Vee workflows: everyday examples

Each workflow below is a real situation, what to say to Vee, what you'll see, and what to tap. The names are examples — use your own. Every workflow ends the same way: nothing is saved until you tap Confirm.

1. Start your morning from Home

Situation: You open Vertiqa and want to know what needs you.

1. Go to Home (or Today in Simple mode). Vee greets you with a count — "Morning, 3 things need you."
2. Under Needs you today, pick one. Log call on a missed call fills the message box with Log a call with Sam Patel:.
3. Finish the sentence — "…he wants to reschedule the install to next week" — and press Enter.
4. Check the card and tap Confirm. Move on to the next item.

2. Right after a sales call

Situation: You just hung up with Dana. She liked the proposal, wants pricing for 40 seats, and you promised to send it Monday.

1. Say or type:

   "Just talked to Dana Reyes. Log the call — she wants pricing for 40 seats. Move the Reyes renewal to Negotiating and remind me to send pricing Monday."

2. Vee prepares three cards: Log call, Move stage (Qualified → Negotiating), and a follow-up task due Monday.
3. Expand a card to check the details. Wrong day? Reply "make the reminder Tuesday" and the card updates.
4. Tap Confirm 3. The receipt links to the call, the deal, and the task.

Why it helps: three updates on three different screens, done in one sentence.

3. A new lead from an event

Situation: You met someone at a trade show and want them in the pipeline before you forget.

1. Say:

   "New lead: Priya Shah, ops manager at Northwind Logistics. They need a website rebuild, around 20k. Follow up with her Tuesday."

2. Vee prepares linked cards: the account (Northwind Logistics), the contact (Priya Shah), the deal (website rebuild, $20,000), and the follow-up task.
3. If Northwind is already in your CRM, you'll see Found in your CRM. Tap Use this one so the contact and deal attach to the existing account instead of creating a duplicate.
4. Tap Confirm. The receipt reads like Priya Shah is in your pipeline at Northwind Logistics and suggests a next step — tap Book an intro with Priya to keep going.

4. Win (or lose) a deal

Situation: The customer signed.

1. Open the deal and press ⌘J (Full mode) to open the Vee panel — Vee knows which deal you're on.
2. Say "We won this, they signed the annual contract today."
3. One card: Won, with your reason. Tap Confirm.

Lost instead? "Mark it lost, they went with a competitor." If you forget the reason, Vee asks for one — it's what makes win/loss reports useful later.

5. A customer asks to move a meeting

Situation: Dana emails: "Can we do Thursday at 3 instead?"

1. Say "Move my onboarding meeting with Dana to Thursday at 3 PM."
2. The card shows the old and new time and says who gets the new time. The meeting keeps its length.
3. If Thursday at 3 clashes with something on your calendar, Vee says so and asks for another time.
4. Tap Confirm. Dana gets the updated invitation.

To cancel instead: "Cancel my kickoff meeting with Sam." The card warns that a cancellation is sent and can't be undone.

6. A customer needs more time to pay

Situation: Acme calls before you send their invoice and asks for until the end of the month.

1. Say:

   "Acme asked for more time: move their draft invoice due date to the 31st and add 'Extended at customer's request' to the notes."

2. Two cards: Due date and Notes. Notes replace what was there, so check the card.
3. Tap Confirm, then send the invoice from its page as usual.

This works on draft invoices. For one that's already been sent, open the invoice and change it there.

Raised an invoice twice by mistake? "Void Acme's invoice INV-1042, it was a duplicate." Voiding only works when no payment has been recorded, and can't be undone.

7. Close out a service job from the field

Situation: You're a technician finishing a job. Use the Simple Home style for big buttons.

1. Arriving: tap Talk to Vee and say "Start the boiler service request at Harbor." Tap the button again to end, then Confirm.
2. Job done: "The boiler request at Harbor is fixed." → Confirm. The request is now resolved.
3. Customer signed off: "Close the boiler request, the customer confirmed it's done." → Confirm.

Vee follows the job's order — if you say "fixed" before the job was started, it tells you to start it first. Need it bumped up the queue? "Make the boiler ticket urgent."

8. Approve time off

Situation: You manage a team and have requests waiting.

1. Say "Approve Dana's vacation request for next week."
2. The card names Dana's request and the change to Approved.
3. Tap Confirm.

Declining works the same way — "Decline Sam's time off, it's inventory week." — but it's final, so the card marks it Can't be undone. Managers decide for their direct reports (never for themselves); owners and admins can decide for anyone.

9. Update a project from your phone

Situation: Walking a job site, you want the project board to match reality.

1. Say "Mark the panel wiring task on the Harbor remodel done, and push the drywall task to Friday."
2. Two cards: task status → Done and the new due date.
3. Something is blocked? "Put the Harbor remodel project on hold."
4. Tap Confirm.

10. Fix a mistake

Before you confirm:

• Tap Remove (or Leave out) on a card you don't want.
• Reply to correct one — "the other Dana", "no, 25k".
• Tap Discard to throw the whole plan away.

After you confirm: Vee can't undo, but it can make the opposite change — "Move the Reyes renewal back to Qualified" or "Fix my last note on Harbor, it should say 40k not 30k." You can always edit the record directly too.

Habits that make Vee faster

• Say the whole story once. "Log it, move the deal, remind me Monday" beats three separate requests.
• Use full names the first time — Dana Reyes at Harbor — to skip the "which one?" question.
• On a record, say "this" or "here." In the right-rail panel, Vee already knows which record you're on.
• Read the bold lines. Sends an invitation to… and Can't be undone are there for a reason.

Related

• Vee
• Tell Vee to do things
• Talk to Vee
• Ask Vee about your work