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For employees

Your company-wide
AI playbook.

Describe a task in your own words. It works on your documents, asks when it needs to, and you keep the workflow as your own.

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Q3 churn deckSupplier invoices

Q3 churn deck

Recorded
Prepare the Q3 churn deck for the regional leads. Numbers from the export, plus the three most important actions.

Got it. I will look at the export and open the deck. I will come back to you if I need anything.

Read the churn export and opened the deck· 3 steps
DRead the churn export · 2 files
NOpened the Q3 churn deck
SPulled the account list · masked by policy
Reply or steer the task…

A new task, the way it comes about in the assistant. The activity line is collapsed by default, the way the app settles it.

How it starts

Three steps, no training day.

If you can write an email, you can run this.

1 · Describe the task
In plain language. No formulas, no automation builder, no request to IT.
2 · It works on your documents
It reads the files and systems you already have access to, and writes the result back into them.
3 · Write it down as a playbook
Whatever worked once becomes the steps an agent follows and the rules it cannot break. Put it on a schedule and it runs without you.

New task

Recorded

Describe a task — from a quick question to an afternoon of work…

Open invoicesEvery weekday, 8am · runs on its own

Q3 churn deck

Recorded
Needs your approvalUpdate the Q3 churn deck with the new figures
Review what will be sent· File, Change
File
Q3 churn deck.pptx
Change

Slide 4: churn 4.8% → 4.1% Slide 7: three accounts added with source links

AllowDecline

Documents

It updates what already exists.

No second filing system. The assistant works in the files your team already keeps, and shows you what changes before it saves.

Continue, don't duplicate
The monthly deck, the proposal template, the price list: it extends the file that is already there.
See the change first
What it will write appears as a proposal in the chat, before it touches the file.
Under your own access
It sees exactly the folders you see. Nothing else.

Examples

What a playbook looks like in four departments.

Each one is the same object: an ordered list of steps, the tools each step may touch, and the rules that hold across all of them.

  • Accounting

    Check open items and prepare the dunning letters

    Runs every weekday morning. Anything above €10,000 waits for a person.

  • Sales

    Build the churn deck from the CRM export and the tickets

    Reads under your own access. The deck is proposed before it is written.

  • People

    Summarise the works-council briefing from the minutes

    A step that notes the source of every figure, so the draft cites where it came from.

  • Support

    Condense the week's themes from the tickets

    A rule on the reply tool: never promise a delivery date we haven't confirmed.

Get started

Let us show you on your own workflows.

30 minutes, your real tasks, no slides.

Book a demo