Use cases · Owners
Clear a morning's paperwork in one request
The quote, the order, the reminders and the number, waiting for one yes.
- Best for
- Owners who do the paperwork themselves.
- You give it
- One sentence.
- Where it runs
- Chat, App
- Needs
- A connected mailbox for the reminders.
How it runs.
- Say what the morning needs.
- The Agent prepares each piece from your records.
You get
A quote, a purchase order for what is short, reminders for late invoices, and the total overdue, all under "Waiting for you".
You decide
Each is a card; Approve all, or one by one.
Say it in the chat
Prepare this morning's paperwork: the quote for [customer], orders for what we are short of, reminders for late invoices, and the total overdue.
Change the words in brackets. Nothing is sent until you press Enter.
More for ownersAll use cases
- The AgentDoes the work, asks before it actsWhere this lives
- Get a morning brief of what needs you firstEvery weekday, the deals due and the customers waiting on you.Mini
- See how the month went, and keep the chartAsk in words; get the number, the chart, and the records behind it.Chat · App
- Set the quarter's goal and hear when it slipsA goal measured every day, and a word when it moves.App · Mini · Workflow
Give the Agent this job.
Start free, and see the result wait for your yes.