> For clean Markdown of any page, append .md to the page URL.
> For a complete documentation index, see https://docs.tabs.com/llms.txt.
> For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://docs.tabs.com/_mcp/server.

# Chat

> Ask Tempo questions and hand off one-off work.

Chat is where you work with Tempo directly. Ask a question, give it a task, or describe recurring work you want it to take over.

## Ask questions

Tempo can read all of your Tabs data, so you can ask the questions you'd otherwise answer with exports and filters.

* "Which customers are more than 60 days overdue and have a card on file?"
* "Why did Acme's revenue drop in October?"
* "Which draft invoices are still waiting on a PO?"

Tempo shows the steps it took to get the answer, so you can check its work.

## Hand off work

Ask Tempo to do anything you could do in Tabs, for one record or many.

* "Resend every invoice more than 30 days overdue to its billing contact."
* "Move the invoice date on these 4 drafts to the 1st of next month."
* "Email Acme's AP contact asking for a PO on invoice INV-1042."

Tempo proposes each change before it happens. Nothing is updated, sent, or posted until you approve it. See [Approvals](/tempo-approvals).

## Files

Attach CSV, JSON, or PDF files to a message, up to 100 MB each. Tempo reads PDFs, including scanned ones. Ask for results as a file and Tempo returns a CSV you can download from the chat.

## Turn a chat into a routine

When you've walked Tempo through a task you do regularly, ask it to make that a routine: "Do this every Monday at 9." Tempo plays the routine back to you before it saves anything. See [Routines](/tempo-routines).