Pilot Test · Help Desk
Check the FAQs on each agent to solve it yourself, ask the Copilot Solver, or log a problem or a success. Everything you submit goes straight to Chiara.
Two weeks from now, at the end of the pilot, we'll run a short score survey — a quick questionnaire to see which agent worked best for everyone. Keep logging your problems and successes so we can score fairly.
Quick actions
Success board
Top testers
No successes logged yet — be the first to report one 🟢
Recent successes
Nothing yet.
The agents
Accounts Review Assistant
Reviews accounts and trial balances — flags balances, movements, inconsistencies, missing support and classification points that need a closer look. A preliminary checklist, not an audit.
FAQs — try these first
Meeting Notes Agent
Turns your handwritten or typed notes into formal minutes on the Saffery template, finds the meeting in your calendar and gives you an action table (Action, Owner, Deadline, Status).
FAQs — try these first
Workload Agent
Sorts your recent emails, chats and meetings into what to do today, schedule, delegate or archive, with the evidence behind each one.
FAQs — try these first
Email Assistant Agent
Checks your drafts before you send them, catches you up on threads, pulls out your actions and prepares replies as drafts in Outlook, never sent.
FAQs — try these first
Agreement Review Agent
Reads agreements from the perspective of the party you act for: obligations, deadlines, financial terms, termination rights and concerns, each with its clause. Not legal advice.
FAQs — try these first
Resolutions Agent
Drafts trust and company resolutions from your notes or documents, on the matching Saffery template, flagging missing approvals and authority points.
FAQs — try these first
Trust Deed Assistant
From a trust deed pack: a Settlor summary, a full protector powers register, or the Trust Summary Form, every point tied to its clause.
FAQs — try these first
info@innovai.ch · innovai.ch