Resources
One whole task, start to finish.
Each guide starts from a real sentence and runs to the action sent, approval included. These are the four requests we see most.
Follow up on unanswered quotes
The assistant reads the inbox, finds the quotes in the CRM, drafts one follow-up per deal picking up from the last exchange, and shows them to you before sending.
Prepare a meeting
Account history, recent exchanges, open points, shared slots: all gathered into one note before the hour, and the invitation waits for your approval.
Clear an overflowing inbox
What needs a reply, what needs a decision, what needs nothing. The assistant drafts the obvious replies and leaves the rest in front of you.
Close a month
Invoices issued, payments missing, follow-ups due, gaps to explain. The table fills itself; the sends ask for your approval.