Marta
Marta, the AI assistant
What she knows about your organisation, what she can do for you and where the limit is.
Marta is an assistant that works on what is already in your organisation: your cases, your documents, your contacts. The difference from a generic assistant is that she does not answer from memory: she answers by looking at your data, and only the part you are allowed to see.
What she is actually for
- Finding something without remembering where it was: "the contract we signed with Gómez Workshops".
- Summarising status: "which cases have been stuck for more than a week".
- Preparing work: describe a process in plain language and she builds it for you to review.
- Answering how-to questions without leaving the platform.
What she does not do
She does not see what your user cannot see, nor data from another organisation. She does not sign for you or close a case on her own. And she does not invent: if something is not in your data, she says so rather than filling it in.
Worth knowing
Actions she takes appear in the log with a record that they went through her, just like any other. Traceability does not change because you used the assistant.
How to ask well
| Instead of | Try |
|---|---|
| "find me the contract" | "the rental contract we signed with Ruiz in March" |
| "how is everything going" | "which supplier onboarding cases are incomplete" |
| "make a process" | "a process to ask suppliers for their tax ID, insurance and clearance certificate" |
Frequently asked questions
›Can she see another department's documents?
Only if your user can. Permissions are the same as browsing by hand.
›Are models trained on my documents?
Your organisation's data is used to answer you. If you need the contractual detail of how it is processed, it is in the legal documentation and the trust centre.
›Does asking her consume credits?
AI queries have a cost, like automatic reading. It shows up in the consumption history.
›Can she be wrong?
Yes, like any assistant. That is why what she proposes gets reviewed before you confirm, exactly like a field read from a document.
A real case
The situation
Someone needs to know which supplier onboardings have been open more than two weeks and does not know how to filter.
What you do
- Asks Marta directly, in those words
- Gets the list with what is missing on each
- Asks her to resend the reminder to those who have not delivered
What you get
Ten minutes of filtering turned into one question, and the reminder goes out with a record of who asked for it.
The situation
A manual search runs across twenty files.
What you do
- Asks and lets it assemble the answer
What you get
The search goes from a morning to a minute.
The situation
Something is asked that the answer cannot know.
What you do
- Checks how far what it sees extends
What you get
Expectations are set beforehand.
The situation
The answer is taken as final.
What you do
- Checks which documents it comes from
What you get
The answer can be verified.
The situation
The question is asked in an ambiguous phrase.
What you do
- Narrows it to the file or the period
What you get
The answer points at what was sought.
The situation
It is used to draft something that goes outside.
What you do
- Reviews the text before sending
What you get
What goes out carries your judgement.
This article answers
- what is marta
- the platform's ai assistant
- can I ask the ai about my cases
- what does marta know about my organisation
- can the ai do things for me