Which tools does your work run on?
Tick all that apply.
Email and calendar Microsoft 365 (Outlook) Email and calendar Google Workspace (Gmail) Chat Microsoft Teams Chat Slack Documents and files OneDrive, SharePoint, Google Drive or Dropbox CRM / sales Salesforce, HubSpot or similar Accounting / invoicing QuickBooks, Xero or similar Project management Asana, Trello, Jira, Monday.com or similar E-commerce Shopify, WooCommerce or similar Customer support Zendesk, Intercom, Freshdesk or similar Other
Other
Which recurring tasks take the most time each week?
For example: answering customer emails, writing proposals or quotes, following up on invoices, preparing reports, planning meetings, posting on social media.
If you could hand one task to an assistant tomorrow, what would it be?
We'll try to show exactly this in the demo.
Anything we should know about data, security or compliance?
Tick all that apply.
Data protection law, such as GDPR or CCPA A data processing agreement with us AI regulation, such as the EU AI Act Where our data is stored and processed Security standards, such as ISO 27001 or SOC 2 Rules for our industry, such as finance or healthcare Nothing specific Other
Other
