AI tasks & routines
Give routine work a clear instruction.
Prepare records, follow up missing information and schedule permitted checks—with visible progress and limits.
- AI + familiar tools
- Role-scoped
Designed for the whole workflow.
Prepare records, follow up missing information and schedule permitted checks—with visible progress and limits.
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Describe the task
Ask for work in plain language, such as preparing expenses for review.
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Schedule routines
Set a recurring check, such as a weekly reminder about missing evidence.
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Visible progress
Track each task as waiting for approval, waiting for information or done.
From instruction to outcome.
The assistant prepares. You confirm.
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1. Describe the work
Choose the workspace, records and period, then say what you need.
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2. Review the plan
See the records affected and the expected outcome before anything changes.
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3. Confirm
A person with the right permission confirms the action.
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4. Check the result
Open the resulting records. Partial work stays visible.
What you can do
Routine work, with limits you can see.
Tasks and routines appear in one place with their state, so you know what is waiting and for whom.
- Prepare expenses for review.
- Collect a missing purchase purpose from the person who can supply it.
- Prepare a monthly report draft.
- Schedule a routine for a time and time zone you choose.
- Pause or resume a routine independently of the AI, Hybrid or Classic view.
Inside your permissions.
What the assistant will and will not do.
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Preview first
Changes have a preview, affected records and a clear outcome.
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Permissions do not change
The assistant acts within the current person's permissions. It cannot approve or pay by itself.
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Manual tools remain
If AI is unavailable or the allowance runs out, the manual tools keep working.
A few useful answers.
Can a routine approve or pay anything?
No. Routines work within permissions and cannot approve or pay by themselves.
What happens if AI is unavailable?
Your records stay available and you can continue with the manual tools.
Can I see what a task did?
Yes. Progress and outcomes are shown, and you can open the resulting records.
Is a schedule tied to the AI view?
No. A scheduled routine is active or paused independently of AI, Hybrid or Classic view.
Give your expenses a better place to work.
Start with a simple instruction. Keep the details—and the decisions—under your control.