Your automation engine · powered by Claude

The engine that runs your back office.

Your connected tools run as one loop — each step feeds the next. The engine works the cycle on a schedule; you can also run it on demand. Connect tools on the connect page.

How much should we run on our own?

You’re paying us to run this — set how much you want to stay in the loop. You can change it any time. Money, legal, and complaints always come to you regardless.

ConservativeRun it by me. The engine handles only the obviously-safe stuff and checks with you on the rest.BalancedHandle the routine; escalate the high-stakes calls (money, contracts, complaints, anything unsure).AutopilotJust run it. Escalate only money, legal, and complaints — handle everything else without me.

Auto-reply to routine comments & DMsHandle everyday social replies on our own; escalate complaints & anything sensitive.Auto-publish social postsPost on the planned schedule without your review. Off = posts wait for your approval first. (Safety checks always run.)

Your average ticket

What a typical booking/job is worth. Powers the revenue numbers on your Operations dashboard.

Monthly ad budget cap

The most you want spent on ads per month. The ad manager optimizes within it and never exceeds it without your OK.

Growth strategy

Active

Read every growth signal and everything we've learned, then set this cycle's direction and the next moves the rest of the engine executes.

Uses:

Content engine

Active

Plan a real content strategy, create on-brand posts, and ship them across channels at the right times.

Uses:

Ad management

Active

Run a full-funnel paid strategy (top/middle/bottom) — judge each stage by its own metric, protect awareness spend, optimize bottom-funnel for ROI. Strictly within the owner's budget.

Uses:

Lead generation

Active

Proactively generate new pipeline — re-engage dormant contacts, work referral sources, and reach high-fit prospects.

Uses:

Inbox triage + replies

Needs tools

Classify every inbound message, draft on-brand replies, and flag what needs a human.

Uses: Email

Speed-to-lead follow-up

Needs tools

Chase every unconverted lead with a polite multi-touch cadence until they book or opt out.

Uses: Email

Quotes + estimates

Needs tools

Turn a qualified inquiry into a priced quote, send it, and follow up until accepted.

Uses: Email, Payments

Scheduling + reminders

Needs tools

Book and reschedule from requests, and send confirmations and reminders automatically.

Uses: Calendar, Email

No-show recovery + gap-fill

Needs tools

Rebook no-shows and fill cancelled slots from past customers so the calendar stays full.

Uses: Calendar, Email

Dispatch

Active

Route each job to the right person at the right time, confirm it with the customer, and keep the day's schedule tight.

Uses:

Invoicing + collections

Needs tools

Generate invoices from completed work and follow up on overdue accounts.

Uses: Payments, Email

Bookkeeping reconciliation

Needs tools

Match payments to invoices across processor and accounting, and flag anomalies.

Uses: Accounting, Payments

Financial monitoring

Needs tools

Watch the money daily — failed payments, chargebacks, overdue spikes, margin and revenue anomalies — and alert.

Uses: Payments

Cash-flow forecast

Needs tools

Weekly cash position + a forward forecast from the invoice pipeline and historical collection rates.

Uses: Payments

Reviews + reputation

Needs tools

Draft replies to new reviews and request reviews from EVERY completed customer.

Uses: Email

Referrals + win-back

Needs tools

Ask happy customers for referrals and win back dormant ones — on autopilot.

Uses: Email

CRM hygiene

Needs tools

Keep contacts, deals, and pipeline current from every conversation — no manual entry.

Uses: CRM, Email

Client intake & onboarding

Needs tools

Turn a new "yes" into a clean, professional onboarding — collect the docs and info, chase what's missing, and hand you a ready-to-start file.

Uses: Email

It runs on its own.

The engine works the cycle automatically on a schedule — you don’t have to do anything. Want to watch it work right now? Run a cycle on demand.

Connect at least one tool to run the engine.

✦ Tools connect through Anthropic’s secure connection — we never hold your passwords or API keys. The engine runs inside your guardrails and escalates anything sensitive for your approval.