Sales & Revenue
Build
Sales-Call Summariser
Auto-summarises every call into CRM-ready notes — key points, next steps, sentiment. Reps stop forgetting commitments. Managers see real coverage.
Sales & Revenue
Build
Quote Drafter
Listens to your sales call, pulls the right line items from your catalogue, drafts a quote document — ready for you to review and send.
Sales & Revenue
OS Module
ICP Finder
Reads your closed-won deals, identifies your real ideal customer profile, then surfaces lookalike prospects from the open web with intent signals.
Sales & Revenue
Build
Outbound Personaliser
Researches each prospect — their company, role, recent news, public posts — and drafts a genuinely personalised opener. Not a Mailmerge token in sight.
Sales & Revenue
OS Module
Pipeline Health Watcher
Watches your pipeline daily. Flags stalling deals, missing next steps, contacts gone quiet, and forecast risk — before your manager has to ask.
Sales & Revenue
Admin
Follow-up Generator
Drops a draft follow-up email into your inbox the moment a call ends — referencing what was actually said. You hit send, you don't write from scratch.
Customer & Retention
Build
Churn Watcher
Monitors customer activity. Flags when ordering patterns shift, support tickets spike, or contact goes quiet — before they cancel.
Customer & Retention
Build
Onboarding Concierge
Walks every new customer through the first 30 days — automatic check-ins, contextual help, escalations to a human at the right moment. They activate, not churn.
Customer & Retention
Admin
Review Reply Manager
Drafts on-brand responses to every Google, Facebook, and Trustpilot review. Negative ones escalate to you. Positive ones go out the same day.
Customer & Retention
OS Module
VIP Customer Radar
Identifies your top 10% — the ones quietly driving most of your revenue — and tells you when they need attention. No more losing whales because you forgot to call.
Customer & Retention
Admin
Renewal Reminder
Surfaces upcoming contract renewals 60 / 30 / 7 days out, with a draft renewal proposal pre-loaded for your approval. Renewals stop slipping through.
Operations & Admin
Build
Inbox Triage Agent
Reads every email, sorts by urgency, drafts replies for routine ones, escalates the rest. You touch fewer threads and miss nothing.
Operations & Admin
OS Module
Approval Inbox
Every AI-drafted action — emails, quotes, posts, refunds — sits here for your approval. One screen, swipe right or left. Nothing fires without you saying so.
Operations & Admin
Admin
Smart Receipt Filer
Photograph or forward any receipt. Auto-categorised, GST-extracted, filed straight into Xero or MYOB. End-of-month reconciliation from hours to minutes.
Operations & Admin
Admin
Calendar Brief
Before every meeting, a one-page brief: who's there, what was last said, the open thread, and three good questions. You walk in prepared. Always.
Operations & Admin
Build
Document Auto-Filler
Contracts, applications, compliance forms — pulls the right data from your systems and fills them in. You review, sign, send. The 3-hour task becomes 5 minutes.
Operations & Admin
Build
Vendor Comparison Bot
Comparing suppliers, software, services? It pulls pricing, terms, reviews, hidden fees — and gives you a one-page comparison. Procurement decisions in 30 minutes, not three weeks.
Knowledge & Team
OS Module
SOP Librarian
Your team asks questions in Slack, the agent answers from your operations manuals — even ones you haven't written yet, learned from how you actually work.
Knowledge & Team
Build
Onboarding Buddy
Every new hire gets an AI buddy on day one. Answers their dumb questions privately, walks them through systems, escalates real blockers. Fewer interruptions for the team.
Knowledge & Team
Admin
Slack Q&A Bot
Trained on your wiki, drives, and chat history. The team stops asking the same five questions every week. You stop being the bottleneck.
Knowledge & Team
Build
Training Curriculum Builder
Tell it what role you're hiring for, it builds a 30-60-90 training plan, complete with materials, quizzes, and check-ins. New starters get sharper, faster.
Knowledge & Team
Admin
Internal Search
One search bar across Drive, Notion, Slack, email, and your CRM. Finds the document, the conversation, the customer note — instantly. No more "I know we discussed this."
Finance & Forecasting
Build
Cashflow Forecaster
Pulls from Xero, your bank, recurring invoices, and historical patterns to project the next 90 days. Early warning when a gap is coming, not after.
Finance & Forecasting
Admin
Invoice Chaser
Politely, persistently, automatically. Reads your aged receivables, sends increasingly firm reminders, escalates to you only when it's serious. Late payers stop sliding.
Finance & Forecasting
Build
Tax Prep Companion
Year-round, not panic-at-EOFY. Categorises every transaction, flags missing receipts, prepares your accountant's pack. Your bookkeeper will love you.
Finance & Forecasting
OS Module
Spend Anomaly Detector
Watches every transaction. Flags duplicates, price creep, mystery subscriptions, and vendor overcharges. Most clients find $1k+/month they didn't know was leaking.
Strategy & Growth
OS Module
Morning Brief
Five things that matter today, surfaced from your inbox, calendar, numbers. You read it with coffee instead of digging through ten apps.
Strategy & Growth
Build
Competitor Watcher
Tracks your top 5 competitors — pricing, hires, content, social, news. Weekly digest of what changed, plus a "so what" for your strategy.
Strategy & Growth
Build
Marketing Engine
Plans, drafts, and schedules your content calendar — blog posts, LinkedIn, newsletters — all in your voice, all from your existing material. You approve, it ships.
Strategy & Growth
OS Module
Daily Discipline Coach
Daily check-ins on the goals you actually committed to. Calls out drift early, surfaces wins, keeps the long game alive. 1% better every day, compounding.
