Searching, cross-checking, re-keying: it isn't know-how that's missing, it's that the information is scattered. Here is the same day, at the same moments, with a question instead of half a day of searching.
Six roles, six days. Each one reads moment by moment; the example at the bottom of each card is a question asked exactly as it stands.
You wear every hat in the business. Here is what each one becomes.
Management
Monday morningThe summary of your week's emails is already waiting in the chat, sorted by topic. You pick up on the point that matters to you.
Before the board meetingThe figure you were about to ask three people for: one question, cross-checked between your Excel files and your ERP, with the chart in the answer — and, when the question calls for it, the analysis: what's moving, what was left out of the count, a quantified lead.
After the meetingYou gather the points in the chat: the assistant composes the minutes, which export to Word or PDF in your colours and with your logo.
"Are our collections over the past three months running late? Who should we chase, and for how much?"
Accounting and finance
When the post arrivesAn invoice received as an attachment becomes searchable as soon as your mailbox syncs — and downloads straight from the answer.
During the monthTotals, overdue items, averages: your spreadsheets answer, and cross-check with the ERP when the question calls for it.
At month endThe Excel export arrives formatted, amounts as real numeric values — sortable, addable, with no re-keying.
"Which invoices are more than 60 days overdue, and for how much?"
Option
Purchasing and supply
With every supplier invoiceA PDF that always looks the same, even scanned, reads itself: the same fields, in the same place. Anything doubtful is never written down — it goes to review, and you decide.
Before orderingThe lead time, the discount, the penalty: what the signed contract says, with the document cited.
At quarter endThe total per supplier is asked for; it is no longer counted up again.
"Total invoiced by this supplier this quarter?"
Sales
Before the meetingThe commitments made in the signed contract, found with one question, along with the document they come from.
On the way backLast year's quote is reused for the new client — new date, one more line — without the layout moving. The draft comes back to you, to review.
On the roadFrom the icon on your phone's home screen: same question, same answer.
"What delivery times did we promise this client in the signed contract?"
Human resources
When someone comes to askWhat the staff handbook or the procedure provides for, cited with the source document — nothing left to recall from memory.
On sensitive mattersA document imported by your team does not leave your team: only its members and management can see it. And your emails stay visible to you alone, whatever the other person's role.
For the notice to circulateThe summary is composed from what you have gathered in the chat, in the company's style — and you review it before it goes out.
"What does our staff handbook say about exceptional leave?"
Operations and logistics
On deliveryScanned delivery notes are read, even without a single line of selectable text in the PDF.
During the dayThe state of a stock item, cross-checked between the tracking file and the ERP, with the chart in the answer.
When something goes wrongThe applicable procedure, cited with its source, rather than an approximate memory of it.
"What does our procedure say in the event of a dispute with the carrier?"
You are the back office
When you are looking for a documentWord, Excel, PDF — even scanned: the answer comes with the name of the document it came from. And when no document can answer, you are told so instead of something being made up.
When it was an attachmentYour Gmail or Outlook mailbox is connected read-only, attachments included: you query them, and you download them.
On Monday morningThe week's emails are already summarised by topic, and you pick up on what matters.
"Find me the insurance certificate received last year."
You are the accountant
When you do your booksYour spreadsheets answer totals, counts and averages — and the chart comes with the answer.
When the figure is in an emailA spreadsheet received as an attachment is calculated like any other.
When a document has to go outWord, Excel or PDF in your colours — with your logo at the top of Word and PDF files.
"How much did I collect this quarter, month by month?"
You are the sales team
For a new clientYour existing quote is reused as is, with the new details, without the layout moving. The draft comes back to you, to review before sending.
When someone asks for your termsWhat your own documents say, cited — never an accommodating answer.
On the roadThe icon on your phone's home screen, and a notification when something is ready.
"Reuse this quote for this client, dated today, with one more line."
Options
You are the switchboard
On a Sunday eveningOn your business WhatsApp, the first questions find their answer in your documents — while you are elsewhere.
When it gets seriousYou take over in one click: the bot goes silent, and your contact is told a human is answering.
On your websiteA bubble answers visitors from the documents you entrust to it alone, never from your internal data — the one at the bottom of this page is the example. Both are set up together with us. See both options.
"Do you deliver to Tangier?" — asked on a Sunday evening.
The assistant answers only from your own sources: when no document can answer, it says so rather than making something up. Your mailboxes are connected read-only — never a message sent on your behalf. And every document composed or adapted comes back to you as a draft, to review before use.
Your customers ask questions too: two options — WhatsApp Replies and Chatbot on your website, with assisted setup — answer on your behalf from the documents you choose. See both options.
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