Approval · from Priya
Approve the Loan Pack
Sam Lee — Home loan. If it looks right, approve it and I'll let Priya know.
- Upload PayslipsDone
- Sign the Privacy ConsentDone
Smart Cards
One card at a time.
Home shows you the one thing that needs you most — an approval, a bill, a visitor waiting — with enough on the card to act without leaving the page. Clear it, and the next comes forward.
Every Card
What Can Land on Your Home
Twelve kinds of card, ranked by who is waiting and what is due. Each one carries its own buttons, and Later puts it back in the queue for a while.
01
Approve It on the Card
When a step in a workflow needs your sign-off, the card shows what it reviews and where each piece stands. Approve, or ask for a change with a note.
02
What I Found in Your Email
I read new email and pick out the contacts, companies and details worth keeping. They wait in the Review queue until you accept them.
Approval
Three Things From Your Email
I found 3 things in your email worth saving. Accept what's right.
03
A Step Only You Can Do
A workflow is waiting on something only you can add. Open the step, or the whole case.
Missing info
Add the Property Address
Sam Lee — Home loan is waiting on you for this.
04
A Visitor Is Waiting
A website chat needs a person. Open it to answer, or mark it read when it needs nothing more. Later is capped at four hours, because customers wait.
Reply
Jordan Asked About Pricing
A visitor on your website is waiting to hear back.
05
Your Next Meeting
Meetings and calls starting within two hours come forward, with who they're with. Prep Notes opens their history and open items.
Meeting
Call With Dana Wu
Starts at 9:40 am with Dana Wu · Phone.
06
A Bill Coming Due
Bills due within three days, or overdue, with the supplier, amount and date. If an email said their bank details changed, the card says so before you pay.
Bill
Hills Plumbing — Invoice 2041
$1,842.50 is due tomorrow.
Payment Details Changed
This email says the payment details have changed. Before paying, confirm by phone using a number you already have for Hills Plumbing.- Supplier
- Hills Plumbing
- Amount
- $1,842.50
- Due
- tomorrow
07
A Follow-Up Due Today
Deadlines and follow-ups due today or overdue. Mark them done here, or open the event.
Follow-up
Send the Quote to Marco Rossi
It was due at 5:00 pm and is overdue.
08
The Pulse's Top Finding
Each night I read your connected tools — Xero, Google Ads, Analytics — and bring one finding worth acting on. Done if you acted on it, Not Useful if not, and it never comes back.
Suggestion
$18,412.50 Is Overdue Across 7 Invoices
Three invoices make up most of it. Chase the largest debtors first — a reminder from you lands harder than one from me.
09
A Link Not Yet Opened
A customer hasn't opened their portal link. Send it again, or let it be.
Suggestion
Sam Lee
Sam Lee hasn't opened their portal link for Home loan. Send it again?
10
A Batch Ready to Start
A schedule found contacts ready to start a process. Open the batch, untick anyone who should wait, and start the rest.
Approval
Annual Review Reminders
5 contacts are ready to start Annual review. Open the batch, untick anyone who should wait, and start the rest.
11
Started for You
A trigger started a case on its own — a new enquiry, a date reached. Nothing waits; have a look if anything needs you.
Started for you
Home Loan for Ava Chen
I started this workflow because of a new enquiry on your website. The customer has their portal link; have a look if anything needs you.
12
What I Found in Your Inbox
Once I have read the last 90 days of your email, I tell you what I found — the people, companies and dates — and what is waiting for you to confirm. Counts only; open Review to see them.
Suggestion · from Uncog
Here's What I Found in Your Inbox
From your last 90 days of email I found 48 people, 21 companies and 6 upcoming dates. 3 bills to check. 12 suggestions are waiting for you to confirm.
13
Setup, One Step at a Time
Until your account is set up, the steps come through the same stack — business details, email, knowledge, the smart agent, your team, your first workflow. Skip any you don't need.
Setup
Connect Your Email
Connect your mailbox and I can read new enquiries and keep contacts up to date.
Then
The End of the Stack
When nothing needs you, Home says so. Owners and admins then see the Business Pulse: the week in one sentence, read overnight from the tools you have connected.
That's everything.
Nothing else needs you right now.
Business Pulse
Week of 14–20 Oct · updated 5:00 am
$18,412.50 is overdue, up 52% on last week; 1,284 people visited the site and the smart agent brought 9 new leads.