Draft next week's schedule
It works from each person's availability and days off, existing bookings, how long each job usually takes and travel time between jobs. Conflicts are checked when the plan is made and again before anything saves.
Background AI tasks · Starter & Pro
Hand off the big jobs. Come back to a draft you can check.
Some requests take more than a quick answer: planning next week's schedule, researching what local businesses charge, or building a list of businesses to pitch. Hand them off as a background task, keep working, watch the progress live, and approve the result when it's ready.
In plain English
Hand it off
- “Plan next week's schedule.”
- “Build me pricing rules for residential cleaning.”
- “Find 50 property managers in Kelowna with emails.”
- “Write a win-back email campaign for clients who haven't booked this year.”
- “That's not what I asked. Only ones with an email.”
Background AI tasks
What a background task can do
See the draft on your calendar
Open the plan on your schedule page as dashed “Proposed” tiles, untick any job you don't want, and confirm. Nobody is notified automatically about new times.
Research local market rates
It searches the web for what businesses near you charge and proposes pricing rules for your service. Every price cites the page it came from, so you can check it against your costs.
Build a lead list
It finds local businesses on OpenStreetMap, reads the email each one publishes on its own website, checks the email domain accepts mail, and skips anyone already in your CRM.
Write it out
Email and text drafts, plans and reports are saved in full with a Copy button, and email campaigns or one-card outreach pipelines come back ready to approve.
Check its own work
Before it finishes, it compares the result with what you asked for. Rows that don't fit are removed rather than padded, and if it falls short it tells you what it tried.
Step by step
How a task runs
Ask in chat
Describe the job by typing or talking, or start one from the Tasks view (“Start a background task…”). Keep working while it runs.
Watch it live
Open the task to see “What you asked for”, its plan, a live activity timeline, web searches, pages read and what it has spent.
Send it back
Not right? Tell the assistant, “I said 50” or “only ones with an email”. The task reopens as a new revision and keeps what it already found.
Approve the result
When it's ready you get a notice and a card. Confirm it, untick parts you don't want, or cancel. A task never changes anything on its own.
Safety
Tasks propose. You decide.
Proposals only
A background task can't create, send or change anything itself. Every schedule, price list or lead list comes back as a card for your OK.
Honest results
If it can't hit the number you asked for, it says so and shows what it tried instead of filling the list with poor matches.
Budgeted
Each task has a spending cap inside your plan's monthly budget, at most two run at once, and you can cancel a running task any time.
Questions
Background AI tasks: frequently asked questions
What can a background task do?
Draft a schedule for a week or two from your team's availability, job lengths and travel time; research local pricing and propose pricing rules with cited sources; find local businesses with published emails for a lead list; and write email campaigns, outreach pipelines, drafts, plans and reports.
How do I see what it's doing?
Open the task from the chat or the Tasks view. The detail updates live with its plan, an activity timeline, the checklist of what you asked for, how many web searches and pages it has used, and what it has spent.
What if the result isn't what I wanted?
Tell the assistant what's off, for example “I said 50” or “only ones with an email”. A finished task reopens as a new revision and keeps what it already found, and a running task picks up your note at its next step. You can send a task back up to four times.
Does the schedule draft account for driving?
Yes. It allows for travel time between back-to-back jobs, using driving-time lookups where they're available and distance-based estimates otherwise, and keeps at least 15 minutes between jobs.
Will it change my schedule or prices by itself?
No. Tasks only propose. Nothing is scheduled, priced or added until you confirm the card.
What does it cost?
Background tasks are included with Starter (US$1 of AI usage a month) and Pro (US$5 a month). The budget resets on the 1st, and the Tasks view shows how much you've used.
Try it free
See it working on your own jobs
Create your CRM on the Free plan, then start a 14-day Starter or Pro trial from Settings → Billing when you want the AI. A card is required for the trial.