email only.
- Every commitment, request, and deadline across those channels lands in DoBox (our task list) as a tracked task linked back to its source messages, with due dates, priorities, and an owner.
- Built for teams: assign extracted tasks to any teammate, share task views, delegate workflows.
- Describe a process in plain language and this+that builds the workflow, with IF/ELSE branching, loops, approval gates, and AI decision steps. A follow-up reminder is one workflow among many.
- Connect GitHub, Jira, Notion, Dropbox, HubSpot, or any other MCP-compatible tool as a workflow step, using the same open standard Claude and ChatGPT use. The brain, our knowledge layer, grounds all of it in what your team actually knows about the company and its customers.
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