Pick the job you want gone.
Each agent is a small app for one job. A representative installs the jobs you pick in your workspace. Each card says what the agent reads and what it will not do. Nothing leaves your business until a person approves it.
From a job to a running agent
Pick the job. See it first. Approve it.
Each agent is a small app for one job. You pick the jobs you want, a representative installs them, you see a preview, and nothing is sent without your click.
- Pick a job
- Start from the work you want gone, not from a feature list.
- See a preview
- You see what the agent would do before it does it.
- Approve it
- It runs only after your click, and stops at the gate for every send.
Done: the agent is running in your workspace
Done- Pick a job
- Preview what it would do
- You approve
- Deployed to your workspace
What we offer.
These 20 agents are the ones we offer. A representative installs them in your workspace, with a preview first. If one of these is your job, tell us.
Getting paid and watching cash
“I need to get paid on time and see where my money is going.”
Know who has not paid you
Once a month it reads your open invoices, groups them by how late they are and drafts a report for you to read. It does not contact anyone.
It reads: Your open invoices in your accounting system
Preview first. Nothing leaves without your click.
Installed for you by a representative.
See whether the cash will last
Looks at what customers owe you and what you owe, and writes a short outlook for the coming weeks. It is an estimate for you to check, not advice.
It reads: What customers owe you and what you owe suppliers
Preview first. Nothing leaves without your click.
Installed for you by a representative.
Catch spending that looks wrong
Each month it compares what you spent with each supplier against the last six months and flags the ones well above their usual. It only flags. You decide what is a problem.
It reads: Your spending by supplier
Preview first. Nothing leaves without your click.
Installed for you by a representative.
Spot what does not match in the bank
Scans the bank statement daily for amounts, counterparties and frequencies that differ from your normal, and lists them for you to review.
It reads: Your bank statement lines
Preview first. Nothing leaves without your click.
Installed for you by a representative.
Never forget to chase an invoice
Puts a reminder in your Google Calendar for each invoice at the points where you would follow up, before and after the due date.
It reads: Your invoices and your Google Calendar
Preview first. Nothing leaves without your click.
Installed for you by a representative.
Stop paying for forgotten subscriptions
Would look through your bank lines for repeating charges and list the ones that look unused, so you can cancel them. It would cancel nothing itself.
It reads: Your bank statement lines
Preview first. Nothing leaves without your click.
Installed for you by a representative.
Keeping customers happy
“I need to know what customers are saying and who might leave.”
Read the feedback without reading every email
Sorts incoming customer feedback emails into five groups, scores the mood of each and gives you a short digest.
It reads: Customer feedback emails in your Gmail
Preview first. Nothing leaves without your click.
Installed for you by a representative.
Hear it early when a customer may leave
Flags customer accounts that show signs of leaving and drafts a message you can choose to send. It sends nothing itself.
It reads: Customer accounts in your CRM
Preview first. Nothing leaves without your click.
Installed for you by a representative.
Warm up the contacts that went quiet
Drafts check-in emails to cold contacts for you to edit and send. It never sends on its own.
It reads: Cold contacts in your CRM
Preview first. Nothing leaves without your click.
Installed for you by a representative.
Ask for feedback after every job
Sends a short satisfaction survey for each piece of work and puts low scores in a queue for you.
It reads: Your clients and the survey answers
Preview first. Nothing leaves without your click.
Installed for you by a representative.
Keeping records clean
“I need my customer and deal records to be right without typing them up.”
Tidy the customer list
Every week it checks your CRM for missing details, contacts with no company and deals that have sat too long, and sends you a list. It lists the problems. It changes nothing.
It reads: Contacts and deals in your CRM
Preview first. Nothing leaves without your click.
Installed for you by a representative.
Log every email against the right customer
Matches each incoming and outgoing Gmail message to a contact and adds a line to that contact’s timeline, so nobody enters it by hand.
It reads: Your Gmail and your contact list
Preview first. Nothing leaves without your click.
Installed for you by a representative.
Missed calls and inbox
“I need no missed call forgotten and my inbox under control.”
Never lose a missed call
When a call is missed, it lists the number, finds the customer in your CRM and drafts a callback message for you to approve.
It reads: Missed-call notices, caller numbers and your customer list
Preview first. Nothing leaves without your click.
Installed for you by a representative.
Clear the newsletters you never read
Finds the subscriptions you rarely open and drafts the unsubscribe actions for you to approve.
It reads: Newsletter emails in your Gmail
Preview first. Nothing leaves without your click.
Installed for you by a representative.
Deadlines and routine checks
“I need the dull, regular checks to happen without me remembering them.”
Know about every renewal before it lapses
Keeps one list of license, insurance, domain and filing renewals and warns you before each one.
It reads: The renewal dates you give it
Preview first. Nothing leaves without your click.
Installed for you by a representative.
Check a new client for conflicts
Runs a structured intake and conflict check, then shows you the matches to clear before you take the work.
It reads: Intake answers and your client list
Preview first. Nothing leaves without your click.
Installed for you by a representative.
Roll up billable hours each week
Adds up timekeeper entries per matter into a weekly summary for you to review.
It reads: Timekeeper entries
Preview first. Nothing leaves without your click.
Installed for you by a representative.
Write the day’s prep list
For a kitchen: builds a station-by-station prep list from the day’s covers and the menu, then marks what is done.
It reads: Covers and menu
Preview first. Nothing leaves without your click.
Installed for you by a representative.
Close the till without the spreadsheet
For a dental practice: reconciles the day’s payments against the schedule and writes a cash report for you.
It reads: Payments and the day’s schedule
Preview first. Nothing leaves without your click.
Installed for you by a representative.
Finding things out
“I need a quick, sourced answer to a question.”
Get a sourced answer in minutes
You ask a question. It searches the web in several ways at once and writes a short brief in five parts, with the sources it used.
It reads: The question you type and public web pages
Preview first. Nothing leaves without your click.
Installed for you by a representative.
Tell us the job you want gone.
If it is not on the list, say what it is. The jobs people ask for most are the next ones we write.