MyDesk AI
The MyDesk platform, in your pocket: approvals, quotes, live numbers and AI assistance, designed as the mobile companion to MyDesk.
The screens below are concept visuals of the interface in development. They show where the product is heading rather than a released product, and the layout, features and figures are illustrative.
Concept screens
Three core screens anchor the mobile experience: what needs you now, how the business is tracking, and the queue you came to clear.
Today
Good morning
Three items are waiting on you and pipeline is up 12 percent this month.
$1.2M
Pipeline
6
Approvals
3
Quotes
Needs your approval
View allSUP-2041
Steel supply quote
PO-1187
Purchase order
Approvals, quotes and pipeline at a glance, with the numbers that matter.
Pipeline in play
Top accounts
Live pipeline and margin views that stay in step with MyDesk.
Purchase order - $6,250
Timesheet - week 43
Customer quote - $42,800
The queue you came to clear, plus the files attached to it.
What MyDesk AI adds
Approvals on the move
Review and action purchase orders, timesheets and quotes from anywhere, using the same approval chains as the desktop platform.
Live numbers, not exports
Pipeline, revenue and margin views that stay in step with MyDesk, so decisions get made on current data.
Ask MyDesk AI
Natural language questions answered against your own records, powered by the Neocortex intelligence layer.
Quotes and documents to hand
Send the right PDF, read a supplier quote or open a customer file without hunting through folders.
Customer and supplier context
Recent activity, balances and conversations for every account, kept close to the work.
Governed from day one
Role-based access, audit trails and the same tenant rules as MyDesk, extended to a personal device.
How it fits together
System of record
MyDesk
CRM, sales, purchasing, operations and finance stay where they already live, inside MyDesk.
Mobile companion
MyDesk AI
The same business on your phone, focused on the workflows that genuinely travel well.
Intelligence layer
Neocortex
Context, memory and governed agentic assistance across both.
What we still need to decide
- 01Which screens make the first release: approvals, quotes, insights, or a deliberately smaller subset?
- 02iOS, Android or both first, and does this extend or replace the existing Telegram bot?
- 03Does the app carry MyDesk branding on its own, or MyDesk and Neocortex together?
- 04Which pilot client shapes version one, and what does a good first month look like for them?
Interested in the mobile companion?
MyDesk AI is being shaped with the teams who use MyDesk every day. If you want the concept walked through, or you want to help decide what ships first, we would like to talk.
Concept visuals. Screen layouts, labels and figures are illustrative and do not represent a released product. MyDesk AI is in development.