One AI job. Step by step.
Here is a whole AI job, from asking for the work to the record at the end. Each step says what you do, what you see and what you get.
The job
Watch it
happen.
The same job, as it looks in the app.
What you're looking at
- 1A client asks for her tax return.
- 2AI starts the work on a copy.
- 3The work reaches your rules.
- 4One folder is turned away. One file waits for you.
- 5You decide what goes in.
The steps
Six steps,
every job.
Most steps need nothing from you.
- 1
Hand AI a job
- You do
- Ask for the work in plain words, like "fill in Schedule C from the ledger." Pick the client.
- You see
- The job starts. You don't have to watch.
- You get
- AI gets to work while you do something else.
- 2
AI works on a copy
- You do
- Nothing.
- You see
- AI working on a copy of the client's folder.
- You get
- Your real files stay the same while it works.
- 3
Files it shouldn't touch are turned away
- You do
- Nothing. You set this up once.
- You see
- Hidden files and folders you marked off-limits are refused. Each try is written down.
- You get
- AI stays where you said it could go.
- 4
The work is checked
- You do
- Nothing.
- You see
- The work checked against your rules: where it may change things, what is off-limits.
- You get
- The same answer every time. No AI judging AI.
- 5
You decide
- You do
- Let it all in, let in only some of it, or say no.
- You see
- What changed, in plain words.
- You get
- Nothing lands without your OK. No answer means no.
- 6
It goes on the record
- You do
- Copy the record, or save it as a page.
- You see
- What was asked, what was stopped and what you decided.
- You get
- Something to show a client. If someone changes it later, that shows up.
Levels
Three levels
for your folders.
You pick one for each client's folder. You can change it any time.
Everything you can do →AI can work in the folder. Every step is written down.
AI has to ask before it uses a file. It waits for your yes.
Supported AI tools are turned away from the folder, every time.
Asking
When AI
wants more.
AI asks in plain words. You choose how far your yes goes: this one file, this one job, or every job for this client. You can take a yes back at any time.
Four words you'll see
What these words mean, in one line.
AI works on a copy of the client's folder. Your real files stay the same until you say yes.
How careful AI must be with a folder. Watch only: every step is written down. Ask me: AI waits for your yes. Strict: AI is turned away.
A dated list of what AI asked for, what was stopped and what you decided. If someone changes it later, that shows up.
One folder for a period you pick: what AI did for each client, who said yes, what was stopped, and a check that the record wasn't changed.
Use AI on client work.
Keep the final say.
$49 a month or $299 a year for each person, after a 7-day free trial.