AI Assistant & briefing
Ask, and get an answer with its source.
Ask your documents questions; a briefing ready every morning.
The problem
The knowledge exists but can't be found.
A contract clause, an old decision, a project's latest state — all written down somewhere, but finding them takes hours.
AI in this module
Talk to your company memory.
- Semantic search over files, text search over projects and tasks; answers are grounded in them
- Only data the user is allowed to see is used
- A 3–5 sentence executive summary of the day's health data every morning
What you can do
Sourced chat
The sources used (file, project, task) are saved with each answer.
Saved conversations
Conversations are stored, listed and deletable; recent messages are used as context.
Daily briefing page
Today's created/completed work, threads, pending replies, new projects, anomalies and an AI summary.
Morning AI summary
Prepared every morning and cached for the day; regenerate on demand.
Email digests
Unread notifications in one email twice a day.
Alerts that don't get lost
High/urgent notifications unread for 24h are escalated one level up.
Who uses it and how
CTO / Department Manager
Start the day with the briefing.
PM / Team Lead
Ask the assistant about projects and documents.
Member
Find information quickly in documents they're allowed to see.
Frequently asked
Can the assistant see other people's data?
No. Retrieved records are filtered to the user's data scope.
Which plan?
AI Assistant and AI briefing are on Pro and above; usage counts towards the monthly AI request limit.
See it with your own data.
Open a free workspace, or let's schedule a demo with your team.