®How it works
Four screens, then your first real record.
The last tool took a consultant and a month, and you used two menus. Here is what happens from the moment you sign up, with no card and no questionnaire, and exactly what the built-in assistant does and does not do.
The steps
Screen 1
Name your workspace.
Usually your business name. That is the whole screen.
Screen 2
Pick your kind of business.
Nonprofit, consulting, marketing or agency, legal services, health or wellness, catering, photography, video or drone, education or tutoring, or small business. Nine have a ready-made setup. Or pick “Something else” and describe what you do in a sentence.
Screen 3
Take the setup, or tell Trig what you do.
Trig shows the lists it will build for your kind of business. Press “Set it up for me”, or “Tell Trig what you do instead” to describe the business in your own words and have Trig plan lists that fit, or “Just the basics” for the built-in lists only.
Screen 4
One goal for the next 90 days.
More customers, more revenue, less admin time, launch something, keep donors. A number if you have one. Your home page shows progress toward it. That is the only question.
Then
Add the person you are working with right now.
Your lists are there in your words, with one example record in each to show the shape, and a form called Get in touch or Request a quote is live so people can reach you from the first day. If your business takes bookings, two suggested services are waiting as drafts for you to approve.
Then
Bring in what you have, and invite the team.
Upload a spreadsheet, an Excel file or a paste from any spreadsheet, with a preview before anything is added. Invite your team; everyone is included in the price, and each person gets a login as a member of your workspace.
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.
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.
On its own: notice
Duplicate customers, a step with no owner, a project or a quote 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.
When you ask
Add a customer, give a step to Maria, draft an invoice, add a list for permits, write a checklist, build a flow. Trig does it in your workspace and tells you what it did.
Type in the chat at the top of any page.
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
- TUndo
Trig restored Proposal v2.pdf
It was deleted 4 minutes after being opened
- SUndo
Sam moved “Send the deck” to Friday
It was Thursday
- TUndo
Trig merged two records for Maria Chen
Kept the newer phone number
- YUndo
You changed the payment terms to 14 days
It was 30 days
What is inside
Everything around the work, in one place.
All of this is included on every plan.
Contacts
Your clients, donors, students or members, under whatever word you use. Duplicates are merged and missing details are filled in. Add a detail like “Referred by” and it is on every record.
Calls and notes
Two lists every workspace has. Snap a photo of the notes by the phone in the phone app and each becomes a call with a name, a number and a next step. Forward an email to your workspace and it becomes a call too.
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.
Money & health
Can I pay the bills, am I making money, who owes me, what do I owe: answered in plain sentences from your invoices and the papers you upload.
Anything else you track
Add a list for grants, matters, events, equipment or anything else, with the details you choose.
Flows
When this happens, do that: make a task, send an email, add to the calendar, ask a person and wait. Test a flow before it goes live, or describe it to Trig and it drafts it.
Forms and signatures
A form people reach you through, with an optional “How did you hear about us?” question, on a simple page or on your own site. Documents to sign with TG eSign, no account needed on their side.
Outside people
A sign-in for your clients, students or members, and a booking page with deposits paid into your own Stripe.
You started the business.
This is where you run it.
Four screens and you’re in. Free for 14 days, no card.