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How the app works

Roles tailored to your business

Assistant, Sales Rep, Finance Officer and Marketing Specialist are the starting point. You can adapt their tasks and responsibilities to the way you work, and adjust them as your business needs change.

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Explore example roles

Each role has its own specialism. Choose one to see a practical scenario.

AssistantNotes and agreed details Sales RepEnquiries and proposals Finance OfficerProfitability and payments Marketing SpecialistPosts and reviews
Example

A voice note recorded after a measurement visit becomes an organised summary for you to review.

How you work together

Your task. An AI proposal. Your decision

Share a task. The AI Worker prepares a proposal. You review it and approve the next action.

01

Your task

A customer enquiry, voice note, invoice or photos. Share the task in whatever way suits you, including through chat.

02

AI proposal

The AI Worker prepares a summary, reply, calculation or post. If information is missing, it asks.

03

Your decision

Review the proposal, edit it or approve it. Nothing is sent to a customer or partner without your consent.

Example role

Assistant

Notes, agreed details, deadlines and reminders

Assistant

Keeps track of deadlines, documents and agreed details

Business owners no longer have to remember everything themselves. Assistant flags contracts approaching expiry, prepares summaries and organises voice notes.

  1. 01
    Your taskA voice note after a meeting or measurement visit
  2. 02
    AI proposalAn organised summary with missing information highlighted
  3. 03
    Your decisionThe business owner reviews and approves the details
Demo view · joinery business
01Your task
0:22

Listen to the recording made in the car after a measurement visit and see what happens next.

“The Nowaks’ kitchen. Wall: three point two metres. Recess: two point eight five. Light oak worktop. Installation by mid-November. Cabinet front colour still to be agreed.”

02AI proposal
Measurement visit summary
Kitchen · Mr and Mrs Nowak
Wall for fitted units
3.20 m
Recess
2.85 m
Worktop
Light oak
Installation
By 15 November
To confirm: cabinet front colour
03Your decision
Approved by the business owner · details saved to the job
AssistantThe Nowaks’ kitchen · follow-up question
Assistant

The note does not include the cabinet front colour. Has it been agreed yet?

Business owner

Not yet. Remind me tomorrow at 09:00 to call the customer.

Assistant

Add a reminder for tomorrow at 09:00?

Confirm the cabinet front colour with the NowaksTomorrow · 09:00
Reminder saved · tomorrow at 09:00

What it helps with

  • Voice notes after meetings and measurement visits
  • Organising agreed details and documents
  • Deadlines, reminders and weekly planning
  • Expiring contracts and important dates
What it does not do on its own

It does not guess missing information. It flags what needs to be clarified. It sends nothing without your approval.

Example role

Sales Rep

Customer enquiries,
proposals and follow-ups

Sales Rep

Keeps track of customers and proposals

Sales Rep supports business owners from the first enquiry through to follow-up contact. It prepares the information needed and keeps track of next steps so that no sales opportunity goes unattended.

  1. 01
    Your taskA customer asks about a bespoke wardrobe
  2. 02
    AI proposalA draft reply and suggested measurement appointments
  3. 03
    Your decisionReview, edit or approve the reply for sending
  1. 01
    Your taskA customer has not replied to a proposal
  2. 02
    AI proposalA draft follow-up asking for a decision and suggesting a call
  3. 03
    Your decisionReview the message and approve sending
Demo view · draft
01Your task
AK
Anna KowalskaContact form · 09:12

Hello, I’m looking for someone to build a fitted wardrobe in my hallway. Could you come to take measurements next week?

02AI proposal
Draft reply
To Anna Kowalska · fitted wardrobe
Hello, thank you for getting in touch. We’d be happy to arrange a measurement visit. Which of these times would suit you?
Tuesday 14 October, 10:00Thursday 16 October, 16:00
I’ll remind you to follow up on Friday if the customer has not replied
03Your decision
Send the reply to the customer?
Sent with your approval · follow-up reminder set for Friday
01Your task
AK
Anna KowalskaProposal: fitted wardrobe

No reply for 5 days

The customer has not replied to the proposal.

02AI proposal
Customer follow-up
To Anna Kowalska · fitted wardrobe proposal
Hello, have you had a chance to review our proposal for the fitted wardrobe? I’d be happy to answer any questions. Would Thursday at 10:00 work for a call?
Suggested call: Thursday, 10:00
03Your decision
Send the follow-up?
Follow-up sent · to Anna Kowalska

What it helps with

  • Handling new enquiries
  • Preparing proposals and replies
  • Arranging next steps
  • Keeping in touch with customers
What it does not do on its own

It does not decide the terms of a proposal for you. It sends a prepared reply only after you approve it.

Example role

Finance Officer

Profitability, payments and cash flow

Finance Officer

Keeps track of business finances

Brings together job and payment data. Assesses profitability and highlights potential cash shortfalls in advance.

  1. 01
    Your taskJob and payment data
  2. 02
    AI proposalProfitability and cash flow assessment
  3. 03
    Your decisionReview the issues requiring your attention
  1. 01
    Your taskA payment is approaching, but the projected balance is too low
  2. 02
    AI proposalA draft request for the next instalment, in line with the job’s payment schedule
  3. 03
    Your decisionCheck the amount, due date and wording, then approve sending
Demo view · draft
01Your task
Kitchen · the Nowaks
Job value
PLN 38,400
Materials
PLN 14,900
Labour
PLN 11,200
Deposit received
PLN 11,500
Social security contributions
PLN 9,800 · 20 October
Current account balance
PLN 6,200
02AI proposal
Job profitability
PLN 12,30032% margin
MaterialsLabourMargin
Cash balance over the coming weeksOctober
You may be PLN 5,400 short of the social security payment due on 20 October. The customer’s second instalment would cover this amount.
03Your decision
Ask the customer for the second instalment?
Added to tasks · message awaiting your approval
01Your task
Payment due on 20 October
Social security contributions
PLN 9,800
Projected balance
PLN 4,400
Shortfall
PLN 5,400

The payment deadline is approaching, but the projected balance is too low.

02AI proposal
Request for the next instalment
To Mr and Mrs Nowak · in line with the job’s payment schedule
Hello, in accordance with the agreed payment schedule, please arrange payment of the second instalment. Thank you and best regards.
Amount: PLN 11,500Due date: 17 October
03Your decision
Send the payment request?
Payment request sent · to Mr and Mrs Nowak

What it helps with

  • Job profitability
  • Payments and overdue invoices
  • Cash flow forecasts for the coming months
  • Early warnings of projected cash shortfalls
What it does not do on its own

It does not make financial decisions for you. It presents calculations and issues requiring attention, and drafts payment requests for your approval.

Example role

Marketing Specialist

Posts, customer reviews and promotion

Marketing Specialist

Helps your business get noticed

Uses photos and information from completed projects to draft social posts. Also helps you reply to customer reviews.

  1. 01
    Your taskPhotos of a completed project
  2. 02
    AI proposalA draft post
  3. 03
    Your decisionApproval by the business owner
Demo view · draft
01Your task
Completed project: a light oak kitchen

Project photos · the Nowaks’ kitchen

The customers have agreed to publication
02AI proposal
Draft post
Business profile · photo and description
SD
Stolarnia Pod DębemDraft · not published

Another kitchen completed. Light oak, a composite worktop and floor-to-ceiling cabinetry. Thank you to Mr and Mrs Nowak for trusting us with the project and for being a pleasure to work with.

Suggested publication time: Thursday, 18:00
03Your decision
Publish the post?
Approved · scheduled for Thursday at 18:00

What it helps with

  • Posts about completed projects
  • Replies to customer reviews
  • Review requests after a job is completed
  • Announcements and promotional planning
What it does not do on its own

It does not publish posts or replies to reviews without your approval. You approve the wording and materials before publication.

Shared knowledge

One business. Four specialisms

A joinery business shows how the same information supports successive tasks.

  1. 01 · Assistant

    Agreed details

    A voice note after a measurement visit becomes an organised summary.

    AddsRecess: 2.85 mLight oakInstallation by 15 November
    Approved
  2. 02 · Sales Rep

    Proposal

    The agreed details are used to draft a customer proposal.

    UsesRecess: 2.85 mLight oakAddsQuote: PLN 38,400
    Approved
  3. 03 · Finance Officer

    Profitability

    The quote and costs establish the job’s margin and payment schedule.

    UsesQuote: PLN 38,400AddsMargin: 32%
    Approved
  4. 04 · Marketing Specialist

    Communications

    After installation, a post about the completed project is drafted.

    UsesLight oakInstallation by 15 NovemberAddsDraft post
    Approved

AI Workers only use information they have permission to access. The business owner approves every step.

Owner control

The AI Worker keeps track. The business owner decides

Chat, reminders and a notebook containing information about the business. You can review and correct saved details, while the application highlights matters that need attention.

01Reminder
Assistant08:30
AssistantYour business insurance expires on 30 November. Would you like me to prepare a comparison of renewal quotes?
Show the saved details.
AssistantBusiness property and liability insurance. Monthly premium: PLN 840. Renewal due by 30 November.
02Notebook
Business notebookStolarnia Pod Dębem
SpecialismBespoke kitchens and wardrobes
Regular board supplierWholesaler in Kraków
Business insuranceUntil 30 NovemberUpdated: until 15 December
Working hoursMonday to Friday, 07:00–16:00
Correction saved.
AI Workers will use the new date.
03Approval
Sales Rep10:40
Sales RepAnna Kowalska has not replied to the proposal for five days. I’ve prepared a follow-up: “Have you had a chance to review our proposal for the fitted wardrobe?”
Approved and sent at 10:42
Review and correct

The notebook shows what AI Workers have saved about the business. You can correct any information.

Important matters, on time

Reminders about contracts, payments and customer follow-ups appear before the deadline.

Approval before sending

Sending anything to a customer or sharing information with a partner requires the owner’s consent.

Demo

The decision is yours

We’ll demonstrate example roles live and discuss how they could support your customers.

Explore the benefits for your organisation
A demo for your organisationWhat to expect

During the meeting, we’ll show you:

  • Example AI Worker roles in action
  • Typical tasks from your industry
  • The business notebook and owner controls
We’ll agree on a convenient time Book a demo