Introducing Intelli-Assist | The AI Team That Actually Runs Your Business

You're paying for Microsoft 365. You've got Outlook, SharePoint, Planner, OneDrive, Teams, Excel — the works. But half your staff can't find files in SharePoint, nobody updates Planner, and your "project management" is still a spreadsheet someone emailed around last Tuesday. The tools are there. Nobody's getting value out of them. We built Intelli-Assist to fix that.

You Already Have the Tools. You Just Can't Use Them.

Here's what most small and mid-sized businesses look like: you're paying for a stack of powerful tools — Microsoft 365, Google Workspace, maybe a CRM, maybe WordPress for your website — and you're using about 15% of what they can do. Not because the tools are bad, but because nobody has time to learn them properly, set them up right, or keep them maintained.

Your SharePoint site is a dumping ground. Your Planner boards were set up once and never updated. Your calendar is full but your team has no visibility into who's doing what. Your client follow-ups live in someone's head. Your invoices get chased when someone remembers.

The problem isn't that you need more software. You need someone — or something — that actually knows how to use the software you already have and makes it work together.

That's what Intelli-Assist is.

What Intelli-Assist Actually Does

Intelli-Assist is a team of 24 specialist AI agents that connect to the tools your business already pays for — and actually use them properly. You talk to one interface in plain English. Behind that conversation, the right agents pull data from the right systems, take action, and give you a clear answer.

No training courses. No SharePoint consultants. No "digital transformation" project. You just tell it what you need, and it works with the tools you've got.

24 specialist agents, 250+ skills, 60+ integrations — connecting Microsoft 365, Google Workspace, WordPress, Slack, LinkedIn, and more through a single conversation.

Here's what that looks like in practice:

You say: "What's happening with the Henderson project?"

Intelli-Assist checks your Planner board for open tasks and blockers, pulls the last three emails with the Henderson team, checks your calendar for upcoming meetings with them, and looks at any files recently updated in the Henderson SharePoint folder. You get one clear summary — not four tabs and ten minutes of clicking.

You didn't need to know which Planner board it's on, which SharePoint site has the files, or how to filter your inbox. You just asked a question in plain English and got a useful answer.

The Problems It Solves

"I can never find anything in SharePoint"

You say: "Find the latest version of the Bright Industries contract."

Dex searches across your SharePoint sites and OneDrive, finds the document, and gives you a direct link. If there are multiple versions, it tells you which one was last modified and by whom. No more clicking through five folders hoping you're in the right site. If you need a summary of what's in the contract, it reads the document and gives you the key points.

"Nobody updates the project board"

You say: "What tasks are overdue in Planner?" or "Create a task for Sarah to review the Q1 report by Friday."

Nova works directly with Microsoft Planner, Google Tasks, Asana, or whatever task tool your team uses. It can list what's overdue, create new tasks, check on progress, and even generate a weekly status report that pulls from your actual task data — not from memory or guesswork. Your team doesn't need to learn a new system. They just talk to the assistant and the right boards get updated.

"I spend Monday morning just figuring out what happened last week"

You say: "Give me my weekly review."

Nova pulls your completed and overdue tasks. Cal reviews last week's meetings and this week's calendar. Kai checks for any commitments you made in emails or meetings that haven't been followed up. You get a single document: what got done, what didn't, what needs attention this week, and any promises you're at risk of breaking. What used to take 30-45 minutes of clicking through Outlook, Planner, and your notebook happens in one message.

"I forget to follow up on things"

You told a client you'd send a proposal by Friday. You told your accountant you'd get the receipts across this week. You told your team you'd review the budget before the board meeting. Kai tracks these commitments automatically — scanning your emails and meetings for promises — and surfaces them before they become broken trust. No to-do list required. It just watches and reminds you.

"I need a proposal but I don't have time to write one"

You say: "Write a proposal for the Morrison account — $45k, 12-week timeline, same structure as the last one we sent."

Sage pulls the Morrison client history. Wren retrieves your proposal template, fills in the scope, timeline, and pricing, and applies your company's branding. Dex saves it to OneDrive. Ava drafts the email to send it. You review and tweak for five minutes instead of spending three hours building it from scratch. Between meetings. On your phone if you need to.

"Our website hasn't been updated in months"

You say: "Write a blog post about our new partnership with Greenfield Solutions and publish it to our WordPress site."

Wren drafts the blog post in your brand's tone of voice. Mia suggests SEO keywords and a LinkedIn post to go with it. When you approve it, the post goes live on WordPress and a LinkedIn announcement is published — all from one conversation. Your website stays current without anyone needing to log into WordPress or remember the password.

"I don't know if we're actually making money"

You say: "Show me outstanding invoices over 30 days and draft follow-up emails for each one."

Finn pulls your invoice data, identifies what's overdue, and Ava drafts a polite but firm follow-up email for each one. For Australian businesses, Finn can also help categorise expenses for BAS preparation and give you a snapshot of revenue versus costs. You don't need an accounting degree or a bookkeeper on speed dial — just ask the question.

"We're hiring but I don't know where to start"

You say: "We need to hire a customer service rep. Write the job description and set up an onboarding checklist."

Pip generates a job description based on what you tell it about the role, creates an onboarding task list, and can set up reminders for the first week. When the new hire starts, Pip checks in daily to make sure nothing's been missed. You didn't need HR software. You just told your AI team what you needed.

The Agent Team

Each agent is a named specialist with its own skills and tool access. They don't just answer questions — they take action. Here are the ones you'll use most:

Plus 12 more specialists covering legal, e-commerce, analytics, customer success, knowledge management, workflow automation, infrastructure, and social media. The full team scales with your business.

How They Work Together

The real power isn't any single agent — it's that they collaborate. When your request crosses boundaries (which most real business requests do), a Chief of Staff orchestration layer automatically breaks the work into sub-tasks, routes each one to the right agent, and combines the results.

You say: "Prepare me for my meeting with Ryan tomorrow."

1. Cal finds tomorrow's meeting with Ryan — time, location, and attendees
2. Sage pulls Ryan's client history and last interaction notes
3. Ava scans recent emails with Ryan for open questions or commitments
4. Dex checks for any recently modified documents in the shared folder
5. Rex synthesises everything into a concise briefing

You asked one question. Five agents worked across five platforms. You got one clear answer. No tab switching, no digging through folders, no "I think we discussed that in an email last month…"

It Gets Smarter the More You Use It

Intelli-Assist doesn't just follow instructions — it learns from how you work. A Skill Builder watches your patterns. When it notices you doing the same sequence of steps three or more times — say, pulling a client's info, checking their project status, and drafting an update email every Monday — it offers to automate the whole thing as a one-step skill.

You didn't write a script. You didn't configure a workflow tool. You didn't hire a consultant to "map your processes." The system noticed what you do repeatedly and offered to handle it.

250+ pre-built skills — from weekly reviews and daily planners to invoice chasing, content calendars, and meeting prep. Plus self-learning automation that creates new ones from your patterns.

Agents That Work While You're Not Looking

Most AI assistants wait for you to ask them something. Several Intelli-Assist agents run proactively in the background:

• 7am — Your daily digest arrives: today's meetings, top priorities, and anything overdue
• 8am — Focus time gets blocked on your calendar so your morning isn't lost to meetings
• 9am — Smart task prioritisation runs against your Planner boards
• Ongoing — Kai tracks commitments from your emails and meetings, and nudges you before deadlines
• 5pm — End-of-day recap: what got done, what's carrying over
• Fridays — Weekly review generated automatically, ready for Monday morning

These aren't notifications. They're agents doing real work — pulling from your calendar, tasks, and email — and giving you only what you need to know.

Your Tools, Connected — Not Replaced

Intelli-Assist doesn't ask you to switch to a new platform. It connects to what you already have:

• Microsoft 365: Outlook, Calendar, OneDrive, SharePoint, Planner, To Do, Teams, Excel
• Google Workspace: Gmail, Calendar, Drive, Sheets, Tasks
• Communication: Slack, Microsoft Teams, Telegram
• Content: WordPress, LinkedIn, Facebook, Instagram
• And more: CRM data, accounting, HR platforms, project management tools

When a dedicated integration isn't available, agents improvise. If you have Google Sheets but no CRM, Sage uses Sheets as a lightweight client tracker. If you have OneDrive but no document management system, Dex works with what you've got. The system adapts to your stack — it doesn't demand you buy more software.

Security You Don't Have to Think About

Your business data stays protected:

• No passwords stored — all connections use secure OAuth (the same "Sign in with Microsoft/Google" you already know)
• Per-user encryption — every user's connection tokens are encrypted with their own unique key
• Approval gates — high-impact actions (like sending an email or modifying a document) can require your explicit approval before they happen
• Learns your comfort level — over time the system understands which actions you're happy to automate and which ones need your sign-off
• Minimum permissions — each integration only requests the access it actually needs

Who This Is For

Intelli-Assist is built for the business owner or manager who knows they're not getting enough out of the tools they're already paying for:

• Small businesses (5-50 people) who have Microsoft 365 or Google Workspace but no IT team to set it up properly
• Professional services firms — accountants, consultants, lawyers — drowning in client emails, proposals, and follow-ups
• Trades and services businesses who need to track jobs, send quotes, and chase invoices without a dedicated admin person
• Growing teams that have outgrown spreadsheets and sticky notes but aren't ready to hire an operations manager
• Anyone who spends more time managing work than doing work

You don't need to be technical. You don't need to understand APIs or workflows. You just need to be able to describe what you want in plain English — and Intelli-Assist handles the rest.

Join the Beta

Intelli-Assist is now in open beta — and we're looking for the kind of people who like to try new things first.

This is a real product being used daily, not a landing page with a waitlist. The agents work, the integrations are live, and the orchestration runs in production. But it's beta software. That means you might hit a rough edge, see an unexpected error, or find something that doesn't work the way you'd expect. That's the point — we want people who'll push it, break it, and tell us what happened so we can make it better.

If you're the kind of person who tries a new app before reading the manual, or who's always looking for a better way to run things — this is for you.

Stop paying for tools you're not using properly

Register for the Intelli-Assist beta. Connect the platforms you already have, meet your AI team, and start getting real value out of Microsoft 365, Google Workspace, and the rest of your stack — from a single conversation.

It's free during beta. We just ask that you share your feedback.