Review and control
Automate what you trust. Review what you don't.
You decide what goes out on its own and what waits for you.
01 / Answer or draft
Answer directly, or draft for review.
Set it client by client. New clients start with review first.
| Client | Replies |
|---|---|
| Pattam Textiles Pvt Ltd | Answers directly |
| Shankar Traders | Drafts for review |
Thanks, Shiva. We have all 46 purchase bills for August. Could you send the sales register by Thursday?
Drafted by Agent Noot. Waiting for CA Akhil Kumar.
02 / Suggest or approve
Suggest, or act with approval.
Set it per crew member, within what each one is allowed to do.
| Crew member | Job | Mode |
|---|---|---|
| Agent Qwery | Open questions | Needs approval |
| Agent Quinn | Questionnaires | Suggests |
| Agent Reqwik | Document intake | Needs approval |
Agent Reqwik always asks a person about any file it can't place.
03 / Your send rules
Your send rules.
Weekly caps, quiet hours, Sundays off and holds, per client.
- Weekly cap
- 3 automated messages per client
- Quiet hours
- 20:00 to 09:00
- Sundays
- No automated messages
- Holds
- Shankar Traders, until 30 Sep
Off until you switch it on.
04 / Always with a person
Some things always wait for a person.
- 01Filing or submitting anything to a government portal.
- 02Moving money.
- 03Granting or changing access.
- 04Any notice, penalty, summons, show-cause or dispute, in English, Hindi or Telugu.
No setting changes this. There is no fully automatic mode.
05 / Grounded answers
Every answer shows its source.
When it isn't sure, it says so and hands over.
- Answers come from the client's own records.
- Your data never trains a model.
Agent Noot · Pattam Textiles
Prakul Pattam
How much TDS did we deduct on rent this year?
16:40
Agent Tessa
₹90,000 so far: ₹15,000 a month from April to September.
Source: Books, TDS on rent
16:40
Prakul Pattam
Can we claim the old warehouse lease as a loss?
16:43
Agent Noot
I'm not sure, and I won't guess. I've asked CA Akhil Kumar to reply.
16:43
06 / Every action has a name
Every action has a name.
The agent, the person who approved it and the client, on every line.
| Time | Done by | Approved by | Client | What happened |
|---|---|---|---|---|
| 19 Sep 11:40 | Agent Gus | CA Akhil Kumar | Pattam Textiles Pvt Ltd | GSTR-3B for August filed |
| 21 Sep 09:12 | Agent Reqwik | CA Akhil Kumar | Pattam Textiles Pvt Ltd | hdfc_august.pdf filed to August bank statements |
| 21 Sep 10:00 | Agent Chaser | Not needed | Shankar Traders | Reminder sent for August purchase bills |
| 21 Sep 10:02 | Agent Noot | Not needed | Pattam Textiles Pvt Ltd | GST notice handed to CA Akhil Kumar |
| 21 Sep 10:21 | Agent Noot | Waiting | Shankar Traders | Reply drafted for review |
07 / Approvals happen in Nootus
Approvals happen in Nootus.
A WhatsApp tap is never an approval.
CA Akhil Kumar
ok
11:32
A WhatsApp reply doesn't approve anything. Open Nootus to approve.
Pay the TDS challan for September
₹2,15,400 across TDS on rent, contractors and professional fees. Due 7 October.
Prepared by Agent Tessa. Approver: CA Akhil Kumar.
Approved in Nootus, by name, with a second check.
