AI Automations guide

Open Business Settings, complete the company profile, set the currency, upload the logo, confirm billing, then add clients, inventory, or leads depending on what the business sells.

The app checks the active workspace's effective subscription, subscription state, and usage caps before opening or changing protected records. Owner-created workspaces can inherit the owner's account plan from another billing-home workspace, while joined team workspaces use that company's owner plan. A 402 response usually means the effective plan is free, inactive, or has reached a limit for that feature. File Manager checks file count, storage, and per-file upload size: Free 50 MB, Plus 250 MB, Pro 2 GB, and Max 10 GB. AI Images checks image credits, daily and personal caps, model access, source limits, File Manager count, and storage. Maximo Cloud Computer checks computer minutes, daily/monthly caps, max run length, and concurrency. Gemini Live starts on Pro, while Grok Voice remains available on paid plans. Support also follows the plan: Free uses guide, community, and email; Pro and Max include monthly Google Meet allowances.

RPB means Real Performance Benchmark. It is MyTabulon's evidence-adjusted public model score for real agentic business work, combining task completion, tool call accuracy, reasoning, safety, user sentiment, latency, and cost efficiency.

Global search can find feature pages plus clients, leads, inventory, invoices, quotes, deals, projects, tasks, files, expenses, team members, and AI chats within the active company when the signed-in user's role allows it. Member file results are limited to files and folders they uploaded, added, or generated, and sensitive owner/admin destinations stay hidden.

MyTabulon Calendar combines appointments, task due dates, AI task wakeups, approval deadlines, automation workflows, AI jobs, customer reminders, lead follow-ups, invoice due dates, project start and due dates, and payroll reminders. Use month, week, agenda, search, source filters, and the selected-day panel to inspect the schedule without changing the source records.

Use Ctrl K or Meta K for the command palette, ? or Ctrl / for the reference, Ctrl B or Meta B for the sidebar, g chords for navigation, n chords for quick create, and r r to refresh page data.

Payment links use long random tokens. Share the generated link, receipt, PDF, or email with customers, not a dashboard URL. The invoice number helps the business identify a document but is not the secret.

Business Memory stores durable company knowledge for Maximo AI: facts, preferences, style, source records, private notes, approved memories, retention rules, provenance, and conflict checks. It is available only to business owners and administrators. Company memories describe shared business facts; first-person or personal work memories stay private to the originating user. Members, Viewers, and Employee Viewers cannot open memory, search it through Maximo chat or voice, receive selected memory in AI context, or have their chats silently captured into company memory.

Chat is live, conversational work. Automations are proactive monitors, scheduled workflows, approval-gated actions, and scheduled AI jobs that keep running outside a live chat while saving their updates into a normal Maximo chat session.

Yes for owners and administrators. Chat and voice share the same Maximo tool layer, so either one can create scheduled AI tasks when the user has permission and asks Maximo to wake later, watch a live event, repeat checks, keep them updated, assign work to AI, or run a realtime monitor. The job can set a first wake time, optional stop time, wake-every interval in minutes, max runs, and notification channels, then save every update in a normal chat log.

Yes, but only within the signed-in user's role. Chat and voice use the same Maximo calendar and Calendly tools. Maximo can read allowed calendar data and, when permitted, create or update the underlying tasks and appointments, add customer reminders, update lead follow-ups, manage AI jobs and workflows, run Google Calendar sync, list Calendly links and availability, create booking links, book invitees, cancel Calendly meetings, mark no-shows, and sync Calendly bookings. Owner/admin-only integration and automation tools remain blocked for lower roles.

Wake every is measured in minutes. It controls the gap between repeated AI updates after the first wake time. Use 0 or leave the repeat interval off for a one-time run, or set a value such as 15 to have Maximo check again every 15 minutes until the stop time or max runs is reached.