Ask Keel

Ask about your portfolio. Get an answer you can trace.

Ask in plain words. Keel reads your goals, plans and teams, then answers with text and charts. Every claim has a source you can open.

Which Q1 initiatives could slip? Are we spending to our investment mix? What changed since the last snapshot? Which team is over capacity next quarter? Draft the board update for October.

How one answer is made

  1. 1 Keel hides names Customer names become codes like [C1] before your question leaves Keel.
  2. 2 The AI reads with Keel's tools It can only read through tools Keel gives it, with your permissions. It cannot change data on its own.
  3. 3 Charts point, Keel fills The AI says which result to chart. Keel puts in the real values from that result.
  4. 4 You see the sources Each answer lists the screens it used. One click opens the record.

Suggestions you approve, not changes you discover.

When the assistant thinks a plan should change, it writes a proposal. An editor reads it and clicks Apply, or not. Viewers see proposals but cannot apply them.

Monitors watch the plan for you. They flag a team going over capacity or a goal falling behind, and post to Slack.

Proposal · move Mobile approvals to Q3 needs review

Growth is 7 weeks over capacity in Q1. Moving this initiative frees 3 weeks and keeps the activation goal on track.

BeforeQ2 → Q3 2027
AfterQ3 → Q4 2027

Bring your own AI

Each company picks its provider and key. You can also run a model inside your own network.

Name it your way

Give the assistant your own name. Only admins see which model runs behind it.

Works with no AI

No key? Keel still scores, plans and warns with built-in rules, and labels each result so.

Ask Keel about your own plan.

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