Document Creation
Create estimates, projects or jobs quickly
Describe the work in your own words, or point at the email and the attachments it came in. What used to be a form to fill in becomes something you review rather than type.
Planned · from Q1 2027 · directional, subject to changeAvailable today
The Document Assistant already creates jobs and deliverables from a plain-language description.
"Create a job for the Northwind spring campaign from this email.""Turn these notes into a proper brief."What it will do
- Use past documents and performance to teach AI
- Explain in your own words how to create an estimate
- Instruct on what to reuse from other projects
- AI uses attachments and templates to create tasks
- AI assigns people, adds descriptions and sets efforts
- Spend your time validating rather than keying in
- Move much faster, with AI and you together
