Add it to your AI

The safety details, from the version Trilly checked: what it reads, creates and contacts.

The internet

• By itself: it contacts no websites.
• Through apps you connect: see "Apps you've connected" below.

Runs code

No

Files

Reads files you give it, and creates or changes files

Tools in your AI app

Email, Calendar, Cloud files (Google Drive, Dropbox, OneDrive)

Apps you've connected

Only if you've connected them to your AI app. It works without them too.

• Cloud files (for example Google Drive): Open the contract, schedule of rates and past claims you name, and save a new claim in the job folder. Reads: The contract, schedule of rates and past claims you name Creates: Each progress claim as a new file in the job folder, only after a yes. Never changes or shares an existing file. Asks you before it creates or changes anything. Without it: You paste or upload the contract and past claims, and keeps the claim from the chat.
• Email (for example Gmail or Outlook): Find the client's replies, schedules, notices and defect complaints by job or client name. Reads: The messages you pick from a search by job or client name Doesn't create or change anything. Without it: You paste the client's messages; the serving email is written in the chat for you to send.
• Accounting (for example QuickBooks; Xero only reads): Read the job's invoices and what's been paid, and set up the claim as a draft invoice in QuickBooks. Reads: Invoices and amounts received for the job Creates: QuickBooks: one draft invoice for the progress claim, shown line by line first, only after a yes. Never sent. Asks you before it creates or changes anything. Without it: You type in what's been invoiced and received; the claim is given in the chat.
• Calendar (for example Google Calendar): Add a reminder for each deadline: the reply due, the due date, each window for the next step, retention releases and warranty ends. Reads: Existing job dates you point to Creates: One reminder event per deadline, each shown with its title and date, only after a yes Asks you before it creates or changes anything. Without it: Reminders are given as Title, Date and Time lines, or a calendar file (.ics) if the app can make files.

Where your information goes

• The contract, claim amounts, client names and the job address: Stays in the chat; reaches Google Drive, QuickBooks or the calendar only after a yes Only the job's own papers are opened; client first names and the job's suburb or town are enough; no bank details or logins.
• Client messages about claims and defects: Read in the chat only Only the messages you pick from a search by job or client name.

Your accounts

Takes actions in your accounts. It must ask you before each change.

Risk area

Legal