What It Can Do & Skills
What you can ask
The assistant covers the day-to-day work people do in the app. Some examples:
| Area | Questions | Changes (paid plans) |
|---|---|---|
| Leave | Your balances, leave types, who is off next week, team coverage for a date range | Book or change leave, ask to cancel approved leave, approve or reject leave and cancellation requests you name |
| Expenses | Your claims and where they are, what is waiting for approval, a report by its number (for example EXP-2026-0042) | Create a report, add an expense from an attached receipt, add and edit purchases, per diems and mileage, submit a report, approve or reject one, mark it paid |
| Time & schedules | Hours logged, your timesheets, what is scheduled this week | Clock in or out, log and correct time, submit timesheets, approve or reject time, create shifts for several people across several days in one step, publish a week, email a schedule |
| Documents | What is waiting on your signature, what is expiring, the templates you can use | Send a document from a template, remind signers |
| People & performance | Your team, a profile you are allowed to open, custom profile fields, review cycles and assessments | Schedule a 1:1, update an assessment, and, for administrators, add or remove compensation, job history and employment-status entries |
What appears for you depends on your role and on your organization's modules. When Time Tracking & Projects or Expenses is switched off, the assistant offers nothing from that module, the same way the sidebar hides it. The suggestions on the assistant page and in the panel follow your role too: people who cannot approve are not offered approvals, and employees are not offered company-wide reports.
Scheduling a week
Asked to schedule a team, the assistant first checks the week: whether it is a draft or already published, and what is scheduled. It always asks before changing a published week.
Answers as tables, charts and files
The assistant can answer with a table, draw a chart from the numbers it looked up, or make a CSV, PDF or Word file to download. Charts can be downloaded as PNG or SVG and show up to eight series. Wide tables scroll sideways only when they need to.
Documents: PDF and Word
Ask for a letter, notice, announcement, policy or summary and the assistant writes it as a document, with headings, paragraphs, bullet and numbered lists, tables and, where the document needs one, a signature block.
- PDF is the default, for a document that is ready to send or print.
- Word (.docx) is made when you ask for Word, a .docx, an editable document or a template to fill in. It is a real Word document you can edit in Microsoft Word, Google Docs, Apple Pages or LibreOffice.
A document appears in the chat as a card: Open previews a PDF in the browser and downloads a Word document, and Download saves either one. Every document the assistant makes is also kept on your Files page.
The document is your organization's, not BookYourPTO's. Nothing is added to it except page numbers: no product name, logo or "made with" line, and no extra header. When a document needs the organization name, the date or a signature block, the assistant writes them into the content itself. The file's author is your organization.
Any answer, or a whole chat, can also be downloaded as Word or Markdown (see Chats).
What it leaves to the app
Some settings are deliberately kept out of the assistant. Ask about them and it gives you a link to the right page instead:
- Passwords, two-factor authentication and trusted devices
- Single sign-on, email (SMTP), branding and custom domains
- Billing and plan changes
- Data import, and deleting the organization
- Integrations such as QuickBooks and calendar connections
- Creating or offboarding people, changing roles, and creating or deleting departments and teams
Skills
A skill is a step-by-step playbook the assistant follows for a common job. Type /skills to
browse them, or simply ask for the job. A skill never adds permissions: every change it makes
still follows your mode.
| Skill | What it does | Offered to |
|---|---|---|
| Receipt to expense | Reads an attached receipt and turns it into an expense line | Everyone |
| Plan time off | Finds good days off around your balance, holidays and team coverage | Everyone |
| Timesheet check | Finds gaps in your time entries and submits your timesheet | Everyone |
| Draft an HR letter | Drafts an employment, leave or salary-confirmation letter from real records | Everyone |
| Performance self-review | Drafts your self-assessment from your goals and 1:1 notes | Everyone |
| Expiring items | Certifications, documents and training coming due | Everyone |
| Team coverage | Shows who is off and spots coverage gaps for a date range | Department heads, administrators, executives |
| Approvals triage | Sorts your pending leave and expense approvals, oldest and riskiest first | Department heads, administrators, executives |
| Onboarding status | Where each new hire's onboarding stands, and what is overdue | Department heads, administrators, executives |
| Leave and time insights | Summarizes leave or timesheet reports into tables and trends | Department heads, administrators, executives |
A skill that is mostly about a switched-off module is not offered. Approvals triage approves or rejects only the items you name, one at a time.