Built for you

Describe your business, and the setup is drafted for you.

It starts at sign up: describe what you do, in as much detail as you like, and a whole workspace is proposed back to you, in plain words, with nothing created until you agree to it. The same assistant is still there afterwards for everything you think of later.

  1. 01

    Our suggestions is waiting when you first sign in

    Describe your business at sign up, in as much detail as you care to give, and a plan is worked out from it. The Our suggestions card on your home screen says how far along it is, and opens setup, where a progress bar shows what is being looked into.

    Set up your workspace

    0 of 4 parts decided

    4 parts still to decide. Go to the next one

    Build my workspace
    PlanChatPreview

    What we suggested

    What you'll keep track of

    You grow and sell native plants and trees from a nursery in the Blue Mountains, selling to landscapers and councils on account and to the public on weekends.

    1

    Customers

    Who buys from you on account, so you know who owes what and where to deliver.

    Business name · textContact person · textPhone and email · textDelivery address · textCredit terms, like 30 days · a choice from a listAccount status, active or on hold · a choice from a list

    Every order belongs to one customer.

    2

    Orders

    A sale to a customer, from the first quote through to getting paid.

    Which customer · a link to another recordOrder date · a dateDelivery date · a dateThe plants and how many of each · a link to another recordStatus, from quote to paid · a choice from a listTotal amount · money

    An order lists the plants being sold.

    3

    Plants

    The catalogue of what you grow and sell, with the price and how many are ready right now.

    Plant name · textSelling price · moneyHow many are ready to sell now · a numberLow stock warning level · a number

    Plants appear on orders.

    Change the tables, or ask about itSend

    Cmd+Enter sends (Ctrl+Enter on Windows). A change reworks the whole plan.

    Show the whole setup conversation
  2. 02

    The plan in parts, in plain words rather than database terms

    What you'll keep track of, the screens you'll work from, what you'll land on each morning, and what you get on your phone. Each part is numbered and carries its own colour, so you can say “change number 2 in the green one” and be understood.

    Every field says what it holds. “Credit terms, like 30 days” rather than a type name, so you can judge whether it is right without knowing what a field is.

  3. 03

    Confirm each part, or ask for a change

    Each part sits beside the conversation about it and a preview of what it will be. Confirm it when it is right. Say what should be different in your own words and the plan is reworked around it, and if you prefer it the way it was, Undo puts it back.

  4. 04

    One button builds it

    Once every part is decided, Build my workspace creates the tables, the screens and the home board for real, naming each one as it is made. Nothing exists in your company before you press it.

  5. 05

    The assistant is still there afterwards

    Setup is not the end of it. The assistant opens from the dashboard's own toolbar, and takes the same plain description: ask for another table, a dashboard changed, or a client-facing page written.

    Ask AI

    Tell me what you do, and I'll help set your database up, e.g. "I run a plumbing company with 10 employees, I want to track jobs, invoices, and payroll."

    What a brand new company sees first

  6. 06

    See what it proposes before anything changes

    It drafts into the workspace you already have and shows you what it intends to do first, asking a quick question when something is unclear rather than guessing. Ask for a field renamed or a table split and it adjusts the same draft instead of starting over.

    Ask AI

    Ask AI

    Here is what I would create. Tell me to go ahead and I will build it:

    Jobs

    Job number, Client, Address, Status, Scheduled date, Quoted amount

    Invoices

    Invoice number, Job, Issued, Due, Amount, Paid

    Yes, go ahead
    Reply to confirm...

    You approve by replying, not by clicking a button