MODUL AI
Trezește-te. Ia o cafea. Știi totul
Jeden Morgen eine Zusammenfassung. Jobs, Angebote, Rechnungen, Warnungen — alles auf einen Blick
Rezervați-vă locul acum
- ✗30 min în fiecare dimineață dând clic în 5 unelte
- ✗Factură restantă observată după 3 săptămâni
- ✗Tehnicianul la clientul greșit
- ✗Nicio imagine de ansamblu asupra comenzilor deschise
- ✗Decizii luate pe simț
- ✓2 min — totul important dintr-o privire
- ✓Restanțele sunt semnalate imediat
- ✓Planul zilei cu toate întâlnirile și termenele
- ✓Lucrări, oferte, facturi rezumate
- ✓Recomandări IA bazate pe date reale
PROBLEMA
Kein Überblick am Morgen
Jeden Morgen das gleiche Ritual: E-Mails checken, Kalender prüfen, sevDesk öffnen, Job-Liste durchgehen. 30 Minuten bevor du weißt was heute ansteht
Bis du dir einen Überblick verschafft hast, ist die erste Stunde vorbei
SOLUȚIA
Ein Briefing statt drei Tools
Das KI-Briefing fasst alles zusammen: Jobs, Angebote, Kunden, Zeiteinträge, Lager
Mit Perioden-Vergleich und sevDesk-Integration
- Tag/Woche/Monat
- Low-Stock-Warnungen
- sevDesk-Integration
- Perioden-Vergleich
- Caching pro Tenant
So funktioniert es
Dashboard öffnen
Briefing wird automatisch generiert
Überblick erhalten
Jobs, Angebote, Rechnungen
Vergleichen
Aktuelle vs. Vorperiode
Handeln
Direkt in den jeweiligen Bereich
Spending 30-40 minutes every morning across different tools just to get an overview is wasted management time. The AI Briefing summarizes all relevant information daily: what is overdue, where are the opportunities, what deserves attention today
Your daily management dashboard
Every morning at 7:00 AM, PlotonIQ automatically generates your briefing
Overdue invoices, blocked jobs and appointments due today are highlighted
Revenue comparison with previous week and month — trends immediately visible
AI analysis identifies action areas: which clients should you contact today?
AVANTAJELE DUMNEAVOASTRĂ
- ✓Up to date in 2 minutes every morning
- ✓Never miss important appointments or deadlines
- ✓Revenue trends at a glance without opening reports
- ✓AI recommendations based on real business data
- ✓Saves 30-40 minutes daily for business owners
Întrebări frecvente
When is the briefing generated?
You can configure the time. Default is 7:30 AM. The briefing is available when you open PlotonIQ
What data flows into the briefing?
Jobs, quotes, invoices, time tracking and client contacts from PlotonIQ. sevDesk data is included when the integration is active
Can I customize the briefing?
Yes. You can specify which sections appear in the briefing and which thresholds apply for warnings
Does the briefing work on weekends?
You can configure briefing days. Default is Mon-Fri. On Mondays, a weekly overview is automatically added
Management-Briefing aktivieren
9 €/lună · Beta tester · 10 locuri per țară
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