What's New

Pre-built skills that handle common workflows so you can get value from the agent immediately.

• → 10+ new skills: Send Payment Reminders, Close Billing Period, Log Expenses from Email, Prep for Meetings, Find New Opportunities, Smart Invoicing, Weekly Business Review, Calendar Analysis, Gmail Analysis, Winning Proposals
• → Trigger skills directly from the chatbox by clicking the Skills button
• → Enable and manage skills from Agent Settings

Your agent, your clients, your invoices — all in your pocket.

• → Chat with your agent, review invoices, and manage your business on the go
• → Now in beta — reach out to [email protected] to get early access

Ask the agent to create professional PDFs and Excel spreadsheets directly in chat.

• → Ask for a report, summary, or export and the agent builds a styled document for you
• → PDFs support headings, tables, bullet lists, and professional formatting
• → Spreadsheets support multiple sheets, formulas, and currency/percentage formatting
• → Files save to your Google Drive, or download via link if Drive isn't connected

Expand the chat panel to focus on your conversation, or collapse it to see more of your workspace.

• → Click the panel toggle in the top nav to give the agent most of your screen
• → Collapse back to a sidebar when you need to focus on invoices, clients, or reports
• → Navigation reorganized into cleaner groups — payments, settings, and other pages are easier to find
• → Your layout preference is remembered between sessions

Improved the place to manage everything about how your agent works.

• → See your business context, skills, automations, and integrations at a glance
• → Each section previews what's active with a link to manage details
• → Add business context through files, links, or Google Drive documents
• → Enable or disable skills, set up automations, and connect integrations — all from one page

Keep track of everyone in your network, not just active clients.

• → Separate from Clients—Contacts are people you might work with someday
• → Search, filter, and organize your professional network
• → Enrich contacts with company info, social links, and job titles
• → When a contact becomes a client, link them in one click

Bring your existing network into Every.

• → Google Contacts: One-click import of your entire address book
• → LinkedIn: Upload your Connections.csv export file
• → Automatic deduplication—contacts already in Every are skipped
• → Social links and job titles come along for the ride

Let AI summarize your history with each contact.

• → Upload your Messages.csv from the same LinkedIn export
• → Every analyzes your conversations and writes a relationship timeline
• → Notes appear on each contact so the agent knows your history
• → Example: 'Met at conference in 2023, discussed partnership in 2024'

Request your LinkedIn data export to begin importing.

• → Go to linkedin.com/mypreferences/d/categories/privacy
• → Click 'Get a copy of your data'
• → Select 'Connections' and request archive (request 'Messages' separately for AI summaries)
• → Your download will be ready in about 24 hours

Connect your Granola account to search meetings, pull notes and transcripts, and chat about what was discussed — all through Every Agent. Use meeting context to draft follow-up emails, create invoices from discussed terms, or prep for recurring meetings. Connect in Settings -> Integrations.

Record a voice message and Every transcribes it into text automatically.

• → Tap the microphone button in chat to start recording, tap again to stop and transcribe
• → Works on both web and mobile

Control how the agent approaches your request.

• → Fast — quick responses for simple tasks
• → Balanced — the default, good for most requests
• → Smart & Slow — deeper reasoning for complex problems
• → Switch modes from the chat bar before sending a message

Connect your accounting and CRM tools so the agent can work with your real data.

• → Xero: Ask the agent to list invoices, look up contacts, pull financial reports, or sync invoices directly into Xero
• → HubSpot: Ask the agent to search contacts, look up companies, or check deal stages and pipeline values
• → Connect via OAuth from the Integrations page — tokens refresh automatically

Upload spreadsheets and Word documents for the agent to analyze.

• → Now supports Excel files (.xlsx, .xls) and Word documents (.docx)
• → Upload a file and the agent will extract and read the contents so you can ask questions about it

Manage all agent behavior, skills, tasks, and preferences from a single dedicated settings page.

• → Access all agent configuration in one place instead of scattered across the app
• → View and edit custom skills, active tasks, and learned preferences
• → Control which capabilities the agent has access to

Every watches your workflows and suggests saving patterns as preferences for future tasks.

• → Agent detects specific nuances in how you work (like 'no tax on Brandon Chu Consulting invoices')
• → Prompts you to save these patterns as learned preferences
• → The more you use it, the smarter it becomes at anticipating your needs
• → Confirm, refine, or decline suggested preferences before they're saved

Reference specific clients, projects, or other entities with @ tags for more precise agent instructions.

• → Use @ mentions in skills, tasks, and preferences to specify exactly what you're referring to
• → Agent acts with more specificity when you tag entities (e.g., @Brandon Chu Consulting)
• → Works across all agent interactions for clearer communication