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 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, 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 Outlook; Gmail only reads): Find the enquiry, past proposals and replies by name, so the proposal starts from their words and follow-ups stop on a reply. Reads: The enquiry, past proposals and replies, searched by the client's name Creates: Outlook: a draft of the proposal email, where the AI app can, only after a yes. Never sends. Asks you before it creates or changes anything. Without it: They paste the enquiry and replies, and each email comes written in the chat.
• Cloud files (for example Google Drive, Dropbox or OneDrive; SignNow, Signeasy and Lumin only read): Read past proposals, keep the new one, and see who has viewed or signed. Reads: Past proposals you name; Who has viewed or signed, in their signature app Creates: A new document with the proposal, only after a yes; PandaDoc or Docusign: a draft for signature, where the app holds one unsent, only after a yes. Never sent.; SignNow is read-only.; Signeasy is read-only.; Lumin is read-only. Asks you before it creates or changes anything. Without it: They paste a past proposal, and the new one comes as copy-ready text or a file if the app can make one.
• Customer records (CRM) (for example Bonsai, HubSpot or Attio): Read deals and past work, and keep the proposal with the client. Reads: Deals, contacts and past work Creates: A new deal, note or draft proposal in Bonsai, HubSpot, Attio, Pipedrive or Zoho CRM, only after a yes. Never sent.; Bonsai: a draft invoice, only after a yes. Never sent. Asks you before it creates or changes anything. Without it: They paste the client's details, and the proposals file stays a sheet or a table.
• Accounting (for example QuickBooks; Xero, FreshBooks and MYOB only read): Read past invoices and yearly costs, so the floor and past rates come from real numbers. Reads: Past invoices by client and yearly costs Creates: QuickBooks: an unsent invoice, only after a yes. Never sent.; Xero is read-only.; FreshBooks is read-only.; MYOB is read-only. Asks you before it creates or changes anything. Without it: They give the figures in the chat or upload an export.
• Payments (for example Stripe or Square): See whether a deposit landed, so work doesn't start on a guess. Reads: Whether a deposit from this client has landed Doesn't create or change anything. Without it: They check their bank or say whether it landed.
• Notes (for example Notion, Asana or Trello; Granola, Fathom and Fireflies only read): Read the call with this client, and turn a signed scope into tasks. Reads: The call notes or transcript for this client; Past proposals and boards you name Creates: A new board or page of tasks from the scope, only after a yes; Granola is read-only.; Fathom is read-only.; Fireflies is read-only.; Otter is read-only.; Zoom is read-only. Asks you before it creates or changes anything. Without it: They paste their call notes, and the tasks come as a copy-ready list.
• Calendar (for example Google Calendar; Calendly and Cal.com only read): Find times for the call, and add follow-up dates in Google Calendar. Reads: Free times, when offering a call Creates: Google Calendar: an event for the follow-up date, with no guest added, only after a yes.; Calendly is read-only.; Cal.com is read-only. Asks you before it creates or changes anything. Without it: Each date comes ready to add: a Title, Date and Time line.
• Spreadsheets (for example Google Sheets or Airtable): Keep the proposals file and the past jobs table across weeks. Reads: The proposals file and past jobs table you name Creates: A new sheet or base for the proposals file, only after a yes. Never changes an existing one. Asks you before it creates or changes anything. Without it: The file comes as a copy-ready table, or a file if the app can make one.
• Design (for example Canva): Make a designed version of the proposal, for someone who wants one. Reads: The design you name Creates: A new design with the proposal's words, only after a yes Asks you before it creates or changes anything. Without it: The proposal comes as plain copy-ready text.

Where your information goes

• The enquiry, past jobs, costs and time log: Stays in the chat; the sums run on the files in the AI app Only what the price needs. Bank and card details aren't needed and aren't used.
• The proposal and the client's name and contact details: A draft in your own signature, proposal or client app, only after a yes The floor, the pace and past rates never go in it.
• The hand-off card: who it goes to and the proposal itself: Your proposal app or webmail, through their own browser agent, only when they ask One proposal for one client. The agent stops before the final button and never types a password, code or card number.
• The proposals file and job card: Your own sheet, board or file, only after a yes Client, proposal, dates, amounts and status only.

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

Money