Fluum’s AI Co-Founder Search makes it easy to find anything in your workspace, from clients and payments to bookings and contracts. Instead of digging through different tabs, you can type or ask naturally, and the AI Co-Founder surfaces exactly what you need.
Why Use AI Co-Founder Search?
- All-in-one search → look across clients, payments, bookings, and documents at once.
- Faster workflows → no more switching tabs or scrolling through records.
- Smart queries → type naturally (“Show my best paying clients”) instead of exact keywords.
- Actionable results → open, edit, or act on items directly from search results.
How to Use AI Co-Founder Search
- Open the search bar at the top of your dashboard.
- Type or ask naturally: examples →
- “Find John’s bookings next week”
- “Show me all contracts signed in September”
- “Unpaid invoices over £200”
- Review results pulled from:
- Clients – profiles, contact details, history
- Payments – invoices, transactions, refunds
- Bookings – upcoming or past appointments, status
- Docs – forms, contracts, uploaded agreements
- Click to act: reschedule, refund, edit, resend, or download directly.
Leveraging Your AI Co-Founder
The AI Co-Founder goes beyond keyword search by understanding context and intent. Try natural queries like:
- Clients → “New clients added this month.”
- Payments → “Refunds processed last week.”
- Bookings → “Yoga sessions booked for Saturday.”
- Contracts → “Signed agreements from Sarah.”
Best Practices
- Use clear, action-based queries: “Find unpaid invoices” vs. “Invoices.”
- Include dates or filters: “Bookings in October.”
- Let the AI Co-Founder handle interpretation, no need to remember exact names or IDs.
- Act directly on search results to save time.
FAQs
Q: Does AI Co-Founder Search look everywhere in Fluum?
Yes. It searches across clients, payments, bookings, and documents simultaneously.
Q: Do I have to use exact names?
No. Natural language works best. Even partial names or general queries return results.
Q: Is this available on mobile?
Yes. You can access AI Co-Founder Search from your mobile dashboard.
Q: Who can see my search results?
Only you (and your team if you’ve granted access). Everything remains private inside your workspace
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