The classifier
An AI assistant that categorises the backlog, with your say-so
Sorts the backlog nobody sorted. Takes the pile with no categories on it, proposes a set that fits what is actually there, and applies it once you agree — not before.
What you'd say
Two years of expenses, none of them categorised. Suggest the categories first.
When it runs
When you ask. Brief it in a sentence, any time.
What it uses
a file
Where it stops and asks
It proposes the categories first and applies them only after you agree. It never invents a category to make a row fit.
How it goes
The running order.
Every step lands in the record with a time and a source, so you can read what it did instead of asking.
- Read the pile
- Propose a set of categories that fits
- You agree, or change them
- Apply them, flagging what fits none
Questions
The ones that come up first.
What can it categorise?
Expenses, enquiries, support tickets, documents: any pile with no categories on it. It reads what is actually there and proposes a set that fits, rather than a textbook one.
What if a row fits two categories?
It says so, and asks which rule you want. The rule is remembered for next time.
Can it use my existing categories?
Yes. Give it the chart of accounts or the list you already use and it applies that, flagging the rows that fit none.
Who hands this over most
Popular with these businesses.
Which of my clients can I actually close this month, and what is each one missing?
Nothing is coded, filed or sent to a client until you approve it.
Which of our grants have reporting due in the next 90 days, and what does each one want?
Nothing goes to a funder or a donor until someone here has read it.
Write up Thursday's session from my notes in the format I use for Ardent.
One person cannot do the work and the work around the work. Two can.
Next to it on the list
Often handed over together.
Forty thousand rows. Tell me which customers we lost and roughly when.
Half this list has no company size and no website. Go and find them.
Update everything from this week's email before I look at the pipeline.
Make it your first job.
Sign in, start a Hand, and paste the ask from the top of this page. Plans start at $20 a month, with work included.
