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Help centre / Grow & automate

Noodle, your AI co-worker

An assistant that watches your account and flags what needs doing.

Available on Pro and Agency

What it is

Noodle reviews changed account activity and tells you, conversationally, about overdue invoices, unsigned proposals, quote requests, stale leads and upcoming deadlines. It can prepare actions, but nothing that changes or sends data happens without your approval.

When to use it

  • Every morning.
  • Whenever you feel you might have missed something.

How to do it

  1. Open the Dashboard — Noodle's panel shows the latest digest.
  2. Click an item to jump to it, or open a saved Noodle conversation.
  3. Review any prepared action, then explicitly approve or reject it.
  4. Open Insights and choose Write this week's briefing for a summary of revenue, client health and priorities.

Good to know

  • Monitoring pauses while you are signed out or after 20 minutes without activity, then resumes when you return.
  • Free includes up to 24 AI-written account updates per day.

Still stuck? Read troubleshooting, or sign in and open Help & support.