Data & Intelligence
Give the assistant standing work on a schedule, and see everything it did
One assistant, with scheduled tasks: a morning summary, data tidy-up, a sending health watch, lead triage, follow-up drafts and campaign planning. Each task starts by proposing only, runs under the same permissions as a team member, and keeps a log where almost anything can be undone in one click.
They start by asking
Every task starts paused and proposing only. You read what it would do, then decide how far it may go: propose, act and ask, or act and report.
A log you can undo
Every change a task makes is written down with the exact way to reverse it. Undo checks nothing has changed since, so it never overwrites a person's later edit. Where something can't be undone — a sent email — the log says so plainly.
They can't spend your credits in a loop
Each run has hard limits on steps, time and credits, each task has a monthly budget, and a workspace-wide brake stops every task if spending looks wrong. A person clears the brake, never the system.
What's included
- Daily summary: a morning briefing — pipeline, activity, what needs attention
- Data tidy-up: tidies messy values, flags likely duplicates, and suggests better field types weekly
- Sending health watch: watches bounces, complaints and sending health
- Lead triage: sorts new inbound leads into hot, warm and cold, with a reason; can assign hot and warm leads to the least busy of the members you pick, and draft a booking-link email for hot leads
- Follow-up drafts: drafts follow-ups to people who went quiet; can send, capped at 20 a day, only to people who have replied before; leaves alone anyone a sequence is following up
- Campaign planning: plans the next campaign from your brief and past results; can schedule at least a day ahead to lists of up to 2,000
- Three levels of freedom per task: propose, act and ask, act and report
- Each task runs as a workspace member with its own role — never an admin
- Log of every action with one-click undo, including unscheduling a campaign until it sends
- Run limits, monthly credit budgets and a workspace spend brake
- Optional daily email digest of what the assistant did
- Tasks in your own words: "Every Monday, review our top flows and flag anything slipping", scheduled from the sentence, scoped to a saved skill if you name one
Learn how to set it up
- Show the real agent's photo and name in the chat widgetHow the widget picks whose profile photo to show, what visitors see when a bot or the queue has the conversation, and how to turn it off.
- Give the assistant a scheduled taskWhat each scheduled task does, how much freedom to give it, and how to read and undo what the assistant did.
- What assistant tasks can and can't doThe limits every scheduled task works within, whatever freedom you give it.
Works with
- Formula fieldsWrite Excel-style formulas on any object — days in stage, weighted value, lead score — and get live results on every record, list and report. No sync jobs, no stale numbers.
- ReportingReports, dashboards and goals in one module: build reports over any object and any field — including formulas — pin them to dashboards the whole team reads, and track targets against them.
- Audit logEvery create, update, delete, merge, import and settings change is recorded with the actor and a field-level diff. Filter it, search it, trust it.
Try Assistant tasks on your own data
Free plan, no card, set up in an afternoon.