AI assistant that answers questions from your email, files, CRM and accounting
Ask by phone, text or chat and get an answer from your email, files, CRM and accounting. Each person sees only what they're allowed to see.
- Reach it by
- Phone
- Text
- Slack or Teams
- Who can use it
- The owner and the employees you allow, each with their own access
- Works in
- Gmail or Outlook · Google Drive, SharePoint or Dropbox · HubSpot, or Salesforce on an edition with API access · QuickBooks or Xero
The problem
"What did we quote them last spring, did they sign, and has the deposit cleared?" The answer is split across an email thread, a PDF in Drive, a deal in the CRM and a payment in QuickBooks.
So you dig, or you ask the one person who knows, and they stop what they're doing. On a job site or in the car, you just don't get the answer.
What your agent does
- Someone asks by phone, text or chat"Did the Hendricks deposit clear?"
- Your agent checks who's askingOnly searches what that person is allowed to see
- Files
- CRM and accounting
- A short answer with sourcesLinks to the quote, the signed copy and the payment
What you get
- Answers in under a minute, from wherever you are
- Fewer interruptions for the one person who knows everything
- Every answer shows where it came from
Who approves what
It only reads. It doesn't send, change or delete anything when answering. The owner decides who can see financials, payroll and HR files, and the agent checks every question against that before it looks.
Common questions
- Can a sales rep see payroll or the owner's email?
- No. You set who can see what. If a rep asks about something outside their access, the agent says it can't help with that and doesn't hint at the answer.
- What if the answer isn't anywhere?
- It says so, and tells you where it looked. It doesn't guess or fill gaps.
Read more
What's the best way to automate your proposal process?
Record and transcribe the sales meeting, turn the transcript into the facts a proposal needs (scope, deliverables, timeline, budget, decision makers), fill your own proposal template from those facts, and have the person who ran the call review it before it goes out. A proposal that used to take an evening becomes a draft waiting for review shortly after the call.
Read the postHow do you build a back office AI agent for a small business?
Give an AI model a short list of jobs, connect it to the systems those jobs touch (email, calendar, accounting, CRM, files), write down what it may do alone and what needs your approval, enforce those rules in the software that connects it, and log everything it does. Start with one workflow, like chasing unpaid invoices, and add more once it's reliable.
Read the postHow do you automate invoicing from your team's time and job records?
Treat the records your team already keeps (time entries, work logs, completed jobs) as the source of truth. At the end of each billing period, group them by client and job, build the time sheet or job summary from them, fill each client's invoice in the format they require, and have a person review before it's sent. One firm we set this up for went from invoicing a week late to on time for the first time in over a year.
Read the post
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What job would you hand to an agent?
Book a free 15-minute call. Tell us the job that eats your week and we'll tell you how an agent would handle it and what it would cost.