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

Calendar

Apps you've connected

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

• Accounting (for example Xero or QuickBooks): Read each named client's tax registrations, periods, pay run dates and past tax payments, instead of typing them in. Reads: The tax settings, pay run dates and past tax payments the connection shows, for the clients you name Doesn't create or change anything. Without it: You paste or upload the client list or a practice software export.
• Spreadsheets (for example Google Sheets or Excel): Read the practice's client list sheet, and add a new status board sheet. Reads: The client list sheet you name Creates: Google Sheets, where the AI app can edit sheets: one new status board sheet, only after a yes. Never changes the client list. Asks you before it creates or changes anything. Without it: The status board comes as an .xlsx file or a copy-ready Markdown table.
• Calendar (for example Google Calendar or Outlook Calendar): Add every deadline and records-due date to the calendar you name. Reads: Deadlines already on the calendar you name Creates: One event per deadline and per records-due date on the named calendar, only after a yes (Outlook only where the company admin allows it). Never invites clients. Asks you before it creates or changes anything. Without it: The dates come as a calendar file (.ics) if the app can make files, or Title, Date and Time lines to add by hand.

Where your information goes

• Client names, entity types, tax registrations and periods, paydays and filing status: Stays in the chat, and in the practice's own calendar and sheet after a yes. Only the clients named are read. No tax ID numbers are asked for or written anywhere.
• Calendar events for each deadline: The calendar you name, after a yes Titles carry the client, the form and the period; notes carry the rule and status, nothing more.
• "What we need from you" emails: Written in the chat for you to send from their own email Each email lists only the records needed and the dates.

Your accounts

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

Risk area

Money