What to ask for

Four example requests, from a sales pipeline to equipment booking, and what the agent builds in your app for each one.

Each example below is a request you can send as it is, followed by what the agent builds. The parts named on the right are described in What an app can do.

A sales pipeline#

We follow leads from first call to signed deal. A lead has a company, a contact, a value and a stage (new, contacted, proposal, won, lost). Sales people see their own leads, the manager sees all of them. I want the total value per stage.

A leads kind of record with its fields, the stage as a fixed list of values, and a link to the sales person.
A rule: a sales person lists and changes only their own leads. The manager sees all.
A summary that adds up the value per stage, computed by the database.
A list with filters on the stage and the sales person, and a board view by stage if you ask for one.
AI tools: your assistant lists and updates leads through the app's tools, so it can answer "which proposals are older than two weeks?".

An invoice tracker#

We send invoices to clients and follow payments. An invoice has lines, a total, a due date and a status. Show me what is overdue, and mail the invoice to the client from its page.

invoices and invoice_lines, linked, with a total kept up to date on the server each time a line changes.
A summary of overdue invoices per client.
A record page with its lines, a Mail the invoice button that makes the PDF and sends it with the app's mail template.
A nightly task that marks invoices past their due date as overdue.
A journal line for each invoice mailed.

Equipment booking#

We lend equipment to our teams. A booking has an item, a person, a start and an end. Two bookings of the same item must not overlap. Show the bookings of a day.

equipment and bookings, with a check on the server that refuses an overlapping booking and says which booking is in the way.
A day view of the bookings, and a list per item.
An AI tool that answers "is the large drill free on Friday?" from the bookings list.

A client knowledge base#

Our clients read help articles in the app. Admins write them. Clients only read. Articles have a category and can be searched.

articles with a category, a body and a published switch.
Rules: clients list and read published articles only. Admins create, change and delete.
A searchable list for clients, and the full list with editing for admins.

After the first version#

Each of these grows by requests: a new field, an export, a reminder mail, a second language. Each request comes back as its own card.

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