Your tools, not ours.
- Google or Microsoft calendar and email
- Slack
- Notion, Asana, or Linear
- CRM
Reads your calendar, inbox, and open commitments overnight and produces a short morning brief: what needs a decision, what is slipping, what is ready. Drafts the routine replies for you to approve.
Tuesday, 7:30 AM brief.
Three decisions today. One: approve the revised Harbor Dental scope; Ann accepted the price and wants a Friday start. Two: two candidates for the ops role replied; interviews proposed Thursday 2 PM and 4 PM, calendar is free. Three: Stripe flagged a failed renewal for Kestrel; a draft reminder is ready. Slipping: the Q4 pricing memo you promised Sam for Monday.
Read-only by default. It sends nothing and moves nothing on your calendar without approval.
Every number here is illustrative. On kickoff we replace it with your inquiry volume, quote value, list size, or ticket count, and the bot reports observed results after that.
It reads what you connect, and you can exclude labels, folders, and channels. It stores summaries, not copies.
Only with approval, and only on the actions you enable: sending drafted replies and proposing calendar holds.
It is built for one principal. Team members get their own if they want one.
One install for one business. The managed desk starts after 30 days, so the first month has one job: prove this bot deserves to stay.