random-assistant

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Documentation

How Random Assistant works, how to connect your tools, and what happens to your data. Short pages, one topic each.

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Features

Inbox and draftsHow Random sorts your mail, writes reply drafts into your own Drafts folder, learns your style, and why it never sends an email from your mailbox.Approvals and what never goes out without youWhy replies never leave your mailbox without you, which actions wait for your OK, what runs on its own, and how the Decisions page works.ChatAsk in plain words and get answers from your mail, calendar, CRM, notes and files. Requests for changes become forms and approval cards.Say it once: composer, forms and dictationType or say one sentence and get a filled form for a task, follow-up, event, note or person. Check it, press Create. Dictation works across the app.Daily briefYour brief each morning: what needs you first, then the blocks you choose, from today's meetings to open follow-ups and deals.Calendar and eventsAll connected calendars in one day or week view. Create, edit and cancel events through an approval card, and drag tasks onto the grid.Meeting prep and recapsA short prep before each external meeting, from your mail, calendar and CRM. Recaps come from your own Kickscale once it is connected.Follow-upsThe promises you made and the replies you are waiting on, each with a due day, and a draft for your OK when a message is the next step.TasksAdd tasks in one line, take suggestions from your mail and follow-ups with one tap, and fit the day into your free time. Nothing is added on its own.NotesYour own notes, linked to the people, companies and deals they are about. Type or dictate, start from a layout, tidy up, pin, or turn one into a task.People and companies (CRM)Use Random's own CRM or work from HubSpot, Pipedrive or Attio. Every change to a connected CRM waits for your approval.PipelineYour deals by stage, on a board or in a table, with win probabilities and a weighted total. Moves in a connected CRM wait for your approval.ProjectsA page for each piece of work, with its tasks, mail, meetings, notes, documents and follow-ups. View projects as a table, a board or a timeline.Data Room and document templatesYour documents in folders, stored in the EU and encrypted per workspace, with versions and a 30-day bin. Document templates a workflow fills in.Send to signSend a PDF for signature in three steps, choose the signing order and delivery, and track it to the signed copy. Nothing goes out before you approve.AutomationsWorkflows you set up on a trigger, and the built-in things Random does on its own, each with a switch. A workflow drafts and notifies.Random BrainWhat Random remembers about your people, companies and how you work. See every fact, teach it new ones, correct or forget any of them.

Connect

How connecting worksWhat happens when you connect your mailbox or a work tool to Random Assistant: what it reads, what waits for your OK, and how to stop it.Google (Gmail and Calendar)Connect Gmail and Google Calendar: what Random reads, the drafts and events it may write, and where your data is kept.Microsoft Outlook and 365Connect Microsoft Outlook or Microsoft 365 mail and calendar: what Random reads and writes, admin approval for work accounts, and where data is kept.Other email (IMAP)Connect a mailbox at your company's mail host, such as IONOS, Strato or your own server. IMAP connects mail only, with no calendar.HubSpotConnect HubSpot: Random reads contacts, companies and deals, and every change you ask it to make there waits for your approval.PipedriveConnect Pipedrive: Random reads your deals, people and organisations, and every change it makes there waits for your approval.AttioConnect Attio with an API key: Random reads people, companies and deals, and every change it makes there waits for your approval.RecruitCRMConnect RecruitCRM with an API key: Random reads candidates, jobs and hiring deals, and creates records only after your approval.KickscaleConnect your Kickscale: analysed calls arrive at a webhook unique to your workspace, and the recap appears on Meetings. Random has no recorder.MotionConnect Motion with an API key: Random reads your tasks and schedule on your instruction, and changes tasks only after your approval.GammaConnect Gamma with an API key: ask Random for a deck, approve the card, and Gamma builds it in your own account.Google DriveConnect Google Drive: save a copy of a document to your Drive after you approve it, and add files you pick in Google's file picker to the Data Room.SlackConnect Slack: ask Random in a direct message, track a message as a follow-up, and let it catch your commitments in channels you switch on.

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