Start with the job you wish would stop finding you.
These are starting points we can adapt together. Pick a task you understand well, give it a small scope, and teach your assistant what good looks like.
01 / Collections
You did the work. Now you’re chasing the invoice.
Turn your overdue invoice list into polite reminder drafts and a short list of accounts that need your attention.
A law firm prepares billing reminder drafts for review. A contractor follows up on an overdue invoice.
Bring to the build
A small invoice list, your payment terms, and a reminder you’d actually send.
Learn together
Teach it your tone, payment terms, and when a dispute needs a human.
Check before you trust it
Does it use the correct amount and due date? Does it stop and ask about disputes?
02 / Appointment setting
Scheduling a conversation becomes a conversation of its own.
Prepare available times, collect the details you need, and draft confirmations and reminders.
A law firm prepares consultation times and reminders. A home-service business coordinates an estimate.
Bring to the build
Your availability, booking rules, and a typical appointment request.
Learn together
Define your availability, meeting rules, and when to ask before booking.
Check before you trust it
Does it respect time zones, availability, and your approval rules?
03 / Follow-ups
The opportunity was good. The follow-up got buried.
Surface conversations that went quiet and prepare a thoughtful next message using the context you provide.
A law firm drafts a client follow-up from an approved status note. A consultant prepares the next message about a proposal.
Bring to the build
A few example conversations and your preferred follow-up cadence.
Learn together
Set the cadence, review the message, and make sure people can say no.
Check before you trust it
Does it use the right context and stop when someone declines?
04 / Data entry
You’re copying the same information into three places.
Turn notes and forms into structured records, flag missing fields, and prepare updates for your review.
A bookkeeper turns an intake form into a draft client record. An agency organizes notes from a kickoff call.
Bring to the build
A sample note or form and the record format it needs to become.
Learn together
Give it a clear format and check accuracy before updating your systems.
Check before you trust it
Are fields accurate? Does it flag uncertainty instead of inventing values?
05 / Business updates
You have all the dashboards. You still don’t know what needs you.
Summarize the business information you share into what changed, what’s stuck, and what needs a decision.
A practice owner reviews open admin tasks. A service-business founder gets a brief on the week’s jobs and outstanding invoices.
Bring to the build
A few trusted business updates and the decisions you need to make.
Learn together
Choose reliable sources and teach it to distinguish facts from guesses.
Check before you trust it
Can you trace each claim to a source? Are missing updates clearly marked?
06 / Hiring
You need help. Finding help becomes another job.
Draft a clear role description, organize candidate information, and prepare consistent interview questions.
A growing firm prepares interview questions for an office manager. A local business organizes applications for a coordinator.
Bring to the build
A role description and the job-relevant criteria your team agrees on.
Learn together
Set job-relevant criteria and keep hiring decisions with your team.
Check before you trust it
Are questions consistent and relevant to the role? Are decisions left to people?
07 / SEO
Your customers are searching. Your next article is still a blank page.
Turn customer questions into search-focused briefs, useful first drafts, and a manageable publishing plan.
A law firm outlines answers to common consultation questions. A trades business drafts a guide to choosing the right service.
Bring to the build
Customer questions, your expertise, and examples of your best content.
Learn together
Add your expertise, check the facts, and review before publishing.
Check before you trust it
Are claims accurate and useful to customers? Does the draft sound like you?
Your work, your tools
Built to run from your phone.
We build assistants with you, wherever you’re comfortable working. Give instructions, review results, and approve next steps from your phone. We’re here to make work feel like freedom.