The twelve jobs owners bring us most: what the agent handles, where a human still signs off, and what it plugs into. Yours might be a mix of three, or something nobody has asked for yet — that is the point of custom.
Inbox triage and draft replies
Sorts every email into "needs you," "handled" and "junk," and drafts the routine replies in your tone.
- You approve
- Anything about money, complaints or a new client before it sends.
- Connects to
- Gmail or Outlook, your price sheet, your calendar.
Lead intake and instant follow-up
Replies to every new form, call or text within a minute, asks the qualifying questions and logs the answers.
- You approve
- Quotes, discounts and anything promised on your behalf.
- Connects to
- Website forms, Twilio SMS, HubSpot or GoHighLevel.
Booking and reminders
Offers open slots, books, confirms and nudges likely no-shows.
- You approve
- Double-bookings, after-hours requests and VIP exceptions.
- Connects to
- Calendly or Google Calendar, SMS, email.
Quote and estimate drafting
Turns a customer's notes or measurements into a draft estimate from your real line items.
- You approve
- Every quote before the customer sees it. Always.
- Connects to
- Your pricing spreadsheet, QuickBooks, email.
Spreadsheet and bookkeeping prep
Pulls invoices and receipts out of the inbox and fills the right rows, so month-end takes minutes.
- You approve
- Categorizing anything unusual; it never pays a bill.
- Connects to
- Google Sheets or Excel, QuickBooks, Square, Stripe.
CRM updates
Keeps every contact, stage and next step current from call notes and email threads.
- You approve
- Deleting or merging records.
- Connects to
- HubSpot, GoHighLevel, Gmail, phone logs.
Review requests and reply drafts
Asks happy customers for a review at the right moment and drafts a reply to every new one.
- You approve
- Replies to anything under four stars.
- Connects to
- Google Business Profile, SMS, your job list.
Social post drafting
Turns this week's finished jobs and photos into a short, scheduled post queue.
- You approve
- The queue, with one tap, before anything goes public.
- Connects to
- Your photo folder, Google Business Profile, scheduling tools.
The weekly numbers digest
Every Monday at 6 a.m., calls, leads, sales and reviews land in one page with what changed.
- You approve
- Nothing — it is read-only by design.
- Connects to
- Analytics, your CRM, Square or Stripe, Sheets.
Inventory and reorder alerts
Watches stock and sales pace, warns you before you run out, drafts the order.
- You approve
- Every order before it goes to a supplier.
- Connects to
- Shopify, Square, your supplier spreadsheet.
Document data extraction
Reads PDFs like work orders and applications and turns them into clean, searchable rows.
- You approve
- Low-confidence fields it flags for a second look.
- Connects to
- Email attachments, Google Drive, Sheets, your CRM.
Phone and text receptionist
Texts back missed calls, takes the message and books the callback.
- You approve
- Emergencies ring straight through to a person.
- Connects to
- Twilio, your calendar, Slack or SMS to you.