Connections

Plug in the tools you already use.

Your helpers can use your files, calendar, inbox, and phone line — you just describe what you want in plain words. And each client's connections stay locked inside their own space.

Create account See pricing →

No code. No setup guide. No calling your nephew who's "good with computers."

Connected tools

Acme Agency · one client's space

4 connected

folder Files calendar_month Calendar mail Inbox language Web

Client folder

Research and finished documents

Connected

Morning summary

Weekdays at 8:00 AM

Connected

Inbox replies

Common questions + handoffs to you

Connected

Web research

The web + your own notes

Connected

What you can connect

Six things your helpers can reach.

Scroll through — the panel follows along. Everything stays inside the client space you set it up in.

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Your files and folders

Helpers can read your documents and save new ones exactly where you'd put them yourself.

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The web

Research, price checks, fact-finding — combined with your own notes into one tidy write-up.

event

Your calendar

Morning summaries before your first meeting, follow-ups after your last one, and jobs that run on your schedule.

mail

Your inbox and texts

Drafted replies for the routine messages, and a clear handoff to you for anything that needs a human.

call

Your phone line

A number that answers from your own documents — store hours, policies, pricing — and passes real conversations to you.

apps

Your business apps

The tools your business already runs on — customer lists, ticket systems, and more. Included with Pro and Enterprise.

Files & folders

folder

Client Docs / Sunrise Bakery

description

Proposal template.docx

add_circle

Q2 Proposal — final.docx · just saved

It reads what it needs, and saves work where you expect it.

Web research

Looking into

"What are local competitors charging for custom cakes?"

check 6 local bakeries compared

check Prices pulled into one table

check Matched against your own notes

You get one tidy write-up, not 40 open tabs.

Calendar

8:00 AM — Morning summary

Ran

10:30 AM — Client call (prep notes ready)

Today

Friday — Weekly report goes out

Set

Work that follows your week, not the other way round.

Inbox & texts

"What are your delivery options?"

Draft reply ready — from your shipping page

"Can I change my order?"

Draft reply ready — from your order policy

"I have a complaint about my delivery"

Flagged for you — no auto-reply sent

Phone line

call

Incoming call · 2:14 PM

"Are you open this Sunday?"

"Yes — we're open 10 to 4 on Sundays. Anything else I can help with?"

Answered from your store-hours page

Tricky calls get passed to you, with notes.

Business apps

contacts

Customer list

confirmation_number

Tickets

receipt_long

Invoices

inventory_2

Inventory

The tools your business already runs on — included with Pro and Enterprise.

Good questions

Before you connect anything

Do I need a tech person to set this up?expand_more

No. You describe what you want in plain words — "use the files in this folder," "answer calls from our policy doc" — and that's the setup. Most people connect their first tool the same day they sign up.

Will one client's stuff ever show up in another client's space?expand_more

Never. Every connection belongs to one space, like furniture in a locked room. A helper working for Client A simply cannot see anything that belongs to Client B.

Which connections come with my plan?expand_more

Every plan includes the basics: files, web research, and calendars. Phone and text lines, plus connections to business apps, come with Pro and Enterprise. Compare plans →

What if I want to disconnect something?expand_more

One click, and it's gone. Helpers lose access immediately, and nothing about that tool is kept around afterwards.

Connect your first tool.

Create an account, point a helper at a folder, and give it a job.

Create account