AI
AI that takes the busywork off your team
Your systems read documents, draft replies and answer questions from your own records. On Business Pro, run them from ChatGPT too.
- Supplier: Northgate Supplies
- Total: $1,240.00, due May 15
- Matches purchase order 0388
Built in
What AI does in your systems
Documents read on arrival
Invoices and receipts read the moment they come in, ready for someone to approve.
Drafts and summaries
Replies and summaries written for your team to edit.
Answers from your own records
Ask a question in plain English and get the answer from your records or procedures.
1. This week at a glance
2. What needs attention
Assistant
An assistant that asks before it acts
Give your team an assistant that works in Google Calendar, Docs, Sheets and Gmail.
Anything that makes a change, like sending an email, waits for you to press Approve.
- Read the Bluefinch Dental visit notes
- Checked Friday and Monday in the team calendar
Waiting for Approve
Move the visit from Friday at 10:30 to Monday at 9:00, and email Dr. Haddad the new time.
On Business Pro
Run your systems from ChatGPT
Connect your systems to ChatGPT through MCP, the standard way ChatGPT links to other software, and get work done right in the chat.
- Ask: what’s overdue this week, or who hasn’t paid
- Act: move a booking or add a note to a client
- Works with
- Client CRM
- Link
- •••••••••••••••Copy
What ChatGPT can do
- Find a clientAsk
- List unpaid invoicesAsk
- Add a note to a clientAct
FAQ
Questions about AI
Which plans include AI?
Business Starter and Business Pro. Running your systems from ChatGPT is on Business Pro.
Do I need my own AI account?
No. AI is built into OLODESK and comes with your plan.
Can my team check what AI produces?
Yes. Drafts and checks can wait for someone on your team to approve them.