What Trig does, and does not do
Its levels, its limits, and the honest list.
Trig looks around your workspace about once an hour, and sooner when something changes. How much it does on its own depends on the level the owner chooses in AI Studio → Settings. Each level does everything in the levels before it, plus its own.
The levels#
| Level | Trig does this on its own |
|---|---|
| 0 · Watch and fix | Puts back something deleted by mistake, fills in a missing email it can see elsewhere, offers to merge the same person entered twice, flags work that has gone quiet, and writes drafts for you to send. Nothing leaves the workspace. |
| 1 · Send for you | Everything in level 0, plus: sends the thank-you notes and review asks it writes, and a friendly reminder on a late invoice that has no reminders set up, once a week for three weeks. |
| 2 · Add work | Everything in levels 0 and 1, plus: adds a follow-up task when work goes quiet, for the person who holds most of it, and starts a draft invoice for a finished job that was never invoiced. It never sends that invoice. |
| 3 · Money, under caps | Everything in levels 0 to 2, plus: sends an invoice you have filled in once its job is marked done, only within both caps and outside quiet hours. Above a cap, or with no caps set, it asks you instead. |
Only the owner can change the level. Anything Trig does is in What changed, and the tasks and draft invoices it makes can be undone there. A sent email or invoice cannot be unsent.
Limits#
- Quiet hours: a start and end hour, in your workspace's time zone. Trig sends nothing in between.
- Most Trig may move in one go: the largest invoice it may send.
- Most Trig may move in a month: the total it may send in a calendar month.
Set them under AI Studio → Settings → Limits.
It notices, and asks#
Duplicate customers, a step with no owner, quiet work, an invoice total changed after it was sent, ten or more deletions in a few minutes, a filled-in invoice ready to send. One notice at a time, with Yes and Not now. Not now puts it away for two weeks.
When you ask#
Adds or changes contacts, projects, steps, tasks and calendar events; drafts an invoice; starts a signature request; adds a list or a field; builds, edits or runs a rule; reads a file; writes a document or course content. Everything is done in your name and can be undone.
Never#
- Invites or removes people, or changes roles.
- Changes permissions, positions or departments, unless an owner or admin has turned on Let Trig manage permissions in AI Studio → Settings, and then only when an owner or admin asks.
- Touches your plan or billing.
- Reads your email or anything outside Tri-Gig.
- Sends anything during quiet hours, or any invoice above your caps.
Still stuck? Inside your workspace press Get Support at the top of any page, or write to support@trigig.com. A person replies within one business day.