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 your AI app: it can search the web and read web pages, using your AI app's own web search.
• Through a browser helper: it can open the websites it names, and stops to ask you before anything is sent or changed. See "Websites for you" below.
• Through apps you connect: see "Apps you've connected" below.

Runs code

Yes (Python), on your computer when your AI app allows it

Files

Reads files you give it, and creates or changes files

Tools in your AI app

Email, Calendar, Web search and web pages, 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.

• Design (for example Canva, Adobe or SketchUp): Make the board where the designer works, and test the fit with a new box model at true sizes. Reads: Designs and comments you name, in Canva; the board named in Adobe, Miro or Figma Creates: A new design or board, only after a yes. It's never shared or published, and one the client can open is never changed.; A new SketchUp model at the sizes read, only after a yes. Asks you before it creates or changes anything. Without it: A board file if the app can make files, or a copy-ready table and page plan.
• Spreadsheets (for example Google Sheets, Excel or Airtable): Keep the product sheet and the tracker across the weeks. Reads: The product sheet you name Creates: New rows and changed status cells on a sheet the client can't open, each only after a yes Asks you before it creates or changes anything. Without it: A CSV if the app can make files, or a copy-ready table.
• Notes (for example Notion): Keep the product sheet there if that's where you work. Reads: The page you name Creates: New rows and changed status cells on that page, each only after a yes Asks you before it creates or changes anything. Without it: A copy-ready table.
• Email (for example Outlook; Gmail only reads): Find quotes, price lists and the client's replies, so a decision is the client's own words. Reads: Quotes, price lists and client replies, searched by seller or client's first name, read only where you pick them Creates: Outlook: a draft approval request or quote request, only after a yes. Never sends.; Gmail stays read-only: each email is written in the chat. Asks you before it creates or changes anything. Without it: They paste the email, and each request comes written in the chat.
• Cloud files (for example Google Drive, Dropbox or OneDrive): Read price lists and plans, save the board file, set up the client's approval as an unsent PandaDoc document, and read a Docusign approval's status. Reads: Price lists, plans and the approval's status, in files you pick Creates: The board file, only after a yes; An unsent PandaDoc document for the client's approval, only after a yes: you send it. Nothing is written in Docusign. Asks you before it creates or changes anything. Without it: They attach the file, and the approval request comes as an email in the chat.
• Calendar (for example Google Calendar or Outlook Calendar): Hold the client's yes date and each read-again date in the designer's own calendar. Reads: Your dates Creates: The client's yes date and the read-again date, each only after a yes, with no invitees Asks you before it creates or changes anything. Without it: Each date comes ready to add: a Title, Date and Time line.

Where your information goes

• The client's first name or initials, the rooms, the budget and sizes of their home: Stays in the chat and your own sheet and apps First names or initials. No full address on a card or a shared board. Leave names out on a personal AI account.
• Trade prices and markup: The designer's own copy only The client's copy holds no cost and no trade link, unless you chose open book.
• The hand-off card: product, finish, quantity and date needed: The seller's own product page or quote form, through your own browser agent, only when they ask Only the rows on the card. The agent stops before the final button and never types a password, code or card number.

Websites for you

Some steps use a browser helper on websites it names. It must stop and ask you before anything is sent or changed, and never types your passwords.

Your accounts

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

Risk area

Legal