Articles tagged ai

Notes, tags, and the activity log all record information on an account — but they're for different things. Here's the rule for which to reach for, and how AI-summarized notes fit in.

Suprata generates an AI summary at the top of account and job pages so you can pick up context in seconds instead of minutes. How to get the most out of them.

Every note your team saves gets an AI-cleaned version stored alongside the original. Faster to read, easier to skim, and the original is always there when you need it.

Ask plain-English questions about your accounts, jobs, and invoices and get an answer back in seconds. The kinds of questions it handles best, and how to phrase them to get useful answers.