BOARDette use cases

Open the client’s people, deals, jobs and related notes. Use available knowledge and Magic Thinking to explore the business question, then prepare a Magic Agenda from job activity for the next meeting. Personal mailbox evidence remains scoped to its source member.

Review a pipeline deal and its context, prepare a structured quotation with version history, and create an owned job from the deal or quotation. Keep the umbrella client and the relevant billing entity distinct, while preserving verified commercial links.

Use Musts for standing guidance—things to remember throughout the job, without dates or completion ticks. Use tasks for actionable work, organised by time and bucket, and the planogram for delivery planning. Keep internal guidance separate from client-visible Musts.

Invite the client through a magic link to shared jobs. Let them see relevant activity and the linked quotation, access available invoice files, and propose tasks. The job owner reviews proposals; invited clients do not see the internal workspace.

Read connected Outlook conversations, prepare contextual replies with Magic Mail, and use Magic Tasks to propose tasks from available emails and personal notes. Edit wording and associations before acceptance, and explicitly approve any email send.

Manage priorities, estimates, buckets and dates across the task board. Review Magic Planner’s proposed time blocks around meetings, taking the working-day calendar into account. Pass tasks to colleagues and keep their handoff status visible, with resolved handoffs retained for reference.

Give Magic Build a brief, source documents and images. Revise slides or request report layout changes, callouts and citations; review versions and feedback before validation. Generated writing is a draft to check—not proof that every source has been interpreted correctly.

Use Job Finance to review logged time, per-person labour costs, approved expenses, supplier invoices and issued invoices, with currency totals kept separate. Compare recorded delivery with the quotation; pending expenses remain distinct. Missing rates or records limit the analysis, so there is no guaranteed profitability result. Invoice imports and job associations still require review.

Guide onboarding through stages, resources and knowledge checks, then keep training and company methods accessible after the joining period. Prepare performance reviews through member and manager interviews, and track validation and signature states.

Members access their restricted personal documents, bank details and supporting certificates, request absences, and consult balances and the yearly holiday calendar. Managers review requests and relevant team incidents through authorised views. Submission does not guarantee approval.

Use Magic Travel to prepare an itinerary from instructions and agenda context. Explore mapped locations and available travel options, set hotel star preferences before searching, and keep event resources together. Provider results need checking; bookings remain a human decision.