Bmator User Manual

Welcome to the Bmator user manual. Learn how the documentation is structured and how to navigate chapters or search for platform features.

How this manual is organised

1. 1 Bmator at a glance

   Discover Bmator, a Knowledge Operating System designed to connect your documents, workflows, and financial reports in one manageable space.

   • 1.1 What Bmator is for
   • 1.2 The applications
   • 1.3 What you gain
   • 1.4 Use case: find what a folder of contracts says
   • 1.5 Use case: readable accounts for a company
   • 1.6 Use case: a mailbox that files itself

2. 2 Getting started

   Learn the first steps in Bmator, from the welcome page and side menu navigation to workspaces, credits, applications, and support.

   • 2.1 Getting started: your workspaces and your personal space
   • 2.2 Getting started: the side menu and your applications
   • 2.3 Getting started: credits, costs and your own AI keys
   • 2.4 Getting started: getting help
   • 2.5 Getting started: confirming your email address

3. 3 Messaging

   Learn how to use Messaging in Bmator to manage conversations, contact requests, support tickets, comments, and system notifications.

   • 3.1 Conversations with people on Bmator
   • 3.2 Your requests to the Bmator team
   • 3.3 Your comments
   • 3.4 Notifications

4. 4 Mail

   Learn how to connect mailboxes, file attachments into documents, and automate your inbox using rules and agents in Bmator.

   • 4.1 Connecting a mailbox: what to expect
   • 4.2 Connecting a Gmail or Google Workspace mailbox
   • 4.3 Gmail: setting up your own Google connection (a company domain, or a personal address)
   • 4.4 Gmail: connecting with an app password
   • 4.5 Connecting an Outlook.com, Hotmail or Live mailbox
   • 4.6 Connecting a Microsoft 365 work or school mailbox
   • 4.7 Reading your mail in Bmator: inbox, conversations, keeping
   • 4.8 Writing mail: drafts, attachments and signatures
   • 4.9 Signatures
   • 4.10 Deleting and cleaning up mail
   • 4.11 Mail rules: filing, tagging and cleaning automatically
   • 4.12 Spam, blocked senders and correspondents
   • 4.13 Mail agents: summaries, suggestions and drafts

5. 5 Calendar

   Learn how to use the Calendar in Bmator, manage personal and professional calendars, connect external accounts, and organize your events.

   • 5.1 Using the calendar
   • 5.2 Calendars and their settings
   • 5.3 Video rooms
   • 5.4 Subscribing to other calendars
   • 5.5 Connecting a Google account

6. 6 Projects

   Learn how to plan and manage work in Bmator Projects, track tasks, view workloads, generate status reports, and collaborate with your team.

   • 6.1 Starting a project
   • 6.2 Work items: the outline and the board
   • 6.5 The Dashboard and the status report
   • 6.7 AI in projects
   • 6.8 People and roles
   • 6.9 My work
   • 6.10 Project settings

7. 7 Library

   Learn how to use the Bmator Library to upload, organize, convert, and search your documents across workspaces and folders.

   • 7.1 Getting started: adding documents
   • 7.2 Getting started: finding things
   • 7.3 Workspaces and folders
   • 7.4 All documents and their conversion

8. 8 Notes

   Learn how to use Notes in Bmator to write rich text, save automatically, keep personal content private, and share or export your documents.

   • 8.1 Writing and finding notes
   • 8.2 Sharing a note
   • 8.3 Using a note in Ask answers
   • 8.4 History and export
   • 8.5 Saving an Ask answer or an email as a note

9. 9 Contacts

   Learn how Bmator manages personal address books and shared organisation records across meetings, mail threads, and ledgers.

   • 9.1 Your address book
   • 9.2 Syncing with Google Contacts, Outlook, iCloud and other address books
   • 9.3 Scanning business cards
   • 9.4 Duplicates and merging

10. 10 Organisations

    Learn how to manage organisations in Bmator, linking contacts, meetings, and ledger records to central company profiles across your workspace.

    • 10.1 Organisations and positions
    • 10.2 Stakeholders: the parties in your ledgers

11. 11 People & sharing

    Learn how to share documents and folders, access items shared with you, and manage workspace permissions in Bmator's People & sharing module.

    • 11.1 Getting started: sharing a document or a folder
    • 11.2 Getting started: when something is shared with you
    • 11.3 Getting started: seeing and managing who has access

12. 12 Connections and the knowledge graph

    Learn how Bmator links people, organisations, and records in the knowledge graph, and how to access and navigate your connections.

    • 12.1 Exploring connections
    • 12.2 What Bmator understood from a text
    • 12.3 Names to review
    • 12.4 Your graph and shared graphs
    • 12.5 Concepts and themes
    • 12.6 Your relationships
    • 12.7 Settings and connection types (workspace admins)

13. 13 Ask Bmator

    Learn how Ask Bmator searches your documents, emails, and notes to provide verified answers with source citations within your workspace.

    • 13.1 What Ask Bmator reads, and who else it can read for
    • 13.2 Asking a question
    • 13.3 Reading an answer: sources and how it was answered
    • 13.4 When an answer is missing or weak
    • 13.5 Answer settings and what an answer costs
    • 13.6 Keeping answers: conversations, knowledge and documents

14. 14 Settings

    Learn how to manage your personal account, security, AI providers, profile, and email preferences across workspaces in Bmator Settings.

    • 14.1 Your profile and preferences
    • 14.2 Security and API keys
    • 14.3 Your own AI provider keys
    • 14.4 Connected accounts
    • 14.5 Connected apps: AI applications that reach Bmator
    • 14.6 Labels and smart context
    • 14.7 Billing and credits
    • 14.8 Getting started: the emails Bmator sends you

15. 15 Services

    Learn how Bmator services let external users submit documents to trigger automated scoring grids, tasks, and workflows under your control.

    • 15.1 Your public page
    • 15.2 Creating a service
    • 15.3 What someone who submits sees
    • 15.4 Reviewing submissions

16. 16 AI models

    Learn how to manage AI models in Bmator, including catalogue pricing and scores, fallback priority rules, and tracking AI usage and costs.

    • 16.1 The models you can use
    • 16.2 Your model priority
    • 16.3 What you spent

17. 17 Time series

    • 17.1 What a series' values mean: flow, stock, rate, reading, ratio
    • 17.2 Importing a CSV or a spreadsheet
    • 17.3 Exploring a series: periods, transformations and statistics
    • 17.4 Cycles and smoothing: seasons, rhythms, spikes
    • 17.5 Forecasting a series
    • 17.6 Comparing series: correlation, who leads, forecasting together
    • 17.7 Alerts: being told when something unusual arrives
    • 17.8 Series read where they live
    • 17.9 Every write is recorded

18. 18 Meeting reports

    Learn how Bmator consolidates meeting transcripts, notes, and action items from tools like Zoom, Fireflies, and Fathom into your secure workspace.

    • 18.1 What a meeting report contains
    • 18.2 Connecting your meeting tools
    • 18.3 Importing a transcript or notes file
    • 18.4 Reading a meeting report
    • 18.5 The people in a meeting
    • 18.6 Who can see a meeting report
    • 18.7 Meetings on a contact's, organisation's or correspondent's page
    • 18.8 Asking Bmator about your meetings
    • 18.9 How reports stay up to date

19. 19 Reportomator

    Learn how to use Reportomator to import FEC files, organize accounting entries, build reporting nodes, and get AI-assisted financial insights.

    • 19.1 Getting started: your first company
    • 19.2 Your plan and usage
    • 19.4 Loading entries
    • 19.4.2 Reviewing duplicate entries
    • 19.4.3 Opening balances (à-nouveau)
    • 19.4.4 Filters and labels
    • 19.5 Reports and computation
    • 19.5.1 Reporting nodes and lists
    • 19.5.2 Why is this figure negative? Signs in reports
    • 19.5.3 Computing reporting values
    • 19.5.4 How Bmator makes sure your figures are right
    • 19.5.5 Dashboards and charts
    • 19.6 Topics and analysis
    • 19.6.1 Topics: answers to management questions
    • 19.6.2 Cash Situation
    • 19.6.3 Stakeholders: who your company deals with
    • 19.6.4 Data-quality observations
    • 19.7 Watching and sharing
    • 19.7.1 Triggers: watching a figure
    • 19.7.2 Portfolios: following several companies
    • 19.7.3 Sharing a company or its results

20. 20 BPMator

    Learn how to automate repeatable AI instructions, workflows, data collection, and scoring on your documents and data with BPMator.

    • 20.1 Tasks: an instruction run on your documents
    • 20.2 Questions and question lists
    • 20.3 Scoring and ranking subjects
    • 20.4 Workflows: chaining steps
    • 20.5 Data: datasets, datasources, endpoints and collectors
    • 20.6 Solutions: one form, one verdict
    • 20.7 Running a process from your AI assistant