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AI Assistant & MCP Tools. Turn a scoped Sheet task into controlled, durable work your team can inspect.

AI Assistant & MCP ToolsIllustrative workflow
Find growing B2B teams that are currently building new sales roles.
Target accounts · DACH
Attached
Task receiptSaved

I prepared matching criteria and a list of prioritized results.

12
Rows reviewed
3
Actions
1
Sheet
Scoped capabilities · reviewable actions · canonical Sheet result
  • Product of the day1st
  • Product of the week1st
  • Product of the month1st

Fast answers are easy. Controlled work is harder. An assistant only saves time when the team can bound, review, and reuse its work.

Manual research does not scale

Repetitive research consumes hours that should go into judgment, qualification, and the next commercial decision.

Invisible execution is hard to trust

When scope, actions, and approval points disappear, speed creates review work instead of removing it.

Chat output is not a workflow

A result that never reaches the shared Sheet becomes another detached answer the team has to reconstruct.

From scoped request to inspectable work. The useful output is not a convincing chat answer. It is controlled work that survives in the Sheet.

  1. 1Scope

    Give the work a clear boundary

    Attach the relevant Sheet and state the goal, boundaries, and expected output in normal language.

    AI Assistant & MCP ToolsIllustrative workflow
    Find growing B2B teams that are currently building new sales roles.
    Target accounts · DACH
    Attached
  2. 2Observe

    See the work move

    Follow the typed capability calls and the current task state rather than waiting for an opaque final answer.

    AI Assistant & MCP ToolsIllustrative workflow
    Research complete
    Read the attached Sheet
    Research matching context
    Write accepted results
  3. 3Approve

    Put judgment at the right checkpoint

    Pause consequential actions for review instead of treating automation as permission to do anything.

    AI Assistant & MCP ToolsIllustrative workflow
    Approval checkpoint
    Read the attached Sheet
    Research matching context
    Write accepted resultsReview required
  4. 4Keep

    Continue from a durable result

    The result is written back and read again so the team can continue from the canonical Sheet state.

    AI Assistant & MCP ToolsIllustrative workflow
    Task receiptSaved

    I prepared matching criteria and a list of prioritized results.

    12
    Rows reviewed
    3
    Actions
    1
    Sheet

Control you can point to—not AI theatre. Leadbase makes control visible at the moments where an AI system can otherwise become ambiguous.

AI Assistant & MCP ToolsIllustrative workflow
Find growing B2B teams that are currently building new sales roles.
Target accounts · DACH
Attached

Access boundary

Work starts with a defined scope

The task stays attached to an explicit Sheet and the signed-in user's existing workspace access.

AI Assistant & MCP ToolsIllustrative workflow
Approval checkpoint
Read the attached Sheet
Research matching context
Write accepted resultsReview required

Human checkpoint

Actions can wait for approval

Approval modes let teams keep consequential actions behind an explicit review step.

AI Assistant & MCP ToolsIllustrative workflow
Task receiptSaved

I prepared matching criteria and a list of prioritized results.

12
Rows reviewed
3
Actions
1
Sheet

Durability

The receipt lives beyond the chat

Mutations are read back from the canonical Sheet so the visible result is the state the team will actually use.

Questions to settle before you start.

Give the assistant a bounded job—not a blank cheque.

Attach one real Sheet, define the task, and keep the result where your team can inspect it.