Documentation
Your first week
with Neivan.
Short guides for the person running the business. Inside the app, Settings → Training has step-by-step lessons on everything below.
Getting started
Four steps, most of them done in one sitting.
- 1
Pick a pack
Each Agent Pack does one job — chasing invoices, drafting support replies, a weekly brief. Choose one on the Agents page and subscribe monthly.
- 2
Connect your accounts
Setup asks you to sign in to the apps the pack needs, such as your mailbox or QuickBooks. You see what each connection can read and change before you allow it, and you can disconnect at any time.
- 3
Answer the setup questions
A few plain questions: who gets the summary, what time zone you work in, how often to check, the tone to write in. You can change the answers later.
- 4
Approve the first cards
When the agent wants to do something that matters — send an email, change a record — it stops and puts an approval card in front of you. Read it, edit it if you like, then approve or reject. Nothing goes out until you do.
Prices and which packs are on sale: Agents. Not sure where to start? The Assessment watches how your team works (with consent) and tells you what is worth automating.
How approvals work
Agents do the reading and the drafting. A person decides anything that leaves the building.
What stops for a person
Anything that sends, posts, changes a record or moves money stops on an approval card first. Reading and drafting don’t need a card. Some actions — public posts and money changes — always need one, whatever the agent’s settings say.
Who can approve
You choose: named people, a role, or a team. If you name nobody, anyone with the “approve agent actions” permission can. You can require two or more people to approve. Owners and admins can step in, and that is recorded.
Not your own request
The person who asked for the work can’t approve their own card — unless they are the only person who can.
Approve, edit or reject
Approving lets the agent carry on with exactly what the card shows. Rejecting closes the card and the action never happens; in a workflow, the workflow stops there.
Cards that wait
A card for a change in a connected app expires after 24 hours if nobody decides, so an old request can’t go out days later.
Extra check
If your company requires two-step sign-in, approving a card needs it too.
What each pack needs
The accounts setup asks you to connect. Packs only use the accounts you pick for them.
Inbox Assistant
Sorts your email, drafts replies for you to approve, and sends a morning summary.
Needs: Your mailbox — Gmail or Outlook.
Monthly Finance Report
Your profit and loss, what changed, and cash on hand, every month.
Needs: QuickBooks or Xero, and a mailbox (Gmail or Outlook) to send it.
Social Content
Writes posts in your company’s voice and publishes them once you approve.
Needs: At least one of LinkedIn or Discord.
Support Reply Drafter
Drafts a reply to each new support request for you to approve, flags urgent ones, and sends a daily summary.
Needs: Where requests arrive — Zendesk, Intercom, Outlook or Gmail.
Optional: Stripe for order look-ups, Jira or Linear for bugs, HubSpot or GoHighLevel for customer records.
Weekly Business Brief
One page a week: cash, money in and out, deals, and the email that needs you.
Needs: Your mailbox (Gmail or Outlook).
Optional: QuickBooks and/or HubSpot.
Invoice Chaser
Drafts reminders for overdue invoices, sends each only after you approve it, and reports weekly what is owed.
Needs: QuickBooks or Xero, and Outlook or Gmail.
IT Operations
Audits Microsoft 365 licences and sets up or closes accounts for starters and leavers — every change approved first.
Needs: Microsoft Entra ID (your company directory) and an Outlook mailbox for requests.
Bookkeeping Tidy-up
Suggests categories for uncategorised bank transactions, flags likely duplicates and missing receipts.
Needs: QuickBooks, and Outlook or Gmail.
Lead Qualifier
Scores each new lead in your CRM against your rules, sets its label and owner, and drafts a first reply and one follow-up — nothing changes or is sent until you approve.
Needs: Your CRM — HubSpot, Pipedrive or GoHighLevel — and Outlook or Gmail.
Security
How your data is kept apart, who can do what, what gets logged, and what isn't done yet (SAML single sign-on, for example) — in plain words.
Integrations
Every app in our catalogue, with its real status: what agents can act on today, what you can connect but isn't proven yet, and what is still being built.
Need something that isn't here? Ask us — we'll answer and add it.