Your Kolinea folders in ChatGPT
What you do from ChatGPT
Ask what is waiting for you today: the folders where action is expected, and what comes up in the next 14 days
Get an update on a folder: what is decided, what is waiting and the next deadlines
Prepare a request, a document request, a multiple-choice decision or a checklist, which waits in the folder’s planned publications
Prepare the follow-ups for what is late, and send none of them
Find out which milestones are threatened and what to do first
Write an internal note, add a contact from your directory to a folder, open or duplicate a folder
Connecting ChatGPT, step by step
In Kolinea, open your settings, “AI assistant” page, choose ChatGPT and copy the server address.
In ChatGPT, open Settings → Connectors, turn on developer mode, then create a connector with that address.
Sign in to Kolinea when ChatGPT asks you to, then click “Allow”.
Talk to ChatGPT about your folders in your own words
You may already ask ChatGPT to rephrase a message or sort a list. Connected to Kolinea, it answers from your folders: “Give me an update on the Durand folder”, “Prepare a document request for the Durands: bank details and tax notice by Friday”, “Follow up on what is late”.
It reads what you read in Kolinea, no more and no less: your folders’ threads, including your team’s internal notes, their documents and their participants, your directory, your templates, and what is waiting for you folder by folder. It acts in the workspace you point it to and sees no folder you are not part of. When you ask it what to do first, it relies on the Cockpit: threatened milestones, then your actions in order, one line each.
Nothing reaches a client without you
What ChatGPT prepares for a client waits in the folder’s planned publications, marked as prepared by your assistant. It gives you the publication’s link, which opens it ready to review: you correct it if needed, publish it from Kolinea, or dismiss it. Until it is published, the client does not know it exists.
The actions that stay within the team, it does at once: an internal note, a participant added without being notified, a folder opened or duplicated.
Your rights, nothing more
The connection gives ChatGPT what you can do in Kolinea, nothing more. The audit log keeps each of its actions, as “Claire Martin (via her assistant)”, with your own name. You revoke the connection at any time from the “AI assistant” page.
Kolinea runs no AI: the content ChatGPT reads only goes to OpenAI, the provider you chose. For everything the assistant reads, prepares and refuses to do, see the AI assistant page.
What the integration does not do
ChatGPT publishes nothing to your participants, follows up with no one, invites no one and sends no e-mail: a team member publishes from Kolinea.
It uploads no document, creates no contact in your directory, and deletes, closes or reopens no folder.
Developer mode, which lets you add a connector, depends on your ChatGPT plan.
The AI assistant is part of the Premium plan: on the Free plan, Kolinea refuses the connection, and deletes nothing.
A connection unused for 90 days switches off, and none lasts more than 180 days: you then connect ChatGPT again.
The features involved
Your questions before connecting
Another question? Contact us
You need a plan that gives access to ChatGPT’s developer mode, which Kolinea does not manage. On Kolinea’s side, the AI assistant is part of the Premium plan, and every new workspace gets 2 months of Premium free, with no credit card.
No: you sign in to Kolinea and click “Allow”. A personal key is still possible, from the same page, for an assistant that cannot sign in.
No. It prepares publications, and only a team member publishes them from Kolinea.
OpenAI, which provides ChatGPT, under its terms and on your responsibility. Kolinea runs no artificial intelligence model and has no AI sub-processor.
From your settings, “AI assistant” page: you revoke the connection, and ChatGPT loses its access immediately.
Other integrations
Your next folder, with nothing lost along the way
Not the right time?
Get the link by e-mail and pick up later, from your computer.
One e-mail only, and your address is not kept.