No credit card required. Create an account and connect the systems where your work lives. A Marshal agent goes live the same day.
Watch Marshal complete real work
The agent works your real items, not demo data. Nothing goes out without your approval, and every job produces a receipt: input, steps, sources, output.
Marshal gets smarter
During your trial, our engineers expand Marshal's skills and capabilities to comfortably carry a full workload. Every new automation unlocks more business value.
Decide on the evidence
The trial runs 14 days. If the agent met your expectations and you'd like to keep Marshal on the job, simply roll into one of our service tiers.
What's the difference between a workload and a workflow?
A workflow is one repeatable process: a defined trigger, a sequence of tasks, and a finished output you can inspect. Sending a weekly pipeline report is a workflow.
A workload is bigger. It is the complete stream of work a Marshal agent owns end to end, bundling every workflow that stream needs. Inbound lead handling is a workload: every inbound lead answered, enriched, routed, followed up until it books, logged, and reported.
A workload is the job you hire an agent to do.
Workflows are never priced or sold alone. The big ones do the visible work, the small ones like reporting and CRM hygiene come included, and our engineers configure and tune all of them as part of the service. No meters, no seats, and no math about which workflow ran how many times.
Do I pay anything before I see the agent working in my environment?
No. The 14-day free trial costs nothing. You create an account, connect where your work lives, and Marshal goes live the same day. Our engineers tune Marshal to your processes, your tools, and your approval rules while you watch it complete real work items.
What happens if the trial does not deliver?
You walk. No subscription, no invoice for the setup, no "but you owe us" conversation. We carry the full cost of the trial because we are confident the agent will prove itself.
What kind of work should we start with?
Start with work that happens often, follows a repeatable pattern, and already costs you time, money, or stress.
Good first workflows: inbound lead follow-up, customer support triage, CRM cleanup, meeting prep, sales research, intake routing, reporting, and operational handoffs.
Bad first workflows are vague, rare, politically sensitive, or dependent on judgment nobody can explain.
What does my team need to provide?
Just help us understand what “done correctly” means, per task.
Helpful data to share: the tools involved, examples of the work being done today, the rules your team follows, and one internal owner who can make approval decisions, if needed.
What happens when the agent is unsure or something goes wrong?
The agent does not guess its way through judgment calls. When a workflow falls outside the rules, it moves to an exception queue or routes to a human for review. The goal is to let machines handle repeatable work while humans stay in control of judgment, edge cases, and customer-sensitive decisions.
Will Marshal agents work on the tools we already use?
Yes. We build on the tools you already own. Standard integrations cover the common revenue, communication, and operations platforms (HubSpot, Gmail, Slack, Calendar, Notion, Salesforce, Apollo, Linear, Stripe, Intercom, Airtable, and the usual suspects). Advanced integrations covering deeper API work, custom middleware, or legacy systems are scoped. No rip and replace, no forced migration.
How is my data handled and where does it live?
Your core systems stay where they are. Your CRM, inbox, calendar, and project tools never move. Agents reach into those systems through credentials you control and can revoke at any time. The workflow logic, the agent runtime, and the orchestration layer run inside a secure, hosted environment with encryption in transit and at rest, and full audit logging on every run. Your data is not used to train models, ours or anyone else's. You retain ownership of both your data and the outputs generated by the agent system.
How fast can we go live?
Minutes, not months. Create an account, start connecting systems, and Marshal goes live. But speed is not the point; reclaiming your time is. Once you’re up and running, our AI engineers step in and configure Marshal to successfully handle one of your business’s critical workloads. The trial is not two weeks of you operating an agent. It is two weeks of watching one work.
What kinds of businesses are not a fit?
Marshal is not a fit for businesses where recurring knowledge work doesn't impose a meaningful cost. If human time spent on follow-up, routing, reporting, research, CRM updates, intake, customer replies, or operational handoffs is a minor cost, agentic AI is probably a solution to a problem you don't have.
Can I cancel at any time?
Yes. You are free to cancel at any time, for any reason.