Use the built-in AI workflows

01The six

• Owner briefing — cash, collections, payables, stock and follow-ups in one read. The Monday-morning one.

• Collection draft — drafts a reminder for your most urgent overdue invoice. It writes; you read it, change it, and send it yourself.

• Exception review — ranks what is unusual, overdue or incomplete. Useful precisely because you cannot ask for it: you do not know what is odd until something points at it.

• Reconciliation review — walks the bank lines that did not match anything.

• Purchasing review — prioritises products below their minimum, so a reorder list comes out in the order that matters rather than alphabetically.

• Supplier document — described below.

Each is a starting point, not a report. The answer arrives in the chat, and you can keep pulling on it: why is that one late, show me the invoice, what about last month.

02Hand it a supplier document

Supplier document takes a PDF, an image, text or a CSV, and turns it into a draft supplier bill you can review.

Photograph the invoice your supplier handed you, choose the file, and press extract. What comes back is a draft with the lines and amounts it read — a starting point that saves the typing, not a posted document.

Check it against the paper before you post it. Extraction reads what is there and sometimes reads it wrong; a smudged total or an unusual layout is exactly the sort of thing that comes out plausible and incorrect. Everything after the draft is the ordinary supplier invoice flow, and confirming it is your action, not the assistant's.

03What the workflows will not do

They do not post, confirm, send, or change anything. The collection draft does not email your customer; the reconciliation review does not match the lines; the document extraction does not create a bill.

Every one of them ends with something for you to read and a decision for you to make. That is the same boundary the assistant has everywhere else, applied to work that would be tempting to automate.

04Which ones to actually use

If you use one, use the owner briefing, weekly. It is the only one that tells you where to look rather than answering something you already suspected.

Exception review is the second. The rest are conveniences — you could get the same answers from what you are owed and the stock lists, and on a slow connection you may prefer to.