Features · Documents
Documents that already know your business
Ask for a proposal, a written quote, formal minutes or an investor email and Tessa drafts it with what she already knows: your conversations, your meetings and, if connected, Holded and your CRM. The result lands in your Drive.
The blank page isn't the hard part. Gathering the facts is
Writing a client proposal means rereading the email thread, going over the call notes, finding the last similar quote and checking prices. The actual writing is the quick bit.
With a generic AI chat you have to paste all of that in by hand, and the output still tends to stay vague because it doesn't know your client or what you agreed. You end up rewriting half of it.
How it works with Tessa
- 1
Pick the type and the recipient
Proposal, written quote, formal minutes, investor email or something else. Say who it's for and what to emphasize.
- 2
Tessa gathers context
She searches your company memory with your permissions, your email with that contact and, if connected, Holded and your CRM.
- 3
She writes the draft
The document is written with that information. Emails and phone numbers are masked before the AI model sees them.
- 4
It's in your Drive
A Google Doc is created in your Drive, shared with no one, and you get the link. Review it, tweak it and decide who gets it.
What you get
- Built on real factsNames, agreements and context come from your work, not boilerplate.
- In the tool you already useYou get a normal Google Doc, editable and shareable like any other.
- Private until you share itDocuments are created unshared. You decide when and with whom.
- Respects permissionsTessa only uses what you can see at your company, never someone else's email.
- Ask from anywhereFrom the Documents tab, with ⌘K, or by asking Tessa in the chat or in Slack.
Example requests
A few ways to ask, as examples. The more specific you are about what the document should achieve, the better the first draft.
- “Proposal for Kirai covering the scope change we discussed Tuesday and the delivery schedule.”
- “Formal minutes of yesterday's partners' meeting, with decisions and owners.”
- “Written quote for the Orbe office refit, using the line items they emailed us.”
- “Investor email announcing the v2 launch and what we need help with.”
Holded quotes
The quote Documents drafts is text for you to review and send. If you use Holded, Tessa can also create the quote as a Holded document, always after your approval.
That split is deliberate. A written proposal explains the why, the scope and the timing in your own words; the Holded quote is the formal document with line items and taxes that your client signs off on. Many teams send both together.
What Tessa reads for each person stays private, your data is stored in the EU and nothing goes out without your approval.
Frequently asked questions
Where are documents saved?
In your Google Drive, as a new Google Doc shared with no one. With Microsoft 365 (beta), as a .docx file in a “Tessa” folder in your OneDrive.
Does Tessa send the document to the client?
No. She gives you the link and you decide what to do with it. Nothing leaves the company without your approval.
Can it use my company's templates?
Today Tessa drafts from context and your instructions rather than filling in a Word or Docs template. You can ask for a specific structure in your request.
What does it use from my CRM and Holded?
If connected, the contact's details and related deals or invoices that help with the draft. If they don't respond in time, the document is written without them.
How much does a document cost?
Each draft uses AI credits from the Team or Business plan. The exact cost is in the credits table on the pricing page.
Keep reading
- FeaturesYour investor update, with the numbers already inTessa drafts your investor update with revenue, collections, MRR, pipeline and key decisions already filled in. You review it and send it.
- GuidesHow to document internal processes without anyone writing a manualHow to document your company’s processes without anyone writing manuals: a one-page template and a wiki fed by your meetings and Slack channels.
- FeaturesYour company wiki, written while you workDecisions, processes and “how we do things here” pulled from meetings and channels, with sources and the right permissions. Try it free today.
- IntegrationsGoogle Drive with AI: documents that already know your businessTessa drafts proposals, quotes and minutes in your Drive using real company data, searches your docs and keeps the team wiki current. Connect in a click.
- GuidesHow to write meeting minutes: a guide and a template to copyWrite clear meeting minutes: what to include, how to word decisions and action items, plus a ready-to-copy template you can start using today.
- CompareGemini in Google Workspace vs Tessa: which one your company needsGemini helps inside Gmail, Docs and Meet. Tessa works on her own across Google and Slack: tasks, replies and follow-ups. See how the two fit together.
What does your team look like?
Same AI for both. Where you start is what changes.
Startups
5 to 30 people
Grow without losing the thread
Tasks from email and Slack, follow-ups, sales and investors, without everything landing on the founders.
Companies
30 to 250 people
What gets decided gets done
Minutes and tasks from every meeting, commitments that get followed up and a pulse per team, without watching anyone.
Ask Tessa for your next proposal and start from a draft that already knows the client.
Start freeFree plan for teams of up to 3 people. Anything that leaves the company waits for your approval.