The weekly jobs, done every week, without you having to ask.
Say once, in your own words, what you want done and when. Your assistant does it on time from then on and brings back the result, not a question. Where something would leave your business, like an email, it leaves a draft for you.
Works with Gmail or Outlook for mail, and Xero or QuickBooks for the books.
On its schedule
Overnight mail: 3 drafts ready
11 emails since yesterday evening. 3 need a reply and the drafts are in your Gmail: Hale Homes asking to move Thursday's fitting, a quote request from a new customer, and Coleman Supplies about a short delivery.
The other 8 are newsletters and receipts. Nothing in them needs you.
The morning mail job as you see it in your conversation. Drafts only: you read them and send them yourself. Example names.
Ask for it the way you would ask a person.
Tell your assistant what you want done and when: "every Monday at 9am, tell me who owes us money", or "on the 3rd of each month, start month end". It puts the change to you as a card saying exactly what it will do and when, and nothing is set up until you tap to make it.
The time is read in your own time zone, from your phone or computer, and a job runs at most once an hour. Each standing job is yours: it acts for you, with your connections, and nobody else on your team sees it.
- Plain words: "every weekday at 8am", "every Friday at 4pm", "on the 1st of the month at 7am".
- Switch a job off, or back on, on the assistant's sheet.
- Someone who does not manage the assistant is told who can make the change.
Your conversation
Every Monday at 8am, tell me who owes us money and how late each of them is.
I have put that to you as a card: every Monday at 8am, the overdue invoices by customer, oldest first. Tap Make the change if that is right.
Made it.
Thanks. The first one comes next Monday at 8am, here in our conversation.
The overnight inbox, sorted into drafts by the time you sit down.
The morning mail job reads what has arrived since it last ran, writes a draft reply in your Gmail or Outlook for each email that needs one, and tells you what it drafted and what it left. It never sends. You open the drafts, change what you want and send them yourself.
If you would rather it started work as each email arrives, point one of your personal assistants at your inbox. Newsletters and other bulk mail are set aside into a daily digest rather than dropped, which the assistant reads with its next run, so it still sees everything without each circular costing a run of its own.
- Every weekday at 8am unless you give it another time.
- Mail marked personal or important, or from people named in your assistant's instructions, is never set aside.
- Your own inbox is only ever watched by your own personal assistant.
This morning's run
11 emails since 6pm
Every weekday at 8am
Hale Homes
Can we move Thursday's fitting to Friday?
Draft readyNew enquiry, Daniel Reed
Quote for a kitchen refit
Draft readyColeman Supplies
Delivery 4471 was 2 boxes short
Draft ready8 newsletters and receipts
Nothing to reply to
Left
Drafts sit in your own mailbox. Nothing leaves until you send it.
Month end and the VAT quarter, run as fixed steps, not from memory.
Five routines come ready made: month end, the VAT quarter, a weekly bank tidy, chasing who owes you, and the year end pack for your accountant. Each is a fixed list of steps the books engine runs in the same order every time, so nothing is skipped because it was a busy week.
Your assistant does the steps that are its to do, like explaining bank lines it can place. The run waits for you where your judgement or your yes is needed: reviewing the lines it was unsure of, and approving the month or the return. Put one on a schedule by saying which to start and when.
- The books are never locked without an approve step before it.
- The VAT quarter ends by waiting for you to mark the return submitted; it does not file with HMRC itself.
- Build your own from the same steps, such as a monthly rent accrual.
Month end, September
Started on the 3rd at 7am
IMPORT
Bank lines to 30 September brought in. 214 lines.
RULES
198 placed by your rules and matched invoices.
EXPLAIN
Your assistant placed 13 more and wrote why for each.
REVIEW
3 lines it was unsure of, waiting for you in Books.
CHECK
Reconcile, check the books balance, run the reports.
APPROVE
You approve the month, then it is locked.
Results where you already talk to it, and quiet when there is nothing.
Each run's result lands in your conversation with the assistant, marked as done on its schedule, with one notification to your phone. On Home, Done for you lists what your standing jobs did lately, so you can see the week's work at a glance.
A nightly books job pulls from Xero or QuickBooks first and only wakes the assistant when something came in, the books engine found a problem, or a new month has started. On a quiet night the assistant is not started at all, and the job says so: nothing new since the last pull.
- Each job shows how its last run went, in one line.
- After five failures in a row the jobs pause, say why, and wait for someone to resume them.
- Pause an assistant and everything it does on its own stops; it still answers you.
Standing jobs
Your assistant's sheet
Every morning, draft replies to new mail
Every weekday at 8am. 3 drafts today
OnEvery night, pull the books and review what came in
Xero, every day at 6am. Nothing new since the last pull
OnTell me who owes us money
Every Monday at 8am. £14,300 overdue, 6 customers
OnStart month end
On the 3rd of each month at 7am. Waiting on your review
On
Switch each off on its own, or pause the assistant to stop them all.
A week of standing jobs, in the order they run.
Four jobs you set once. The assistant does the work; you read, approve and send.
MON 06:00
The books are pulled
Xero has 42 new bank lines from the weekend. The assistant explains the ones your rules did not place and lists two it is unsure of.
MON 08:00
Mail and money
The weekend's email is turned into four drafts in your Gmail. Who owes what comes in beside it: £14,300 across six customers, Brightwell the oldest at 44 days.
MON 08:20
You go through it
From your phone you edit one draft and send it, open Getting paid to approve the chaser to Brightwell, and settle the two bank lines in Books.
TUE 06:00
A quiet night
Nothing new in Xero. The assistant is not started and the job says so.
FRI 16:00
The weekly bank tidy
Last week's lines are imported, ruled and explained. It stops at the review step for the one payment it could not place, and reconciles once you have looked.
Done for you
This week
What your standing jobs did, Monday to Friday
- Runs on schedule
- 12
- Email drafts left in Gmail
- 17
- Overdue invoices listed
- 9
- Bank lines explained
- 64
- Left for you to decide
- 3
Nothing was sent without you. Drafts stay drafts until you send them.
Example figures for one small business.
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
- Run the jobs you set, on time, in your time zone.
- Read new mail and leave draft replies in your mailbox.
- Pull your books, explain new bank lines and draft the period's return.
- Run the ready-made books routines up to the steps that are yours.
Only you may
- Set up, change or switch off a standing job.
- Send a reply or a chaser. A draft stays a draft.
- Review the lines it was unsure of, approve the month and lock it.
- Resume jobs that paused after failing.
Straight answers.
- Will a standing job send emails on its own?
- No. The morning mail job leaves drafts and never sends. A job that wants to send something, such as a chaser, asks you first, the same as when you are talking to it.
- How often can a job run?
- At most once an hour, at the times you give in plain words. A watch on your inbox starts work as mail arrives instead of on a clock.
- Does it file my VAT return?
- No. The VAT quarter routine prepares the return and waits for your approval, then for you to mark it submitted once you or your accountant have filed it.
- Can my team see my standing jobs?
- No. A standing job is yours: it acts for you with your connections, and nobody else on the account sees it. If you stop having access to an assistant, your jobs on it stop too.
- What happens if a job keeps failing?
- After five failures in a row the jobs pause and the sheet says why, with a Resume button for whoever manages the assistant. Nothing is deleted.
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.

