Choose a need: prepare a meeting, review a proposal or compare budgets. The guides explain the required setup.
Meetings and follow-up
Prepare a client meeting and the tasks that follow.
Prepare a call
Gathers the points to discuss with the client.
Move a sale forward
Finds sales waiting for a reply or a follow-up.
Summarise a meeting
Prepares the decisions and tasks agreed at a meeting.
Compare priorities
Gathers urgent points across several projects.
Assign tasks
Prepares who should do what after a meeting.
Document presentation
Prepare documents that are easy to read and share.
Review your presentation
Reviews a document against your colours and tone.
Organise documents
Suggests where to keep documents you use often.
Find a decision
Looks for a decision in the conversations you provide.
Personal organisation
Clarify an idea, a budget or the week’s tasks.
Describe an idea
Summarises the need, the expected result and decisions to make.
Review an idea
Raises useful questions before you spend time on an idea.
Estimate a budget
Compares planned spending for a project.
Communication
Prepare a post and compare competitors’ messages.
Draft a post
Prepares text to review before publishing.
Find new clients
Suggests ways to introduce your offer to new clients.
Compare competitors
Summarises differences between your offer and the examples provided.
Prepare an interview
Prepares questions and an outline for a recorded interview.
Help people find your site
Suggests topics matching your clients’ questions.
Information analysis
Gather figures and check what they support.
Gather figures
Gathers supplied figures and flags missing information.
Review your AI use
Helps identify where assistants already help your team.
Track a campaign
Helps distinguish visitors from each campaign.
Client relationships
Find client requests and prepare the next step.
Prepare a conversation follow-up
Turns received requests into tasks to review.
Find an earlier request
Looks for a request in the conversations you provide.
Working with your technical team
Clarify a request before sharing it with your team.
Plan a screen
Helps describe a simple screen for your users.
Find risks
Prepares checks before introducing a new tool.
Write an instruction
Helps phrase a precise request for your assistant.
Organise information
Suggests an organisation your team can understand.
Review a change
Prepares questions to ask your team before approval.
Checks
Find what still needs checking before sharing a result.
Check before launch
Prepares a list of risks and points to fix.
Reference documents
Find the right procedure and supporting documents.
Organise useful documents
Helps find a procedure without searching every folder.
Sales
Prepare a client follow-up or a reply to an objection.
Prepare a first meeting
Gathers the information you provide about a prospective client.
Prepare a sales review
Suggests questions to discuss with your salesperson.
Answer objections
Gathers objections and prepares replies to review.
Prepare an agreement
Suggests steps to move a sales discussion forward.
Review a client relationship
Finds open requests in the information you provide.
Budgets and pricing
Compare a budget, a price or several assumptions.
Prepare a financial goal
Describes steps and assumptions for a goal to review.
Compare two budgets
Shows spending choices across different options.
Review a portfolio
Summarises supplied figures and risks to review.
Review a price
Compares a price with the information you provide.
Compare market prices
Gathers supplied prices into a table to review.
Offers and services
Decide which improvement to make first.
Find client needs
Summarises needs in the feedback you provide.
Choose the next improvement
Compares the value and work needed for each option.
Project follow-up
Prepare steps and find decisions still needed.
Review a project
Summarises steps, obstacles and decisions to make.
Prepare the next step
Helps clarify the next task and who is responsible.
Communication
Analysis
Writing
Coordination