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

Apps you've connected

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

• Accounting (for example Xero, QuickBooks or MYOB): Read past clients, so the people who already know the work come first, and anyone who owes money waits. Reads: Clients, the last job or invoice, what was billed and what's still owed Doesn't create or change anything. Without it: They paste a client list or attach an export.
• Email (for example Outlook, lemlist or Instantly; Gmail only reads): Find past clients, lost proposals and replies by name, so warm people come first and replies get sorted. Reads: Past clients, lost proposals and replies, searched by the names on the list Creates: Outlook: a draft of a message, only after a yes. Never sends.; lemlist or Instantly: checked rows and messages in a new campaign that reads back as draft or held for review, only after a yes. Never started. Asks you before it creates or changes anything. Without it: They paste the replies or past clients, and each email comes written in the chat.
• Customer records (CRM) (for example HubSpot, Attio or Pipedrive): Read past clients and lost deals from a CRM, keep prospects there, and find people or check addresses with a data tool. Reads: Past clients, lost deals and contacts in HubSpot, Attio, Pipedrive, Zoho CRM or GoHighLevel; People, firms and address checks in Hunter, Apollo, Clay or ZoomInfo, after a yes where it spends credits Creates: HubSpot, Attio, Pipedrive, Zoho CRM or GoHighLevel: a new contact, company, note or task, only after a yes. First ask if anything there emails or texts a new contact by itself.; Hunter: checked rows and messages as a draft sequence, only after a yes. Never started. Asks you before it creates or changes anything. Without it: They use published addresses, team pages and registers, and the tracker stays a sheet or a table in the chat.
• Spreadsheets (for example Google Sheets or Airtable): Keep the tracker across weeks. Reads: The tracker you name Creates: A new sheet or base for the tracker, only after a yes. Never changes an existing one. Asks you before it creates or changes anything. Without it: The tracker comes as a copy-ready table, or a file if the app can make one.
• Notes (for example Notion): Keep the tracker across weeks, for someone who works in Notion. Reads: The tracker page you name Creates: A new page for the tracker, only after a yes. Asks you before it creates or changes anything. Without it: The tracker comes as a copy-ready table.
• Calendar (for example Google Calendar, Calendly or Cal.com): Add follow-up dates, and find meeting times to offer. Reads: Free times, when offering a meeting Creates: An event for the follow-up date or the meeting time, with no guest added, only after a yes 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

• Prospects' names, roles, work addresses and public facts about their firms: Stays in the chat and your own tracker Only what a message needs. Private details stay out, and a stop list keeps only the address.
• Names and web domains for a lookup: Hunter, Apollo, Clay or ZoomInfo, only if you connected it and says yes One lookup at a time, with its credit cost shown first.
• The hand-off card: who the message goes to and the message itself: LinkedIn or your webmail, through their own browser agent, only when they ask One message for one person. 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