What it solves
Running a business means pulling the same numbers from six tools and chasing the same people every week. We connect the systems into one source of truth, add agents that do the chasing, summarising and flagging, and deliver a weekly decision brief — so management time goes to decisions, not to gathering.
Typical problems
- Monday spent assembling numbers from six tools
- Overdue invoices, stalled deals and late tasks noticed too late
- Reports nobody trusts because every tool disagrees
- The owner is the only person who knows the state of everything
- Managers chasing instead of managing
Example workflows
Three workflows we build regularly in this service. Names and numbers are illustrative of typical outcomes; measured results are published only in case studies.
The Monday brief
The owner opens six tools, copies numbers into a sheet and writes an update for the team.
Data consolidates overnight; an agent writes the brief — cash, pipeline, delivery, support, people — with the three things that need a decision this week.
Typical result: the brief is waiting on Monday morning; the meeting is about decisions.
Cash and receivables
Overdue invoices are noticed at month end.
An agent watches receivables daily, sends the reminders in your tone, escalates by rule and tells you which clients need a call.
Typical result: shorter days-sales-outstanding without anyone chasing.
Delivery health
Late projects surface when the client complains.
Project, ticket and time data feed one health score per client; the agent flags slippage early and drafts the client update for approval.
Typical result: problems seen weeks earlier; fewer surprised clients.
Capabilities
- Single source of truth across CRM, finance, projects and support
- AI agents for chasing, summarising, forecasting and anomaly flags
- SLA rules, approvals and escalations
- Live dashboards and a weekly written decision brief
- Board / investor reporting on autopilot
- Task creation with owners and due dates
What every build includes
The difference between an automation that works in a demo and one that still works in a year.
- Automatic retries when a connected app is briefly unavailable, so nothing is silently lost
- A run log for every execution — what came in, what was decided, what went out
- Failure alerts to Slack or email after repeated errors, with a pause switch you control
- Idempotent steps: running twice never creates duplicates
- Written handover: a one-page map of the workflow, its owners and how to change it
- Built in your own accounts — you keep every credential, licence and asset
How the work is delivered
Map
Current process documented with the people who run it.
Scope
Written proposal, diagram, deliverables, fixed price.
Build
Short stages in your accounts, demo at the end of each.
Launch
Monitoring, alerts and documentation before go-live.
Pricing and engagement
We map the five numbers you check every week, where they come from and who chases what, and show the first version of your weekly decision brief.
Scoped in writing after the audit. One price, one outcome, no hourly surprises. Half on start, half on launch.
Monitoring, fixes when an app changes its API, and a monthly improvement sprint. Cancel any month.
Deliverables
- Connected data model and dashboard
- Agents with documented rules
- Weekly brief template and schedule
- Operating manual for the management rhythm
Questions
Does the AI make the decisions?
No. It gathers, checks, summarises and recommends; people decide. Every recommendation shows its data and reasoning.
Which systems can you connect?
Most modern tools: HubSpot, Pipedrive, Zoho, Xero, QuickBooks, Stripe, Asana, ClickUp, Jira, Zendesk, Intercom, Google Workspace, Microsoft 365 — and anything with an API or an export.
What does the owner actually get?
A live dashboard, a weekly written brief, alerts on the things that matter, and a team that gets chased by the system instead of by you.
Is this only for larger companies?
It is designed for owner-led businesses of roughly 5 to 100 people — the size where the owner still holds everything in their head.
How does pricing work?
Every engagement starts with a free audit. You then get a fixed-scope proposal with one price and a delivery date, in USD. Ongoing monitoring and improvements are a monthly retainer you can cancel any month.
How quickly can something be live?
A first workflow is usually live within one to three weeks of sign-off. Larger builds are staged so something useful ships early and the rest follows in sprints.
What happens when a workflow fails?
Every build ships with retries, a run log and alerts. If an app changes its API, the retainer covers the fix; without a retainer we quote a small fix and turn it around quickly.
Who owns the automations afterwards?
You do. Everything is built in your accounts and documented, and your team is walked through it at handover. You can maintain it yourself or keep us on retainer.