Use the side panel
Use the side panel when the current page should become task context.Start from a page
- Open the page.
- Open the Aside side panel.
- Keep the page attachment if you want Aside to read the page.
- Write the task.
- Send it.
Use cases
Open the side panel from the page that should anchor the task. Keep the page attachment when Aside should read or act from that page.Signing in and collecting files
Download paystubs from Rippling
Download paystubs from Rippling
Use this Rippling page to sign in with my saved credential, get my paystubs for this month, and save the PDFs to Downloads. Ask if Rippling needs MFA or a verification code.
Collect billing documents
Collect billing documents
Use this billing page to find invoices and receipts from the last quarter. Download the PDFs, rename them with the invoice date and vendor name, and stop before changing any billing settings.
Communications and follow-ups
Schedule Clay contacts
Schedule Clay contacts
From this Clay inbox, find Sales VPs who are coming to NY Tech Week, check my calendar for open times next week, and draft short meeting replies with two time options. Stop before sending.
Handle a support thread
Handle a support thread
Use this customer thread and the linked account page to identify the issue, write a reply, and list any internal follow-up needed. Stop before posting the reply.
Docs, spreadsheets, and dashboards
Build an expense report
Build an expense report
Use this spreadsheet and the receipt PDFs in Downloads to build an expense report with date, merchant, total, payment method, and missing-receipt notes.
Extract contract dates
Extract contract dates
Use this contract page to find the renewal date, cancellation deadline, billing owner, and notice period. Put the dates in a table and flag anything due in the next 60 days.
Turn a dashboard into tasks
Turn a dashboard into tasks
Use this dashboard to find metrics that changed since last week. Create a short summary, then draft Linear tasks for the items that need an owner. Stop before creating the tasks.