Client search
search_clientsFeatures ▸ Daily
Your schedule,
handled by AI.
Daily books, reschedules and cancels meetings, blocks time off, adds tasks and adjusts your availability — you approve, it executes. And it still answers anything about your clients, bookings and meetings, right down to “what do we need to close the Microsoft deal.”
6+7
tools that read, actions that do — only on your data
⟳Session-only
The chat clears when you close it. Nothing kept.
ThursdayJULY 10
Daily · 3 edits pending9:00
Intake — Priya Rao · confirmed
10:30
Strategy call — Sarah Kim→ moved to Tue 9:30
12:00
Lunch
1:00 – 5:00pm · blocked
Prep time — you asked to hold your afternoons
5:00
Follow-up — Marcus L.
Daily · in the margin
Friday's 2pm clashed — rebooked Sarah to Tue 9:30am.
Held 1–5pm — clients can't book it.
Task: send Microsoft 40-seat pricing
CONFIRMEDyou · 9:41am
Approve all 3 → Acts with your approval⌕ Replaced every search box⟳ Only your data
01 — it takes action
Reschedule
by chat.
Rescheduling, cancelling, booking, blocking time off, adding tasks, changing your weekly hours — say it once and Daily prepares the exact change. It shows you a preview first; nothing happens until you confirm.
Prepared changes · awaiting your approval2 pending
You said
“Move Friday's 2pm with Sarah to next Tuesday morning”
Reschedule · needs your approval
Strategy call — Sarah Kim
Fri, Jul 10 · 2:00pm → Tue, Jul 14 · 9:30am
Confirmed — Sarah got the new invite automatically.
CONFIRMto apply
You said
“Block my afternoons next week — I need prep time”
Block time · needs your approval
Mon Jul 13 – Fri Jul 17 · 1:00–5:00pm
Clients can't book these windows.
Blocked — your booking pages updated instantly.
CONFIRMto apply
Book a meetingRescheduleCancelAdd a taskBlock time offChange my hoursSet a client's birthday
Every action is previewed first — Daily never changes your schedule without your confirm
02 — how it works
It checks your
real availability.
Every answer is grounded in your real records. The assistant plans, calls the tools it needs, reads what comes back, and decides whether it has enough — looping up to six rounds before it must answer. Tokens stream as it writes.
1
You ask
A plain-language question — no filters, no fields.
2
It plans
Decides which tools it needs, and in what order.
3
It reads your data
Calls tools scoped to you, reads the results, loops if it needs more.
4
It answers — or acts
A grounded reply, streamed with link chips — or a prepared action you approve with one tap.
turn · asking over your workspaceround 3 / 6
“What do we need to close the sale with Microsoft?”
planneeds clients + meeting history
search_clients→ Microsoft ✓
get_client→ profile · 5 bookings · 3 summaries
search_meetings→ 3 recorded sessions
enough — writing answer
round 6 forces an answer — no tools, no stalling
03 — built-in guide
It knows every corner
of Your Day Schedule.
Setting up Zoom, connecting Stripe payouts, building an intake form, turning on reminders — ask Daily and it walks you through the steps, then jumps you straight to the right settings page.
01Step-by-step setup answers
02Integrations guidance — Zoom, Stripe, Square, calendars
03Deep links straight to the right page
04Knows every feature, so you don't have to
Guide
“How do I get paid through my booking page?”
Two steps and you're taking payments:
1Connect a processor — Stripe or Square — Settings → Billing & plan → “Get paid”.
2Set a price on a meeting type — any type with a price creates a checkout before booking.
Open Billing settings →04 — one bar, everywhere
Ask about any
client or booking.
No more remembering which filter lives where. Every search field across the workspace became one ask bar — and when the screen is blank, it suggests where to start.
01Clients, bookings & meetings — one box
02Plain language, not filters
03Empty-state suggestion chips
04Answers, not just a list of results
Before · four boxes
⌕Search clients…
⌕Filter bookings…
⌕Find meetings…
⌕Look up tasks…
→
After · one ask bar
Ask anything…
Try
Who’s in today?Show Novartis historyDraft a recap email
05 — AI scheduling toolbox
AI scheduling.
Client management.
One AI assistant searches your clients, bookings and meetings, then prepares scheduling actions for your approval.
1You ask
What do we need to close the Microsoft deal?
→
2Daily plans
→
3Searches clients and bookings
→
4Answers or prepares actions
Client profile
get_clientBooking search
search_bookingsMeeting search
search_meetingsMeeting details
get_meeting_detailDaily schedule
get_today_overviewWorkspace navigation
navigateGrounded AI answer
Approval-ready scheduling action
Needs your approval
Answers with receipts
06 — questions it answers
The questions you'd ask a sharp teammate.
“What do we need to close the sale with Microsoft?”
Read across 3 Microsoft sessions · 5 bookings
Send 40-seat pricing — committed, still outstandingcited
Book the technical demo — with J. Park, their IT leadcited
Address rollout time — their recurring objectioncited
“What pain points must we solve to secure the Novartis agreement?”
Read from Novartis notes + 3 transcripts
Compliance sign-off — raised in two of three callscited
Multi-region rollout — they operate across 4 marketscited
Data residency — flagged as a hard requirementcited
“Draft a follow-up email to Marcus”
drafts it for you“What's on my calendar today?”
checks your day“List action items from Acme's last call”
reads the meeting“Take me to my booking pages”
takes you there07 — what it does
Automate scheduling, client follow-upand daily admin.
One AI assistant for the work around every meeting — grounded in your records and always under your approval.
Ask Daily…Move tomorrow's 2 PM call and draft the follow-up.
Run your day
Books & reschedules
Reschedule: Client Call
Tomorrow 2:00 PM → 3:30 PM
with Alex Morgan
Prepared ·Review change
Runs your calendar
Client Call with Alex Morgan
Project Check-In
Know your work
Answers from real data
Client: Alex Morgan
Last meeting: May 5, 2025
Topic: Q2 Campaign Planning
Shows its thinking
Checking your records…
UnderstandingSearchingGatheringAnalyzingReady
Keep moving
Guides your setup
Connect your calendar to keep your schedule in sync.
Open setup ↗Drafts emails & lists
Subject: Following up on our call
Hi Alex,
Thanks for the great conversation…
Draft ready08 — under the hood
Yours alone, and gone when you leave.
The unglamorous guarantees that make it safe to hand Daily your whole practice.
PRIVATE BY DESIGN
Nothing stored.
Nothing shared.
Gone when you leave.
Nothing shared.
Gone when you leave.
enforced in code, not policy
User-scoped
Every tool reads only your account's data — never another user's.
Session-only
The conversation clears the moment you close it. Nothing is retained.
Grounded answers
Up to 6 rounds of tool calls; round 6 forces an answer with no tools — it can't wander off your records.
You confirm every action
Daily prepares changes but never writes directly — every action runs only after your explicit confirm.
Speaks your language
Write in Spanish, Arabic, Mandarin, French — Daily answers in the language you use. Dictation in the mobile app understands 60+ languages.
09 — hand it over
Hand Daily
your schedule.
Book, move, cancel, block, ask — one assistant that knows your whole practice and acts only with your approval. Free for fourteen days, included on every plan.
Features ▸ Daily
Your schedule,
handled by AI.
Daily books, reschedules and cancels meetings, blocks time off, adds tasks and adjusts your availability — you approve, it executes. And it still answers anything about your clients, bookings and meetings.
Start free trial →ThursdayJUL 10
3 edits pending9:00
Intake — Priya Rao · confirmed
10:30
Strategy call — Sarah Kim→ moved to Tue 9:30
12:00
Lunch
1:00 – 5:00pm · blocked
Prep time — you asked to hold your afternoons
5:00
Follow-up — Marcus L.
Daily · in the margin
Friday's 2pm clashed — rebooked Sarah to Tue 9:30am.
Held 1–5pm — clients can't book it.
Task: send Microsoft 40-seat pricing
CONFIRMEDyou · 9:41am
Approve all 3 → Acts with your approval
⌕ Replaced every search box
⟳ Only your data
01 — it takes action
Reschedule
by chat.
Rescheduling, cancelling, booking, blocking time off, adding tasks, changing your weekly hours — say it once and Daily prepares the exact change. It shows you a preview first; nothing happens until you confirm.
Prepared · awaiting approval2 pending
You said
“Move Friday's 2pm with Sarah to next Tuesday morning”
Reschedule · needs approval
Strategy call — Sarah Kim
Fri, Jul 10 · 2:00pm → Tue, Jul 14 · 9:30am
CONFIRMto apply
Confirmed — Sarah got the new invite automatically.
You said
“Block my afternoons next week — I need prep time”
Block time · needs approval
Mon Jul 13 – Fri Jul 17 · 1:00–5:00pm
Clients can't book these windows.
CONFIRMto apply
Blocked — your booking pages updated instantly.
Book a meetingRescheduleCancelAdd a taskBlock time offChange my hoursSet a birthday
Every action is previewed first — Daily never changes your schedule without your confirm.
02 — how it works
It checks your
real availability.
Every answer is grounded in your real records. It plans, calls the tools it needs, reads what comes back, and decides whether it has enough — looping up to six rounds before it must answer.
1
You ask
A plain-language question — no filters, no fields.
2
It plans
Decides which tools it needs, and in what order.
3
It reads your data
Calls tools scoped to you, reads the results, loops if it needs more.
4
It answers — or acts
A grounded reply, streamed with link chips — or a prepared action you approve with one tap.
turn · over your workspaceround 3 / 6
“What do we need to close the sale with Microsoft?”
planneeds clients + history
search_clients→ Microsoft ✓
get_client→ 5 bookings · 3 summaries
search_meetings→ 3 sessions
enough — writing answer
round 6 forces an answer — no tools, no stalling
03 — built-in guide
It knows every corner
of Your Day Schedule.
Setting up Zoom, connecting Stripe payouts, building an intake form, turning on reminders — ask Daily and it walks you through the steps, then jumps you straight to the right settings page.
01Step-by-step setup answers
02Integrations guidance — Zoom, Stripe, Square, calendars
03Deep links straight to the right page
04Knows every feature, so you don't have to
Guide
“How do I get paid through my booking page?”
Two steps and you're taking payments:
1Connect a processor — Stripe or Square — Settings → Billing & plan → “Get paid”.
2Set a price on a meeting type — any type with a price creates a checkout before booking.
Open Billing settings →04 — one bar, everywhere
Ask about any
client or booking.
No more remembering which filter lives where. Every search field across the workspace became one ask bar — and when the screen is blank, it suggests where to start.
01Clients, bookings & meetings — one box
02Plain language, not filters
03Empty-state suggestion chips
04Answers, not just a list of results
Before · four boxes
⌕Search clients…
⌕Filter bookings…
⌕Find meetings…
⌕Look up tasks…
↓
After · one ask bar
Ask anything…
Try
Who’s in today?Show Novartis historyDraft a recap email
05 — AI scheduling toolbox
AI scheduling.
Client management.
One AI assistant searches your clients, bookings and meetings, then prepares scheduling actions for your approval.
1You ask
What do we need to close the Microsoft deal?
→
2Daily plans
→
3Searches clients and bookings
→
4Answers or prepares actions
Client search
search_clientsClient profile
get_clientBooking search
search_bookingsMeeting search
search_meetingsMeeting details
get_meeting_detailDaily schedule
get_today_overviewWorkspace navigation
navigateGrounded AI answer
Approval-ready scheduling action
Needs your approval
06 — questions it answers
The questions you'd ask
a sharp teammate.
“What do we need to close the sale with Microsoft?”
Read across 3 Microsoft sessions · 5 bookings
Send 40-seat pricing — committed, still outstandingcited
Book the technical demo — with J. Park, their IT leadcited
Address rollout time — their recurring objectioncited
“What pain points must we solve to secure the Novartis agreement?”
Read from Novartis notes + 3 transcripts
Compliance sign-off — raised in two of three callscited
Multi-region rollout — they operate across 4 marketscited
Data residency — flagged as a hard requirementcited
“Draft a follow-up email to Marcus”drafts it for you
“What's on my calendar today?”checks your day
“List action items from Acme's last call”reads the meeting
“Take me to my booking pages”takes you there
07 — what it does
Automate scheduling, client follow-upand daily admin.
One AI assistant for the work around every meeting — grounded in your records and always under your approval.
Ask Daily…Move tomorrow's 2 PM call and draft the follow-up.
Run your day
Books & reschedules
Reschedule: Client Call
Tomorrow 2:00 PM → 3:30 PM
with Alex Morgan
Prepared ·Review change
Runs your calendar
Client Call with Alex Morgan
Project Check-In
Know your work
Answers from real data
Client: Alex Morgan
Last meeting: May 5, 2025
Topic: Q2 Campaign Planning
Shows its thinking
Checking your records…
UnderstandingSearchingGatheringAnalyzingReady
Keep moving
Guides your setup
Connect your calendar to keep your schedule in sync.
Open setup ↗Drafts emails & lists
Subject: Following up on our call
Hi Alex,
Thanks for the great conversation…
Draft ready08 — under the hood
Yours alone,
and gone when you leave.
The unglamorous guarantees that make it safe to hand Daily your whole practice.
PRIVATE BY DESIGN
Nothing stored.
Nothing shared.
Gone when you leave.
Nothing shared.
Gone when you leave.
enforced in code, not policy
User-scoped
Every tool reads only your account's data — never another user's.
Session-only
The conversation clears the moment you close it. Nothing is retained.
Grounded answers
Up to 6 rounds of tool calls; round 6 forces an answer with no tools — it can't wander off your records.
You confirm every action
Daily prepares changes but never writes directly — every action runs only after your explicit confirm.
Speaks your language
Write in Spanish, Arabic, Mandarin, French — Daily answers in the language you use. Dictation in the mobile app understands 60+ languages.
09 — hand it over
Hand Daily
your schedule.
Book, move, cancel, block, ask — one assistant that knows your whole practice and acts only with your approval. Free for fourteen days, included on every plan.
Start free trial →