AI for Evernote that knows the rest of your business
Evernote holds your files, sheets and signatures. Liaison connects to it with access you grant and reads the documents, spreadsheets and contracts the business runs on, and drafts, fills, files and sends them for signature.
Because it reads Evernote together with your inbox, your CRM and your books, an answer about your files, sheets and signatures comes with the rest of the picture. You keep Evernote; nothing is replaced or re-entered.
What Liaison does with Evernote
- Drafts proposals and contracts from your own templates and sends them for signature.
- Keeps the weekly report sheet filled from the systems the numbers come from.
- Files documents where your team expects them, named the way you name them.
- Reads a contract and tells you the dates, amounts and obligations that matter.
Questions it answers across Evernote and your other tools
- “Which contracts renew in the next 60 days, and on what terms?”
- “Which proposals went out this month, and which were signed?”
- “Where is the latest version of the price list, and does it match the quotes?”
- “What does the weekly report spreadsheet say this week, and what changed?”
What it reads in Evernote
3 kinds of Evernote data Liaison can read on its own, every time it answers a question or does a job.
- Get Note
- List NotebooksList all notebooks in Evernote
- List NotesList all notes in Evernote
What it can do in Evernote
3 actions Liaison can take in Evernote. It does the ones you have approved, in your voice; anything that moves money waits for your yes.
- Create NoteCreates a new note in Evernote
- Create NotebookCreates a new notebook in Evernote
- Update NoteUpdates an existing note in Evernote
Works alongside Evernote
The tools Liaison most often reads together with Evernote.
Liaison in Evernote, set up with you, for $629 a month.
- Connects to Evernote with access you grant and reads it with the rest of your business; nothing is replaced or re-entered.
- Does the routine work in your voice, from your own inbox, calendar and number; each kind of work is approved once.
- Answers a question about Evernote with the rest of the picture: the customer, the invoice, the thread, the calendar.
On Professional we connect your tools, bring your data in and set up the first rules with you. Anything that moves money waits for your yes.
“Cut our month-end close from 4 days to 4 hours.” Marcus C., owner
$629 a month, or $500 a month on a 12-month term. Prefer to start on your own? Starter is $149 a month, self-serve, with a free trial first: 7 days, no card.
Questions
Does Liaison replace Evernote?
No. You keep Evernote exactly as it is. Liaison connects to it, reads it together with your inbox, your CRM and your books, and does the work in it the way a person on your team would.
How does Liaison connect to Evernote?
With access you grant from your own Evernote account, and can revoke at any time. Where a tool offers no way in from outside, Liaison works it on its own computer, the way a person would.
Can Liaison act in Evernote without asking?
It does the routine work you have approved, in your voice. Anything that moves money, such as a payment, a refund or a transfer, always waits for your yes.
What does it cost?
Liaison starts at $149 a month. Professional is $629 a month and Team is $2,950 a month for up to five seats. Every plan works with the tools you connect.
See it on your own business.
Thirty minutes with us, on your own tools. Bring the thing that eats your evenings and watch it get handled from your own inbox, calendar and books.
Professional is $629 a month and we set it up with you. Starter is $149 a month, self-serve, with the free trial first: 7 days, no card. Every plan is on the pricing page.