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What we build.
Systems that take real work off your plate and give you back your time.
01 Workflows & operations 02 Quotes & proposals 03 Customer support 04 Lead response 05 Scheduling 06 Knowledge & research
01 · Workflows & operations
The mechanical work, off your plate.
Necessary work nobody should be doing by hand.
Cross-system workflow agent
Runs the recurring multi-step process a person normally clicks through, and handles the exceptions that break rigid automations: mismatched records, ambiguous entries, the step that needs a judgment call. Flags what it can't resolve.
Slack Salesforce Whatever it spansYou stay in control: a human gate at the consequential step.
Helps · any repetitive cross-tool processDocument data extractor
Pulls structured data out of messy inputs, invoices, purchase orders, scanned forms, and files it into your systems. Replaces manual data entry.
Email intake ERP / books DriveYou stay in control: low-confidence extractions are flagged for a human check.
Helps · ops-heavy businesses · finance & admin teamsAutomated reporting
Pulls from your data sources on a schedule and writes the report, the narrative, not just the numbers, delivered where you want it.
Your data Slack EmailYou stay in control: you review before anything client-facing goes out.
Helps · recurring reporting · agencies02 · Quotes, proposals & documents
From messy spec to signed paperwork.
Quotes in minutes, from the pricing and documents you already have.
Proposal & SOW generator
Turns a brief, call notes, or an RFP into a first-draft proposal and statement of work, built from your past winning documents and your pricing.
HubSpot Drive E-signYou stay in control: drafts only; a person approves before anything goes out.
Helps · professional services · agencies · consultanciesSpec-to-quote builder
Takes a customer's requirements, even a messy email or a site-visit note, and produces a structured, priced quote from your catalog and pricing rules.
Gmail Salesforce Your catalogYou stay in control: you confirm pricing and approve before sending, ambiguities get flagged, not guessed silently.
Helps · equipment installers · contractors · custom manufacturersListing & marketing copy generator
Turns product or property details and photos into descriptions, posts, and tags, on-brand and ready to review.
Shopify Etsy MLSYou stay in control: review before publish.
Helps · e-commerce · real estate03 · Customer support & messaging
Answer the routine. Escalate what needs you.
Fast answers for customers. Fewer interruptions for you.
Support triage & draft agent
Reads incoming tickets. Drafts answers from your help docs and past resolutions. Routes by topic, escalates the genuinely tricky ones with context attached.
Help Scout Intercom Your docsYou stay in control: drafts for one-click send; auto-send only the routine ones once you trust it.
Helps · e-commerce · online businesses · any support loadOrder & account resolution agent
Handles “where's my order / can I change it / I need a refund” by reading the order and tracking data, then takes the right action per your policy.
Shopify Etsy Help deskYou stay in control: a human gate on refunds or changes above a threshold you set.
Helps · e-commerce · subscriptionsInbox & community manager
Watches DMs, comments, and shared inboxes. Surfaces what needs you, drafts the rest in your tone, keeps a backlog from forming.
Gmail Social SlackYou stay in control: drafts queued for review; you decide what auto-sends.
Helps · online businesses · creators · coaches04 · Lead response & follow-up
Reply first. Never drop a lead.
Speed wins the lead. Follow-up wins the deal. Both slip when you're busy.
Instant lead responder & qualifier
Replies to a new inquiry in minutes. Asks the right qualifying questions, gauges intent, proposes times, logs it all, hands you only the leads worth your time.
Gmail HubSpot Calendar SMSYou stay in control: you set the qualifying rules; hot leads route to you; nothing books outside your limits.
Helps · solar · real estate · B2B · home servicesLong-haul follow-up engine
Runs the weeks-long nurture in your voice. Adapts to replies. Re-surfaces a lead the moment they re-engage.
HubSpot Gmail SMSYou stay in control: it drafts and times the touches; you approve sequences and can step in anytime.
Helps · real estate · solar · long sales cyclesLead-source briefing
Researches an inbound company or person across the web and your records. Hands the rep a one-page briefing before the call.
LinkedIn HubSpot WebYou stay in control: research only. It briefs you, it never contacts anyone.
Helps · B2B · professional services · high-ticket05 · Scheduling & job coordination
Keep installs and jobs moving.
Jobs booked, confirmed, and chased without a person in the middle.
Install & job coordinator
Coordinates the moving parts of a job, schedules crews, confirms details with the customer, reads the replies that come back, and chases what's still missing.
Calendar CRM / FSM SMSYou stay in control: it proposes and chases; you approve schedule changes.
Helps · installation & field teams · home servicesAppointment & dispatch agent
Reads the customer's actual reply (“Thursday's bad, mornings only”) and rebooks within your rules. Weighs crew availability against job priority when slots collide.
Calendar SMS OutlookYou stay in control: works within rules you set; conflicts get flagged to you, not guessed.
Helps · field service · showings · appointment-basedOnboarding agent
Walks a new client, employee, or vendor through intake: collects and parses documents, chases what's missing, generates the paperwork, sets up accounts and tasks.
Drive E-sign NotionYou stay in control: you approve provisioning and anything sent externally.
Helps · professional services · heavy-onboarding businesses06 · Knowledge & research
What your company knows, findable in seconds.
Stop re-answering what the company already knows.
Internal knowledge agent
Cited Q&A across your documents, SOPs, contracts, and past projects, so anyone finds what the company knows instead of interrupting a senior person.
Drive Notion SharePointYou stay in control: read-only over your data; every answer cites its sources.
Helps · professional services · knowledge-heavy teamsProspect & client dossier agent
Before a pitch or kickoff, compiles a briefing from the web and your own history: background, recent news, key people, likely needs.
LinkedIn HubSpot Your docsYou stay in control: research only; it briefs you, it doesn't act.
Helps · professional services · B2B · high-ticketMarket & competitor watch
Monitors competitors, prices, or a market on a schedule. Delivers a plain-language summary of what changed and what's worth acting on.
Web Slack EmailYou stay in control: it informs you; any action is yours.
Helps · e-commerce · real estate · competitive marketsStarting points we'd scope to you, not off-the-shelf products. “Connects to” is capability, not past deployments; “Helps” tags are illustrative, not a client list. On a fit call we'll tell you which build pays back first, and where a tool you already have beats a custom build.
Don't see what you need?
Most of what we build is custom. Tell us the workflow and we'll tell you what's possible, and if we're a good fit.