# Connect your AI assistant to your folders: it reads, it prepares, you publish

> Your assistant connects in one click, reads your folders and prepares your requests. Nothing reaches a client until you publish.

## Talk to your assistant about your folders, without copying anything

You already ask an assistant to reword a message or tidy a list. To talk to it about your folders, you currently have to copy what they contain into it, then copy its answer back into Kolinea.

The AI assistant removes that back and forth: you connect **your** assistant to your account, it reads your folders and prepares your publications, then you publish from Kolinea.

## How to connect it

Connecting takes three steps, and there is no key to copy.

1. **Paste the address.** You paste the Kolinea server address into your assistant.
2. **Sign in.** You sign in to Kolinea.
3. **Allow.** You click “Allow” on the “Allow Claude to access Kolinea?” page.

The connection appears in your settings, on the “AI assistant” page. For an assistant that cannot sign in, a personal key created by hand remains possible from the same page.

## The assistants you can connect

You keep the assistant you already use.

- **Claude**: in claude.ai and Claude Desktop, through a custom connector.
- **ChatGPT**: through a developer-mode connector, depending on your ChatGPT plan.
- **Claude Code**: you paste the server address, as in the others.
- **Cursor and VS Code**: a one-click install button waits for you on the “AI assistant” page in your settings.

## What you can ask it

You talk to it in your own words, and it answers from your folders.

- **“What is waiting for me today?”**: it lists the folders where action is expected, with what comes up in the next 14 days.
- **“Give me an update on the Durand folder”**: it rereads the thread and says what is decided, what is waiting and the next deadlines.
- **“Prepare a document request for the Durands: bank details and tax notice by Friday”**: the request appears in the folder’s planned publications, ready to review.
- **“Follow up on what is late”**: it prepares the reminders and sends none of them.

Kolinea also offers three ready-made prompts: “Prepare my day”, “Chase what runs late” and “Brief me on a folder”.

## What the assistant reads

It reads exactly what you read, no more and no less.

- **Your folders**: their threads, including your team’s internal notes, their documents and their participants.
- **Your directory and your templates**: your contacts and your folder templates.
- **What is waiting for you**: “Where to act”, and “Coming up” for the next 14 days.
- **Your scope**: it acts in the workspace you are in when you ask, and sees no folder you are not part of.

## What it prepares

The assistant prepares publications that you review.

- **Many kinds**: a request, a document request, an appointment proposal, a multiple-choice decision, a checklist, a milestone…
- **In the planned publications**: each one waits in the folder, marked “Prepared by Claire’s assistant” (with your first name).
- **Yours to decide**: you correct it if needed, then publish it from Kolinea, or dismiss it.
- **An empty folder**: it can also open one. Nobody is told, and no client is added.

## Nothing goes out without you

The assistant publishes nothing, answers no one, reminds no one and sends no e-mail. Until a team member has published a prepared publication, the client does not know it exists.

- **Everything is traced**: the audit log keeps what the assistant did, as “Claire Martin (via her assistant)”.
- **Revocable at any time**: from your settings, on the “AI assistant” page. The assistant loses its access immediately.
- **Your rights, nothing more**: the connection gives the assistant what you can do in Kolinea.
- **Clear limits**: it does not upload documents, delete folders, change the plan or manage your team.

## Your data and your assistant

Kolinea runs no artificial intelligence model and has no AI sub-processor. When you connect your assistant, the content of the folders it reads reaches only the provider of the assistant you chose, under that provider’s terms and under your responsibility. Choose it as you would any tool you trust with your clients’ exchanges.

Kolinea adds no AI of its own: no summaries and no automatic extraction of documents. The [Security](/en/security) page and the privacy policy say so too.

## Included in Premium

The AI assistant is part of the Premium plan. Each new workspace gets 2 months of Premium free, with no credit card, then the Free plan.

On the Free plan, the “AI assistant” page says what the plan brings. After a return to the Free plan nothing is deleted: the connection or key stays in place, but Kolinea refuses it until the Premium plan is active again, and the publications already prepared stay in the folder.

## Frequently asked questions

- **Can my assistant write to a client?** No. It prepares publications, and only a team member publishes them from Kolinea.
- **Do I need to create a key?** No, you sign in and click “Allow”. A personal key remains possible for an assistant that cannot sign in.
- **Who sees the content of my folders?** The provider of the assistant you chose, under its terms. Kolinea has no AI sub-processor.
- **How do I cut the access?** From your settings, on the “AI assistant” page: the assistant loses its access immediately.
- **What happens if I go back to the Free plan?** Nothing is deleted, but Kolinea refuses the connection until Premium is active again.

## See also

- [Folder templates](/en/features/folder-templates), for the publications a folder already plans
- [“Waiting” view](/en/features/the-waiting-view), for what is waiting in a folder
- [API and integrations](/en/features/api-and-integrations), to connect Kolinea to other tools