Have a great day, Marie!
The AI agents handled 47 tasks overnight. Here's what needs your attention today.
3
tasks to do today
Work queue
Prepared by the AI agents — you complete or approve
To do
3
🧮 Accounting AI agent
Review June bank reconciliation
The agent reconciled 3 accounts. One $45 discrepancy to confirm with you.
Received 08:12
Urgent
📋 Quotes AI agent
Review quote — Lavoie yard
A $2,100 draft is ready. Photos and measurements attached by the agent.
Received 09:30
Medium
📞 Customer Service AI agent
Call Mr. Gagnon back — complex question
The customer is asking for a custom quote outside the usual template. The agent took the message and contact details.
Received 10:05
Urgent
In progress
2
📋 Quotes AI agent
Snow removal quote — Mrs. Côté
Under review. You adjusted the price from last season.
Since 09:15
Under review
🧮 Accounting AI agent
Government documents — signature required
The agent prepared the forms. It's waiting on your electronic signature.
Since 07:00
Awaiting signature
Completed
6 today
📅 Reminders AI agent
Appointment reminders sent — Monday morning
8 reminders sent automatically. No no-shows expected.
07:00
📞 Customer Service AI agent
Restaurant booking — Beaulieu family
Table for 5 confirmed Friday at 8 p.m. Confirmation email sent.
08:45
🧮 Accounting AI agent
3 supplier invoices entered
Aliments Gagnon, Boissons Laurier, Nettoyage Pro. Total: $847.
09:00
Escalated by the AI agents
Situations beyond what the agent can decide on its own
Call — unhappy customer, late delivery
Mr. Fontaine called twice. The agent took the message and suggests a priority callback from you.
22 min ago · Customer Service AI agent
Quote outside the template — commercial job $12,000+
This amount exceeds the automatic approval limits. The agent is waiting on your decision.
1h ago · Quotes AI agent
Reminder — new Dext process to share
The invoice handling process was updated. The agent suggests a team briefing.
This morning · Accounting AI agent
My tasks for today
Tasks that need your involvement
Reply to the City of Gatineau email
Done
Call Mr. Gagnon — custom quote
Urgent
Sign the 2 government forms
Today
Team briefing — new Dext process
This week
Order office supplies
Done
Company knowledge base
Procedures, rates, contacts and resources — all in one place
📋
Pricing grid — Quotes
Prices by job type, zones, seasons. Updated April 2026.
Quotes
🧮
Accounting procedures
Dext processing, monthly reconciliation, government forms.
Accounting
📞
How to handle customers
Answers to common questions, complaints, when to escalate to a human.
Customer service
👥
Supplier contacts
Contact details, payment terms, usual delivery times.
Suppliers
🏪
Company info
Opening hours, phone numbers, addresses, leads by area.
General
➕
Add a document
Drag in a file or paste a link to add it to the knowledge base.