The assistant

The assistant answers questions about your workspace and drafts clients, estimates and invoices for you to check. Open it from Assistant in the sidebar, or press <kbd>⌘</kbd><kbd>J</kbd> on any page.

What to ask

• "What needs my attention?"
• "Which invoices are overdue?"
• "How much has Acme paid this year?"
• "Draft an estimate for Jane: two-day shoot, $1,800 a day, 50% deposit."
• "Add a client from this business card," with a photo attached.

It can look up your clients, estimates, invoices, payments and agreement templates.

Nothing happens until you tap

When the assistant drafts something, it shows a card with the details. Check it, change anything that's wrong, and choose the card's button to save it. Sending an estimate or invoice asks you to confirm first. The assistant never saves or sends anything on its own.

It can't edit, revise or delete existing records, or record payments; do those on the record itself.

Past chats

Your chats are saved and only you can see them. Find them under Assistant, search with Search chats, and rename or delete one from its menu.