What it does alone, and what it asks
Reading and drafting just happen. Anything that leaves your hands comes back into the chat as a card showing exactly what will be sent.
Goes ahead
- Reading your mail and calendar
- Searching the web
- Opening and summarising files
- Drafting anything
Comes back to you
- Sending an email
- Slack messages and social posts
- Paying for something
Chase anyone who hasn't paid March's invoice.
4 emails to send
- Holt JoineryInvoice 1180 · £1,240
- Mere CafeInvoice 1184 · £310
- Pell & DaughtersInvoice 1187 · £560
- Rowan DentalInvoice 1191 · £95
Review each
You can close the laptop
The task keeps running after you leave the page. When it needs you, the Kaer app on your phone shows the approval.
- 09:12YouCompare the three insurance renewal quotes and tell me which to take.Laptop
- 09:13YouClosed the laptop and went to a site visit.
- 10:40KaerRead all three policies. Ashby is £180 cheaper with the same cover, apart from a lower excess on glass.
- 10:41KaerDrafted the acceptance to Ashby. It is waiting in the thread.
- 11:05YouApproved it from the van.Phone
Did it once? Make it a routine
If it is a job you will want again, say so. It becomes a workflow that runs on a schedule, with the same approvals.
Do this on the 5th of every month.
Saved. I'll draft the reminders on the 5th and bring them to you to send.
Invoice chase5th of every month, 09:00
- Find unpaid invoices
- Read each customer thread
- Draft reminders
- You approve
- Send and log