Keep enquiries moving
Ida drafts a reply with times for a first call. Once you send it, Ida answers their replies about a time, chases once if they go quiet, and books the call.
The first reply waits for youRecurring work,
handed over once
Tell Ida about a job your company does again and again. Each time it comes round, Ida does it, and anything that needs your say waits for you.
IdaFri 09:00
This week’s client updates are ready. Four drafts, each written from the project’s own record: the orders, the site notes and the thread. The first is below.
DraftTo the OkaforsKitchen units arrive Tuesday. We need your tile choice by Thursday to keep the fit on the 18th.
Waiting for Sally to sendSendNot now
Tell Ida what you want done
Say it the way you would to a colleague. Ida writes the job up, says when it will run and where the work will land, and checks it with you before it starts.
- No forms, no flowcharts
- Uses what Ida already knows about your company
- Learns from every correction you make
SA
SallyWed 16:12
Every Friday morning, draft an update for each client on where their project stands. I’ll check them before they go.
IdaWed 16:12
Here is how I would run it.
RoutineDraft the Friday client updates
- When
- Every Friday, 09:00
- What Ida does
- Reads each active project’s orders, site notes and thread, and drafts its client an update
- Where it lands
- Your chat with Ida, a draft per client for you to send
Hand it overTry it once first
Set it once, change it any time
Every job you hand over has three parts. Change any of them when your work changes, or pause the job, and nothing runs until you start it again.
WhenA time, or a moment
Every Friday at 9, the first of the month, every other Tuesday. Or the moment something happens: an enquiry arrives, a supplier’s date slips, a deal moves stage. A time makes it a routine. A moment makes it a trigger. And some jobs, like arranging a meeting, start each time you ask.
Every Friday, 09:00When an order slips
What Ida doesThe job, in your words
Ida works from what your company already knows: your clients, your suppliers, how you price and how you write. When you correct a draft, Ida learns from it for next time.
Draft each client’s update
Where it landsWherever you’ll see it
In your chat with Ida, or in the project’s room where the team works. The finished work arrives with the message, ready for you.
A draft per client
Start handing things over
A reminder tells you a job is due, and the job is still yours. Ida does the job and brings you the result.
A reminder
Send the client updatesFri 09:00
Then you open four projects, find what changed, and write four emails before lunch.
Ida
Four client updates, draftedFri 09:00
Written from the orders, the site notes and the thread. Read them, change a word if you want to, and send.
Ready to hand over
Ida arrives knowing the work of your trade. Start with one of these, or describe a job of your own.
Arrange meetings and follow them through
Ida finds a time that suits everyone, books it, prepares you for it, and writes up the actions with who owns each one.
In everyone's diaryKeep clients informed
Ida drafts each client's update from where their project stands: what got done, what arrives next, and what is waiting on them.
A draft per client, for you to sendWatch supplier commitments
Ida notices an order that is late or has gone quiet, drafts the chase, and tells you what the slip moves on the project.
The chase waits for youChase overdue invoices
Ida sees an invoice pass its due date in your accounts and drafts a polite chase for it, in your company's tone.
The chase waits for youFind new work in the trade news
Ida reads the trade press and the company register for openings, refits and new companies that fit what you do, and brings you the ones worth a look.
A short list for you to keep or skipWhat leaves your company is still your call
Handing over a job does not hand over what leaves your company. Ida does the work, and nothing goes out that a person has not said yes to.
Drafts until you send
Emails, invoices and orders wait as drafts until someone in your company sends them. The only exceptions are the ones you choose, like replies about a meeting time.
A rehearsal first
Before a job you describe runs on its own, Ida can try it once and send nothing. You see what would have gone out, then hand it over.
Your ask is the go-ahead
Ask Ida to arrange a meeting with people you name, and your words are the yes. The first email still waits a moment, so you can take it back.
Hand Ida the first one
Ida is opening to companies a few at a time. Join the waitlist and we will let you know when it is your turn.
We send a six-digit code to check the address is yours. If it doesn’t arrive, we’ll be in touch.