How it works
You ask. Casby prepares. You approve.
Casby works across the accounts you connect. Nothing is sent, changed, moved or deleted without your approval.
- 1
Connect your accounts
Sign in to the accounts you want Casby to work with: Gmail or Outlook, Google Calendar or Outlook, Google Drive, OneDrive, Dropbox and Trello. You choose which ones.
- 2
Ask Casby
Type in the chat or speak. Ask the way you'd ask an assistant: “Save the Dhingra paystubs to their client folder.”
- 3
Review the card
Before anything is sent, changed, moved or deleted, Casby shows a card with exactly what will happen.
- 4
Approve or cancel
Approve and Casby does it. Cancel and nothing changes.
Approvals
Every action is a card. Every card waits for you.
The card shows exactly what Casby will do: who an email goes to and what it says, which meeting moves and when, which file goes where. Try the cards here. They're a demo and don't change anything.
Move meeting
Waiting for you- Meeting
- Okafor signing
- From
- Thu, Nov 19 · 2:00 PM
- To
- Fri, Nov 20 · 10:00 AM
Update Trello card
Waiting for you- Card
- Martin file
- Move to
- Conditions
- Checklist
- Employment letter · Void cheque
Connected accounts
Your accounts. Connected by you.
Casby only works with the accounts you connect yourself. You can disconnect any of them at any time.
Disconnect any account, any time. You can connect it again whenever you want.
What needs my approval?
Anything that sends, changes, moves or deletes. Casby finds and reads information in the accounts you connect so it can answer you, and every action waits for your approval.
What happens if I cancel?
Nothing. The card closes and your email, calendar, files and boards stay as they were.
How do I disconnect an account?
Disconnect any account at any time. Once it's disconnected, Casby can no longer work with it.
Can I talk to Casby instead of typing?
Yes. Ask in the chat or by voice. Actions still wait for your approval.