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.

• Email (for example Gmail or Outlook): Find supplier quotes, order confirmations and delivery emails for this project. Reads: The supplier emails you pick from a search by supplier name or quote number Doesn't create or change anything. Without it: You paste or forward the quotes and replies, and copies each chase email from the chat.
• Spreadsheets (for example Google Sheets or Excel): Hold the project's FF&E schedule as a new spreadsheet. Reads: The current schedule you name, if they want it carried over Creates: A new spreadsheet with the project's FF&E schedule, only after a yes. Existing sheets are never changed. Asks you before it creates or changes anything. Without it: The schedule comes as a table in the chat to paste into a spreadsheet.
• Calendar (for example Google Calendar): Put each order-by date and delivery date in the designer's own calendar. Creates: One event per order-by date and per delivery date, only after a yes. Never invites anyone. Asks you before it creates or changes anything. Without it: Each date comes as Title, Date, Time, Where and Notes lines to add by hand.
• Cloud files (for example Google Drive or Docusign): Find quote PDFs in Google Drive, and prepare the client's sign-off as a draft Docusign envelope. Reads: The quote PDFs you pick in Google Drive Creates: A draft Docusign envelope with the approval request and the client as signer, only after a yes. Never sent: the designer checks it and sends it. Asks you before it creates or changes anything. Without it: You upload the PDFs, and the sign-off request comes as an email in the chat for them to send.

Where your information goes

• Supplier quotes, prices, terms and the client's first name or initials: Stays in the chat. Approval requests and chase emails go only when the designer sends them. Only the emails and files you pick are read. Clients are named by first name or initials; card and bank details are never asked for.
• The schedule, order-by and delivery dates, and the sign-off envelope: The designer's own spreadsheet, calendar and Docusign account, each only after a yes The sheet holds items, suppliers, totals, dates and status. Events hold the item and date. The envelope holds the approval request and the signer's name and email.

Your accounts

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

Risk area

Legal