4 simple steps

Turn team conversations
into automated workflows

Quickly reads your conversations, understands what you need, takes action across your tools, and gets smarter over time. All from Slack, Teams, or SMS.

1
Step One

Tell Quickly what to do

Just @mention Quickly in any channel or thread: Slack, Teams, or SMS. Use natural language to describe what you need. No special syntax or commands to memorize.

Works in channels, threads, and DMs
Natural language: say it how you'd say it to a colleague
Quickly reads the full thread for context

Try saying:

"Triage this maintenance request and dispatch a plumber"
"Generate an invoice from this signed POD"
"Check which clients are missing documents for tax season"
#maintenance-requests
Sarah Chen
Sarah Chen10:42 AM

Tenant at 204-88 Queen St reports water leaking from the ceiling in the bathroom. Says it started overnight. Photos attached.

Ryan Cooper
Ryan Cooper10:44 AM

Could be the unit above. Can we get someone out today?

Sarah Chen
Sarah Chen10:45 AM

@Quickly triage this maintenance request, find an available plumber, and create a work order

Q
Quickly is processing...
Reading thread context
Searching knowledge base
Identifying intent: Triage + Dispatch
Selecting tools: Work Order + Vendor Lookup
Executing action...
2
Step Two

Quickly understands with context

Our AI reads the full conversation, pulls context from your conversations, connected tools, and uploaded documents, and determines which tools and templates to use. It knows your team's preferences and past decisions.

Quickly uses context from:

Current threadPast conversationsConnected toolsTeam preferencesPrevious actionsKnowledge baseUploaded documents
3
Step Three

Tools get updated, or schedule it

Quickly takes action in your connected tools, then posts a confirmation back with links and status. Or schedule it to run automatically on a recurring basis.

Instant confirmation with direct links to created items
Full audit trail of every action taken
Schedule recurring workflows (daily standups, weekly reports)
Set it and forget it. Quickly runs on autopilot
Q
QuicklyAPP10:45 AM

Done! I've created a work order and dispatched a plumber. Here are the details:

Jira logo|WO-1042Urgent

Water leak, ceiling damage at 204-88 Queen St

DispatchedPlumbing
Ryan CooperRyan Cooper
View work order →
Continuous Learning
LearnedFrom past requests

Ryan prefers urgent plumbing dispatched to Reliable Plumbing Co. first

IndexedFrom 247 conversations

Your team uses "WO-" prefix for work order tickets

PatternDetected from usage

Water leak requests get auto-escalated to urgent priority

4
Step Four

Quickly learns and improves

Every interaction makes Quickly smarter. It indexes your team's conversations, learns your preferences, and remembers past decisions. The more you use it, the better it gets.

Remembers your team's naming conventions and preferences
Searches past conversations to add context
Suggests actions based on patterns it detects
Proactively alerts you to stalled work or missed follow-ups

Try these commands

Here are some examples of what you can ask Quickly to do, across every industry.

🔧
@Quickly triage this maintenance request and dispatch a plumber

Categorizes the issue, finds an available vendor, creates a work order, and notifies the tenant.

🚛
@Quickly generate an invoice from this POD

Extracts delivery details, matches to the load record, generates the invoice, and sends to the broker.

📋
@Quickly which clients are missing tax documents?

Scans all client files, identifies gaps, drafts personalized request emails, and schedules follow-ups.

🏠
@Quickly prep a listing agreement for 42 Maple Drive

Pulls property data from MLS, retrieves tax records, generates the agreement PDF, and sends for signature.

🚨
@Quickly who's available for the emergency at 455 King West?

Checks crew availability, matches certifications, proposes dispatch, and notifies the property manager.

📊
@Quickly generate a sprint report for the last two weeks

Pulls completed issues from your tracker, analyzes team calendars, and creates a formatted report.

What Quickly can do with your tools

Deep integrations that go beyond basic notifications.

Google Sheets logo

Google Sheets

  • Create spreadsheets
  • Read and write data
  • Build trackers
  • Generate reports
Gmail logo

Gmail

  • Send emails
  • Search inbox
  • Draft messages
  • Schedule follow-ups
QuickBooks logo

QuickBooks

  • Generate invoices
  • Track payments
  • Query customers
  • Run reports
HubSpot logo

HubSpot

  • Manage contacts
  • Track deals
  • Search pipeline
  • Log activities
Google Drive logo

Google Drive

  • Search files
  • Create folders
  • Share documents
  • Organize storage
DocuSign logo

DocuSign

  • Send envelopes
  • Track signatures
  • Manage templates
  • Void documents

Frequently asked questions

How does Quickly access my Slack or Teams messages?

Quickly only reads messages in channels where it has been invited, and only when you @mention it. We never read messages in private channels unless explicitly invited.

What is the knowledge base?

The knowledge base is where Quickly stores uploaded documents, indexed conversations, and learned preferences. This helps it add relevant context to requests and get better over time. You can manage it from the dashboard.

Can I schedule recurring workflows?

Yes! You can ask Quickly to run workflows on a schedule: daily standups, weekly reports, monthly summaries. Just tell it when and how often, and it handles the rest.

Do I need to learn special commands?

No! Just type naturally like you would to a teammate. Quickly understands phrases like "create a ticket", "send an invoice", or "find available vendors". They all work the same way.

What happens if Quickly doesn't understand?

Quickly will ask for clarification in a reply. For example, if you ask to create a work order but don't specify the property, it will prompt you to choose.

How do I connect my tools to Quickly?

After adding Quickly to your Slack or Teams workspace, visit the dashboard integrations page to connect your tools via OAuth. Most integrations take less than a minute to set up.

Ready to automate your workflows?

Book a demo and see how Quickly can turn your team conversations into automated workflows today.