Ask once, and get the answer from wherever it lives.
The quote is in your sent mail, the price list is in Drive, the figure is in the books and the rule is on GOV.UK. Your assistant looks in all of them at once, reads what it finds, and tells you the answer with where each part came from, so you can check it in a tap.
Works with Gmail, Outlook, Google Drive, OneDrive, Dropbox, Notion and Slack, your books in Minns, Xero, QuickBooks or FreeAgent, and the web.
Asked from your phone
What did we quote Acme for the office refit last spring, and did they pay on time?
£6,450 plus VAT, sent from your mailbox on 14 March (the PDF is attached to that email). They accepted on 2 April. Invoice 0981 for £7,740 including VAT was paid in full 11 days after it fell due, according to the books.
Was there anything about a warranty?
Yes: the quote says 12 months on workmanship. I found nothing in your mail or Drive that changes that.
An answer as you see it, with where each part came from. Example names and figures.
Every app you connect, searched side by side.
Connect Gmail or Outlook, Google Drive, OneDrive, Dropbox, Notion or Slack once, and your assistant searches them together whenever you ask. It looks first in your own information, because that is where the answer to most questions about your business already is.
When a search turns up the right email or file, it opens it and reads the part that matters rather than guessing from a title. You also get a shelf of your own: give it your price list, your staff handbook or a supplier's terms as a PDF or a link, and it answers from them with the page it read.
- You choose which apps it can use, and whether each one is look only or can act.
- Every file you add to its shelf is scanned for viruses before it is kept.
- An app that does not answer is named in the reply, never quietly skipped.
Search
"landlord new terms"
4 places searched at once
Revised lease terms, unit 4
Gmail, from the agent, 3 September
Best matchLease 2023 signed.pdf
Google Drive, Contracts folder
DriveOffice move notes
Notion, Operations
NotionNothing found
Slack
Slack
Opened and read before the answer is written, not judged by the title.
Questions about money answered from the books, not from memory.
Ask what you spent with a supplier this year, who owes you the most or how this quarter compares with the last, and your assistant reads the answer from your books in Minns, or from Xero, QuickBooks or FreeAgent if that is where they are kept.
The sums are done by the books themselves, never by the assistant adding up figures in its head. So the total you are given is the total your accountant would see, with the period it covers and the date the books were last brought up to date.
- Reports, aged debtors and creditors, one account's postings, or a single invoice.
- Each figure comes with the dates it covers.
- Reading the books changes nothing in them.
From the books
Spent with Screwfix this year
1 January to 30 September, net of VAT
- January to March
- £1,240.50
- April to June
- £2,118.20
- July to September
- £1,906.30
- Year so far
- £5,265.00
Totals from the books' own report. Bank lines not yet explained are not included, and the answer says how many there are.
Told once, kept, and yours to read and correct.
As you work together your assistant keeps notes on what it learns: who your customers and suppliers are, who to ask for what, how you like quotes laid out, which customer always wants a purchase order. Every conversation starts from those notes, so you are not asked the same thing twice.
The notes are plain writing you can open in the app, read and correct. Exact personal details, such as a passport or National Insurance number, are not kept in memory at all: they live in your details, encrypted for you alone, and are used only as you allow.
- Its memory notes are open to you in the assistant's settings.
- For a team, an advanced memory can connect people, companies and events across everyone's work.
- Correct a note and the next answer uses the correction.
Memory notes
What it knows about your customers
Learned from your mail and your conversations
Acme
Office refits. Contact Dana in facilities. Pays a little late, never disputes.
Hale Homes
Priya runs the sites. Prefers a call before a quote is sent.
Brightwell Ltd
Every invoice needs a PO number from Sam.
Northgate Build
Main contractor. Their subcontract runs from April to April.
A plain record you can read and change, not a hidden memory.
Looked up, read in full, and the page named.
For what your own information cannot answer, a rule, a supplier's lead times, a company you are about to work with, your assistant searches the web and then reads the pages it finds, rather than answering from a list of headlines.
When a site refuses a plain read, it opens the page in your assistant's own browser and reads it from there, as you would see it. If the site then asks to check that a person is there, your assistant stops and tells you, rather than trying to get round it.
- Every answer from the web names the page it read.
- Pages are read through your assistant's browser when it has one open, so the site sees one visitor.
- HMRC's online services are never opened. GOV.UK guidance pages are read like any other.
From the web
What is the VAT registration threshold now, and are we near it?
£90,000 of taxable turnover over the last 12 months, rolling, not your financial year. That is from GOV.UK's VAT registration page, which I read today; the link is below.
Your books show £71,400 of sales for the 12 months to 30 September, so you are £18,600 under it. I can check again at each month end if you like.
An example. Rules change, which is why the page read is named with the day it was read.
From the question to the answer, in the order it happens.
A customer asks about a warranty. You ask your assistant on the way to a site; it looks, reads and answers.
9:02
You ask
Priya at Hale Homes says a tap you fitted in May is dripping. You ask whether it is still under warranty and what you told her at the time.
9:02
It looks everywhere at once
Your mail, Drive and Notion are searched side by side, and the books for the invoice. Slack finds nothing and is named as having nothing.
9:03
It reads what it found
The quote PDF in your sent mail says 12 months on workmanship. The supplier's terms on its shelf say 5 years on the cartridge.
9:03
The answer, with where it came from
Yes on both counts, with the quote, the supplier's page and invoice 1037 named, and a reply to Priya drafted for you to read.
9:05
You send it
You change a word and send the reply from your own mailbox. Nothing went to Priya until you sent it.
The answer
Is the Hale Homes tap still under warranty?
Yes. Your quote of 2 May gives 12 months on workmanship, and the tap was fitted on 19 May, so you are covered until 19 May next year.
The cartridge itself has a 5 year guarantee from the maker (supplier terms, page 3), so a replacement part should cost you nothing.
If the answer were not there, it would say so and say where it looked.
It does the work. You make the calls.
What the assistant may do on its own, and what only you, or someone you choose, may do.
The assistant may
- Search the apps you connect, and read what it finds.
- Read your books to answer questions about money.
- Keep notes on how your business works, for you to read.
- Search the web and read the pages it finds.
Only you may
- Choose which apps it can read, and take any of them away.
- Correct or delete what it remembers.
- Decide what to do with an answer: nothing is sent because of one.
- Pass a site's check that a person is there.
Straight answers.
- What if it cannot find the answer?
- It says so, and says where it looked. It does not fill the gap with a guess, and an app that did not answer is named rather than left out.
- Can I check where an answer came from?
- Yes. Each part of an answer says where it was found: the email, the file, the report in the books or the web page, so you can open it yourself.
- Does it go through all my email to answer?
- For an answer, it searches your mail for what the question needs and reads those messages. You choose which apps it can use, and whether it can only look or can also act.
- Are the figures right?
- They are the books' own figures. The books do the sums, never the assistant, and the answer says which period it covers and whether anything is still waiting to be explained.
- Does it remember my personal details?
- Not in its memory. Its notes hold how your business works, and you can read and correct them. Exact details like your passport or National Insurance number are kept in your details, encrypted, and used only as you allow.
Give your business an assistant.
Connect your mail, calendar and books in a few minutes. It works the way you do, and asks before it acts in your name.