Every demo video was recorded on the David platform, all responses and output are his own and unscripted.
XeroExcelSkillsAnalysis
Xero invoices, Excel analysis, and skill creation
David fetches invoices from Xero, creates an Excel workbook with raw data, a comparison sheet with calculated fields (days to due, urgency, cash direction, conditional formatting), and an insights sheet with narrative analysis. Then creates a reusable skill from the workflow.
OnboardingGetting startedWorldview
User onboarding flow
The full onboarding experience: David greets the user, walks through capabilities (tool connections, files, worldview), introduces enabled integrations, explains skills and automations, asks about the user's role and team, then begins building their individual worldview.
Property ManagementOnboardingSector package
Property management onboarding
David onboards a property management user: explains how Skills, Experts, Workspaces, and Automations map to property workflows: rent collection, maintenance tickets, compliance docs, vendor coordination. Proposes email triage for a property mailbox, categorising tenant requests, contractor comms, and urgent safety issues.
AutomationsEmailEvents
Email automation
David creates an automation that watches incoming emails for keywords like "compliance" and "escalation". When a matching email arrives, David sends a notification to the workspace and shows the automation at work.
ResearchSkillsWeb searchWorldview
Research a person and create a skill
David researches a person's professional background using web search (LinkedIn, publications, public activity) and builds a dossier with career summary, expertise, recent activity, and conversation starters. Then creates a reusable Person Research skill and demonstrates file references in the worldview.
WorldviewAutomationsScheduling
Worldview update and weekly automation
David updates the organisational worldview with current focus and initiatives (office expansion, client acquisition, partner pipeline). Then creates a weekly Monday 9am automation that summarises the current focus and sends a reminder notification.
FilesExcelAnalysis
CV comparison and Excel report
David generates two sample CVs, then compares them for an Office Administrator role, analysing individual strengths, key differences, and suitability. Produces a formatted Excel spreadsheet with the comparison.
WorkersResearchDelegation
Autonomous background research
David delegates a complex research task (Swiss EOR providers and regulations) to a background worker. The worker searches official sources, compiles a ranked list of 15+ providers with licensing notes and regulatory context, all running autonomously while the user continues chatting.
AutomationsCalendarMicrosoft
Weekly briefing automation with calendar
David sets up a weekly Monday 8am briefing automation. The user adds a worldview entry flagging a high-priority client, then David creates an automation that pulls calendar events via Microsoft, cross-references the worldview, and posts a day-by-day briefing with priority events called out.
FreshdeskEmailIntegrationsSentiment
Freshdesk sentiment analysis into email follow-ups
David pulls support tickets from Freshdesk, classifies sentiment, and drafts personalised follow-up emails via Outlook for unhappy clients. After review, David fixes signature placeholders and sends both emails. End-to-end cross-integration workflow.
FilesAnalysisChartsCode execution
Comparing files and generating charts
David ingests two CSVs of services revenue, breaks down profit by category for both years, highlights year-over-year growth, and produces three charts: a bar chart comparing totals and two pie charts showing category-level allocation.
WorldviewQuality checksTesting
Worldview quality checks
David creates a quality check test suite for the organisational worldview. It defines scenarios to verify David correctly answers questions about the organisation based on worldview content.
WorkspacesOrganisationChat history
Workspace allocation and consolidation
David suggests creating a workspace from a conversation, moves related messages across workspaces automatically, and demonstrates manual message re-parenting. Shows the full workspace lifecycle: suggestion, creation, cross-workspace consolidation, and manual overrides.
MemoryDocumentsSearchAnalysis
Searching memory and documents
David uses memory search and document search to recall past facts, finding which BeyondBorders service categories grew the most in 2024-2025 to help the user plan their budget. Demonstrates cross-session recall and internal document retrieval.
We're adding new demos regularly as David gains new capabilities and integrations. Want to see something specific?