Reporting
•
Global
Ravical &
Glide
Connect your agentic AI directly to Glide and unlock instant access to app data, client-facing records, and workflow information—powering smarter, data-driven advisory workflows.
Request a demo
Cloud-based client portal and document collaboration platform for professional services firms
Glide is a no-code app builder that enables businesses and professional services firms to build custom internal tools and client-facing applications from spreadsheets and databases. It is used by accounting and advisory firms to create bespoke client portals, data collection forms, and internal workflow tools.
Ravical connects the tools you already use, so you can deliver faster insights without adding complexity.
Ready to connect
Glide
?
01
Glide reads client portal activity and document interactions to surface advisory signals from client engagement patterns
Ravical connects to Glide's client portal and collaboration environment, reading document activity, client interactions, and engagement patterns. AI agents identify advisory signals from how clients engage with their portal — surfacing opportunities based on document views, queries, and interaction behavior.
Portal engagement intelligence | Client activity patterns in Glide reveal advisory needs and engagement opportunities that surface as structured triggers for your team
Document interaction signals | What clients view and query in Glide tells Ravical what they're thinking about, enabling timely advisory outreach
Collaboration context | Client portal interactions from Glide enrich Ravical's understanding of client situations, enabling more relevant and personalized recommendations
02
From client portal to advisory intelligence: Glide and Ravical working together
Glide creates the digital channel between your firm and clients. Ravical activates that channel for advisory intelligence. Together, they ensure that client portal activity generates advisory conversations, not just document downloads.
Proactive advisory from portal activity | Ravical identifies patterns in Glide client behavior that signal advisory needs, triggering outreach before clients need to ask
Engagement monitoring | Portal activity frequency and patterns signal relationship health, enabling proactive advisory outreach before engagement gaps develop
Seamless advisory delivery | Ravical uses Glide's client portal as a delivery channel for advisory recommendations, ensuring clients receive timely guidance in the platform they already use
Experience how it works.
Request a demo.
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