Agents · 30 templates
The agents, sector by sector
Watch an agent at work, read three real runs, browse every template and see what it does for your sector.
Underneath, the AI models that fit each job. Your channels on top.
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30 templates, by sector.
One-click copy from a read-only gallery. Then edit, version, copy, remove, or let the copilot edit the agent for you.
I1Electrical contractors
Bill of materials for the wholesaler
OPEN
I2Electrical contractors
Delivery notes (DDT)
OPEN
I3Electrical contractors
Job sheets
OPEN
I4Electrical contractors
End-of-works file and subcontractor file
OPEN
I5Electrical contractors
Installation checks schedule
OPEN
I6Electrical contractors
Safety training register
OPEN
I7Electrical contractors
Declaration of conformity (D.M. 37/08)
OPEN
L1Law firms
Court deadlines from acts and PEC
Never moves moneyOPEN
L2Law firms
Contract review against your playbook
Never moves moneyOPEN
L3Law firms
Contract and deadline register
Never moves moneyOPEN
L4Law firms
Debt recovery dossier
Never moves moneyOPEN
F1Finance and administration
Supplier invoice check
OPEN
F2Finance and administration
Bank reconciliation and open items
Never moves moneyOPEN
F3Finance and administration
Overdue receivables and reminders
Never moves moneyOPEN
F4Finance and administration
Monthly report and cash forecast
OPEN
F5Finance and administration
Grant reporting for bandi and PNRR
Never moves moneyOPEN
F6Finance and administration
Receipts to the verified expense claim
OPEN
F7Finance and administration
PEC triage
Never moves moneyOPEN
F8Finance and administration
Anti-money-laundering due diligence
OPEN
P1Quotes
Quote from the drawing, with your price list
OPEN
P2Quotes
Quote from a written request, and your open quotes
OPEN
P3Quotes
Supplier offer comparison
OPEN
P4Quotes
Supplier's new price list
OPEN
P5Quotes
Job sheets → progress bill / invoice
OPEN
E1Training
Onboarding tutor for new staff
Only from your proceduresOPEN
M1Manufacturing and wholesale
Order confirmation against the purchase order
OPEN
C1Condominiums
Condominium expense split
OPEN
R1Real estate
Property sale file
OPEN
T1Phone
Secretary with calendar
OPEN
T2Phone
Outbound calls: confirmations and recalls
OPEN
Electrical contractors · 7 TEMPLATES
From the site to the office.
Delivery notes checked against the order line by line (what arrived, what is short, what is over), the bill of materials from drawings and manuals, the week's job sheets with the hours computed and the unsigned sheet first, and the end-of-works or subcontractor file with its verdict — hand it over, start on site — what is missing and the law that asks for it; at the end of the job, the declaration of conformity filled from the job's documents, ready to sign or with what is missing. Every page read, every quantity with its unit.
Electrical contractors: every agent, each with its own page
DELIVERY NOTE · SITE
- I1Bill of materials for the wholesalerFrom the panel builder's list, a manual or a photocopy to the order: both codes, the boxes, the questions.
- I2Delivery notes (DDT)Reads the supplier's delivery note — photographed on site too — and tells you line by line what arrived, what is short and what is over against the order.
- I3Job sheetsReads the week's signed job sheets and computes each technician's hours, the km and the material to invoice; the unsigned sheet first.
- I4End-of-works file and subcontractor fileReads an installation's or a subcontractor's folder — PDFs and phone photos — and tells you whether the file can be handed over or the firm may start on site, with what is missing and the law that asks for it.
- I5Installation checks scheduleReads your table of the clients' installations and tells you which DPR 462 earthing verifications are overdue and what the client risks, which fall due in 60 days, and which clients to call next month for your own visits — every date computed with its source.
- I6Safety training registerReads the training certificates against the employee list and tells you who is untrained, what expires in the next 90 days and which courses to book — PES/PAV, aerial platforms, first aid, fire fighting — every date computed with its source.
- I7Declaration of conformity (D.M. 37/08)At the end of a job it writes the DiCo on the ministerial model from the job's documents, every field with its source, and tells you whether it is ready to sign or what is missing: the engineer's project, a letter outside your qualification, a reading out of limits, a material without CE.
From the site photo to the goods-received row
A phone snap, a PDF, a scan: the same fields out, in Italian, with confidence and sources.
Or never leaves the building
The local runner reads a folder on your own machine. Only counts are reported back.
Law firms · 4 TEMPLATES
Deadlines, before they pass.
A folder of contracts, policies, permits and certificates — PDF, Word, scans, a CSV export, a voice note too — and out comes the register: every deadline computed, with the clause it comes from, tacit renewals and notices included, the .ics calendar and the termination draft for your approval.
Law firms: every agent, each with its own page
- L1Court deadlines from acts and PECReads the notified act or the PEC as it arrived and computes every procedural deadline by written rules: appeal, long term, opposition, statement of defence, the 171-ter briefs.
- L2Contract review against your playbookReads the counterparty's contract, even 60 pages long, and checks it clause by clause against your playbook: red, amber or green by written rules — the double signature of art. 1341, art. 1229, the 60 days of D.Lgs. 231/2002, the art. 28 GDPR processor agreement — with the change to ask for.
- L3Contract and deadline registerReads contracts, policies, permits and certificates and computes every deadline: tacit renewals, notices, policies, DURC.
- L4Debt recovery dossierBuilds the dossier the lawyer files for a payment order: each invoice against its signed delivery note and the bank, the interest to the day, the evidence the court asks for and what is missing, the court, the formal notice as a PEC draft.
Every date cites its clause
The page, the clause or the row the date comes from: you check it in one click rather than take it on trust.
The file never leaves the firm
With the local runner the folder stays on your own machine. Only counts are reported back.
Finance and administration · 8 TEMPLATES
The books, reconciled. Never moved.
Supplier invoices — PDF, photo, FatturaPA and XRechnung — read field by field and checked against their totals. The bank statement reconciled with the invoices, the movements categorised. Receipts and expense claims verified line by line, the grant report with the CUP and every proof of payment checked, the month's summary and the cash flow in a report. Read and propose only: the agent never moves money.
Finance and administration: every agent, each with its own page
RECONCILIATION · OPEN ITEMS
supplierNordwerk GmbH · 2026-0417
verdictok · reverse charge
integrationTD18 · SdI by 15/11/2026
taxable · VAT to integrate4,120.00 · 906.40 (as output and input VAT)
to pay · confidence€ 4,120.00 · 0.98 ✓
BANCAREGISTRO
+18.983,20 SEPAFT 18-19-22 · cumulativo
+39.333,80 RI.BA.distinta · 13 effetti
−3.416,00 INSOLUTOFT 406/2025 riaperta
+1.830,00 SEPAFT 16/2026 · probabile
3 cose da fare questa settimana
- Notifica di scarto SdI · fattura 00231ricevuta il 30/09 → riemettere entro 5 giornioggi 05/10
- Diffida · Avv. Marta Zanardi · 6.344,00 €PEC del 29/09 → «entro 7 giorni dal ricevimento»domani 06/10
- Fattura 1468/2026 · Ferramenta Emiliana · 1.830,00 €scadenza stampata sulla fatturamercoledì 07/10
Poi: avviso bonario 2.458,08 € entro lunedì 30/11 (il 28 è sabato) · INPS: opposizione entro il 09/11, pagamento entro il 30/11
Every date from the PEC's certified date and its rule: the calendar and the draft for the accountant are ready.Watch a mailbox being sorted
Rischio suggerito: poco significativo — 2 cose da completare
- Carta d'identità elettronica CA00000AV · Anna Verdicodice fiscale VRDNNA88C54A944R: carattere di controllo, 14/03/1988, F, Bologna · partita IVA 04123450001valida fino al 14/03/2031
- Rischio · Regole Tecniche CNDCEC 2025tenuta della contabilità: inerente 3 · i quattro fattori del cliente: specifico 130 % × 3 + 70 % × 1 = 1,6
- Da completarela dichiarazione del cliente (art. 22) · la verifica sulle liste delle sanzioni, che la piattaforma non consulta2 cose
Misure semplificate · prossima verifica entro il 05/10/2029 · suggerimento: decide il professionista
Every codice fiscale and every score is computed by code, with the Regole Tecniche's tables: the file is ready in Word, PDF and CSV. You decide; no PEP or sanctions list is consulted.Watch a due diligence being prepared
- F1Supplier invoice checkAn invoice has arrived — the SdI XML, a foreign supplier's PDF, a paper one. Before you register or pay it, it tells you whether the figures add up, what is odd and what you must do: withholding, VAT to integrate, stamp duty.
- F2Bank reconciliation and open itemsTells who has really paid and what is really open, from the bank export and the management software's open items.
- F3Overdue receivables and remindersTells who is really late, with what the bank shows paid taken out, and drafts the right letter for each client with the late-payment interest to the day.
- F4Monthly report and cash forecastThe month on one page — turnover, collections, overdue, cash, the VAT of the 16th — and the week the account goes below zero, from the files the firm already has.
- F5Grant reporting for bandi and PNRREvery cost of the funded project judged against your bando before the controller does: the CUP on the invoice and in the transfer, the proof of payment, the period, the timesheets.
- F6Receipts to the verified expense claimFrom a trip's or a month's envelope of receipts to the verified expense claim: duplicates counted once, cash in Italy taxed as the 2025 rule requires, caps and ACI mileage applied.
- F7PEC triageThe PEC mailbox sorted on Monday morning: every message by sender and kind, with its deadline computed by code from the certified date and the rule — avviso bonario, cartella, INPS, court acts, SdI rejections — the amount to pay and who must act.
- F8Anti-money-laundering due diligenceThe customer due diligence a professional owes under D.Lgs. 231/2007, prepared from the papers on the desk: every codice fiscale and partita IVA checked by code, the identity document's expiry on the day of the verification, the beneficial owners computed from the chain of holdings, the ten risk factors and the level the CNDCEC's Regole Tecniche suggest, the measures — enhanced for a high-risk country — and cash over the threshold. A suggestion: the professional decides; no PEP or sanctions list is consulted.
Quotes · 5 TEMPLATES
From the drawing to the quote.
A floor plan, a single-line diagram, the board layout: the agent counts the components and prices them on your price list, then writes the offer as DOCX and PDF — every price with its source, whatever is off-list said, not invented. And when the bill of materials comes back quoted by several wholesalers, a second agent compares the offers line by line and code by code, and tells you whom to order what from.
Quotes: every agent, each with its own page
SAL n. 3: 27.098,17 € da fatturare
- Lavori a tutto il 30/09/2026 · 44,5 % del contrattodi cui lavori del periodo 31.880,20 € · 5 rapportini settimanali70.438,40 €
- A dedurre ritenuta di garanzia 5 %art. 4 del contratto: sull'importo progressivo dei lavori−3.521,92 €
- A dedurre recupero anticipazione 10 %art. 5: anticipazione di 15.839,58 €, recuperata su ogni SAL−7.043,84 €
- A dedurre SAL n. 1 e n. 213.970,60 € a tutto il 30/06 · 18.803,87 € a tutto il 31/07−32.774,47 €
Senza IVA: inversione contabile, art. 17 c. 6 lett. a) DPR 633/1972 (N6.3) · totale da fatturare 27.098,17 €
Every amount computed by code from the computo and the job sheets: the SAL is ready to sign in Word, PDF and CSV. You issue the invoice, from your accounting software.Watch a progress bill being prepared
- P1Quote from the drawing, with your price listCounts the drawing and prices it on your own price list: priced lines, off-list items apart, the offer as PDF and DOCX.
- P2Quote from a written request, and your open quotesPrices a WhatsApp, an e-mail or an RFQ on your own price list and asks only the two or three questions that change the total, with the reply drafted; every week, the open quotes to call, to e-mail and those expired.
- P3Supplier offer comparisonCompares two to five wholesalers' offers line by line against your parts list: who is cheaper, what is missing, the split order.
- P4Supplier's new price listApplies a manufacturer's or wholesaler's new price list to yours: new costs through your discount classes, discontinued items, prices below margin, quotes to redo.
- P5Job sheets → progress bill / invoiceAt the end of the period the job sheets become what you bill: the SAL of a measured contract — each item's progress on the computo, the retention, the advance and the previous SALs deducted — or the invoice of work in economia, the hours at their rates and the materials at your price list less the agreed discount. A sheet without a signature, on a holiday or of another job is held, never billed.
Your price list, never an invented price
Material, labour and VAT computed deterministically on the price list you upload.
The offer, ready to send
DOCX and PDF ready for the customer; the e-mail goes out only once you approve.
Training · 1 TEMPLATE
The new hire asks, your procedures answer.
A lorry with no delivery note, lunch with a customer on the company card, the days of holiday: the newcomer asks in their own words, and the tutor answers from your procedures, manuals and onboarding folder — what to do now, the passage copied with its page, what to study next. When the materials do not cover it, it says so and names the person to ask. Your best people stop answering the same five questions.
Training: every agent, each with its own page
«A lorry arrives with no delivery note: what do I do?»
Se un camion arriva senza Documento di Trasporto (DDT), non devi scaricare la merce. La procedura prevede di avvisare il capo magazzino e di attendere che il documento venga inviato dal fornitore.
procedura-ricezione-merci-acme-pro-mag-04.pdf · pagina 6NC05 · Documento mancante o illeggibile · Non si scarica: si avvisa il capo magazzino e si attende il documento dal fornitoreNo hand-off to a person: the procedure answers by itself.Watch the tutor answer
- E1Onboarding tutor for new staffA new hire asks what to do — a lorry with no delivery note, lunch with a customer on the company card — and gets a short answer from your own procedures, with the quote and its page, or the name of the person to ask. The same questions stop landing on you.
Every answer shows its page
The passage is copied from your procedure, never reworded, with the document and the page: the new hire can check it, the manager can trust it.
It knows when to hand over
Pay, contracts, exceptions, anything the materials do not cover: it says so in the first line and names the person to ask — never a guess, and it writes to no one.
Manufacturing and wholesale · 1 TEMPLATE
The supplier confirms, you know what changed.
The order confirmation comes back with a price nudged on line 6, a delivery moved by three weeks, an article swapped, payment at 30 days instead of 60. The agent reads it against your purchase order — the PDF you sent or the ERP's export — line by line, through the discount chains and the packs, and tells you whether it can be accepted: each difference with its euros, and the reply to the supplier already written. Before silence turns it into the contract.
Manufacturing and wholesale: every agent, each with its own page
Da chiarire con il fornitore — 2 differenze
- Riga 6 · Prezzo più alto — Motoriduttore a vite senza fine 063 i=30412,00 €/pz ordinato → 438,00 €/pz confermato+104,00 €
- Riga 7 · Consegna in ritardo — Giunto elastico a denti GTZ 3516/10/2026 richiesto → 06/11/2026 confermato21 giorni dopo
Totale confermato 2.908,40 € · +104,00 € sull'ordine · 8 righe su 8
The reply to the supplier is written, point by point: you send it.Watch a confirmation being checked
- M1Order confirmation against the purchase orderThe supplier's order confirmation checked line by line against your purchase order before it counts as accepted: prices through the discount chains, packs, delivery dates, substitutes, lines dropped or added, transport, payment terms — each difference with its euros, the reply to the supplier already written.
Every number is computed by code
The model reads the lines; the net price after «40+10+5», packs in pieces, the days late, the payment days and the euros of each difference are computed by code, and the verdict follows from them.
The reply is ready, not sent
A letter to the supplier in their language — Italian, German or English — point by point, with the lines and the amounts. You read it, correct it and send it: the agent writes to no one.
Condominiums · 1 TEMPLATE
The building's expenses, split to the cent.
At the quarter's close the studio has the invoices, the regolamento's tables of millesimi and the list of owners. The agent reads the invoices and the tables as printed; the code sends every expense to its table — by the regolamento's article or by the Civil Code —, computes every unit's share to the cent, the tenant's part and who bought or sold mid-period, and checks that the shares add up to the invoices.
Condominiums: every agent, each with its own page
Riparto pronto: 2.829,82 € su 12 unità
- Tabella A · proprietà — artt. 10–11 del regolamentoLuce delle parti comuni 412,37 € · compenso dell'amministratore 685,15 €, il totale e non il netto dopo la ritenuta1.097,52 €
- Tabella B · scale — art. 12Pulizie del trimestre 640,50 € · plafoniere LED nel vano scala 347,60 €988,10 €
- Tabella C · ascensore — art. 13Canone del trimestre 512,40 € · verifica biennale 231,80 €744,20 €
12 quote, dall'int. 1 al piano terra (165,74 €) all'int. 12 al quinto piano (304,12 €): sommano 2.829,82 € al centesimo
The code computes every table and every share: the riparto is ready in Excel, CSV and PDF with a statement per owner. You send it.Watch a quarter's split
- C1Condominium expense splitThe quarter's bills become the riparto the owners receive: every expense on its table of millesimi by the regolamento's article or the Civil Code — the stairs and the lift by art. 1124, the heating by its fixed share and the allocators' consumption — every unit's share per table to the cent, the tenant's part, a flat sold in the period split by days, a bill across two periods charged for its days only. A table that does not add up to 1000 is named, never silently used.
The tables as you have them
The regolamento's annex as a PDF, the photo of the typed page, the software's Excel: the code sums every table from its rows, and one that does not make 1000 is named, never corrected by guesswork.
Tenants and sales
Cleaning, electricity, the lift and heating to the tenant, extraordinary works to the owner; whoever sells and whoever buys mid-quarter each pay for their own days.
Real estate · 1 TEMPLATE
The file for the deed, checked document by document.
Once the offer is accepted, the agency holds the cadastral record, the floor plan, the APE, the deeds, the declarations, the building manager's certificate and the mandate. The agent reads the documents as printed; code compares every cadastral datum with the record, the owners and shares with the sellers, the APE's expiry with the day of the deed and the condominium charges with what passes to the buyer — and says what to complete before the deed.
Real estate: every agent, each with its own page
Da completare: 3 cose — Via Saragozza 154, Bologna (Fg. 247 Part. 96 Sub 9)
- Planimetria non aggiornataConsegnata quella del sub 5 del 30/06/1986, soppresso dalla FUSIONE del 14/02/2019 nel sub 9art. 29 c. 1-bis L. 52/1985
- Intestatari catastali non aggiornatiLa visura è ancora intestata a Franco Grigi, deceduto l'11/03/2025; vendono i figli Bruno e Paola, 1/2 ciascunovoltura catastale
- Accettazione dell'eredità da trascrivereDichiarazione di successione del 04/09/2025, nessuna accettazione trascrittaart. 2648 c.c.
Note: APE valido fino al 15/03/2032 con i controlli della caldaia · rifacimento del tetto deliberato il 20/05/2026, 2.310,40 € per l'appartamento · nessuna spesa condominiale non pagata
Every comparison, share and date is computed by code: the file is ready in Word, PDF and CSV. A difference is for a professional to verify; no register consulted.See a sale file checked
- R1Property sale fileThe file check an agency prepares before the deed, from the property's documents: every cadastral datum compared with the record, owners and shares against the sellers, the tax codes, the APE valid on the day of the deed, the systems' declarations, the condominium charges and the share that passes to the buyer; the verdict on top. A difference is reported, never judged.
Cadastre and owners
Sheet, parcel, sub-unit and category of every document compared with the record; a merged-away sub-unit is history, not an error. A deceased owner on record or an inheritance without a recorded acceptance is reported, never judged.
APE and condominium
The APE must be valid on the day of the deed: code measures it, even when no expiry is printed. The unpaid charges year by year, and those of the current and the previous year that pass to the buyer (art. 63(4) disp. att. c.c.).
Phone · 2 TEMPLATES
The phone, answered.
The secretary that answers every call and takes the message, the assistant that works out the request and books it on your calendar, the outbound confirmations of appointments. Transcript and booked slot in the trace; everything outbound waits for your approval.
Phone: every agent, each with its own page
RECEPTION · INCOMING CALLS
“Buongiorno, vorrei spostare l’appuntamento di giovedì…”
intentoriprogrammare
slotven 18 set · 10:30
statoin attesa di approvazione
- T1Secretary with calendarAnswers every call, books the right service on the right calendar or takes a precise message.
- T2Outbound calls: confirmations and recallsCalls your existing customers to confirm or move an appointment, or to book the service falling due.