Companies
Each team hands over the work it keeps putting off
Contracts, finance, sales and HR hand over their routine work, on hardware you control.
Example
Can you find the Hartmann contract, email the people named in it, and remind me who I still need to bill?
PlanApproved
- Find the Hartmann contract and read who is named in it
- Draft an email to each person named
- Check the open invoices for who still needs billing
Two emails drafted for you to check. Still to bill: three clients
Team by team
Examples, not clients. Each team opens only the files its role allows.
-
Contracts and legal
Files opened by The legal team and management
-
Notice periods, caught in time
It reads every contract in the shared folder, notes each renewal date and notice period, and drafts the notice before it is too late.
Done by Agent
-
The clause, quoted
Which supplier contracts allow a price rise? It finds them and quotes the clause, with the page.
Done by Chat
-
-
Finance
Files opened by Finance and management
-
Overdue invoices, chased
It lists every invoice more than 30 days overdue and drafts a reminder for each, in the customer’s language if needed.
Done by Agent
-
The month’s figures, written up
From the spreadsheets in the shared folder it writes the monthly report, and says which file each number came from.
Done by Agent
-
-
Sales and customer service
Files opened by Sales and customer service
-
The shared inbox, sorted
Emails to the shared inbox are sorted for the person who handles them, and the routine questions get a drafted reply.
Done by Agent
-
Product answers, with the data sheet
What is the maximum load of the large shelf? It answers from your own data sheets and shows the page.
Done by Chat
-
-
HR and the office
Files opened by HR only, so salaries stay with HR
-
A new starter’s paperwork
The contract and the first-day email, drafted from your templates and the staff file, for HR to check before anything is sent.
Done by Agent
-
How things work here
Travel expenses, holiday requests, the parking rules: staff ask and get the answer from the handbook.
Done by Chat
-
It all runs on hardware you control. No contract or figure passes through an outside AI service, and you get the source code.
How we protect your dataAgent Does whole tasks, with your OK
A contract found, its people emailed, the billing checked
Name the contract. It shows its plan, finds the file, drafts an email to each person named in it and lists who still needs billing. You check it and send it.
-
A quote from the last order
It drafts the quote from your price list and what the customer ordered last time, for sales to check.
You type
Draft a quote for the customer in Hamburg from their last order and the new price list.
-
The management meeting, minuted
From the notes it writes the minutes and gives every agreed task a name and a date.
You type
Write up today’s management meeting and list who does what by when.
-
Supplier emails in other languages
It translates what a supplier writes and drafts the reply in their language, for you to check.
You type
Translate this email from our Italian supplier and draft a reply in Italian.
-
Orders that are running late
Connected to your order system, it finds what is due and not yet shipped and drafts a note to each customer.
You type
Which orders are due this week and not yet shipped? Draft a note to each customer.
Chat Answers from your own files
Ask your own contracts, and read the clause
Someone asks in plain words and gets the answer from your own contracts, handbooks and data sheets, with the document and page it came from.
Example
Can our cleaning company raise its prices this year?
Once a year, with two months’ notice in writing, and only in line with the price index named in the contract.
Source Cleaning contract, page 4
-
You type
Which supplier contracts can we still cancel this quarter?
Which contracts can still be cancelled
It reads the notice period in every supplier contract and lists the ones you can still get out of.
-
You type
What delivery date did we agree with the customer in Hamburg?
What was agreed with a customer
It searches the offers, emails and minutes in your files and shows where it was agreed.
-
You type
Where’s the final version of this year’s trade fair budget?
The final version of a document
It finds the latest of the copies on the shared drive and says where it is.
-
You type
Is a broken hinge covered by the warranty after 18 months?
Warranty terms, for support
Support asks what the warranty covers and gets the passage from your own terms.
Other kinds of organisation
Bring one task. We build the demo around it.
Tell us one job that takes your team too long. You see it working before you decide anything.
Get a free demoWhat happens next
- One meeting, at your office or by video
- A small working demo, built around your task
- Free, and it commits you to nothing