Workflow Automation demoSort the inbox in one click
A Monday morning inbox for a fictional accounting office. One click sorts it: what needs a reply comes first, ranked, with a reply already drafted. Everything else is handled or filed.
- Try it
- 1Click Run the morning brief
- 2Open each email that needs you and edit the drafted reply
- 3Approve and send, then see what was handled for you
DemoSample data only. Everything runs in your browser and nothing is sent anywhere.
Sarah Kim
8:02 AM
Missing W-2?
Hi, I can't find my second W-2 from the summer job. Do you still need it before we file?
Tom Reyes
7:41 AM
Can we meet Thursday?
Want to go over the quarterly numbers before I talk to the bank. Thursday afternoon work?
Linda Park
7:20 AM
Re: engagement letter
Signed and attached. Let me know what you need from me next.
Greenfield Office Supply
7:55 AM
Invoice #4471
Your invoice for October supplies is attached. Due in 30 days.
Mike (Front desk)
7:10 AM
Printer is fixed
Tech came by, the upstairs printer works again.
PA Dept. of Revenue
6:58 AM
Filing reminder
This is a reminder that quarterly estimated payments are due on the 15th.
Tax Pro Weekly
6:30 AM
5 changes for this filing season
This week: new mileage rates, updated thresholds and more.
CloudBackup
5:00 AM
Your backup completed
All files were backed up successfully last night.
Webinar Team
Yesterday
Last chance to register
Join us Thursday for a session on small business tax planning.
Office Lunch Co.
Yesterday
This week's menu
Order by Wednesday for Friday delivery.
Monday morning. 10 unread.
Sorting this by hand can eat the first hour of the day.
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