ask & AI assistants

ask it anything. connect it to your AI assistant.

tiny+ AI knows your firm’s structure — your phases, tags, statuses and people — so you can ask for what you want in plain English, and let an assistant you already use read and act on your account.

Try it free Book a setup session

crm.tiny.plus / search

which clients has nobody emailed since July?

Ask read that asstatus: clientlast correspondence: before 1 Julsort: oldest firstEdit filters

CompanyKnown byLast correspondenceOpen workHealth

Meadow DevelopmentsSam Patel28 May · 161 days—quiet

Hillside CouncilNick Smith2 Jun · 156 days1 enquiry · $420kgoing quiet

Oakline GroupJo Chen14 Jun · 144 days1 proposal · $780kgoing quiet

Start plans for these 3Save as a reportAdd to a target listExport3 of 24 clients · structure only is sent to Claude, never your records

ask

say what you want. the filters set themselves.

Type a question into the search box, or into any table, and Ask turns it into the filters: won jobs over 100k in health this year, proposals due this month on my team, posts about Riverside since March.

Included with Pro.

won jobs over 100k in health this year

filters

PhaseWon

Feeover $100,000

SectorHealth

Won onthis year

7 projects · $9.4mSave as a report

Brightwater Day Surgery$1.1m · Feb

Hospital redevelopment$4.2m · Apr

Northside Clinic fit-out$640k · Jun

Harbour Street Offices$2.2m · Oct

Type a question into the search box, or into any table. Included with Pro.

included with pro

the small things, done for you.

Write with AI and Company Lookup come with Ask on the Pro plan; assistants and designing by describing need an AI licence.

Write with AIA note becomes a post, plus the tasks, meetings, contacts and companies it mentions, for you to check before it goes up.

Company LookupAdd a company and its website, phone, address, logo, description and tags are found and offered. Nothing is saved until you press Apply.

AskA question into the search box or any table becomes the filters. Included with Pro.

AI assistantsLicences in packs of five seats. Trials include five.

Design it by describing it

“fees won by sector, by quarter, as a chart, emailed to the directors on Mondays”

Chart report · Fees won by sectorcheck the design, then make it

RecordsProjects · wonGroup bySector, then quarterMeasureSum of feeEmailMondays 7:00 · directors

Make itChange something

“when a proposal moves to Won, post the news and give the project lead a kickoff task”

Automated action · Won kickoff

When a project’s phase becomes WonThen post to the feed: “{project} won — {fee}, {weeks} weeks from enquiry”And add task “Kickoff meeting” for {project lead}, due in 5 days

Turn it onEditwith an AI licence

design it by describing it

tell it the report you want. check the design. done.

Tell tiny+ the report you want — fees won by sector, by quarter, as a chart — and check the design before it’s made.

The same for an automated action: when a proposal moves to Won, post the news and give the project lead a kickoff task. With an AI licence.

connect an assistant

the assistant you already use, reading and acting on your account.

Claude Desktop, Claude Code, claude.ai and any assistant that supports MCP can connect to your tiny+ account. It reads your projects, companies, contacts, plans, lists and feed, seeing only what the connected person can see.

If an admin allows it, it can add and update records, post to the feed, log a follow-up, start a plan or build a list. It can never delete.

Your assistant · connected to tiny+ as Nick Smith

What follow-ups do I owe this week, and which can I log from a meeting I already had?

tiny+ · list_plans · due_within_days 7

Three follow-ups are due this week:

• Brightwater Health · quarterly lunch · due Thursday• Riverside Council · monthly call · due Wednesday• Oakline Group · coffee · 9 days overdue

Jo Chen met Oakline on Tuesday at the Ashgrove site visit. Shall I log that as the coffee and book the next for 18 December?

Yes, and give me a list of the three for Monday.

tiny+ · log_touch · create_list

Logged Tuesday’s site visit against Oakline’s plan; next coffee 18 Dec. Made the list Monday follow-ups with the three companies.

Adds and updates allowed by your admin · nothing is ever deleted

From tiny+ Research Assistant · Monday 7:05This week on your clients and prospects — 4 stories

Oakline Groupscore 92 · tender

Oakline has lodged a planning proposal for a 240-apartment site at Parramatta North; design services expected to go to market early next year.Source: City of Parramatta planning register · Thursday · read

Riverside Councilscore 81 · new person

New Director of City Projects announced; starts in February.Source: council media release · Friday · read

Invite only · choose the companies it watches · scored and sourced

research assistant · invite only

the news about your clients, every monday, scored and sourced.

Pick the clients and prospects you care about and each Monday the tiny+ AI engine sends the news that matters about them: a new site, a planning decision, a tender, a contract won, a new development director.

Ask us for an invitation.

what leaves tiny+, and what never does

your structure goes to claude. your records never do.

Requests go to Anthropic’s Claude with your account’s structure and the question you typed; never your records. An assistant you connect sees what you see, through your own login.

What leaves tiny+

Your account’s structure: field names, statuses, tags and staff names.The question you typed.

What never does

Your records: projects, companies, contacts, posts.Anything a connected assistant can’t already see through your login.

Who turns it on

Everything is off until an account admin turns it on.The AI Usage page shows what’s been used.Trust & security · the guide

turn on tiny+ ai in your first five minutes.

Ask, Write with AI and Company Lookup are included with Pro. AI assistants are licences in packs of five seats; trials include five.

Try it free See pricing

Instant access. No credit card required.