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Your board is paused

Ask Gloria

Your board of advisors
Connect your systemsSign in to each system once and your board can read it. Everything is copied to your own Ask Gloria server every five minutes. Read-only: nothing is changed, sent or paid without your yes.

Your data

Nothing synced yet

Messages

WhatsApp

Your morning list, the Monday pack and anything that needs your yes, on your phone. Add the people who should get them; each replies YES to confirm.

Files

Spreadsheets and documents

Upload exports from any system: your job list, price list, pipeline, timesheets, a client list. CSV, Excel, PDF, Word or text, up to 25 MB each.

Your own systems

Add a connector

Job or practice software, a booking system, Sage, an in-house tool, anything with an API that isn't listed: describe it and the Builder writes a read-only connector, tests it, and asks for your yes before it's switched on. Your key stays on this server.

Gloria is reading your data and writing your plan.
This takes a few minutes the first time. You can carry on talking to your board.

Dashboard

The plan

Gloria writes the plan once your board is switched on and your systems are connected.

Customer servers

Every Ask Gloria server, its health and what its AI is costing.
What your board has writtenReports, drafts and letters your advisors have made for you. Open one to read it, or download it as a Word document to edit and send.
What your board has learnedGloria reviews every day's conversations, approvals and data each night and keeps what matters here. Every advisor reads it before answering. Delete anything that's wrong.

Representative

Your teamGive your staff their own login. They can talk to the board about their work and see the dashboard. They can't connect systems, approve anything, change the board or see what it costs, and their conversations are their own.
NameEmailAddedLast signed in
Who did whatEvery sign-in, message, connection, upload and change on your Ask Gloria server.
WhenWhoWhatDetail
Waiting for your yesAnything the board wants to send, spend, sign or book is listed here first. Nothing happens until you say yes.

From the board

Nothing waiting.
RepresentativeThe board switches itself on when the owner's setup is saved; correct anything here and rebuild if needed. Only you see this page.

Board

Not switched on

Usage CSV

Welcome email

Email isn't set up on this server

The owner's welcome: their link, their sign-in email, what to do first, and who you are. A copy comes to you.

The owner's setup

setup.md

Written by Gloria during the interview. Or, if the owner filled in a setup file themselves, load it here, save, then set up the board.