Features · You say yes
Nothing goes out without your yes.
Three ways you stay in charge.
Approvals: only you decide.
Emails to your customers and other consequential steps wait in Approvals until a person decides. You see exactly what will happen, you can edit it, then say yes. A helper can ask for an approval and can never decide one.
- Customer emails wait for you
- Edit before you say yes
- Only a person decides
A record, every step.
Every step is written down: what was done, when, and who approved it. The trail is append-only. You can filter it, export it as CSV (up to 5,000 rows) and choose how long it is kept, from 30 to 3,650 days.
- What, when and who said yes
- Filter and export
- Retention you choose
Permissions, per helper.
Each helper has a name, a role and only the permissions you give it, per app. Your memory, projects and files live in your workspace; you can switch helper and export everything. You never paste a key or a password into a chat.
- A role for every helper
- Permissions per app
- Export everything
Honest labels
Before you rely on it.
- Pre-betaRecord-keeping rules
Whether the trail satisfies a particular professional or legal record-keeping rule is to be confirmed. Ask your adviser first.
Questions
About your yes.
Will it send emails to my customers on its own?
No. Emails to customers and other consequential steps wait in Approvals until a person decides.
Who can say yes?
Only a person. A helper can ask for an approval and cannot decide one.
Can I see what my helper did?
Yes. The audit trail records what was done, when and who approved it. You can filter it and export it as CSV.
Can I limit what a helper may touch?
Yes. Each helper has a name, a role and only the permissions you give it, per app.
Is it legal, tax or financial advice?
No. Templates, checks and drafts are tools. You check and decide.
How long is the audit trail kept?
You choose, from 30 to 3,650 days. Owners and admins set it.