Tell Vee to do things
Everything you can ask Vee to change — CRM, meetings, invoices, projects, service requests, and time off — with example sentences, and how review and Confirm work.
Tell Vee what happened or what you want done, in your own words. Vee prepares the changes as cards, and only saves them when you tap Confirm. You don't need special phrasing — the examples below are just to show the range.
You'll only see changes your role allows. If you can't edit invoices, for example, Vee won't prepare invoice changes for you.
CRM: notes, calls, and tasks
| You want to… | Say something like |
|---|---|
| Add a note | "Add a note to Dana Reyes: prefers email over calls." |
| Fix a note | "Fix my last note on Harbor Logistics, it should say 40k not 30k." |
| Log a call, email, meeting, or visit | "Log a call with Priya, we went over pricing." |
| Set a follow-up | "Remind me to follow up with Omar next Tuesday." |
| Rename or change a task | "For Dana Reyes, rename my task 'Send deck' to 'Send pricing deck'." |
| Complete a task | "Mark the send proposal task as done." |
CRM: deals
| You want to… | Say something like |
|---|---|
| Move a deal's stage | "Move the Reyes renewal to Negotiating." |
| Win a deal | "We won the Okafor expansion, they signed today." |
| Lose a deal | "Mark the fleet deal lost, they went with a competitor." |
| Change amount, close date, next step | "Bump the Harbor fleet deal to 25k and push close to end of March." |
Closing a deal always needs a reason — if you don't give one, Vee asks. A stage move alone can't close a deal; say it was won or lost.
CRM: people, companies, and new leads
| You want to… | Say something like |
|---|---|
| Update a contact | "Dana is now VP of Operations." |
| Update an account | "Harbor's website is harborlogistics.com now." |
| Add a contact | "Add Jordan Lee as a contact at Northwind." |
| Add an account | "Create an account called Harbor Logistics." |
| Open a new deal | "Open a new deal for Acme Corp, the warehouse expansion, closing in March." |
| Capture a whole new lead | "New lead from today's call: Harbor Logistics, Jane Doe is their ops manager, website rebuild around 20k." |
A new lead in one sentence becomes several linked cards — the company, the person, the deal, and any follow-up — that save together or not at all.
Already in your CRM? Before creating anything, Vee checks for an existing record with the same name (it ignores capitals, punctuation, and endings like Inc or LLC, and also checks the website for companies). If it finds one, you'll see Found in your CRM with the match:
- Use this one — Vee uses the existing record instead, and anything linked to it (a deal, a follow-up) attaches there.
- Create a new … anyway — when it really is a different company or person with the same name.
If the match is a record you don't have access to, Vee won't show it — it tells you one exists so you can ask its owner, or create a new one anyway.
Meetings
| You want to… | Say something like |
|---|---|
| Book a meeting | "Book 30 minutes with Dana on Thursday at 2." |
| Move a meeting | "Move my onboarding meeting with Dana to Thursday at 3 PM." |
| Cancel a meeting | "Cancel my kickoff meeting with Sam." |
- These send something — the card names who gets the invitation, the new time, or the cancellation.
- Vee only moves or cancels your own meetings that are still scheduled.
- A move keeps the meeting's length unless you say otherwise. Vee refuses a time that has already passed or that overlaps another meeting or busy time on your connected calendar — and checks both again when you tap Confirm.
- Booking: tap Edit meeting details on the card to adjust the title, time, or time zone in a form.
- Cancelling can't be undone.
Invoices
| You want to… | Say something like |
|---|---|
| Change a draft's due date | "Push the due date on Acme's draft invoice to October 30." |
| Set payment terms | "Make invoice INV-1042 Net 30." |
| Set the invoice notes | "Add 'Thanks for your business' to the notes on Acme's draft invoice." |
| Void an invoice | "Void Acme's invoice INV-1042, it was a duplicate." |
- Due date, terms, and notes work on draft invoices only. Notes replace what's there.
- Find an invoice by its number or the customer's name.
- If you name a month and day that's already passed, Vee assumes next year and the card says · next year. Check it before confirming.
- Voiding works only on an invoice with no payments, and can't be undone — the invoice can't be edited, sent, or paid afterwards.
Projects
| You want to… | Say something like |
|---|---|
| Change a task's status | "Mark the panel wiring task on the Harbor remodel done." |
| Change a task's due date | "Push the drywall task's due date to Friday." |
| Change a project's status | "Put the Harbor remodel project on hold." |
Task statuses are your board's own columns — say one of them, or "done". Project statuses are planning, active, on hold, completed, and cancelled.
Service requests
| You want to… | Say something like |
|---|---|
| Start, resolve, or reopen | "The roof leak service request at Harbor is fixed." |
| Change priority | "Make the boiler service ticket urgent." |
| Close or cancel | "Close the gutter cleaning request, the customer confirmed it's done." |
Requests move open → in progress → resolved → closed. Vee follows that order and tells you when a step is missing ("Start the request before it is resolved"). Only a resolved request can be closed or reopened; closing and cancelling can't be undone.
Time off
| You want to… | Say something like |
|---|---|
| Approve | "Approve Dana's vacation request for next week." |
| Decline | "Decline Sam's time off, it's inventory week." |
| Cancel | "Cancel Priya's approved leave, she's staying after all." |
You can only decide requests you're allowed to — owners and admins for anyone, managers for their direct reports (never their own). Declining and cancelling are final.
Several things at once
Say it the way it happened:
"Just got off a call with Dana: log it, mark the proposal task done and move the deal to Estimate Sent."
Each change becomes its own card. If you ask for more than three kinds of change at once, Vee prepares the first three and asks you to send the rest after you confirm.
Reviewing and confirming
- Each card shows what will change, with the old and new values when you expand it.
- Remove (or Leave out in the Simple style) drops one card. Discard drops them all.
- To correct a card, just reply — "no, the 31st", "the other Dana".
- Confirm saves everything that's left. The plan becomes a receipt linking to each saved record, often with a next step ("Book an intro with Jane") you can tap.
- A review stays open for 72 hours. After that it shows Review expired — tap Ask again to refresh it.
Saying "yes" or "approved" — typed or spoken — never counts as Confirm. Only the button does.
When Vee says no
| Message | What it means |
|---|---|
| Vee can't prepare that. Use the record's screen instead. | That kind of change isn't something Vee does (for example, deleting a contact). |
| You don't have permission for this change. | Your role doesn't allow it. Ask an admin. |
| This changed since Vee prepared it. Ask again. | Someone edited the record while you were reviewing. |
| This action is paused right now. | That kind of change is temporarily switched off. Use the record's screen. |
| … is no longer a draft, so Vee can't change it. | The record moved on (sent, closed, cancelled). Open it to check. |
| Couldn't confirm this saved. Check the record before retrying. | The connection dropped mid-save. Open the record before asking again so you don't do it twice. |
Vee can't undo a change after you confirm it. To reverse one, ask Vee for the opposite change ("move it back to Qualified") or edit the record directly.