DATIFY: digitální kancelář s AI

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Whose probation ends this month?

I went through 148 records

Probation ends this month for three people. Two of them have no review yet.

Ask anything

NameRoleStatusProbation toManager

1Horák MartinIT specialistProbation30 Apr 2026Novák

2Dvořáková MarieSales managerActive–Král

3Černý PetrWarehouseProbation15 Mar 2026Novák

4Svobodová AnnaMarketingActive–Král

5Procházka TomášDriverProbation28 Mar 2026Beneš

6Veselá PetraAccountantInactive–Král

7Kučera DavidSales repActive–Beneš

New record

How it looks

Ask and the agent goes through the records

The agent works over the data you give it access to. Its instructions hold the way that agenda runs at your company, so the answer matches your habits rather than general advice.

It works under its own permissions rather than yours, and everything it has done stays in its activity – including the runs it started itself on a schedule.

Custom agents

What an agent is made of

Onboarding, the way you would with a new colleague

The sections in an agent’s settings match what you would go through with someone joining. One thing differs sharply: an agent fills in nothing on its own, so it pays to be more specific than with a person.

HR assistantHandles the most routine work across the people agenda

Agent settingsInstructions, model, data, files and tasks form one version.

InstructionsLatest

You are an HR and fleet assistant. You handle requests following the matching working scenario. First decide whether the request matches one of the described scenarios.

If a needed value is missing or the materials contradict each other, stop and ask a specific question. Never fill anything in by guessing.

Files1

Amendment_TEMPLATE.docx42 KB

Add file1 of 10 files

Knowledge4

The agent uses its own permissions to data. Whoever uses the agent can reach data through it that they cannot see themselves.

Assigned assetsEditor

Employment contractsReader

EmployeesReader

Assigned vehiclesEditor

Add

Tasks1

Check of unapproved leaveWeekly on Wed at 10:30

Add task

InstructionsThe job description, not today’s task. They say what the agent is, where it takes data from, what the output should look like and when to ask rather than guess.

KnowledgeThe data sets the agent can see. It carries its own access card, not a copy of yours, and works exactly with what you assign.

FilesMaterials it has at hand on every run: a price list, a template, a methodology. Ten fit in, and a task can add its own.

TasksWhat the agent has in the calendar. Hourly, daily, on weekdays, weekly, monthly or on the last day of the month.

AccessWho may use the agent and who administers it. You lend a colleague the whole agent, not your own permissions to the data.

SpendingA credit cap for automatic runs. Your own conversations never count towards it, so a spent cap never blocks the chat.

How it gets to work

Either you call it in, or it turns up on its own

The task differs every time, the instructions stay. The agent looks up in them how the thing runs at your company and follows that.

You call it in the chat

Write what you need right now. The agent brings its instructions, the attached materials and the data it can see.

It runs on a schedule

A task runs on its own: the Monday overview, a daily check, the monthly close. The result stays in the agent’s activity, where the whole team can see it.

What to hire an agent for

Six colleagues who could start this week

Each one is a single setup: instructions, access to data, a few materials and a task in the calendar. The naming and the scope are yours to adjust.

People and HR

Watches starts, probation periods, training and medical checks.

In its instructions: „You are an HR assistant. Take data from the People agenda and count deadlines from the start date. Never put names outside the overview.“
On a schedule: Every Monday at 7:00, an overview of probation periods ending within a month.
On demand: „Prepare the onboarding pack for a new colleague following our methodology.“

Contracts

Keeps track of validity, notice periods and what is waiting for review.

In its instructions: „Take contracts from the Clients agenda. Watch validity and notice period on each, state amounts in CZK.“
On a schedule: The first Monday of the month, contracts expiring within 90 days.
On demand: „Compare this new contract with our template and list the differences.“

Enquiries and quotes

Sorts enquiries, fills them in and prepares the ground for a quote.

In its instructions: „Take enquiries from the Enquiries table and prices from the attached price list. When unsure about the category, ask instead of guessing.“
On a schedule: Every weekday at 8:00, enquiries with no owner assigned.
On demand: „Draft a quote for this enquiry from the price list and our template.“

Invoices and cost

Checks incoming documents and watches due dates.

In its instructions: „Take invoices from the Documents agenda. Compare them with orders and describe the differences in bullet points.“
On a schedule: Every morning, invoices past due and those waiting for approval.
On demand: „Check this invoice against the order and write what does not match.“

Fleet

Watches inspections, servicing and insurance, and adds up cost per vehicle.

In its instructions: „Take vehicles from the Operations agenda. Watch the inspection, service jobs and insurance on each; attach the department to any cost.“
On a schedule: Every Monday, vehicles with an inspection within 30 days or an open repair.
On demand: „Add up the cost of vehicle 3T2 4567 over the past year and split it by type.“

Controlled documents

Watches the validity of directives and that each one has an owner.

In its instructions: „Take documents from the Documents agenda. Watch version, validity and owner; for reviews follow our records policy.“
On a schedule: On the first day of the month, documents due for review.
On demand: „Prepare the audit pack for last year, including the list of changes.“

Where agents pay off as well

Machine inspections and safety training
Complaints and their states
Leases, meter readings and billing
Grants and project documentation
Onboarding a new customer
A weekly report for management
Checking supplier contracts
Asset records and stocktaking

When the agent works alone

A colleague whose work you can check

An agent is a separate identity, not a macro running under your name. So you settle the same things as with a person: where it may go, what it did and what it cost.

HR assistantChatActivity

All14My chatsTasks

NameOriginStatusCreatedModel

Employment contract amendmentChatCompleted19 Aug 2026 10:29Latest

Handover of company devicesTaskCompleted19 Aug 2026 10:15Latest

Leave checkTaskCompleted19 Aug 2026 9:15Latest

Contract amendmentChatCompleted18 Aug 2026 11:37Latest

Probation overviewTaskCompleted18 Aug 2026 7:00Latest

Its own permissionsThe agent sees exactly the data sets you assign. Without them it has no access to workspace data and never borrows yours.

Traceable workEvery save creates a new version and finished runs stay on theirs. The activity shows what the agent has done.

Spending under a capThe credit cap applies to automatic runs. Once spent, only those pause – the chat keeps working and skipped runs stay visible.

Choice of modelThe latest model, or a specific one when the agent should work the same way every time. Your choice in the chat does not override the agent’s.