Ask Nymble and AI

Nymble’s AI works on your own records. Ask Nymble answers questions by looking things up in your workspace as you, so it only sees what your role can see. Skills do one job on a record: summarize an account, write a status update, draft an email. Templates are prompts you save and run again.

Ask Nymble

Open Automation & AI > AI, pick Ask Nymble and type the question. Some that work well:

• How many hours did we log for Acme last month, billable and non-billable?
• Which client invoices are more than 30 days overdue, and who owes the most?
• What in the pipeline is expected to close this quarter?
• Who was under 50% utilization in August?

Ask Nymble can read accounts, contacts, opportunities, activities, contracts, projects, tasks, time entries, client and contractor invoices, proposals, timesheets, time off and the team list. It lists, counts, sums and groups them, and it runs four reports: time summary, utilization, receivables aging and pipeline. Each answer shows the lookups it made under Data used.

It reads. It doesn’t create, edit or send anything.

What it can see

Exactly what you can. If your role shows you only your own time entries, Ask Nymble counts only your time. If you see only the accounts on your projects, those are the accounts it finds. Billable value in the time report needs permission to view rates. Records from other workspaces are never visible.

Skills on a record

These appear as buttons on the record’s page:

• Summarize (account): contracts, delivery, invoices, pipeline and recent activity, with a short list of watch-outs such as overdue invoices or a contract past its end date.
• Status update (project or contract): what got done in the period, what’s in progress, what’s next, risks. Pick Client for a version you can send (no costs or margins) or Internal for one with hours against budget.
• Draft a message (account, contract, project or client invoice): tell it what the email is for (“chase the overdue invoice politely”, “kick off the project”) and pick a tone. You get a subject and body to copy.

Results open in a panel with a copy button. Nothing is saved to the record or sent.

Templates

A template is a prompt you’d otherwise retype. Save it under Automation & AI > Templates and run it in one click. Put {{ input }} where text you paste at run time should go, for example Turn these call notes into a follow-up email: {{ input }}.

Templates are yours unless someone with Manage AI shares one with the workspace. Templates run through Ask Nymble, so they can look things up too.

In automations

Add a Run AI skill step to an automation. Pick Ask Nymble and write the prompt (fields from the triggering record work, like {{ contract.name }}), pick a saved template, or pick a skill and map its inputs, such as {{ client.id }} for Summarize. Later steps can use the result as {{ raw_output }}, or {{ data.subject }} and {{ data.body }} for a drafted message. A common setup: every Friday, ask for unbilled hours by account and post the answer to Slack.

Automations run as the person who created them, so an AI step sees what that person can see. Automations need the Pro plan.

House instructions

People with Manage AI can set a few lines under AI > House instructions that go into every AI request in the workspace: who you are, how you write, what to avoid. Keep it short. “We’re a twelve-person design studio. Be brief. Never promise dates.” is plenty.

Models and keys

Nymble picks the models: a fast one for short jobs and a stronger one for Ask Nymble and longer writing. There is nothing to configure. If you’d rather run requests on your own OpenAI or Anthropic account, add the API key under Integrations.

Prompts and the records the AI looks up are sent to the model provider for that request. Providers don’t train on API data.

API

The API runs the same skills as the token’s user:

• GET /api/v1/ai/skills lists the skills you can run and their inputs
• POST /api/v1/ai/skills/{key}/run with {"input": {...}} runs one
• GET /api/v1/ai/runs and GET /api/v1/ai/runs/{id} show your runs

Credits and permissions

Each run uses one AI credit, however many lookups it makes. Core includes 500 credits per user per month and Pro 1,000. Past that, credits are $0.10 each.

Two permissions control AI in the role editor: Use AI (Ask Nymble, skills, personal templates, your own runs) and Manage AI (house instructions, shared templates, every run and its cost). Both come switched on for the default Super Admin and Admin roles, and Use AI for the User role.