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): Find emails from the client or lender about each loan, so documents and conditions come from their own words. Reads: Emails from the client or lender you name, only those they pick Doesn't create or change anything. Without it: You paste the email or uploads the letter, and gets each email copy-ready to send themselves.
• Cloud files (for example Google Drive): See which documents are already in the client's folder and which are missing. Reads: The client's document folder you name Doesn't create or change anything. Without it: You list or upload the documents they have.
• Calendar (for example Google Calendar): Put each loan's key dates and chases in the broker's calendar. Creates: An event on each key date (the finance date, the closing date, the disclosure deadline, the yearly review) and on each chase, only after a yes Asks you before it creates or changes anything. Without it: Dates as Title, Date and Time lines to add by hand.

Where your information goes

• Clients' first names or reference numbers, the loan type, lenders, amounts and dates: Stays in the chat, or the broker's own Google Calendar after a yes No account, card, tax or ID numbers; documents stay in the broker's own secure system.
• Emails and documents from the client or lender: Read in the chat from the broker's own Gmail or Google Drive, only those the broker picks Only the items picked; nothing is sent, applied or lodged by the skill.

Your accounts

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

Risk area

Money