Setup, Planning, and Bulk Work

Arif can help prepare and complete setup tasks through guided conversation, uploaded source files, and Plan mode.

Setup Assistance

Users can ask Arif to help with business setup tasks such as company information, finance structure, inventory preparation, templates, or module-specific readiness. Arif asks for missing details and uses permitted context before proposing changes.

Plan-First Work

For broad setup or cleanup, use Plan mode first. Arif can inspect context, draft steps, and save a plan for review. Applying the plan still runs through normal permissions, approval policy, and rollback tracking.

Bulk Preparation

Arif can help prepare bulk work such as:

• Creating multiple records from a structured source.
• Reviewing a spreadsheet before import.
• Identifying likely duplicates.
• Sequencing setup work across modules.
• Explaining which details are missing before execution.

Bulk or sensitive changes may require approval before they run.

File-Based Setup

Uploaded files can provide source data for setup and import preparation. Supported file types include spreadsheets, PDFs, images, text, JSON, DOCX, and Markdown. Arif should show users what it understood before making sensitive changes.