Help Center / Plutio Pal (AI) /
What Plutio Pal can do
Pal can both answer questions about your workspace and take actions on your behalf. Everything it does is based on your real, live data.
Searching and answering questions
Pal can search across your workspace and answer questions about what it finds:
- Search for tasks, projects, contacts, invoices, contracts, proposals, events, files, wiki pages, conversations, time entries, and transactions.
- Summarise a project's progress (tasks completed, time logged, upcoming deadlines).
- Summarise recent activity or conversations.
- Find overdue tasks, unpaid invoices, or upcoming events.
- Look up a contact's active projects, outstanding invoices, and recent conversations.
- Answer questions about time tracked, hours logged, and billing totals.
Creating and editing items
You can ask Pal to create or edit items directly from the chat:
| Area | What Pal can do |
|---|---|
| Tasks | Create, edit, move, copy, and delete tasks; fetch tasks and project task structures. |
| Projects | Create, edit, move, copy, and delete projects. |
| Invoices | Create, edit, and delete invoices; add, update, and remove line items. |
| Events | Create, edit, move, and delete calendar events; check availability; add and remove participants. |
| Contracts | Create, edit, and delete contracts. |
| Contacts | Create and edit contacts. |
| Time tracking | Start, stop, and log time entries. |
| Messages | Send messages in conversations. |
| Wiki | Read and work with wiki pages. |
| Proposals | View proposal details (read-only). |
When Pal creates or changes something, it shows a clickable badge in the chat linking to the item, so you can verify and continue working on it.
What Pal can't do
Pal works within the tools listed above. It can't:
- Send proposals or invoices to clients (you need to click Send yourself).
- Change workspace settings or billing plans.
- Upload files or create forms.
- Build automations or custom pages.
- Access data outside your workspace.
If you ask Pal to do something it can't, it will let you know and suggest what to do instead.
