Tasks that already know what they’re about.
A TAO task is not a sticky note. It carries the customer, the workflow it belongs to, the relevant email thread, and the calendar context — so when you open it, you’re ready to do it, not figure out what it was for.
What a task looks like in TAO
Every task is attached to the surrounding record: a customer, a workflow run, a thread, an invoice. Open one and the right context is already on screen.
- Capture by voice (TAO Pilot), in email, on calendar, or directly.
- Each task knows its customer, workflow, due date, and owner.
- See your own list, your team’s list, or a workflow’s list — same data, three views.
- Done tasks remain part of the operational record for the next run.
How Andy makes tasks easier
Andy proposes tasks when context warrants them — a thread that needs a follow-up, a meeting that needs prep — and writes them with the customer and workflow already attached.
- “Confirm hire dates with Hannah on Thursday” — drafted from a real thread.
- Suggested owners based on past assignment patterns.
- Smart due dates from the workflow’s natural rhythm.
How the company brain feeds it
The brain remembers who usually owns what kind of task, which customers have unusual timelines, and which steps tend to stall. Tasks land with that history already baked in.
- Owner suggestions reflect actual past assignments.
- Due-date suggestions reflect actual past durations.
- Recurring task patterns are surfaced, not re-invented each time.
For technical readers
The tasks module exposes the same operational record to every other module — so a change here ripples into the relevant workflow, contact, and Andy context automatically. All writes back to providers (where applicable) go through the Approvals queue unless an operator-defined auto-approve rule applies.
Want to see this running on the apps you already use? Apply for the beta, or tell us what your team is trying to run from one place.