What it is in one line
The stuff employees build with AI — agents, apps, automations — gets a secure place to
run: isolated execution, credentials injected through a proxy, everything auditable,
inside an environment IT and security can actually see.
Who built it
Tines, the Dublin-founded workflow automation company (2018), co-founded by Eoin
Hinchy (CEO; ex-DocuSign, eBay, Deloitte) and Thomas Kinsella (ex-security engineer).
The original Tines Stories product served security and IT teams for eight years. 3B,
launched 2026-08-11, is a ground-up new platform — the launch platform daily #1 (405
upvotes).
Read: a company that has raised $272M and serves major banks publicly declaring that
its own core category has an expiry date is a stronger signal than any startup pitch.
When models can write code, visual drag-and-drop builders are over — the money moves
to the run-and-govern layer that comes after everyone can build.
What it actually does
- Natural-language workflow authoring: describe what you want, the LLM writes the
implementation, and every generated step can be revised individually
- Isolated execution: each step runs in an ephemeral gVisor sandbox / Docker
container, destroyed and recreated per execution
- Credential proxying: secrets are injected through an egress proxy — never in
code, never in environment variables, never in logs
- Full auditability: logs and monitoring on everything; admins see which workflows
are running, failing, or exposed to the public internet
- Autotune: automatically flags anomalies and suggests fixes; admins approve on a
reviewable branch before anything goes live
- Flexible deployment: hosted, self-hosted, or hybrid; bring your own LLM or any
vendor
- Free Explore Edition: 3 live workflows, unlimited users, spaces, and connectors
What old behavior it replaces
Two layers. Directly, it replaces manual management of shadow AI work: finance and
marketing used to build things in Claude Code or Codex on personal laptops or personal
Vercel accounts, with API keys pasted straight into code — invisible to IT and
security, cleaned up by hand when something broke. 3B gives that work a default
governed home — making the governed path the easy path.
Indirectly, it replaces Tines's own old product: the CEO states plainly that
"low-code has a sell-by date." Once models can write code, the visual builder gives way
to natural-language generation plus deterministic code execution. The eight-year-old
Stories product runs in parallel, awaiting the handover.
Business model
Free Explore Edition (3 workflows to start) plus enterprise subscription (pricing not
public). The parent company has raised $272M total, with a $125M Series C at a $1.125B
valuation in February 2025.
Read: 3B has no pricing page yet, which means it is still in "get enterprises to use
it first" mode. Products like this eventually price by workflow/seats/execution volume;
the free tier exists to move shadow work into visible space before anyone talks money.
Hard numbers
- launch 2026-08-11: daily #1, 405 upvotes
- Parent company: 400+ customers (Coinbase, Databricks, CrowdStrike, SAP, Reddit,
Notion, Mars), 364 employees
- 1.0-1.5 billion automated actions per week (source-dependent; official range)
- 124% net revenue retention, 59% weekly-to-monthly active ratio, 302% YoY growth in
AI capability adoption (company-reported)
- $272M raised, $1.125B valuation
Four-way read
| Dimension |
Call |
| Founder-product fit |
Founders came from security engineering; for 8 years the question was "who gets access to what and who can see it" — the new category is the same question extended |
| Product insight |
Saw the new-era contradiction: employees using AI is what the boss asked for, but the boss cannot see what the AI is being used to build |
| Execution quality |
Isolated execution, credential proxying, full audit — eight years of security-automation engineering behind it |
| Timing |
Dead center on the pivot from "get AI working" to "lock down what AI built" |
The call
One of the strongest signals in the enterprise-AI-governance category. Not a
startup telling a story — a company with $272M raised and Coinbase/SAP/Reddit on its
roster declaring its own eight-year core dead and betting on the new layer. Three
things to take:
First, shadow work is the real enterprise entry point for AI procurement. The boss
does not fear employees using AI; the boss fears employee-built AI outside the
sightline. 3B's positioning ("You told everyone to use AI. Now give them a secure place
to do it.") talks to the CEO's actual dread, not to a feature list.
Second, the right way to build a security product is to make the governed path the
easiest one. Isolated execution, credential proxying, Autotune auto-fixes, branch
approval — following the rules is less effort than not following them, so people stay
inside. Security built as a checkpoint gets routed around; security built as the
default path gets inhabited.
Third, a reference architecture for agent runtimes now exists: ephemeral-sandbox
isolation, secrets that never enter code, end-to-end audit, self-hostable. Anyone
building agent infrastructure can copy this baseline directly.
Risks: 3B just launched with no standalone revenue or adoption numbers yet; the old
Stories product still runs in parallel, so it is not yet clear whether 3B is a second
curve or a label on the old product.
What to watch next
① Whether Tines discloses Explore Edition workflow counts and retention
② Whether any enterprise publicly says it runs 3B in production — so far the only
cited voice is Fin, one financial firm
③ The revenue mix between Stories and 3B — if the old business keeps growing while 3B
is a separate curve, the call needs updating
What you can take from it
Product logic: make security the default path, not a checkpoint — admin dashboards,
branch approvals, Autotune auto-fixes. A security product sells peace of mind, not
restrictions.
Pricing structure: the free tier is "3 workflows + unlimited users" — even the top
of an enterprise security funnel is free. Move the shadow work into visible space
first, talk about money second.
Verdict
Worth watching. Direction, team, and capital are all validated. What remains to be
validated is whether 3B grows standalone adoption. Check back in three months against
its disclosures and customer voices.