Records, files and an agent, in one workspace.

Assistant

Which orders are still waiting?

query ordersDone14 rows

14 orders are pending. 1042 Acme Supplies is the largest at $4,819 and ships Sep 24. Three have no delivery date yet.

Raise the spring catalog prices by 10%

update pricesWaitingDone

Update 38 prices in Products

Spring catalog, plus 10%

DiscardApproveApproved

Done. The 38 spring products are 10% higher.

Attach the Acme contract to order 1042

find fileDone1 match

update recordDone

Attached contract-acme.pdf from Clients, Acme Supplies.

Make an order form for the shop

create pageDone

The form is live. Every order sent from it becomes a row in Orders with status new.

Every Monday at 8, send me what's still pending

create automationDone

Scheduled. Every Monday at 08:00 you get the pending orders, oldest first.

Ask about records, files, or run work

What goes in a workspace