Excel
OneDrive
01
Made in chat
Kate asks for September by client at 09:12. The jobs and invoices are read live and the workbook is in the reply.
The file to be filed
Centrus chat, with finance
KLKate LoweFinance
Today
Type a message…
Ask
reports
In the month-end folder, from one line in chat.
Ask Centrus to save a workbook it made in chat and it goes straight to the OneDrive folder you name, with the link in the reply. September's client report sits beside August's, where finance and the rest of the field service office expect to find it.
Centrus chat, with finance
KLKate LoweFinance
Today
Type a message…
- who asks
- Operations and planningFinance
- how it runs
- Asked in chat, on WhatsApp or in Teams.
how it runs
From the reply to the folder.
Kate makes September's client workbook in chat and files it. Here is where it came from, Dan finding it, and next month's saved by the agent.
01
The workbook, from chat
Kate asks for September by client at 09:12. The jobs and invoices are read live and the workbook is in the reply.
The file to be filed
Works with BigChange, Joblogic, Simpro, Xero, Excel02
Found where finance looks
Dan asks on Teams where September's report is. It's read from OneDrive, with the folder and who saved it.
No hunt through attachments
Works with Teams, OneDrive03
The agent saves it too
Kate asks Agent Builder to save the monthly report too. A OneDrive step is added after the email.
One step added
Works with BigChange, Joblogic, Simpro, Xero, Excel, Outlook, Gmail, OneDrive
Centrus chat, with finance
KLKate LoweFinance
Today
Type a message…
01 / 03
01 / 03
before and after
The same workbook, two ways.
Kate's September client workbook, made in chat at 09:12 on Thu 01/10 and filed for finance.
Saving it
Without Centrus: Downloaded, renamed and uploaded by hand
With Centrus: One line in chat saves it to the folder
Where it goes
Without Centrus: Wherever the last person put theirs
With Centrus: Finance, Month-end, beside August's
Finding it
Without Centrus: Searched for in someone's email attachments
With Centrus: Dan asks on Teams and gets the folder
Next month
Without Centrus: The same download and upload again
With Centrus: The agent saves it on the 1st by itself
keep going
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Answers, reports and alerts from the systems you already run.
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Centrus AI
in the 30 minutes
- 01We start with how your operation actually runs, on the desk and in the field.
- 02We show "Save a workbook straight to the month-end folder" on a setup that matches yours.
- 03We pick out the admin that should run itself first.
Book 30 minutes. Bring a real question.
Ask this every week, or need something that isn't on the list? Bring the question the way your team would put it, and we will show it on a setup like yours. You leave with a plan.
30 minutes / UK team / No lock-inOr see pricing