How it works

Set up in ten minutes. Built to your business.

Here is what happens from the moment you sign up, and exactly what the built-in assistant does and does not do.

The steps

  1. Step 1

    Pick your kind of business.

    Nonprofit, consulting, photography, tutoring, law, real estate, catering, wellness, creative, agency, or services and trades. Or “Something else”, and you describe what you do in a sentence.

  2. Step 2

    Answer seven short questions.

    What you offer, how you get customers now, roughly how many you have, what you charge, the one goal for the next 90 days, what an hour of your time is worth, and your house rules: deposits, follow-ups, cancellations.

  3. Step 3

    Your workspace is built for you.

    Your lists are created and named the way you name them. Your house rules are set. If your business takes bookings, your booking page is live with your services and hours. The next screen asks you to add the person you are working with right now.

  4. Step 4

    Bring in what you already have.

    Upload a spreadsheet of customers or records. You see a preview before anything is added. Invite your team; everyone is included in the price.

  5. Step 5

    Trig starts watching.

    From day one Trig looks for small problems and fixes the safe ones: a file deleted by mistake, a missing email it can see elsewhere. It tells you what it did, and everything has an Undo.

  6. Every day

    You open Tri-Gig and see three things.

    What is late, what is due today, and who is waiting on you. Below that, what Trig noticed, with a Yes and a Not now. That is the whole home page.

What Trig does

An assistant that watches, and does what you ask.

Trig works inside your workspace and only there. It does not read your email or anything outside Tri-Gig. Here is exactly what it does on its own, what it does when asked, and what it never does.

  • Everything Trig does is written down and can be undone with one click.
  • You can give it standing instructions it follows every time.
  • It keeps short notes on how your business runs, which you can read, edit or delete.
  • One switch turns it off completely.
  1. On its own: watch and fix

    Trig puts back things deleted by mistake and fills in a missing email it can see elsewhere. That is all it does without being asked.

    Both are listed on your home page with an Undo.

  2. On its own: notice

    Duplicate customers, a step with no owner, a project that has gone quiet, an invoice total that changed after it was sent. One notice at a time, with a Yes and a Not now.

    Not now puts it away for two weeks.

  3. When you ask

    Add a customer, give a step to Maria, draft an invoice, add a list for permits, write a checklist, build a rule. Trig does it in your workspace and tells you what it did.

    Type in the chat at the top of any page.

  4. Never

    Trig does not send messages to your customers, invite or remove people, change roles, touch your billing, or move money. Invoice reminders go out on the schedule you set, not on Trig's say-so.

    One switch turns Trig off completely.

Nothing is lost

Every change is saved, and any change can be undone.

Whenever anyone changes something, including Trig, Tri-Gig saves what it looked like before. If a change was a mistake, one click puts it back. If Trig tried to do something and could not, it tells you in plain words on your home page.

  • A list of every change, who made it, and an Undo button
  • Deleted files are kept for 90 days
  • A list of what Trig has learned about your business, which you can edit
  • Trig only looks at records in your workspace, never at people or their messages
What changedExample
  • T

    Trig restored Proposal v2.pdf

    It was deleted 4 minutes after being opened

    Undo
  • S

    Sam moved “Send the deck” to Friday

    It was Thursday

    Undo
  • T

    Trig merged two records for Maria Chen

    Kept the newer phone number

    Undo
  • Y

    You changed the payment terms to 14 days

    It was 30 days

    Undo

What is inside

Everything a small business needs, in one place.

All of this is included on every plan.

  • Customers

    Your clients, donors, students, or guests. Duplicates are merged and missing details are filled in.

  • Projects

    Each project is a list of goals and steps. Each step has an owner, a date, tasks, files, and comments.

  • Tasks and calendar

    Your to-do list and your team’s. Bookings from your booking page land on the calendar.

  • Messages

    Team messages with mentions and screenshots. Text alerts to your phone if you turn them on.

  • Files

    Folders you can share with your team or a customer. Deleted files are kept for 90 days.

  • Invoices

    Automatic reminders, payment options, and card payments on the invoice. Money goes to your own Stripe account.

  • Anything else you track

    Add a list for grants, properties, equipment, or anything else, with the details you choose.

  • Rules

    When this happens, do that: make a task, send an email, add to the calendar, ask a person and wait. Test a rule before it goes live, or describe it to Trig and it drafts it.

  • Outside people

    A sign-in for your clients, volunteers or students, a booking page, documents to sign, and a landing page that collects leads.

You started the business.
This is where you run it.

Answer seven questions and see your workspace today. Free for 14 days. Your card is not charged until the trial ends.