Use cases · Smart Search & Ask

Ask your inbox anything.

Search in plain language and ask questions across every connected account — AI Emaily finds the thread, pulls the answer, and cites where it came from. See how people put it to work.

01What powers these

Everything below runs on real controls — nothing invented.

Natural-language search

Describe what you're looking for in plain words — no operators or exact keywords needed.

Ask across your mail

Ask a question and get an answer synthesized from your own threads, with the sources linked.

Every account at once

Search Gmail, Outlook, iCloud, and IMAP together in one unified index.

Semantic + keyword

Matches meaning, not just words, so you find the thread even when you forget the exact phrasing.

Grounded + cited

Answers point back to the real messages they came from — never invented.

Filter & scope

Narrow by sender, date, label, account, or attachment when you want precision.

02Use cases

50 ways people put Smart Search & Ask to work.

Each example shows the question or search and what AI Emaily surfaces. Filter by your industry or role.

50 results

Real estate

Recall what a buyer requested

You're at the property and can't remember whether the Garcias said they needed a third bedroom or just preferred one — re-reading the whole thread wastes time you don't have.

When

You ask: "what did the Garcias say about bedrooms and must-haves?"

Setup

Smart Search reads every thread in your connected accounts with a semantic match on buyer preferences, surfaces the relevant exchange, and cites the source message.

Result

The exact quote from their first reply appears with a link to the thread — no scrolling required.

You walk into the showing knowing exactly what matters to the client

  • Ask: "what did the Garcias say about must-haves?"
  • Semantic match
  • Scope: all accounts
  • Cites source threads
Real estate

Find the last price agreement

A seller calls asking what price you agreed on last week — if you can't pull the number instantly you sound like you weren't paying attention.

When

You ask: "what listing price did we agree on with the Khans?"

Setup

Ask searches across Gmail and your secondary account simultaneously, matching on price, listing, and the seller's name, then cites the thread where it was confirmed.

Result

The agreed price and the date it was confirmed surface in seconds, with a link to the exact email.

You answer the seller's call without putting them on hold to search manually

  • Ask: "what price did we agree on with the Khans?"
  • Scope: all accounts
  • Semantic + keyword match
  • Cites source threads
Mortgage

Surface a borrower's rate lock

A borrower emails asking when their rate lock expires and you have three files open — guessing from memory is not an option when a missed date costs them a locked rate.

When

You ask: "when does the Martinez rate lock expire?"

Setup

Smart Search scans every account for threads mentioning rate lock and Martinez, returns the confirmation email with the expiry date cited.

Result

The lock date and lender confirmation appear with a source link — no CRM lookup needed.

You answer before the borrower has to ask twice, protecting the lock and the relationship

  • Ask: "when does the Martinez rate lock expire?"
  • Semantic match
  • Filter: from lender
  • Cites source threads
Mortgage

Find missing-document history

Underwriting is asking for a document you believe the borrower already sent — if you can't prove it you re-request it and look disorganised.

When

You search: "bank statement Park file submitted"

Setup

Natural-language search matches on attachment keywords and borrower name across all connected accounts, surfacing the thread where the document landed.

Result

The original submission thread — with attachment confirmed — is found and linked.

You point underwriting to the existing document rather than chasing the borrower again

  • Query: "bank statement Park file submitted"
  • Filter: has attachment
  • Scope: all accounts
  • Semantic + keyword match
Insurance

Retrieve a coverage discussion

A client calls to dispute a claim decision and claims you told them something different — you need the exact thread before the conversation escalates.

When

You ask: "what did I tell Chen about flood coverage last spring?"

Setup

Ask searches semantically for coverage-related exchanges with the client, filtered by approximate date range, and cites every relevant message.

Result

The thread containing the coverage explanation surfaces with the date and exact wording.

You enter the call with documented evidence, not a recollection

  • Ask: "what did I tell Chen about flood coverage?"
  • Filter: date range
  • Semantic match
  • Cites source threads
Insurance

Locate a certificate request

A vendor is chasing a COI they say they requested three weeks ago — you can't find the email and they're threatening to pull the contract.

When

You search: "certificate of insurance request Apex Contractors"

Setup

Natural-language search matches on the request keywords and sender name across every connected inbox, finding the thread even if it landed in a different account.

Result

The original COI request email surfaces with sender, date, and linked thread.

You resolve the dispute with a timestamped record instead of a he-said-she-said

  • Query: "COI request Apex Contractors"
  • Scope: all accounts
  • Keyword match
  • Cites source threads
STR hosts

Find what a guest was promised

A guest complains their early check-in was denied — you need to know whether you committed to it in writing before you respond.

When

You ask: "did I promise the Robinsons an early check-in?"

Setup

Ask searches the guest's thread semantically for any check-in commitment and cites the message, including any conditional language you used.

Result

The relevant sentence from your reply surfaces instantly — either confirming or disproving the commitment.

You respond from fact, not from a guess, protecting your review score

  • Ask: "did I promise the Robinsons early check-in?"
  • Semantic match
  • Filter: from host
  • Cites source threads
STR hosts

Retrieve a maintenance request

A guest reports the same broken item again and you can't remember if you ever dealt with it — looking incompetent twice is worse than the original problem.

When

You search: "hot tub maintenance request any guest"

Setup

Natural-language search scans all guest threads across every account for maintenance-related keywords, returning a chronological list of every mention with sources.

Result

All previous hot-tub complaints and any resolution threads are listed with dates and linked messages.

You know the full history before replying and can address the root cause, not just the symptom

  • Query: "hot tub issue guest messages"
  • Scope: all accounts
  • Semantic + keyword match
  • Cites source threads
Staffing

Find a candidate's rate expectation

You're about to pitch a candidate to a client and can't remember whether the candidate said their floor was $85k or $90k — getting it wrong wastes everyone's time.

When

You ask: "what rate did Okonkwo say they need?"

Setup

Ask searches semantically across the candidate's thread history, surfacing the message where compensation expectations were stated and citing the source.

Result

The candidate's stated rate and the date they said it appear with a link to the thread.

You pitch the right number to the client without re-asking the candidate

  • Ask: "what rate did Okonkwo state?"
  • Semantic match
  • Filter: from candidate
  • Cites source threads
Staffing

Surface a client's headcount request

A client calls saying they emailed their updated headcount requirements and you can't locate it — missing those details means submitting the wrong shortlist.

When

You search: "headcount update Meridian Logistics"

Setup

Natural-language search finds all threads matching the client name and headcount-related keywords across every connected account, even if the email landed in a secondary inbox.

Result

The updated requirements email surfaces with the role count and skills listed, linked for review.

Your shortlist matches what the client actually asked for

  • Query: "headcount requirements Meridian Logistics"
  • Scope: all accounts
  • Keyword + semantic match
  • Cites source threads
Roofing

Find what an estimate included

A homeowner says the gutter cleaning was supposed to be in the quote — you need the original scope before you show up and start arguing on the driveway.

When

You ask: "what did the Petersen estimate include?"

Setup

Ask searches the customer's thread for the estimate email, matches on scope keywords, and cites the exact line items that were quoted.

Result

The original estimate wording surfaces with a link to the quoted thread — ready to share if needed.

Scope disputes get settled with documentation, not memory

  • Ask: "what was in the Petersen estimate?"
  • Semantic match
  • Filter: from your account
  • Cites source threads
Roofing

Locate an adjuster's decision

A homeowner asks whether the adjuster approved the supplement — you sent a dozen emails this week and can't recall which file got the response.

When

You search: "adjuster approval supplement Tanaka file"

Setup

Natural-language search scans all accounts for adjuster-related threads mentioning the homeowner name, returning the approval or denial email with a cited source.

Result

The adjuster's decision email appears with the date and approval amount linked.

You update the homeowner immediately without a second round of inbox archaeology

  • Query: "supplement approval Tanaka adjuster"
  • Scope: all accounts
  • Keyword + semantic match
  • Cites source threads
Med spas

Recall a client's treatment preference

A returning client asks for the same treatment as last time and you have forty active clients — guessing the wrong product is awkward and unprofessional.

When

You ask: "what did Reyes request at her last appointment?"

Setup

Ask searches the client's thread history semantically for any mention of treatments, products, or preferences, and cites the email where it was discussed.

Result

The relevant exchange surfaces with the treatment name and any special notes the client mentioned.

The client feels remembered without you keeping a separate spreadsheet

  • Ask: "what did Reyes request last time?"
  • Semantic match
  • Filter: from client
  • Cites source threads
Med spas

Find a consent form confirmation

A client says they never received the consent form — if you can't prove it was sent and opened you have a compliance gap.

When

You search: "consent form sent Williams"

Setup

Natural-language search finds the outbound thread matching the client's name and consent-related keywords across all connected accounts, with the send date cited.

Result

The consent form email — including the date it was delivered — surfaces with a source link.

You have a documented record of the send, closing the compliance gap

  • Query: "consent form Williams sent"
  • Scope: all accounts
  • Keyword match
  • Cites source threads
Tax prep

Retrieve an extension request

IRS correspondence arrives for a client and you can't remember if they asked for an extension — you need the record before you respond to the notice.

When

You ask: "did Hoffman ask for an extension this year?"

Setup

Ask searches the client's thread history for extension-related exchanges across all accounts, cites the original request, and surfaces the date it was made.

Result

The client's extension request email appears with a timestamp and source link.

You respond to the IRS notice from a documented record, not from memory

  • Ask: "did Hoffman request an extension?"
  • Semantic match
  • Filter: from client
  • Cites source threads
Tax prep

Find a missing-document chain

A client swears they sent their 1099s three times — you need to find every instance across your accounts before the filing deadline.

When

You search: "1099 sent by Nakamura"

Setup

Natural-language search scans all connected inboxes for every thread matching the client name and document keyword, returning a complete chronological list with sources.

Result

Every 1099-related email from the client surfaces with dates, attachment status, and linked threads.

You know exactly what arrived and when — and what is still genuinely missing

  • Query: "1099 Nakamura documents"
  • Scope: all accounts
  • Filter: has attachment
  • Cites source threads
Shopify

Find a customer's refund promise

A customer is disputing a chargeback and claims you promised a full refund — you need the thread before the payment platform rules against you.

When

You ask: "did we promise Flores a refund?"

Setup

Ask searches the customer's thread history semantically for any refund commitment, cites the exact phrasing, and surfaces the date it was made.

Result

The relevant support thread — including the exact words used — surfaces with a source link.

You respond to the dispute with evidence rather than a best-effort recollection

  • Ask: "what did we promise Flores about a refund?"
  • Semantic match
  • Filter: from support inbox
  • Cites source threads
Shopify

Locate a supplier's shipping estimate

A batch of orders is delayed and you need to know what your supplier last said about the ship date before you update a hundred customers.

When

You search: "supplier ship date estimate Q3 batch"

Setup

Natural-language search finds the supplier thread matching the batch timeline keywords across all accounts, returning the most recent estimate with a cited source.

Result

The supplier's last committed ship date surfaces with the email and date linked.

Customer updates go out with an accurate date rather than a guess that you'll have to walk back

  • Query: "supplier ship date Q3"
  • Scope: all accounts
  • Semantic + keyword match
  • Cites source threads
Agencies

Find a scope-change approval

A client disputes an invoice line and says they never approved that extra work — you need the written approval before the next call.

When

You ask: "did Vantage Media approve the extra landing pages?"

Setup

Ask searches the client's thread history for any approval language around the specific deliverable, cites the message and its date, and links the source thread.

Result

The client's written approval — including the exact words — surfaces with a timestamp.

The invoice conversation is grounded in documented approval, not a disputed memory

  • Ask: "did Vantage approve scope change for landing pages?"
  • Semantic match
  • Filter: from client
  • Cites source threads
Agencies

Retrieve a brief across accounts

The creative brief for a campaign came in on one account but you're replying from another — switching tabs to find it loses your train of thought.

When

You ask: "what were the brand guidelines Novus sent for the spring campaign?"

Setup

Smart Search queries all connected accounts simultaneously, matches on the client name and campaign brief keywords, and surfaces the document or thread from whichever account received it.

Result

The brief email lands in your view with a cited source, regardless of which inbox it arrived in.

Creative work starts from the right brief, pulled instantly from whichever inbox it lives in

  • Ask: "Novus spring campaign brand guidelines"
  • Scope: all accounts
  • Semantic match
  • Cites source threads
Sales teams

Surface a prospect's objection

You're about to re-engage a prospect who went cold — you need to know their exact objection before you pitch again, not a vague recollection of 'something about price'.

When

You ask: "why did Patel put the deal on hold last quarter?"

Setup

Ask searches the deal thread semantically for any hold or objection language the prospect used, cites the message, and links the thread.

Result

The prospect's stated reason surfaces with a date and the exact phrasing they used.

Your re-engagement addresses the real objection — not a reworded version of your last pitch

  • Ask: "why did Patel pause the deal?"
  • Semantic match
  • Filter: from prospect
  • Cites source threads
Sales teams

Find a pricing commitment

A prospect says you offered them a steeper discount than your current quote reflects — you need the thread before the call so you're not flying blind.

When

You search: "discount offer Helix Corp last month"

Setup

Natural-language search finds the thread matching the account name and pricing keywords across all connected accounts, surfacing any committed figure with the date cited.

Result

The email where the discount was offered appears with the exact percentage and send date.

You walk into the call knowing your position, not questioning your own memory

  • Query: "discount committed Helix Corp"
  • Scope: all accounts
  • Keyword + semantic match
  • Cites source threads
Support

Find a customer's prior ticket

A customer opens a new ticket referencing a problem you supposedly already solved — you need the history before you reply so you don't look like you never fixed it.

When

You ask: "what did we resolve for Thornton last time they contacted us?"

Setup

Ask searches the customer's full thread history across all support accounts, surfaces the prior resolution thread, and cites what was promised or actioned.

Result

The prior ticket's resolution and date appear with a linked source — full context before you type a word.

Your reply acknowledges the history and shows the customer you know who they are

  • Ask: "previous issue Thornton resolved"
  • Scope: all accounts
  • Semantic match
  • Cites source threads
Support

Search for a known bug report

Multiple customers are describing the same error and you need to know if it has been reported internally — sending a support reply that contradicts your own team's diagnosis is worse than silence.

When

You search: "checkout error cart abandonment reported"

Setup

Natural-language search scans all connected accounts for threads matching the bug description keywords, returning a list of every report and any internal diagnosis email with sources.

Result

All customer and internal threads mentioning the issue surface chronologically with linked sources.

You confirm whether this is a known issue before composing a response, keeping your answer accurate

  • Query: "checkout bug reports all accounts"
  • Scope: all accounts
  • Semantic + keyword match
  • Cites source threads
Founders

Find an investor's commitment

An investor is asking about terms you discussed in email three months ago — you need the exact language before a call where imprecision could cost you the check.

When

You ask: "what did Sequoia say about pro-rata rights in our last thread?"

Setup

Ask searches the investor's thread history semantically for any terms discussion, cites the relevant message, and links the thread so you can pull it up on the call.

Result

The exact pro-rata language from the investor surfaces with date and source link.

You enter the term-sheet call with the investor's own words in front of you

  • Ask: "what did the investor say about pro-rata?"
  • Semantic match
  • Filter: from investor
  • Cites source threads
Founders

Locate a vendor contract discussion

Your CFO is asking when you agreed to the SaaS tool pricing — and neither of you can remember which inbox the original negotiation happened in.

When

You search: "Datadog pricing negotiation agreed annual"

Setup

Smart Search queries all connected accounts simultaneously, matches on vendor name and pricing keywords, and surfaces the thread wherever it landed.

Result

The pricing agreement thread surfaces with the committed figure, account name, and date cited.

Finance gets the answer in seconds rather than forwarding the question back to you

  • Query: "Datadog pricing agreed"
  • Scope: all accounts
  • Keyword match
  • Cites source threads
Assistants

Retrieve a meeting detail for the exec

Your principal asks where Tuesday's board dinner is being held — if you have to say 'let me check' it signals you don't have the situation under control.

When

You ask: "where is the board dinner on Tuesday and who confirmed?"

Setup

Ask searches the exec's connected accounts for the event thread, matches on dinner and board keywords, and cites the confirmation message with venue and attendee details.

Result

The venue, time, and confirmation email surface with a source link — ready to relay in seconds.

You answer your principal instantly, without putting them on hold or looking unsure

  • Ask: "board dinner Tuesday location confirmed"
  • Scope: all accounts
  • Semantic match
  • Cites source threads
Assistants

Find a promised follow-up

Your principal mentioned they'd promised to follow up with someone — you need the context of what was said before you draft the follow-up on their behalf.

When

You ask: "what did the exec promise to send to Adeyemi after the last call?"

Setup

Ask searches the relevant thread semantically for any commitment language around the contact, cites the message, and surfaces what was promised.

Result

The promise — including the specific deliverable and any deadline — surfaces with a linked source.

The follow-up you draft addresses exactly what was committed, keeping the exec's word

  • Ask: "what did we promise Adeyemi?"
  • Semantic match
  • Filter: from exec's account
  • Cites source threads
Freelancers

Find a client's revision instruction

A client says they told you twice to change the headline colour — you need the original instruction before you spend another hour on a revision that misses the mark.

When

You ask: "what did Burke say about the headline colour?"

Setup

Ask searches the project thread semantically for any design instruction related to the headline, cites the message, and links the thread.

Result

The client's exact instruction surfaces with the date it was sent — no more ambiguity.

The next revision matches what the client actually said, not what you think you remember

  • Ask: "Burke colour instruction headline"
  • Semantic match
  • Filter: from client
  • Cites source threads
Freelancers

Locate an agreed payment schedule

A client is late on a milestone payment and you need the agreed schedule in writing before you send a chase — without it you're chasing from a weak position.

When

You search: "payment schedule agreed Solano project"

Setup

Natural-language search finds the contract or agreement thread for the client, matches on payment and milestone keywords, and cites the relevant message.

Result

The agreed payment dates surface with the original thread linked — ready to attach to the chase.

Your payment chase is backed by a documented record the client can't dispute

  • Query: "payment schedule Solano"
  • Scope: all accounts
  • Keyword match
  • Cites source threads
Property mgmt

Find a tenant's maintenance report

A tenant is threatening to withhold rent over a repair you believe was already addressed — you need the email trail before the situation escalates to an attorney.

When

You ask: "when did Unit 4B report the HVAC issue and what did we say?"

Setup

Ask searches all threads matching the unit identifier and HVAC keywords, returns the original report and any resolution exchange, each with a cited source.

Result

The full maintenance thread — report, acknowledgment, and resolution — surfaces with timestamps and links.

You walk into the dispute with a complete documented record, not a verbal account

  • Ask: "Unit 4B HVAC report and response"
  • Semantic match
  • Scope: all accounts
  • Cites source threads
Property mgmt

Retrieve a lease renewal term

A tenant asks about a rent increase they say you promised to cap — you need the written exchange before you confirm or deny anything.

When

You ask: "what rent increase did we agree to with the Nguyens on their renewal?"

Setup

Ask searches the tenant's thread history for any renewal negotiation exchange, cites the agreed figure, and links the source message.

Result

The renewal term and any committed cap surface with the date and linked thread.

The rent conversation is resolved by documented agreement, not competing memories

  • Ask: "Nguyen renewal rent terms agreed"
  • Semantic match
  • Filter: from tenant
  • Cites source threads
HVAC

Find a service appointment confirmation

A customer calls saying they never received a confirmation for next Thursday's service — before you argue, you need to verify whether it was actually sent.

When

You search: "appointment confirmation sent Doyle Thursday"

Setup

Natural-language search finds the outbound confirmation thread for the customer across all accounts, returning the send date and recipient cited.

Result

The confirmation email surfaces with the timestamp and the address it was sent to.

You know immediately whether the confirmation was sent — and from which account

  • Query: "confirmation sent Doyle appointment"
  • Scope: all accounts
  • Keyword match
  • Cites source threads
Dental

Locate a patient's insurance query

A patient says they asked about coverage for a crown two months ago and got a different answer — the front desk needs the original exchange before rescheduling.

When

You ask: "what did we tell Vasquez about their insurance coverage for crowns?"

Setup

Ask searches the patient's thread history semantically for any coverage discussion, cites the message, and links the source thread.

Result

The original exchange — including what the practice told the patient — surfaces with a date.

The patient receives a consistent, documented answer instead of another round of confusion

  • Ask: "Vasquez crown insurance explanation"
  • Semantic match
  • Filter: from practice account
  • Cites source threads
Therapy

Find a scheduling agreement

A client says you told them their Thursday slot was guaranteed — before you respond you need the written record of what was actually confirmed.

When

You ask: "did I confirm a recurring Thursday slot for Jensen?"

Setup

Ask searches the administrative thread with the client for any slot confirmation language, cites the message, and links the source.

Result

The scheduling confirmation — or the absence of one — surfaces with a source link and date.

You respond to the scheduling dispute from the record, not from recollection

  • Ask: "Jensen Thursday slot confirmed"
  • Semantic match
  • Filter: from practice account
  • Cites source threads
Fitness

Retrieve a membership offer

A member says they signed up on the basis of a discount you emailed them — you need the original offer before the conversation turns into a complaint.

When

You ask: "what promotion did we send Obi when they signed up?"

Setup

Ask searches the member's thread history for any promotional offer language, cites the email, and surfaces the exact discount or terms that were communicated.

Result

The promotional email — with the offer amount and any conditions — surfaces with a source link.

The membership dispute is resolved by the offer you actually made, not by haggling

  • Ask: "Obi signup promotion offered"
  • Semantic match
  • Filter: from studio account
  • Cites source threads
Accounting

Find a client's document submission

An audit is in progress and your client insists they sent the supporting schedule two weeks ago — you need the email record before you go back to them.

When

You search: "supporting schedule submitted Birch Industries audit"

Setup

Natural-language search scans all connected accounts for the document submission thread, filters for attachment presence, and cites the send date and file name.

Result

The submission thread — with attachment metadata and date — surfaces with a linked source.

You confirm what arrived and when, keeping the audit timeline accurate and your client accountable

  • Query: "Birch Industries schedule submitted"
  • Filter: has attachment
  • Scope: all accounts
  • Cites source threads
Wealth

Retrieve a client's risk preference

A client questions why their portfolio is allocated the way it is — you need their stated risk tolerance from your onboarding exchange before the review meeting.

When

You ask: "what risk level did the Okafor family choose when they onboarded?"

Setup

Ask searches the client's onboarding thread semantically for any risk or allocation preference language, cites the message, and links the source.

Result

The stated risk preference and the date it was communicated surface with a linked thread.

Your review meeting starts from what the client actually chose, documented and cited

  • Ask: "Okafor family risk tolerance stated"
  • Semantic match
  • Filter: from onboarding thread
  • Cites source threads
Law firm

Find a client instruction on file

Opposing counsel is referencing client instructions you provided in writing — you need the exact text of that instruction before you can respond accurately.

When

You ask: "what instructions did Mercer Ltd give us about settlement authority?"

Setup

Ask searches the client's matter thread semantically for any authority or instruction language, cites the message, and links the source thread for the record.

Result

The client's written instruction — with exact wording and date — surfaces with a cited source.

Your response to opposing counsel is anchored to the documented record

  • Ask: "Mercer settlement authority instruction"
  • Semantic match
  • Filter: from client
  • Cites source threads
Law firm

Surface a deadline communication

A filing deadline is approaching and you need to confirm that the client was notified of it in writing — for the record and for your own peace of mind.

When

You search: "deadline notice sent Carver matter"

Setup

Natural-language search finds the outbound thread notifying the client of the deadline, cites the send date, and links the source email.

Result

The deadline notification email surfaces with timestamp and recipient, ready to be logged in the file.

The file shows the client was notified in writing — protecting the firm from a missed-deadline claim

  • Query: "deadline notification Carver"
  • Scope: all accounts
  • Keyword match
  • Cites source threads
Photography

Find a shot list agreement

The wedding couple says you agreed to a specific list of family groupings — you need the email confirmation before the day so there is no argument at the venue.

When

You ask: "what shot list did we agree on with the Delacroix wedding?"

Setup

Ask searches the couple's thread for any shot list or grouping discussion, cites the message, and surfaces the agreed list with a linked source.

Result

The agreed shot list surfaces — ready to print and bring to the venue.

The day runs to the list you both confirmed, with no on-site renegotiating

  • Ask: "Delacroix shot list agreed"
  • Semantic match
  • Filter: from client
  • Cites source threads
Coaching

Recall a client's stated goal

A client in session says their goal has 'always been' something that contradicts what they wrote to you at intake — you need the original statement to reflect it back accurately.

When

You ask: "what did Torres say their primary goal was when we started?"

Setup

Ask searches the intake and onboarding thread semantically for any goal statement language, cites the message, and links the source.

Result

The client's original stated goal surfaces with the date and exact phrasing.

You can reflect the client's own words back to them — grounded and precise

  • Ask: "Torres intake goal stated"
  • Semantic match
  • Filter: from client
  • Cites source threads
Nonprofit

Find a grant requirement

A reporting deadline is approaching and no one on the team can locate what the funder required in the original grant terms — a missed requirement puts the relationship at risk.

When

You ask: "what did the Morrison Foundation require in the grant agreement?"

Setup

Ask searches the funder's thread history semantically for any requirement or grant condition language, cites the message, and links the full thread.

Result

The grant requirements surface with the funder's exact language and the date they were communicated.

Your report addresses every requirement the funder specified — nothing guessed, nothing missed

  • Ask: "Morrison Foundation grant requirements"
  • Semantic match
  • Filter: from funder
  • Cites source threads
SaaS

Surface a feature request from a key account

A key account asks why a feature they requested six months ago hasn't shipped — you need the original request before the renewal call so you can address it head-on.

When

You ask: "what feature did Luminos Corp request for their workflow?"

Setup

Ask searches the account's thread history semantically for any feature or product request, cites the message and date, and links the source thread.

Result

The feature request — with the exact use case described — surfaces with a timestamp and linked thread.

You enter the renewal call knowing exactly what was asked and when — no surprises

  • Ask: "Luminos Corp feature request"
  • Semantic match
  • Filter: from account
  • Cites source threads
IT / MSP

Find a client's approved change request

A client says they never approved the firewall change that caused the outage — you need the written approval before the post-mortem call.

When

You ask: "did Hallmark Systems approve the firewall change last week?"

Setup

Ask searches the client's thread for any change approval language, cites the message and approval date, and links the source email.

Result

The written approval — with date and the exact change described — surfaces with a source link.

The post-mortem is grounded in what was authorised, not in competing accounts

  • Ask: "Hallmark Systems firewall change approved"
  • Semantic match
  • Filter: from client
  • Cites source threads
Personal

Find a warranty or service confirmation

The appliance broke again and you need the warranty email before you call the service line — searching a personal inbox without operators is an exercise in frustration.

When

You search: "dishwasher warranty registration confirmation"

Setup

Natural-language search scans your personal accounts for the registration or warranty email, matching on appliance and warranty keywords, and surfaces the source thread.

Result

The warranty confirmation — with the model number, coverage period, and send date — surfaces with a linked thread.

You make the service call with the right information instead of holding while they look it up

  • Query: "dishwasher warranty confirmation"
  • Scope: all accounts
  • Keyword match
  • Cites source threads
Events

Retrieve a vendor's delivery commitment

The florist is two hours late and claiming they never committed to a morning delivery — you need the email before you escalate.

When

You ask: "what delivery time did Bloom & Co commit to for the Harrington wedding?"

Setup

Ask searches the vendor thread for any delivery time commitment, cites the message and the exact time stated, and links the source email.

Result

The vendor's written commitment — with time and date — surfaces with a source link to share if needed.

The vendor dispute is settled by their own written words, not by a shouting match

  • Ask: "Bloom & Co delivery time Harrington"
  • Semantic match
  • Filter: from vendor
  • Cites source threads
Injury law

Find a demand letter response

The insurer's adjuster claims they responded to your demand letter but your associate can't locate the reply — you need the thread before the mediation session.

When

You ask: "did the insurer respond to the demand letter in the Osei matter?"

Setup

Ask searches all connected accounts for the adjuster's thread in the matter, matches on demand letter and response keywords, and cites any reply found.

Result

The insurer's response — or the confirmed absence of one — surfaces with a timestamp and source link.

You walk into mediation knowing exactly what was received and when

  • Ask: "insurer response demand letter Osei"
  • Scope: all accounts
  • Semantic match
  • Cites source threads
Auto repair

Locate a repair authorisation

A customer disputes a repair charge, saying they only authorised the inspection — you need the written sign-off before you process the card or start an argument.

When

You ask: "did Kowalski authorise the full transmission repair?"

Setup

Ask searches the customer's thread for any authorisation language around the repair, cites the message, and links the source email.

Result

The written authorisation — with the work scope and date — surfaces with a linked source.

The payment conversation is settled by the customer's own email, not by memory

  • Ask: "Kowalski transmission repair authorised"
  • Semantic match
  • Filter: from customer
  • Cites source threads
Tutoring

Find a parent's session feedback

A parent escalates a concern about their child's progress and references feedback they say they gave you weeks ago — you need the thread before the meeting.

When

You ask: "what feedback did the Ahmadi family give about Laila's sessions?"

Setup

Ask searches the parent's thread history for any feedback or concern language, cites each relevant message, and links the source threads.

Result

The parent's prior feedback — with dates and the context of each exchange — surfaces with linked sources.

You enter the meeting knowing exactly what was said, when, and how it was handled

  • Ask: "Ahmadi feedback on sessions"
  • Semantic match
  • Filter: from parent
  • Cites source threads

03Keep exploring

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