While LouEllen works, you'll see a running list of what's happening: "Searching the web,"
"Filling Field," "Reading Page." This page explains what those mean, grouped by the kind
of work.
Two things before the list. Several moves in a row fold into one line, so click it to open
the steps out. And for the most common work the line is written from scratch, so what you see
won't always be a label from below.
You never need to ask for any of this by name. You describe what you want; LouEllen chooses.
Research
Action
What it does
Searching grant records
Funder giving history from public tax filings: who a funder has paid, and how much
Searching the web
Deadlines, whether a program is open, who works there
Searching Reference Materials
Looks through the documents you've uploaded
Researching
Going off to find something out. This label usually gets replaced with what the research went to find
Verifying Contact Emails / Finding Contact Email
Checks an address is real before you rely on it, or 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 it
Adding Field / Editing Field
Changes the columns
Filling Field
Researches every row and fills one field in for all of them
Saving View
Saves a filter, sort or tab you asked for
Writing
Action
What it does
Reading Document
Reads the document you have open
Editing Document
Proposes changes as an inline diff. Nothing changes until you hit Accept all
Creating File
Builds a file such as a budget spreadsheet, ready to download
Checking length
Counts words and characters against a funder's limit
Records, looks up or removes something you've asked to be remembered. It's all visible and editable under Memory in your account menu
Saving to Reference Materials / Loading Reference File
Files a document away, or opens one to read
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
Tidying the sidebar, when you ask
Deleting / Restoring from trash
Moves a sheet or doc to the trash, or brings it back. You have 90 days
Updating To-Do List
Shows the plan for a multi-step job, ticking items off along the way
Working on a schedule, and by email
Action
What it does
Creating / Updating / Deleting Recurring Task
Sets up and changes work that runs on a schedule
Sending Email / Checking Inbox
Writes to you when a scheduled task finishes or a decision is needed. Reply and the work picks back up
Browsing a funder's site
Reading Page and the actions around it appear while LouEllen works through a funder's
website or application portal: reading application questions, or pre-filling a form you've
already written.
When a page needs a person, you get handed LouEllen's own browser rather than a guess.
When the Agent Hands You Its Computer explains what
happens to your sign-in.
Your connected tools
Connecting Integration appears when you link a new service. After that, actions
prefixed with the service name mean it's being read from, never written to.
Integration
What LouEllen 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
Working with Data
Runs a calculation, usually for a budget
Waiting
Pausing for a person: for you to answer, for a reply to an email, or for a handed-over browser to come back. The line usually names what's being waited on