Action Reference

While Louellen works, you'll see a running list of what she's doing — "Searching Grants," "Filling Field," "Reading Page." This page explains what those mean, grouped by the kind of work rather than one row per action.

You never need to ask for these by name. You describe what you want; she chooses.

Research

Action	What it does
Searching Grants	Searches historical funder giving drawn from public tax filings — who a funder has paid, and how much
Web Search	Looks things up on the live web: deadlines, whether a program is open, who works there
Searching Reference Materials	Searches the documents you've uploaded for something relevant to the task
Verifying Contact Emails / Finding Contact Email	Checks that an address is real before you rely on it, or goes and finds the right one

Working on a sheet

Action	What it does
Reading Sheet	Reads what's already there before acting on it
Adding Rows / Updating Rows / Deleting Rows	Changes the funders in your sheet
Adding Field / Editing Field / Changing Field Type	Changes the columns
Filling Field	Researches every row and fills one field in for all of them — this is Autofill
Saving View	Saves a filter or sort you asked for

Writing

Action	What it does
Read Document	Reads the document you have open
Edit Document	Proposes changes as an inline diff — nothing changes until you hit Accept all
Draft Application	Produces a full application draft
Create Project / Create File	Starts a new document, or creates a file such as a budget spreadsheet
Count Text / Count Section	Counts words and characters against a funder's limit

Memory and Reference Materials

Action	What it does
Saving Memory / Recalling Memory / Forgetting Memory	Records, looks up, or removes something you've told her to remember. All of it is visible and editable under Memory in the sidebar
Saving to Reference Materials / Loading Reference File / Moving Reference File	Files a document away, opens one to read, or reorganizes them

Keeping your workspace in order

Action	What it does
Reading Workspace / Reading History	Finds the right sheet or document, or checks what's already been done
Creating folder / Filing into folder / Renaming / Deleting folder	Tidying the sidebar, when you ask her to
Updating To-Do List	Shows her plan for a job with several steps, ticking items off as she goes

Working on a schedule, and by email

Action	What it does
Create / Update / Delete Recurring Task	Sets up and manages work that runs on a schedule, without you opening the Recurring Tasks page
Sending Email	Writes to you — usually when a scheduled task finishes, or she needs a decision. You can reply and she'll pick the work back up

Browsing a funder's site

Actions like Navigating, Reading Page, Clicking, Typing and Extracting Content appear while she's working through a funder's website or application portal — reading application questions, or pre-filling a form you've already written. She shows you each step as it happens.

Your connected tools

Connect Integration appears when you link a new service. After that, actions prefixed with the service name mean she's reading from it — never writing to it.

Integration	What she can reach
Google Drive	Your files, Docs and Sheets
SharePoint	Your files, documents, pages and lists, including Excel workbooks
Airtable	Your bases and the records in them
Fathom / Fireflies	Your meeting recordings, summaries and transcripts

Behind the scenes

Action	What it does
Task Agent	Splits a large job into pieces and works them at the same time — why a big prospecting sweep doesn't take all afternoon
Running Code	Runs a calculation, usually for a budget
Request App Questions	Retrieving a funder's application questions, occasionally with a hand from our team where a portal makes them hard to reach
Waiting	Pausing — for a page to load, or between steps of a long job