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Overview

Every Agent is Every’s conversational assistant. Instead of clicking through menus, you can describe what you need in natural language and the agent can create, update, analyze, and draft across your workspace. What makes it useful:
  • It has access to your business data in Every
  • It can use your saved business context and brand voice
  • It can connect to external systems like Google Workspace, Xero, HubSpot, and Granola
  • It handles multi-step workflows without you mapping every click yourself

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Agent Context & Intelligence

Every Agent understands your business through several layers of context:

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Business Context

Your Business Context is the persistent narrative context that explains how your business works. Use it for:
  • What your business does
  • Who you serve
  • Your services, products, and pricing logic
  • Common workflows or constraints
  • Policies the agent should follow
Where to manage it: Agent Settings -> Context

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Voice & Tone

Your Voice & Tone profile is separate from Business Context. It is generated from your email history and helps the agent write in the right style when it is drafting on behalf of your business. Use it for:
  • Client-facing writing style
  • Internal casual communication
  • Non-client external communication
Where to manage it: Agent Settings -> Voice & Tone
Business Context tells the agent what your business does. Voice & Tone tells it how your business sounds when writing.
Every Agent can use reference materials you upload or link in Business Context: Supported file types include:
  • PDF
  • Word documents
  • Excel spreadsheets
  • CSV files
  • Images
  • Plain text files
Common uses:
  • Contracts and agreements
  • Rate cards
  • Brand guidelines
  • Client lists
  • Policies or process docs

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Integration Access

Every Agent can connect to external systems so it can answer questions and act with more context: Google Workspace: Gmail, Calendar, Drive, Contacts Xero: Invoices, contacts, payments, accounting reports HubSpot: Contacts, companies, deals Granola: Meeting notes, summaries, transcripts Where to connect integrations:

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Workspace Data

The agent can work directly with your data in Every, including:
  • Clients and contacts
  • Invoices and payments
  • Proposals
  • Services and products
  • Time entries and expenses
  • Bookings and recurring invoice automations

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How Every Agent Works

Every Agent operates in direct execution mode. What that means:
  • You describe the task
  • The agent figures out the steps
  • It shows or confirms the result as needed
  • You continue refining conversationally
Examples: 
"Create an invoice for ACME Corp for $5,000 for consulting services"
"Show me all overdue invoices and draft reminders"
"Find the HubSpot deal for Acme and summarize what stage it's in"
"Pull the action items from my Granola meeting with Sarah last week"

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Core Capabilities

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Client & Contact Management

  • Create and update clients
  • Create and link contacts
  • Import contacts from Google, LinkedIn, or CSV
  • Enrich company records with additional context

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Invoices & Payments

  • Create invoices from scratch
  • Add services, products, time, and expenses
  • Apply tax and discounts
  • Schedule sends
  • Record manual payments
  • Check Stripe-linked payment state

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Proposals

  • Draft structured proposals
  • Add scope and pricing
  • Track approval status
  • Convert approved proposals into invoices

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Services, Products, Time & Expenses

  • Create or update service records
  • Create or update products and pricing
  • Log time entries
  • Parse receipt uploads into expenses
  • Add unbilled time or expenses to invoices

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Automations & Bookings

  • Create recurring invoice automations
  • Pause or update automations
  • Review execution history
  • Check upcoming bookings or create booking records

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Reporting & Analysis

  • Revenue summaries
  • Overdue and cash-flow reviews
  • Client concentration analysis
  • Service and product usage trends

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Interaction Best Practices

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Be Specific

“Make an invoice” -> “Create an invoice for ACME Corp for consulting services, $5,000, due in 30 days”

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Give Enough Context

"Create an invoice for the website redesign project with ACME Corp.
Include 40 hours at $150/hour plus a $500 hosting setup fee.
Use Net 30 terms."

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Iterate Naturally

You: "Create an invoice for ACME Corp for $5,000"
Agent: [Shows draft]
You: "Actually make it $5,500 and add a thank-you note"
Agent: [Updates the draft]
You: "Perfect, send it"

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Ask Analytical Questions Too

"Who are my top 5 clients by revenue?"
"Which invoices are overdue?"
"What services generated the most revenue last quarter?"
"Show me expenses I still need to bill back to clients"

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Advanced Workflows

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File Processing

Every Agent can read supported uploads and help you work with them: 
"Extract the client list from this spreadsheet"
"Read this contract and tell me the payment terms"
"Import this CSV of historical invoices"
"Log this receipt"

Import Data Guide

See supported import formats, file handling, and batch workflow details

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Batch Updates

Every Agent can also batch-update existing records: 
"Update all enterprise clients to Net 45"
"Archive clients with no invoice activity in the last 2 years"
"Change tax rate to 13% on all consulting services"
"Add accounts@company.com as a CC contact for all corporate clients"

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Multi-Step Setup

"Set up my consulting business for 2026:
1. Create a new service for strategy work at $175/hour
2. Update my recurring automations to use the new rate
3. Draft a rate change note for retainer clients"
The agent can break that into steps and work through it conversationally.

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Voice Input

Every Agent supports voice input. How it works: Click the microphone icon in the chat input, speak your request, and your speech is transcribed and sent as a normal agent message. Useful for:
  • Logging time while working
  • Capturing expenses quickly
  • Sending short requests from mobile

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Learned Preferences

Every Agent can remember specific business rules over time. Examples:
  • “ACME Corp always gets Net 15 terms”
  • “Never apply tax to consulting services”
  • “Enterprise clients default to 45-day terms”
  • “Always include project reference numbers on TechStart invoices”
Manage saved preferences in Agent Settings -> Learned Preferences.

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Undoing Agent Actions

Every Agent includes a built-in undo system. When the agent creates or modifies data, an Undo button appears below the agent’s message so you can reverse the action if something is wrong.

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How It Works

  • A yellow Undo button appears inline after any data-modifying action
  • Hover to preview which items will be affected (they highlight in yellow)
  • Click to reverse all actions from that agent turn (it’s all-or-nothing to prevent inconsistent states)
  • You can also undo from the Activity Timeline on the Home dashboard

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What Can Be Undone

Most data operations can be reversed:
  • Invoices & proposals — creation, updates, status changes, line item additions
  • Payments & time tracking — payment records, time entries, expense records
  • Clients & contacts — creation, updates, contact linking
  • Complex operations — multi-step workflows, bulk operations, CSV import results

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What Cannot Be Undone

  • Emails already sent to clients (invoices, notifications)
  • Third-party actions already processed (Stripe payments, Google Calendar events, HubSpot syncs)
  • Manually edited data — if you edited the record after the agent action, undo is blocked to protect your changes

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Limitations

  • Only the most recent agent turn can be undone — once the agent performs a new action, the previous undo buffer is replaced
  • After undoing, you cannot “redo” — ask the agent again instead
  • If a conflict is detected (manual edits, external processing), the system blocks undo and shows an explanation
If you notice an error, undo immediately before the agent performs more actions. It is easier to undo right away than after additional turns.
Always double-check invoice details before asking the agent to send. Once an email is delivered to a client, it cannot be unsent.
You: “Create a $5,000 invoice for ACME Corp for consulting services”Agent: “I’ve created invoice INV-001 for $5,000…”Oops, should be $6,000. Click the Undo button. The invoice is deleted. Then ask:You: “Create a $6,000 invoice for ACME Corp for consulting services”
You: “Record a $5,000 check payment for invoice INV-001”Agent: “I’ve recorded the payment and marked invoice INV-001 as paid”Wrong amount. Click Undo. The payment record is deleted and the invoice status reverts to its previous state.You: “Record a $5,500 check payment for invoice INV-001”
You: “Archive all paid invoices from 2023”Agent: “I’ve archived 47 invoices from 2023”Wrong year! Click Undo (47 actions). All 47 invoices are unarchived.You: “Archive all paid invoices from 2022”

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Getting Started

  1. Ask a simple question like “Show me my last 5 invoices”
  2. Try an action like “Create a draft invoice for $100”
  3. Add Business Context
  4. Review Voice & Tone
  5. Connect Google Workspace and any agent integrations you use

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Next Steps

Business Context

Teach the agent how your business works

Voice & Tone

Shape how the agent writes on behalf of your business

Try Every Agent

Start chatting with Every Agent in the app

Common Workflows

See example workflows and prompts
The better your Business Context, Voice & Tone, and integrations are set up, the more useful Every Agent becomes.