Selecting an item anywhere in Binee (a row in Inbox or All Work, a row in a Home card, or one of the suggested starting points) opens it in the item pane. On a computer the pane opens on the right, beside the page, and you can resize it by dragging its left edge or with the arrow keys; in Inbox it stays open while you move through the queue. On a phone it takes the whole screen with a close button. The Back and Forward arrows at the top work like a browser's: Back returns to the item you had open before, and Forward goes on again, through the items you opened in this pane (an item that is no longer in your lists is skipped), and closing the pane clears that trail. The source button opens the item in its own tool, and the close button closes the pane.
The details section shows the item's fields from its source tool and hides any field that has no value. Example: a ClickUp task shows its tags (in the colour they have in ClickUp, when that colour is readable) and each custom field that is filled in, such as a Stage or a Renewal date, while a custom field nobody filled in does not appear. A task, an email, a meeting or a lead shows what its tool provides, so the rows differ from tool to tool; if some fields were cut for space, or could not be read, the section says so.
Example: you open Dana's email about the launch deck. The pane shows the email, a short Binee Insight saying Dana wants a firm date and suggesting you confirm it, and a Work with Binee button that opens the Assistant already focused on that email, so you can ask whether the launch task is on track before you answer her.
The four tabs
Overview: the item's name, its priority (which you can change; your choice is marked as set by you) and the key facts from the tool, then the Binee Insight and the item's details. For a task that means its status, due date and assignee, with its description. For an email it means the message, shown formatted the way the sender wrote it (see How an email is shown below), with a Reply area (see Replying to an email below). For a meeting it means the time, who organizes it, the join link when there is one, and your own answer with Accept, Maybe and Decline (see Answering a meeting invitation below).
Evidence: the source facts behind the item: descriptions, retrieved comments or messages, and an explicit message when source content is missing.
Related: the other items connected to this one, and any duplicates you have merged into it. See Related items and merging below.
Activity: your own recent changes to this item in Binee (source actions from the last 30 days and form submissions from the last 7 days), the source's own comments and latest update where the tool provides them, and when you resolved the item in Binee. It does not claim to be a complete change history of the source tool.
At the bottom, Work with Binee opens the Assistant with a question about the item ready to send, worded in plain words, for example Work through "Acme launch deck" with me (nothing is sent or billed until you send it; for an email or a meeting the question says this email or this meeting instead of repeating the sender's subject, and the item's name shows above the message box). The Assistant knows which item you mean from the item that is open beside it, so no reference numbers ever appear in the message, and Resolve in Binee clears the item from your active work in Binee (it becomes Restore in Binee once resolved). On its own, resolving never changes the source tool; for a task or an email Binee asks first whether to also finish it there (see Actions and Resolve at the bottom of an item below). See the Inbox and All Work page.
How an email is shown
An email opens in the Overview tab formatted like it does in your mail app: its tables, colours, images and links, not a block of plain text. Example: a weekly usage summary from a hosting provider shows its logo, its heading and its table of usage, and the link to your billing page opens in a new browser tab.
An email designed with its own background colors (a banner or a colored panel) keeps its look on a white background in both themes. Every other email follows your theme: in the dark theme it is dark, and any text colors it sets, such as the gray and blue of a signature, are lightened so they stay readable. The email stays inside the pane and scrolls inside its own box when it is wider than the pane; on a phone the page itself never scrolls sideways because of an email.
The email is shown for reading only. Nothing inside it can run, fill in a form or change Binee: scripts, forms and embedded pages are removed before the email is saved in Binee, and the email is displayed in a locked box. Links open in a new tab and only web, email and phone links are kept.
Pictures load from the sender's own servers, like in most mail apps. That means a sender can tell that the email was opened. Pictures that are only attached to the email and cannot be loaded from the web are not shown, and neither are background effects that need the sender's page styles.
Binee keeps the formatted email in the same encrypted working copy as the rest of the item and refreshes it with them (when the email changes, when you open it, and on a slow safety schedule), and deletes it with them when the email leaves your lists, you disconnect the account or the copy goes unchecked for about nine days. It is never used to write the Binee Insight; the Binee Insight reads the plain text of the email.
When an email cannot be shown formatted, Binee shows its plain text instead and says why. Example: a very large newsletter is too large to save formatted, so the pane shows its plain text with a line saying it is too large to show with its formatting and pointing to the email tool. Plain-text emails always show as text, with the sender's line breaks kept.
The pane shows the newest messages of the conversation, never the oldest ones. The two newest are open and the rest sit behind a Show earlier messages control. When a conversation has more messages than Binee keeps (the newest 6), a line above the messages says so, for example "Showing the latest 6 of 9 messages. The 3 older messages are in Gmail." and the older ones are in your mail app. In a very long Outlook conversation Binee may not have read every message, including newer ones, and says so, and reply and forward are not offered there.
Beside the message, "To (latest message)" and "Cc (latest message)" are the recipients of the newest message only, and "People in the thread" lists everyone who appears on any message of the conversation. Example: Jonathan's reply copied Greg and Samantha, and People in the thread also lists Arman and Chelsea from the earlier messages.
Binee keeps a saved copy of each email and refreshes it when the conversation changes, so a reply that arrived a moment ago can take a short while to appear. When Binee already knows a newer message exists than the newest one shown, a line says so and that the conversation is being updated.
In a long conversation the newest messages are shown formatted first; when there is not room for all of them, the oldest ones show as plain text.
Actions and Resolve at the bottom of an item
The tool's actions sit at the bottom of the item, under the heading Actions in ClickUp (or the tool's own name), above Work with Binee and Resolve in Binee. They stay in view while the details scroll behind them, in the side pane and in the expanded view, and they are always about the tool the item came from. An item whose tool offers no action from Binee has no Actions block, only the buttons. Example: on your ClickUp task "Acme launch deck" you press Change status, pick "in review" from the list that opens above the button, and the task changes in ClickUp while you keep reading its description. An email has the same block: Reply, Archive, Mark unread and More actions (which holds Draft with Binee), so a long thread never hides them. Reply takes you to the reply box under the message and puts the cursor in it.
An action that needs a choice or some text opens it in a small panel above its button: Change status shows the task's real statuses with the current one marked, Change due date shows a date field, Add comment shows a text box, and Decline on a meeting shows what declining does first. The button stays highlighted while its panel is open. Close the panel with Escape, with the X, by clicking elsewhere, or by finishing the action. Nothing changes in the tool until you press the panel's own button, and a refusal is shown in plain words with the panel's text kept.
Resolving a task or an email can also finish it in its tool, always your choice. On a task that can be marked complete in its tool, Resolve in Binee asks "Resolve this task?" with three choices: Resolve and mark complete in the tool (so your team sees it done), Resolve in Binee only, or Cancel. On an email that can be marked read in its tool, it asks "Resolve this email?" with Resolve and mark read in the tool, Resolve in Binee only, or Cancel. Binee marks it read and never archives it, so the email stays in your inbox where you can find it (Archive is still its own action in the pane, which you choose yourself). In Gmail it clears the Unread label from the whole conversation; in Outlook it marks the conversation's unread messages read (up to eight at once). Gmail offers it only where sending with Binee is switched on. The combined choice feels exactly like Resolve in Binee only: the question closes and the item moves to Resolved at once, and the update in the tool finishes in the background, silently when it works (for example, an email resolved with Resolve and mark read in Gmail is marked read in Gmail a few seconds later). If the tool cannot do it, the resolution in Binee stays and Binee tells you with a short notice such as Couldn't mark read in Gmail and one Try again button, which repeats only the update in the tool. The failed attempt is also listed in the item's Activity tab, so it is still there if you closed the page before the notice appeared. Binee never shows an item as finished in its tool unless the tool accepted the change. For an Odoo activity the question also says that Odoo removes the activity once it is marked done and Binee cannot reopen it. While Binee is updating an item's saved details after a change in the tool, the combined choice waits (Resolve in Binee only stays available). The question has a tick box, Remember for the tool's tasks or emails (for example Remember for ClickUp tasks, or Remember for Gmail emails), in the footer next to Cancel. Tick it before choosing one of the two real choices (Cancel is never remembered) and from then on Resolve on that tool's items skips the question and does what you chose, then does it the same way; the first time it does so, Binee says it resolved the item and adds that you can change this anytime in Settings, Integrations. The choice is yours alone, is kept per tool (ClickUp remembered does not change what Gmail asks) and follows you across devices. To change it, open the tool's settings (Settings, Integrations), where the row When you resolve offers Ask every time, the combined choice (for an email, Resolve and mark it read in the tool) and Resolve in Binee only; it is the same setting as the tick box. If the tool cannot finish a remembered combined resolve, the item stays resolved in Binee, Binee shows the same notice with Try again and your choice is kept. Resolving several items at once from the selection bar is unchanged: it only ever resolves in Binee and never uses a remembered choice, so a remembered completion or mark read never spreads across many items. Odoo can be remembered too, and Odoo's note that a done activity cannot be reopened stays in both places.
Meetings, leads, records and any item whose tool cannot complete it or mark it read from Binee resolve at once, with no question, and change nothing in the tool. Resolving several items together from the selection bar always resolves in Binee only and never asks.
Related items and merging
The Related tab shows the other work connected to the open item, from your lists and from your other connected tools, and it is where you merge duplicates. It shows what Binee has already saved: opening the tab does not call any of your tools and does not use the AI.
Linked: shown plainly, because the evidence proves it. Example: a client's email pastes a link to your task, so the email shows the task as Linked and the task shows the email. Binee finds these by reading the links inside the details it has already prepared for the item, for example a task link in an email, and by matching them to items in your own lists. It reads only what the sender wrote in that message, not quoted earlier replies, forwarded copies, signatures or automated digest and notification emails, so a link that only appears in quoted history does not create a Linked row. Remove on a Linked row takes the link away, and Binee remembers: a link you removed does not come back by itself, unless the item's details later prove it again in a new way after you remove it. It cannot match a link whose address Binee has no way to read back (some email share links), and it says nothing about those rather than guessing.
Suggested: inferred, so it carries a Suggested label and a reason in plain words, such as "Same contact: jane@acme.com". Binee suggests a link when two items share a person or a company it already knows from your connected tools. Thumbs up makes the link plain and permanent. Thumbs down removes it at once and Binee remembers, so the same suggestion does not come back while either item is still in your lists. That memory goes when a tool is disconnected: reconnecting the same account can bring back a suggestion you removed earlier, and you can remove it again. If a later link in the evidence proves the two really are connected, it shows as Linked, because a link written down outranks a guess.
You can open a related item that is in your lists right in the pane. One that has left your lists (an answered email ages out after 30 days) keeps its saved title and link and says it is no longer in your lists. A link to an item in a tool that needs reconnecting is hidden, like that tool's items in your lists, and the tab says how many are hidden until you reconnect it in Settings. A link to an item in a tool whose connection is paused by your plan stays visible, shown with its date, and cannot be opened.
Found in your other connected tools: when an item is prepared or its details change, Binee also searches your other connected tools in the background, using your own connection to each, for work that belongs with it. Example: a client emails about the homepage copy for a launch, and Binee finds the task that tracks it and the planning document that holds the launch date, then suggests both on that email's Related tab. Binee reads each tool only as you could, so it never finds anything you cannot open yourself. It does not keep a whole copy of what it finds: for each match it saves the title, the link, the date and a one-sentence reason in plain words, plus up to three short quotes from the text the reason rests on, kept encrypted. A match is shown as Linked only when one of the two really contains the other's link or identifier. A matching name or title is never enough on its own, because anyone can write a title in an email: it makes a Suggested match at most, and the reason says it only mentions the other by name. The reason you read is composed by Binee from what it checked, for example "This email references the task by its link" or "Similar details in the title and text suggest these belong together, but nothing links them directly", and Binee's AI adds at most one short plain sentence, only after Binee checks that it holds no web address, email address, phone number or request to act. Binee marks two items as possible duplicates only when they have the same title and share a stretch of the same wording, never because the AI said so. Thumbs down removes a suggestion and Binee does not offer it again.
A match that is not in your lists, such as a document or a meeting recording, is shown with the date Binee read it ("As of") and cannot be opened in the pane; Open takes you to it in its own tool. Binee does not keep it up to date, so open it in its tool for the current version. If Binee could not search every tool this time, for example because one was busy, the tab says some tools were not searched and Binee tries again when the item changes. Items Binee ranks as lower priority are not searched at all, and neither are items prepared on a day when the limit for background work has been reached; the tab says which, in both cases. If the item changed while Binee was preparing it, the tab says your other tools have not been searched for it yet. The search and its judgement run in the background and do not use your Assistant credits. Opening the tab still reads only what is saved: it does not call your tools.
Binee Assistant: ask it about an item's related work and it answers from the same saved links, calling suggested links suggested.
Merging folds a duplicate into the item you keep. Example: a task notification email and the task it announces are the same work, so you merge the email into the task. One item stays in your Inbox, the email appears under Merged into this item, its activity joins the item's activity, and the links of both carry over. Choose Merge with another item on the Related tab, search for the duplicate, and choose which one stays; you can merge any two of your own items at any time, including items from different tools, such as an email thread into a task. A task that is only on a Home card because you watch its whole list is not one of your own items, so it cannot be merged and does not appear in the merge search.
Nothing is deleted and nothing changes in any tool. A merge only changes how Binee shows your work, so both source items are still tracked and a later update to either one updates the merged item. Unmerge on the Related tab brings the duplicate back as its own item, exactly as it was, and a merge you did a moment ago can be undone from the notice that appears.
One level only: you cannot merge an item into an item that is itself merged; unmerge it first. An item can hold up to 8 merged items.
The merged item is unread if any of its items has news you have not seen. Resolve in Binee resolves the item and everything merged into it, and Restore in Binee brings them all back; resolving only ever changes your own queue in Binee, and the one place it can also finish an item in its tool is the question described under Actions and Resolve at the bottom of an item.
The Binee Insight is written once, for the item you kept, from its own details and those of the items merged into it. The merged-in items do not get a Binee Insight of their own. When you unmerge, the duplicate gets its own again.
If the item you kept leaves your lists, the merged-in item simply appears on its own again. If two tabs change the same item at once, the second one is told to try again rather than saving half a merge.
Actions on a merged item (comments, status changes, drafts) are made in the item you kept and always say which tool they act on. The other items keep a link to open them in their own tool.
Binee Insight
The Binee Insight is a short summary of the item and a suggested next step, shown under two headings, Summary and Next step. It is written to tell you what you cannot see at a glance, so it does not repeat the item's own title, status and dates back to you. It takes no actions; to act on something it mentions, use Work with Binee or the item's actions.
Example: your task Acme proposal shows only a title and a due date. Its Binee Insight can say: "Dana asked for the proposal in Tuesday's email and expects it Friday, and the linked draft still shows the old price." Next step: "Update the price in the draft before Friday." No single tool held both halves of that: the task had the due date, the email had Dana's request, and the draft had the price. When two of your sources disagree, for example a task due Friday and an email that promised Thursday, the Binee Insight names both when it can, so you can decide which one holds.
What a Binee Insight is written from, strongest first:
Work connected to the item in your other connected tools. The Linked items on the Related tab are stated as facts. A Suggested item is used only through a short quote Binee saved from it (its title and reason alone are never enough), and the Binee Insight then says it may be related, so you can judge. Suggestions that rest only on a shared person or company stay on the Related tab and are not used.
The item's own history, when there is nothing connected to say: a comment that moved a deadline, an email thread where someone has asked twice, a reply someone is waiting for.
Just the facts, when there is nothing more to say. Binee then shows one plain line it assembles itself, without AI, for example "From Dana, received 13 Oct. You have not replied." for an email, or "Due 17 Oct. Status in progress. No comments yet." for a task. It never pads a short item with a made-up summary.
Under the Binee Insight, small labels say where it came from, for example "From your email of Tuesday", "From the comment of Monday" or "From an email that may be related, of Tuesday". Selecting one opens that item when it is in your lists, or the Related or Evidence tab when it is not. When something could not be checked, the Binee Insight says so instead of implying it looked everywhere: "Some of your connected tools could not be checked for this Binee Insight.", "Your other connected tools were not searched for this item.", "Your other connected tools were not searched this time.", "Related items could not be read for this Binee Insight." The line "Nothing related was found in your other connected tools." appears only when the search finished and the Related tab for this item is empty right now. If related items exist that the Binee Insight did not use, for example a suggestion that rests only on a shared person, it says nothing about them rather than claiming nothing was found.
Text inside an email, a comment or a document is treated as material to describe, never as an instruction to Binee. Example: a supplier's email says to transfer money to a new account and call a number. The Binee Insight does not repeat the account or the number and does not turn the request into advice; a next step that asks you to sign in, pay or hand over a secret is dropped and the summary kept, a summary that does so itself is replaced by the plain facts line, and so is any Binee Insight that cites something Binee was not shown.
Details are prepared automatically in the background for new and changed items, and Binee Insights are prepared automatically for new items (a changed item's Binee Insight waits for your Update click), through your own connection, even when the app is closed. Opening an item shows the saved result at once, and also asks Binee to check the saved details in the background (at most once an hour for each item); if the item changed, the fresh details slide in by themselves, and if nothing changed nothing is rewritten. Reopening an item or refreshing the page does not generate anything, and there is no Refresh item button. Example: you open tomorrow's client call from your calendar; the saved guest list and join link are there immediately, and a minute later the guest a colleague added this morning and the new join link appear, which Binee can then use to match the call with the client's launch task and their latest email.
If preparation is still queued when you open an item, the pane updates by itself when it finishes. Provider sync timing, queued work and usage limits can delay it, so it is not an instant copy of every change in a tool. A later source change queues a fresh copy of the details only, and the copy you were looking at stays on screen until the fresh one replaces it, so the item never drops back to "preparing" because it changed; with no change, Binee does not re-read an item on a daily timer, only on a slow safety schedule of a few days. The saved Binee Insight stays in place and keeps showing until you update it; it is not erased by a source change.
A Binee Insight is only rewritten when you ask. Binee writes the first Binee Insight for an item by itself, in the background, but after that it never rewrites one on its own: when what it was written from has really changed (new message text, a changed status, due date, description or comment), the earlier Binee Insight stays on screen and a quiet line says it has fallen behind, and you choose when to Update it. Marking an email read, applying a label, or a task being touched with no change to its content never counts as a change. Example: a client emails a new launch date. Binee keeps showing the earlier Binee Insight on that email and says there is 1 update since it was written; you select Update when you want it, and Binee reads the thread and writes the new one in the background. If your launch task is linked to that email, the task's Binee Insight counts the email's new message as a change too, and when you update it, it can say that the email now promises a date the task does not show. A change in a connected item the Binee Insight used counts as a change too. A thumbs down you give a related item the Binee Insight used also counts, and it waits for your Update click like the rest. A change that does not touch what the Binee Insight was written from, such as a suggestion it never used, counts as nothing.
The Update line. Under a Binee Insight that has fallen behind, a quiet line counts the changes since it was written, for example "2 updates since this Binee Insight was written - Update". Selecting Update does not generate anything at that moment: it asks Binee to rewrite this one Binee Insight in the background, ahead of the queue, and the line changes to "Updating". It is offered only when something has really changed, so with nothing new it says "Nothing has changed since this Binee Insight was written, so there is nothing to update." If today's background allowance is used up, the request is still accepted and the line says "Update queued for tomorrow"; before then it reads "Update available tomorrow", never a clock time. Where background work is not available to you, for example when your account is read-only, the line only counts the changes and offers no button. If Binee tried twice for the same version and could not write one, the line says "Binee could not update this Binee Insight. It will try again when something changes in this item or its related items." and shows no button, because trying again without a change would only repeat the failure; the previous Binee Insight stays on screen. There is no Refresh item button, and reopening or reloading an item never rewrites it.
While the first Binee Insight for an item is still being prepared, the pane shows the plain facts line and, under it, "Binee is preparing a fuller Binee Insight in the background." or "A fuller Binee Insight will be added automatically." If preparation cannot run right now, it says "The Binee Insight is temporarily unavailable. Your source details are below."
Items are prepared most important first: urgent work, overdue work, emails waiting on your reply, and things due soon come before the rest, and an item you have already resolved comes last. A brand-new account gets extra capacity on its first day so its first Binee Insights are not held back by the normal daily limit.
If a tool says you no longer have access to an item, Binee erases its saved details and Binee Insight at once. If a tool is only briefly unavailable or slowing Binee down, the saved Binee Insight is kept, and a failed rewrite never erases the one you already have.
Disconnecting a tool, or changing which account or workspace it is connected to, also erases the Binee Insights of your other items that quoted that tool, and Binee writes them again from what remains connected. Example: you disconnect your email, and the task whose Binee Insight said "Dana expects it Friday" loses that sentence until the email is connected again. Items from other connected tools are never read on someone else's behalf: every Binee Insight is written from your own connections only.
The app checks list metadata about once a minute while it is visible and online, and an open item that is still being prepared is checked about every 15 seconds. These checks do not call a tool and do not generate anything.
Preparation does not use credits. Only Assistant conversations use credits.
Binee keeps the prepared source details (email text and formatting, To and Cc recipients, attachment names and Gmail label names, task descriptions, tags, custom fields, watchers, creator and comments, meeting guests, locations, descriptions and recurrence, client and lead details) in a separate encrypted working copy, and the Binee Insights themselves encrypted. The Binee Insights are included in your data export; the working copy is not. The copy is refreshed while the item stays in your lists, and deleted when the item leaves them, when you disconnect the tool, lose access or delete your account, and in any case when it goes about nine days at most without a check. An item that is finished in its tool or resolved in Binee is no longer refreshed. The work index itself holds only metadata.
The item stays on screen while it updates
When you change something from the pane, for example add a comment or change a due date, the item does not disappear behind a loading message. What you changed shows at once (the comment appears at the top of the comments, the new date appears), a line says "Updating saved details", and the pane fills in the rest by itself when Binee has read the source again, usually within a minute. Example: Dana's email promised Friday and the Binee Insight on the Acme task points that out; you move the task's due date to Thursday. The task, your new date and the Binee Insight (with its note about Dana's email) stay in view the whole time, and the date you chose shows at once. If the source says you can no longer open the item, or cannot be reached, the pane says so instead of keeping the old copy on screen.
The same goes for changes made in the tool itself while the item is open: when the fresh details are ready, or the item's status changes in its tool, the open pane updates by itself and you do not need to reload the page. If the item finishes in its tool while you have it open, the pane quietly says so, and shows the item's final state once Binee has read it. Example: a colleague completes the Acme task in ClickUp; within a minute or two the open pane shows "Completed in ClickUp. Binee stopped refreshing this item." above the details it already had. Binee does not refresh an item that is finished in its tool or that you resolved in Binee; right after an item finishes, while Binee takes its one last read, the pane says it is preparing the item and the final details appear by themselves; if there is no saved copy left once that read has happened, the pane says the item is finished and points you to the tool, and restoring an item you resolved in Binee brings its details back.
If Binee cannot refresh an item's saved details after a change in its tool (for example, it tried several times and the tool kept refusing, or the connection is paused), it does not present the old copy as current. The pane says "Binee could not refresh this after a change in Gmail. Showing the copy from 9:40 AM. Open it in Gmail for the latest." with your tool's name and the time of the copy it is showing, and a newer message in a conversation is then described as arrived, with a pointer to open it in the tool. Opening the item in its tool always shows the latest.
Replying to an email
On a Gmail or Outlook email the Overview tab has a Reply area under the message. Reply, Reply all, Archive and Mark unread sit in the Actions in Gmail (or Outlook) block at the bottom of the item, with Forward and Draft with Binee under More actions; Reply and Reply all take you to the reply box.
Reply goes to the sender of the newest message only; when the newest message is your own, it goes to the people you wrote to, as Gmail does. Reply all goes to the sender, everyone else on the To line and everyone on the Cc line, minus your own connected addresses, and people who were on Cc stay on Cc.
When the newest message has other people on it (anyone on Cc, or several people on To) and sending is switched on, Reply all is the first action and Reply sits beside it; on a one-to-one conversation Reply stays first. Either way the box has a Reply to everyone tick you can change before you press Review reply, and the card lists every recipient with To and Cc on their own lines. Example: Jonathan's reply copied Greg, Samantha and Chelsea, so Reply all is first and the card shows all four people before anything is sent.
With sending switched off only Reply is offered, and the draft or the copied text is for the sender alone (the area says to add the other people yourself). Example: Dana's email promises Friday, and the Binee Insight on that email says your Acme launch task moved to Thursday. You press Reply, write "Thursday, the task moved a day", and press Review reply to see the full card before anything is sent.
With sending switched on for your account: Review reply shows the same confirmation card the Assistant shows. It names the account the email leaves from, every recipient (who the reply goes to is worked out from Dana's email, never typed in), the subject and the full text exactly as it will be sent, with your Gmail signature and the quoted original. Nothing is sent until you press Send email on that card. The card works once and expires after an hour, it never offers Always allow, and Cancel sends nothing and takes you back to your text. If the thread has other people on it, a Reply to everyone box appears; it is shown only when a reply to everyone would reach more people than a reply to Dana. After you press Send email, Binee says the mail was sent only when Gmail or Outlook accepted it; if no answer comes back it says it cannot tell and points you to your Sent folder, and never says sent or not sent.
With sending switched off: nothing is sent and no card is shown. For Outlook, Save draft in Outlook saves an unsent draft addressed to the sender with Re: and the subject (a new draft, not part of the conversation) for you to edit and send from Outlook. For Gmail, Binee cannot save a draft yet, so Copy reply copies your text to paste into Gmail. The area says so in plain words.
Draft with Binee asks the Assistant to write the reply text for you; it shows the draft and waits for your go-ahead. Archive moves the email out of your inbox (Gmail removes the Inbox label from the whole conversation; Outlook moves the messages in your inbox to Archive) and Mark unread marks it unread again. Both are reversible in your mailbox. For Gmail they exist only where sending with Binee is switched on; for Outlook they are always offered.
Forward (under More actions, only where sending with Binee is switched on) opens the same box in forward mode: type who it goes to (Gmail also takes Cc) and an optional note (Outlook needs a note). Review forward shows the same confirmation card, with the subject starting Fwd: and the forwarded message quoted below your note, ending with the usual "---------- Forwarded message ---------" lines. It forwards the newest message of the conversation. A Gmail forward carries the text only: attachments are not included, and the card lists the files that are left out. An Outlook forward is sent by Microsoft with the original's own attachments, takes To recipients only (no Cc), and the card lists the files. The same confirmation rules apply as for a reply: it works once, expires after an hour and never offers Always allow.
The text you are writing is kept while you look at another tab or another item. Each reply is also recorded in a chat called Replies sent from items, which shows which replies Binee sent and to whom. It does not keep the text of what was sent.
What a meeting shows
A meeting from Google Calendar or Outlook Calendar opens with its guests and its description as the organizer wrote it. Example: Natalie books a partner sync through a booking link and writes "What are we going to discuss today?" in the form. The pane shows her agenda paragraph with the paragraphs as she wrote them, her cancel and reschedule links as clickable links, and the Binee Insight can connect that agenda to her email asking for revised pricing.
Guests: a line such as "2 guests, 2 yes" (every guest counts by their own answer, the organizer included; the other words are no, maybe and no reply), then one row per guest with the organizer marked and the answer in words: Yes, No, Maybe or No reply. You are shown as "You". A guest's name comes from the calendar when it has one, otherwise from the people Binee already knows from your email, otherwise the email address is shown. If Binee could not look up names at that moment, the pane says so.
Description: the line breaks and paragraphs are kept, links open in a new tab, and a long description shows its first paragraphs with Show all. Binee keeps up to about 3,000 characters of a description, cut between paragraphs; for the rest, open the meeting in its calendar. The Evidence tab shows the same description and the guest list with their answers.
Join meeting: the button is shown when the meeting has a join link. Binee has no separate dial-in or PIN section; the description shows whatever the source holds. In Google Calendar that is what the organizer wrote. Outlook adds its own joining text (the Teams meeting ID, passcode and dial-in numbers) to the meeting text, and Binee shows it as Outlook holds it.
Outlook Calendar: the description is the meeting's text as Outlook returns it, and guests and answers are shown the same way. Rooms and equipment are not counted as guests.
A meeting prepared before this was added shows the older People chips for a short while, then updates by itself.
Answering a meeting invitation
On a meeting someone else organizes, the pane shows your own answer ("You have not answered yet", "You accepted this meeting") and offers Accept, Maybe and Decline for the answers you have not already given. Example: Elena invites you to the Acme launch review for Thursday, and the Binee Insight on that meeting notes that your launch task is due Wednesday and Dana's email asks to move it to Friday. You choose Maybe: Outlook or Google Calendar tells Elena you answered maybe, and the pane says so. You then reply to Dana from her email.
Accept and Maybe answer at once. Decline asks first, and says what it does in that tool. In Outlook: "Outlook Calendar tells the organizer you declined and removes this meeting from your calendar", then Decline meeting or Keep it. In Google Calendar: the organizer is told, the meeting stays on your calendar shown as declined, and it leaves your list in Binee.
The organizer is told your answer by Google Calendar or Outlook, as if you had answered there. Binee changes only your own answer and writes nothing else about the meeting.
A meeting you organize has no invitation to answer, so no buttons show ("You organize this meeting"); a cancelled meeting says it was cancelled. A meeting with too many guests for Binee to answer safely says so and points you to Google Calendar. On Google Calendar Binee answers only meetings on your own main calendar, as you: a meeting on another calendar, such as a calendar someone shared with you, shows no answer buttons and is answered in Google Calendar. If the meeting changes while Binee is answering, nothing is sent and you can try again.
For Google Calendar the answers need the calendar permission on your Google connection, switched on together with email sending (see What Binee does not offer right now). Until then the pane says answering from Binee is not available yet. An account connected earlier needs one Reconnect, leaving the calendar boxes ticked.
Clio calendar entries and court dates are read only: Binee does not answer them.
What each tool's item offers
ClickUp task
Every row, card, item pane and Assistant answer names an item by its own type: a ClickUp task or subtask, an email, a meeting, a Clio task or calendar entry (court dates included), a Clio Grow lead or intake matter, and an Odoo activity, project task or lead. A ClickUp subtask is labelled subtask instead of task in lists, cards and the item pane. Its details section is headed Subtask details and starts with a Parent task row: it names the parent and opens it in Binee when the parent is one of your items, and otherwise reads Open parent task and opens it in ClickUp (Binee never guesses a name it does not hold). The parent also appears under Related, with the subtasks you hold listed on the parent's own Related tab once those have been checked. Example: "Send the invoice reminder" shows its parent, "Close the Acme account". A subtask shows as a subtask a few minutes after Binee next refreshes it.
Change status, due date, rename, add comment, mark complete or reopen; more actions for description, assignee, start date, estimate, custom field, move, tag.
Gmail email
Reply and Reply all (with a confirmation card, or copy the text while sending is off), Forward (text only, no attachments), Archive, Mark unread, Draft with Binee.
Outlook email
Reply and Reply all (confirmation card, or an unsent draft while sending is off), Forward (To recipients only, with the original's attachments), Archive, Mark unread, Draft with Binee.
Google Calendar meeting
Join meeting, Accept, Maybe, Decline.
Outlook Calendar meeting
Join meeting, Accept, Maybe, Decline.
Clio Manage task
Mark complete or reopen, change due date, add a note to the matter.
Clio calendar entry
Read only.
Clio Grow matter
Add a note.
Odoo activity
Mark done, move to another date, add a note (a project task or lead: add a note only).
Every item also has Resolve in Binee and a priority you can change, which only affect your own queue in Binee (for a task or an email Resolve in Binee can also complete the task or mark the email read in the tool, but only when you choose that).
Changing things in the source tool
Changes you make from Binee are real changes in the source tool, made with your own connection and your own permissions. Quick actions such as changing a status or due date, adding a comment or marking a task complete apply as soon as you press the button in their panel, with no extra review. The larger edits under More actions (description, assignee, start date, time estimate, custom field, move, tag) open a form with a Review details step before anything is written, and an email reply or forward shows a confirmation card with the sender, every recipient and the full text and sends only when you confirm. There is no Undo for a change made in the source tool: change the item back there if you need to, and the item's Activity tab lists what you changed. They are the same changes the Assistant can stage in chat, and they do not use credits.
Tasks: change the status, change the due date, rename, add a comment, mark complete or reopen. More actions covers the description, assignee (with an option to replace existing assignees), start date, time estimate, a custom field, moving the task to another list, and adding a tag. If a description was shortened for display, edit the full description in the source tool: Binee turns that edit off so it never replaces the real text with a partial excerpt.
Clio Manage tasks: mark complete (or reopen), change the due date, and add a note to the task's matter. Clio Grow intake matters: add a note. Odoo activities: mark done (Odoo logs the done note and removes the activity), move to another date, and add a note on the record; a project task or lead offers Add a note only. Binee only completes or moves an Odoo activity assigned to you. None of these changes can be undone from Binee; change the item back in the tool if you need to, and the item's Activity tab lists what you changed from Binee. A Clio calendar entry or court date is read only, and a Clio Grow lead has no source actions (Clio Grow offers none); Resolve in Binee still clears either from your Binee queue.
New (on Home and All Work): the New button lists only the tools you have connected, and each one offers what it can create, for example a task, a calendar event, an email draft that is saved and never sent, a lead, a time entry or a doc. A tool with several kinds groups them in the same menu (for example Work, Docs and Goals); a tool with one kind opens its form straight away. A tool whose account needs a new sign-in or permission shows greyed out with what to do. Fill in the form and press its button (Create task, Save email draft, Create event, Create lead): one press creates it, and the line above the button says what will change. The form closes at once and the create finishes in the background, so you are never stuck waiting: a small popup in the bottom-left corner (above the bottom bar on a phone) reports it. While it runs it says what is being made, for example Creating task in ClickUp. When it works it says Task created in ClickUp with an Open in ClickUp link, and goes away by itself after a few seconds (it stays while your pointer or keyboard focus is on it). If you start another create, the popups stack (up to four at a time; older finished ones fold into a line saying how many are hidden, but a failure or a partial result never folds away). If a required field is empty or not valid, the button marks the first one with a red border and a line saying what it needs, and scrolls to it. A ClickUp task form shows the list's custom fields under ClickUp custom fields. A new Google Calendar event can have guests: Google Calendar emails each one an invitation when you press Create event, and the line above the button says so. A subtask, comment or checklist starts by choosing the parent task: the picker has two groups: Already in Binee (tasks in your lists) and Everything in ClickUp (a search of every task you can see in ClickUp, including ones not in Binee). If you have several accounts for a tool, the form asks which one to use. If part of a create does not go through, for example a tag that could not be added or a status the list does not have (the task then gets the list's default status), the popup says Task created in ClickUp, then how many things were not done and lists them (after two it offers Show more), so you can finish them in the tool; it stays until you close it. If Binee refused the create before anything was sent to the tool (for example an unavailable service, a rate limit or a request it could not accept), the popup stays until you act on it, says what happened and that nothing was created, and offers one action: Try again reopens the form with what you typed (kept only in your open browser, never saved, and offered for a few seconds, so Try again does not open a form later). If the cause is a connection that needs a new sign-in or permission, the one action is Open Settings, and if your plan or trial has ended it is See plans. If Binee cannot tell whether it was created (the connection dropped or timed out, the tool answered with an error after the request went through, or Binee hit an unexpected problem), the popup says Could not confirm, never says nothing was created, and offers no retry: check the tool first, because trying again could make a duplicate. Binee refreshes your lists in that case, so the item appears there if it was made. An email draft is saved with your Gmail signature when your account has one; if the signature could not be read, the popup says the draft was saved without it. A line break in a calendar event's notes becomes a space, because the event takes one line. On an account that is read only (for example after a trial or plan ended), the New button is greyed out and says so. If the menu cannot load, it says so and offers Try again; with no tool connected it points you to Settings, then Connections.
Email leaves only from a confirmation card. On an email item the pane's Reply area stages that card from the text you write (see Replying to an email above), and Draft with Binee asks the Assistant for a reply; either way nothing is sent until you confirm the card. From the Assistant, Gmail and Outlook email can be drafted, sent, replied to or forwarded where sending with Binee is switched on for your account (otherwise Binee writes the text and you send it yourself), and can be archived, marked read or unread, and, where sending with Binee is switched on, moved to Trash or Spam; Gmail also supports stars and labels, and Outlook flags and categories. A Gmail email you send carries your Gmail signature; Outlook emails carry none because Outlook does not let Binee read it. Saved drafts and calendar events from the New form are offered for each connected mail and calendar account; the Gmail and Google Calendar ones appear where writing is switched on and permitted, and a tool that cannot create something does not appear at all (for example the Gmail and Google Calendar ones while writing is not switched on); an account that is missing the permission shows a note to reconnect it. On Google Calendar, Binee also answers invitations; it does not move, rename or delete existing events.
Binee does not delete tasks or files in your tools, and never deletes a received email for good: moving one to Trash or Deleted Items always waits for a confirmation card and can be restored. Deleting an unsent Gmail draft is permanent and always confirmed. Where sending with Binee is switched off, these actions are not offered.
If a change fails, Binee says what failed and that nothing was changed. If a tool does not answer in time, it says it cannot tell whether the change went through, so you can check the tool before trying again.
Example: from an overdue Acme task you choose Change due date and pick Thursday, and it applies at once. The task now shows Thursday in your task tool. You then press Reply on Dana's email, write the new date, review the card and confirm it to send.
