Investigate the record
Bring together invoices, project work, contacts, and dates to understand what changed and why it matters.
Ask a real operational question, trace the records behind it, and leave with a project, a report, or the right next communication—without turning yourself into the integration layer.
Odoo remains a separate, explicit connection in your workspace.Bring together invoices, project work, contacts, and dates to understand what changed and why it matters.
Turn findings into owner-matched tasks, a variance summary, or a context-aware customer follow-up.
Keep the proposed actions and generated files in the activity stream so your team can inspect the outcome.
Dear.so shows the connection in the workspace, keeps its permissions separate, and gives the agent only the capability needed for the selected task.
Read invoices, projects, contacts, and approved records
Prepare reports, tasks, and follow-up work for review
Keep activity and generated outputs with the task