Here's a typical first month, based on real customer work.

David handles the chasing, reporting and coordinating, so your people can focus on the real job. Names and figures in the examples are changed.

Day 1

Connect your apps, link your data. David starts straight away.

David reads your policies & learns your business and your brand, immediately speaking your company's language and learns your organisation's 'worldview'.

Sarah, Sales

Why is James from Acme unhappy with our services?

Let me look at what James has sent us and what has happened on his account.

  1. Reading emails from JamesOutlook
  2. Searching Acme's support ticketsFreshdesk
  3. Pulling application usage logsSentry
James at Acme: what has gone wrong
  • Three tickets in six weeks, two of them about response times
  • The March update broke his weekly export; it took nine days to fix
  • Portal use is down 40% since. His team went back to spreadsheets
From 14 emails, 3 tickets and 6 weeks of logs

I'd call him this week. Want me to draft the agenda?

Draft the agendaNot now

Mark, Managing director

Create a slide deck on our Q2 revenue. Audience: shareholders.

I'll build it from the Q2 figures, in your brand.

  1. Pulling the Q2 resultsSharePoint
  2. Checking the figures against the accountsXero
  3. Reading your brand standardsYour brand
Q2 revenue, for shareholders
Q2 at a glanceRevenue by service lineMargin and costsOutlook for Q3
8 slides, your fonts, colours and footer

The draft is ready. Shall I share it with the board?

Share with the boardNot now

Tom, Finance

Who's behind on payment, and who looks after each of them?

Pulling what is overdue and who owns each account.

  1. Pulling overdue invoicesXero
  2. Matching each client to their account managerFreshsales
ClientOverdueLooked after by
Northwind£12,400, 34 daysPriya
Calder & Moss£3,150, 21 daysSarah
Globex£8,900, 12 daysPriya
3 of 41 clients overdue, £24,450 in all

Priya has two of them. Want me to draft the reminders for her?

Draft the remindersNot now

Priya, Account manager

Split our biggest client's spend by type of work, and show the growth.

I'll split Acme's spend by type of work and set it against last year.

  1. Reading the spend workbookOneDrive
  2. Pulling job categoriesYour job system
Acme, spend by type of work
Inspections£148k
Maintenance£99k
Consulting£54k
Training£22k
Up 23% on last year, most of it maintenance

I've added a tab with the charts to the workbook.

Anna, Operations

Is weekend call-out in Northwind's package, or is it extra?

Checking Northwind's contract against our service scope.

  1. Reading Northwind's contractSharePoint
  2. Checking our service scope and feesYour policies

Not included. Northwind's package covers Monday to Friday, 8 to 6. Weekend call-out is billed at the out-of-hours rate, £140 an hour with a two-hour minimum.

Northwind contract, section 4.2, and the service scope policy

Want me to let their operations manager know before Saturday?

Send the noteNot now

Jo, Account director

Get me ready for tomorrow's call with Globex.

Pulling together everything on Globex before your call.

  1. Reading the latest emailsOutlook
  2. Checking the open dealsFreshsales
  3. Pulling notes from the last meetingTeams
Globex, tomorrow at 10:00
  • Open: the £48k renewal, waiting on their security review
  • Last call: they asked about single sign-on and where the data lives
  • On the call: Dana Reyes (CTO) and Lee Park (procurement)

The briefing is in your inbox. Anything you want me to add?

Day 2

Collaboration starts.

Shared workspaces are created for a team, a client or a project. Everyone has the visibility they need and can quickly pick up their tasks.

Acme renewal
Sarah · Sales

@David draft the renewal proposal for Acme.

David
  1. Pulling Acme's contractSharePoint
  2. Reading this year's support ticketsFreshdesk
  3. Reading your brand standardsYour brand

Draft ready.

Acme renewal proposal.docx
Tom · Finance

Use the new rates from 1 November.

David
  1. Updating the pricing to the November ratesYour policies

Done. Pricing is on the new rates.

Priya · Account manager

Add the two outages from March and how we fixed them.

David
  1. Finding the March incidentsFreshdesk

Added to section 3.

Sarah · Sales

Looks good. Send it to me first, not to Acme.

David
  1. Sending the proposal to SarahOutlook

In your inbox. It goes to Acme when you say yes.

Week 1

Your team is starting to redefine process with David.

'Skills' are in place. Skills are repeatable processes saved in David for everybody to use or improve. People are also starting to offer their contributions to evolving and improving David's 'worldview'.

David's Worldview of your companyCompany · Teams · People
  1. Whole companyProposals go to a client only after the account manager approves.
  2. SalesRenewals start 60 days before the contract ends.
  3. FinanceNew rates apply from 1 November.Learnt from Tom
  4. PriyaPrefers the client summary first, detail after.
Skill · Monthly client reportSaved by Priya
  1. 1Pull the month's ticketsFreshdesk
  2. 2Pull invoices and anything overdueXero
  3. 3Write it up in our report templateYour brand
  4. 4Flag anything at risk of not renewing
  5. 5Add the renewal dateEdited by Sarah
  1. Tom · Account managerUsed it for Globex.
  2. Sarah · SalesImproved it: added the renewal date.
  3. EveryoneThe next report from this skill includes the renewal date.
  4. This weekUsed 14 times, by 5 people.

Week 2

David is now delivering the busywork.

'Automations' are running. Automations are actions that your team have scheduled David to run in response to key events.

Every Monday, 8:05

Weekly invoice estimate

  1. Pulling this week's booked visitsYour job system
  2. Pricing each one at its fixed priceYour job system
  3. Posting the estimate to Operations…
Every day, 7:00

Clients who sound unhappy

  1. Reading the last week of emailOutlook
  2. Picking out frustration and escalation
  3. Sending you the worst first…
Every Monday, 8:00

Keep in touch

  1. Finding contacts nobody has spoken to in 90 daysFreshsales
  2. Drafting a check-in for eachYour templates
  3. Waiting for your yes…
Every Wednesday, 9:00

New tenders

  1. Searching UK tender portalsWeb
  2. Matching them to your service linesWorldview
  3. Posting the shortlist…
Every Friday, 14:00

Expenses

  1. Finding card receipts in your inboxOutlook
  2. Adding the receipt photos you emailed yourselfOutlook
  3. Getting them ready for expenses…
When a new-starter ticket lands

New starter

  1. Reading the ticketJira
  2. Finding them in Microsoft 365Microsoft 365
  3. Setting them up…

Month 1 and beyond

David is fulfilling the AI promise.

Your team is able to replace trackers, dashboards and even whole disconnected software systems with solutions that truly fit their work and your business purpose. Team David and Ergonomy is a true partner, keeping you at pace with the rapidly evolving world.

Client dashboard

Accounting firm

Support, delivery, money and sales for every client.

Fed byFreshdeskAsanaXeroFreshsalesEvery 2 hours

Replaces Opening four systems to answer “how's that client?”

The MD's operating system

Software testing firm

Objectives, measures and issues, with a Monday brief and a monthly board report.

Fed byXeroPipeline sheetEvery night

Replaces The board pack built by hand.

Case study library

Inspection firm

Every case study and project summary, sorted by service line, client and sector.

Fed bySharePointOneDriveEvery quarter

Replaces Hunting through folders before every bid.

Monthly finance pulse

Facilities firm

Revenue, costs, aged debt, and overdue maintenance with its value.

Fed byXeroYour job systemEvery month

Replaces A month-end workbook built by hand.

Their own CRM

Consultancy

Everyone they email, added with the last contact date, plus a priorities list and an impact log.

Fed byGmailEvery Monday

Replaces A contacts spreadsheet nobody kept up.

David is ready.

Get David Book a demo

Not sure where to start? You don't have to work it out alone.

Team David

We set David up with you, connect your first apps and write your first skills together. When you need a person, you get one.

Book a demo

Your IT provider

If an IT company already looks after you, they can set David up and look after the platform alongside the rest of your IT.

Become a partner

Behind the scenes.

Everything David is built from, and why it's there.

Thinking

Automatic model choice

David picks the right AI model for each job, so you get a good answer without paying for the most expensive model every time.

Cheap, fast or best

When it matters, you choose: the cheapest model for routine work, the fastest when you're waiting, the most capable for hard problems.

Model switching

New models arrive every few weeks. David moves to better ones as they appear, so you're never stuck on last year's AI.

Knowing

Worldview

What matters to the company, each department, team and person, written down once, so nobody has to tell David twice.

Datasources

Your apps, mailboxes and shared drives, connected, so David works from your real data, not guesses.

Meeting recordings

Meetings recorded and summarised, so decisions and actions don't live only in someone's head.

Brand

Your logo, colours, fonts and templates, so everything he makes looks like it came from you.

Doing

Skills

How you do a task, saved, so anyone can run it the same way, and improve it.

Triggers

Something happens in one of your apps, like a new email or a new ticket, and David starts work without being asked.

Routines

Work that runs on a schedule, every morning or every month, so nobody has to remember to ask.

Approvals

David drafts, a person says yes, so nothing leaves the company without someone choosing to send it.

Building and sharing

Datasets

Tables David keeps up to date, so your numbers live in one place instead of ten spreadsheets.

Pages and apps

Dashboards and small apps on your live data, built by asking, shared with whoever needs them.

Branded decks and reports

Slide decks, reports and documents in your brand or a client's, ready to send without anyone reformatting them.

Workspaces

Shared spaces for a team, a client or a project, so everyone works from the same thread.

Admin controls

Permissions

David sees only what each person can see, so access stays exactly as you've set it.

Spend controls

Allowances for each person and team, and every pound visible, so AI costs never surprise you.

Model access

Choose which AI models each team can use, so cost and data rules are set once, for everyone.

Teams and departments

Set up how your company is organised, so knowledge, sharing and access follow that structure.

Usage and adoption

See who uses David and for what, so you know where it pays off and who needs a hand.

Activity log

Every action, approval and support visit recorded, so you can always see who did what.

Finally, see everything David does for the company, and what it costs.

A live view of every job David runs, who it was for and what it cost. It doubles as your production report, and shows where the same work could run for less. You see the work and what it cost, never what anyone said to David.

Company · this monthLive
Jobs done1,284
People using David27
AI spend£412of £600 allowance
As it happens
  1. 09:02OperationsWeekly invoice estimate Routine£0.04
  2. 09:15SarahAcme renewal proposal Request£0.62
  3. 09:31FinanceMonthly client report Skill£0.18
  4. 09:40TomNovember rates for Globex Request£0.21
  5. 09:52IT deskUnassigned tickets Routine£0.03
  6. 10:05PriyaClient summary for Initech Request£0.47
Spend by team
  1. Operations£160
  2. Sales£120
  3. Finance£90
  4. Leadership£42
Could run for less

Tom has asked for the November rates six times this week. Save them to the worldview, and David stops looking them up.

Save to worldviewNot now

Start with five people, no card.

Connect your first app this afternoon. David is ready.

Get David Book a demo