Zentra with your AI
Connect Claude, ChatGPT or Le Chat to Zentra. You write as you would to a colleague; the assistant reads your figures, prepares the work and asks you for what is missing.
Open invoices, unanswered quotes, this month’s revenue. The assistant reads Zentra and uses the amounts Zentra calculated, without redoing them.
Who owes me money?
Three invoices are open, CHF 4’860.00 in total. The oldest is Boulangerie Martin’s: CHF 2’150.00, due for 38 days.
And the unanswered quotes?
Two, sent more than two weeks ago: Claire Favre and Garage du Lac.
Say what you know. If the address or contact is missing, the assistant asks before preparing the record.
New customer: Garage du Lac in Morges. The contact is Paul Meyer.
I’m missing the garage’s address. Do you have it?
Route du Lac 12, 1110 Morges.
The record is ready. Shall I create it in Zentra?
Yes.
Customer created in Zentra
Two customers with the same name, several possible items: the assistant asks instead of guessing. Prices come from your items.
Prepare a quote for Mrs Favre: replacing the water heater.
I have two customers named Favre: Anne Favre in Nyon and Claire Favre in Vernier. Which one?
Vernier.
In your items I find “Water heater 200 L” and “Water heater 300 L”. Which one, and how many hours of fitting?
The 200 L, four hours.
The quote is ready as a draft, with your prices. You review it and send it from Zentra.
Draft quote in Zentra
Autopilote prepares the work during the day. From your phone, you add an appointment, postpone a reminder or mark a task done.
What is waiting for me today?
Three tasks: Claire Favre suggests an appointment on Thursday at 10 am, Boulangerie Martin needs a reminder, and a new contact arrived by email.
Add the appointment and push the reminder to Monday.
Done. The reminder comes back on Monday; sending it will still be confirmed in the app.
Two tasks handled in Zentra
The assistant finds the customer, suggests a name and a date, then waits for your go-ahead.
Open a project for the Rochats’ bathroom, starting on 3 November.
I have a customer Marc Rochat in Lausanne. Is that him?
Yes.
The project “Rochat bathroom” is ready, starting on 3 November. Shall I create it?
Go ahead.
Project created in Zentra
On site, dictate what to remember. The note joins the project and the task arrives at the time you chose.
Note for the Rochat site: we need two more tiles. Remind me to order them on Friday.
I’ll put the note in the project “Rochat bathroom”. For Friday, at what time?
8 am.
Noted. The task “Order two tiles” is waiting for you on Friday at 8 am.
Note and task added in Zentra
The assistant prepares the invoice as a draft. It only goes out after your review, from the app.
The Rochat job is finished. Prepare the invoice.
Shall I reuse the lines of the accepted quote?
Yes, and add two hours of work.
The invoice is a draft. Review it in Zentra: that is where you send it.
Draft invoice in Zentra
Fictitious examples. Your assistant’s answers depend on your data.
Customers, items, quotes, orders, invoices, payments and Autopilote tasks, with Zentra’s amounts.
Customers, suppliers, items, quotes, orders, draft invoices, projects, appointments, tasks and site notes, asking you what is missing. It creates them in Zentra if you ask it to.
Sending an email, a quote or an invoice, paying, starting debt collection, deleting. The assistant cannot do these for you.
Once, from your account. Then you write from your assistant’s app, wherever you are.
Integrations › Connect an AI assistant. Choose your assistant: the steps appear.
In Claude, ChatGPT or Le Chat, add a custom connector with this address:
https://zentraapp.ch/api/mcp
Sign in to Zentra, choose the company and what the assistant may do. No key to copy.
You need an assistant account that accepts custom connectors. Requests are recorded by the Zentra app open on a company computer. One click on “Disconnect”, in Integrations, removes access.
Fourteen days free, connector included.
No credit card. No automatic payment.
