What is NewMax AI?
NewMax AI is a desktop assistant for people who manage repeatable work involving files, reports, or business processes. It works in a folder on your computer, where it can read and edit files, prepare deliverables, and run saved workflows. Users can choose a local model or connect to cloud models with their own API key, review proposed actions, and check the saved results. It is aimed at solo professionals and small teams that want to automate work while keeping control of each step.
NewMax AI Features:
Local File Workspace: Open a folder on your computer and have NewMax read, write, and review files there without uploading them to a NewMax cloud drive.
File Parsing: Parse PDFs, spreadsheets, presentations, Word documents, and audio or video files for use as sources in tasks.
Model Choices: Switch between supported cloud models, third-party API proxies, and local model services such as Ollama.
Workflow Replay: Record a repeatable process and replay its steps on a schedule, with a record of what ran.
Browser Profiles: Use separate browser profiles for different accounts, with distinct cookies and login states for brand, research, or inbox work.
Scheduled Routines: Set routines with their own schedule, prompt, model, and workspace, then enable, pause, edit, or run them manually.
NewMax AI Benefits:
Reviewable Changes: A clear change summary and approval step make it easier to check drafts and file edits before they become part of your work.
Consistent Processes: Replaying a recorded workflow helps keep recurring jobs on the same steps instead of relying on someone to repeat them from memory.
Privacy Control: Keeping files on your device gives you more control over where sensitive client or business material is stored.
Flexible Model Use: Choosing between local models and provider connections lets you align model use with your workflow and data preferences.
Fewer Manual Steps: Having tasks read source files and prepare outputs can reduce the handoffs and copying involved in routine document work.
Work Continuity: Scheduled routines can handle recurring tasks without requiring you to sit at your desk for each run.
Use Cases:
Month-End Close: Record and replay a recurring close process that uses local files, then check the run record and resulting documents.
Client Intake: Use selected workspace files to prepare an intake memo, with the draft saved alongside the material it draws from.
Campaign Briefs: Create a campaign brief from relevant workspace sources and schedule recurring research or content preparation.
Invoice Checks: Set up a repeatable process for reviewing invoice files and preparing the next step for a bookkeeper or office manager.
Analytics Reports: Connect a Google Analytics account to ask about GA4 properties and prepare reports on users, sessions, or top pages.
Meeting Summaries: Process meeting recordings locally to transcribe, summarize, and organize the content for follow-up.