Give your Sidekick useful context and follow background work

Prepare the evidence

You need Sidekick access and permission to the records involved. Import or sync the source material first. In your message, name the client, project, date range and desired outcome. Name the sources you want it to use and ask it to identify any missing evidence.

Ask a question you can check

1. For example, ask: “For North Studio’s Website refresh for Willow Bakery, list open tasks due this week and show the records behind each answer.” These are fictional example names; substitute your own.
2. If your Sidekick asks a clarification question, answer before it continues. Ask it to explain missing evidence instead of treating an incomplete answer as proof that nothing is outstanding.
3. Open the underlying records and compare the answer with the real work. Choose a model from the available model menu if needed; available choices depend on the installation.
4. For changes, inspect each proposal, its targets and result. Open the affected records after approval to confirm the change.

Follow an email analysis

1. When an email analysis is queued, read its progress card in the conversation. Waiting for worker, Analyzing emails and Generating report are processing stages, not completion.
2. You can leave the conversation after the background job has been queued. Return to that chat to check its stored progress and result.
3. When it shows Report ready, choose Open analysis report. Check analyzed, skipped and failed counts. These jobs review email excerpts, so use the full conversation when the detail matters.

Recover without duplicating work

If live progress is unavailable, use Retry on the progress display; this reloads status. A “No recent worker update” message does not confirm completion. For a failed job, retain the error and check Settings → AI usage and Settings → Billing before requesting another run. A useful next request can name the earlier job and ask what completed.

Files, images and budgets

Use Attach images for supported image input. Put other reference files in Documents and name them in your request. Generated chat files have Download and, where offered, Save to documents; verify the save separately. AI allowance is shared with other AI features, including reading documents and email analysis. Consult the current Billing page for capacity rather than assuming a model choice has a fixed cost.