Sample records. Changes do not save.Public demo with sample records. Nothing here is a real client, and changes do not save.

Connections

Connect the tools behind your work.

Everything this workspace talks to, what each connection can do, and where its keys live, in one place.

OpenAI

Not connected

Runs the assistant, document drafting, rewriting, and review.

Not connected

Collects invoice payments and keeps payment status in sync.

Not connected

Sends transactional email: invoices, receipts, document links.

Not wired up

Send mail as you from any personal Gmail you connect.