Marta
Who Marta is
The platform's assistant: what it does, what it does not, and where to start.
Marta is the platform's assistant. It lets you ask in plain language what you would otherwise have to find by filtering, and it answers from what is in your organisation: your cases, your documents, your dates.
Where to start
The first useful question is nearly always the same: "what is stuck?". It returns something actionable on day one, with nothing configured.
- "Which cases have had no movement for over two weeks?"
- "Whose documents expire this quarter?"
- "Who has not yet signed the May amendment?"
What it does not do
- It does not know what is not here: what you agreed by phone is not.
- It gives no legal opinions and will not tell you whether a contract is good for you.
- It changes nothing without your confirmation.
Worth knowing
Pin down the timeframe and the subject and the answer improves a lot. "What is missing?" returns something useless; "what does Muñoz Engineering still need to start on site?" returns a list you can work from.
Watch out
Before a decision with consequences, check the fact at source. Marta gets you there in seconds: that is its job, not to replace the check.
›Does it see other teams' documents?
Only if you do.
›Is what I ask stored?
Queries are logged, like any access to data.
›Does it need switching on?
It is in the platform. If you prefer not to use it, you need do nothing.
A real case
The situation
Someone new to the platform does not know what to look at first.
What you do
- Asks which cases have been stuck for over two weeks
What you get
Comes away with six specific names on day one, without having learned any filters.
The situation
It is expected to decide for you.
What you do
- Uses it to gather, not to decide
What you get
The decision stays yours.
The situation
Questions assume it knows what is not written down.
What you do
- Checks what information it has in front of it
What you get
Expectations are set.
The situation
It is expected to act unprompted.
What you do
- Checks what it does on its own and what it does not
What you get
No unrequested actions are assumed.
The situation
It is asked something that belongs to a person.
What you do
- Reserves judgement calls for people
What you get
Each does their own job.
The situation
It is used once and dropped.
What you do
- Tries it on the questions that repeat
What you get
The saving appears where there is repetition.
This article answers
- what is marta
- what the platform assistant is for
- how do i start using the ai
- can marta do things for me