Work with attached documents
Ask your assistant to read a policy or other supporting file, explain its contents, and prepare a draft using the information you provide.
ThreadWise / Personal AI assistant
Get help with the work in front of you.
Ask a question, attach a document, or get help with a specific task. Your assistant brings together the information and tools your agency makes available.
Personal assistant
Ask your assistant…
What you can do
Put your agency’s guidance to work
Find your agency’s procedures and get help using the tools your team already works with. Save instructions for common requests and the way you prefer to communicate with clients.
Schedule reminders and assistant tasks
Set a reminder to follow up, or schedule help with a recurring task. What the assistant can do and where it can send a reminder depend on the tools your agency connects and the access it allows.
Put it to work
Personal AI assistant in practice
Morgan at Juniper Ridge Fabrication needs a certificate for a new workshop. A service team member asks the assistant to draft a reply requesting the property manager’s address and any wording required by the lease.
What you need to use it
Start with a ThreadWise account, a question, or an attached file. To work with email or other tools, your agency needs to connect them and allow the relevant access. You do not need to set up a workflow first.
Keep the work connected.
Start with the work