Ask Alice™ Onboarding Checklist
A quick-start checklist to turn on Ask Alice™, grant the permissions she needs, and ask your first questions.
Updated 08-08-2026
Use this checklist the first time you open Ask Alice™. It covers the permission steps that unlock her best answers and a short list of questions that help new teams get oriented fast.
What Ask Alice™ Can Do
- Answer questions about invoices, expenses, payroll, and cash flow
- Categorize and explain bank transactions
- Walk you through reconciliations and reports
- Draft emails and reminders using your workspace branding
- Flag items that need a human review
Permission Steps to Enable Alice
0 of 5 Steps Complete
Your progress is saved in this browser, so you can finish later.
Recommended First Questions
- What is my current cash position?
- Show me unpaid invoices due this week.
- Categorize my recent bank transactions.
- When is the next payroll run?
- Help me reconcile last month's bank statement.
- What did I spend on operating expenses last quarter?
Tips for Better Answers
- Be specific: mention date ranges, account names, or vendor names when you can.
- Correct mistakes when Alice gets something wrong; she learns from feedback.
- Keep sensitive data out of prompts when possible — Alice already reads from your workspace context.
- Use the thumbs-up or thumbs-down feedback buttons so the team can improve her responses.
You can restart the guided tour at any time from the Start Tour pill in the top bar, or ask Alice to 'show me around' once she is enabled.
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