For leadership and your whole team
It reads your systems before you do, writes to you first thing with every fact and its source, and does what you ask with the permissions you gave it. Anything that cannot be undone, you sign.
We work with a limited number of companies at a time. Fill in the form and we will reach out if your case is a fit.
Read before 8 a.m.
Today
Today's company update
September sales close 6% above plan; margin is 1.5 points below.Od
Two of the large accounts have had no activity for 21 days.Hs
A. Do we take margin to Thursday's committee?
Reply with the option number.
1
Noted: "Do we take margin to Thursday's committee?" → "Yes, with the line-by-line detail". Signed in your name.
Read before 8 a.m.
Today
Cash, collections and a contract about to renew
Three invoices more than 30 days overdue add up to US$ 48,200.Od
With September's collections, cash covers 41 days of payments.Od
A. How do we proceed with Ferretería Oeste?
Reply with the option number.
1
Noted: "How do we proceed with Ferretería Oeste?" → "Reminder today, call on Thursday". Signed in your name.
Read before 8 a.m.
Today
The warehouse, today
Fourteen orders ship late because two items are out of stock.Od
The southern carrier warned of a one-day delay.Gm
A. Do we notify the fourteen customers today?
Reply with the option number.
1
Noted: "Do we notify the fourteen customers today?" → "Yes, with the new date". Signed in your name.
Read before 8 a.m.
Today
The pipeline, this morning
Five deals worth US$ 212,000 haven't been touched in two weeks.Hs
Agro Sur asked for a quote yesterday and still has no answer.Gm
A. What do we do with Agro Sur?
Reply with the option number.
1
Noted: "What do we do with Agro Sur?" → "Send the standard quote today". Signed in your name.
Read before 8 a.m.
Today
Campaigns: what's working and what isn't
The October campaign brought 38 contacts; nine are already deals.Hs
Search spends 20% more than in August and brings half as much.Sh
A. What do we do with search?
Reply with the option number.
1
Noted: "What do we do with search?" → "Cut it in half for a week". Signed in your name.
Read before 8 a.m.
Today
Tech, today
Three incidents are open; the payments one has had no owner for 36 hours.Ji
Two people on this week's on-call rotation are on leave.Sl
A. Who takes the payments incident?
Reply with the option number.
1
Noted: "Who takes the payments incident?" → "Whoever opened it". Signed in your name.
Read before 8 a.m.
Today
Today's update from Chile
The Chile pipeline fell 12% this week.Hs
The contract with the Santiago distributor expires on 10/31.Ce
A. Do we renew with the distributor at the same price?
Reply with the option number.
1
Noted: "Do we renew with the distributor at the same price?" → "Ask for another quote first". Signed in your name.
Example with demo data
How it works
Marina runs finance at a distribution company. This is how her agent works for her on an ordinary Tuesday: the data is demo data, and the message, the citations and the signing rules are the product's.
It works by day.It learns at night.In the morning it tells you how your number is doing.
While you slept, it read the ERP, the CRM and the company's documents. Only with the tools you gave it, and every read goes into the audit log.
Reading · 07:40
Four reads, no changes.
At the time you chose, on WhatsApp, Slack, Telegram or email. First what is waiting for you; then what matters today.
Cash, collections and a contract about to renew — Tuesday 9/29/2026
Hi, Marina.
Waiting for you:
Open decision: do we approve the 5% increase for Logística Andina?
What matters today:
Three invoices more than 30 days overdue add up to US$ 48,200.[1]
With September's collections, cash covers 41 days of payments.[2]
The freight contract with Transportes Sur auto-renews on 10/15, with an 18% increase.[3]
Where you chose
Every line says where it came from, and the platform checks that the source is among what the agent actually read. Whatever doesn't have one goes separately, as opinion.
Inferences (no cited source):
If the dollar keeps rising at this week's pace, it makes sense to bring foreign payments forward.
Sources:
[1] odoo.facturas_vencidas · 30-dias
[2] odoo.flujo_de_caja · 2026-09
[3] odoo.contratos · transportes-sur
[1] odoo.facturas_vencidas · 30-dias
| Ferretería Oeste | US$ 27,900 | 39 days |
| Mayorista Centro | US$ 12,300 | 34 days |
| Agro Sur | US$ 8,000 | 31 days |
Read at 07:41. The citation matches what it read.
Up to three decisions, with the option it recommends and why. You reply "A1" and it is signed in your name, as long as you write from the number you linked.
Decisions:
A. How do we proceed with Ferretería Oeste?
They have always paid, two or three weeks late.
B. Do we renew with Transportes Sur at +18%?
Reply with the letter and the number: A1, B1…
A1
Noted: "How do we proceed with Ferretería Oeste?" → "Reminder today, call on Thursday". Signed in your name.
Recorded on the decision
You write to it like you would to someone on your team. What it can do on its own, it does. Anything that leaves the company is left ready and waits for your approval.
Add a note to Ferretería Oeste with what we agreed, build this week's collections sheet and send them the reminder.
OdNote on Ferretería Oeste's recorddone
ShThree rows in "Collections, week 40"done
GmReminder to Ferretería Oestewaiting for your approval
Odoo and the sheet are done. The email leaves the company: I left it ready and it needs your approval in the portal.
Audit log
odoo_anotar · Ferretería Oestedonesheets_agregar_fila · 3 rowsdonegmail_enviar · Ferretería Oestewaiting for your approvalEvery call, with who asked for it and under which permission. Hash-chained and exportable to your SIEM.
Suspending an account, signing a contract, paying: none of that is chosen by replying to a message. It leaves you the link and you sign in the portal, with your own user.
B3
"Sign the renewal at +18%" is signed in the portal, with your own user.
yorobot.ai/dashboard/briefings/…
By role
They all start out knowing what the company already knows. Each one learns what matters to its person: what to look at first, what to leave out, and when and where to write.
September sales close 6% above plan; margin is 1.5 points below.
ReadsOdooHubSpotthe Brain
Asks you before sending anything outside the company.
Three invoices more than 30 days overdue add up to US$ 48,200.
ReadsOdooHubSpotSheets
Asks you before sending an email, paying or suspending an account.
Fourteen orders ship late because two items are out of stock.
ReadsOdooSheetsGmail
Asks you before notifying a customer or cancelling an order.
Five deals worth US$ 212,000 haven't been touched in two weeks.
ReadsHubSpotGmail
Asks you before giving a discount above the cap.
The October campaign brought 38 contacts; nine are already deals.
ReadsHubSpotSheetsyour social accounts
Asks you before publishing.
Three incidents are open; the payments one has had no owner for 36 hours.
ReadsJiraSlackthe repository
Asks you before shipping a change to production.
The Chile pipeline fell 12% this week.
ReadsHubSpotOdoothe Brain
Asks you before signing a renewal.
Procurement, legal, people, support: each with their own agent, channel and time.