5 minutes. Nobody touches the mouse.
Sorts incoming messages into three groups: those you need to answer, those your team can handle, and those that don’t need a response.
Example: 47 emails came in. 6 are for you, 12 for the team, 29 do not ask for a response.
Drafts each reply using that customer’s history and saves it in your drafts. You review it and send it.
Example: 14 drafts ready at 8 a.m., waiting for your review.
Describe what the email was about, and it finds it, even if you can’t remember who sent it or when.
Example: “the quote I sent the supplier for the cables” — found in 4 seconds.
Ask for a summary of everything that has arrived since yesterday, and it gives you five lines.
Example: “Yesterday, 32 emails came in. The priorities: García’s complaint, Molinos’ quote, and rescheduling with the accountant.”
Forwards emails meant for someone else to the right person on your team, with a brief note.
Example: a billing complaint is forwarded to the accountant with a two-line summary.
Instantly answers common questions, asks for the information it needs, and flags the serious inquiries for you.
Example: 60 messages came in today. 51 were answered automatically; 9 are waiting for you to close the sale.
Takes the customer’s requested product list, looks up prices, and prepares a complete quote.
Example: order of 18 items quoted in minutes, with the same format you always use.
Visits each portal, searches for the product code, records the price, and compares suppliers to find the best option.
Example: 25 products compared across 4 suppliers, with the best price highlighted in the completed spreadsheet.
Enters the customer’s order into your CRM or other system without anyone having to type it in.
Example: 12 orders entered into your CRM before lunch.
Shows you each week which quotes are still unanswered and how many days have passed.
Example: 9 open quotes, 4 of them more than 15 days old — ready for a follow-up.
Prepares the document with the customer’s details, scope, and pricing, ready for review.
Example: 6-page proposal put together in minutes, with your logo and your tone.
Prepares a reply to common inquiries using the exact details from your list.
Example: 30 pricing inquiries answered before you head out to lunch.
Send a photo or PDF, and it enters the number, date, supplier, and amount in the right fields.
Example: 40 invoices for the month uploaded to the accounting system in one afternoon.
Reads incoming information, such as vacation requests, leave requests, and updates, and enters it in the right spreadsheet.
Example: 22 team vacation requests entered into the HR spreadsheet.
Uploads files one at a time to the right destination, with the correct name and category.
Example: 60 certificates uploaded to the client portal, sorted by project.
Renames files consistently, groups them, and organizes the folder.
Example: 800 disorganized files sorted into 12 clearly labeled folders by customer and year.
It looks at your inventory every day and lets you know what's running out, before a customer asks for it and you don't have it.
Example: Monday at 8 a.m.: 6 products are below minimum stock, and 2 will run out this week.
Matches bank transactions against your system and flags discrepancies.
Example: 120 monthly transactions reconciled, with 3 discrepancies flagged for review.
Checks what’s due this week and drafts a reminder for each customer.
Example: Monday at 8, 7 due-date reminders are ready to review and send.
Shows you which customers you haven’t had contact with in more than 45 days.
Example: 18 inactive customers, including 5 of your top 20 by revenue.
Reviews the month and shows which customers waited more than a day for a reply.
Example: 11 customers waited more than 24 hours, 3 more than a week.
Gathers the customer’s history and prepares a summary before you join the call.
Example: you join the call knowing what the customer requested, what was promised, and what’s still pending.
Alerts you the day before a birthday, anniversary, or important date so you can reach out on time.
Example: one of your best customers has a birthday tomorrow, and the greeting is already written.
Updates customer information after each call or meeting, without you having to open the system.
Example: after Tuesday’s call, the customer record already includes the new contact and order.
Gathers transactions, organizes them by category, and prepares the report.
Example: 8-page report ready on the first day of the month, without anyone putting it together by hand.
Every morning, prepares a message with the day’s meetings and what you need to prepare.
Example: 4 meetings and 3 documents to review, all in one message that arrives at 8 a.m.
Summarizes the day’s decisions in a message ready to send to the team.
Example: an end-of-day message covering what was decided, who does what, and by when.
Ask when you’re available, and it finds a time and books it if you want.
Example: “I need 45 minutes with the accountant this week” — 3 openings suggested and the meeting booked.
Turns the discussion into a list of who agreed to do what.
Example: a one-hour meeting produces 12 clear action items with assigned owners, without anyone typing them up.
Every Friday, summarizes the week with the key numbers.
Example: every Friday at 6 p.m., the weekly summary is ready on your phone.
Tell it which product or service you need, and it reviews several suppliers’ websites to prepare a comparison.
Example: 8 suppliers compared in one hour, with prices, lead times, and a link to each offer.
Provide the supplier list and request, and it sends each supplier the same information.
Example: a request sent to 12 suppliers in minutes, with consistent information and tone.
Provide the company name, and it prepares a summary of what they do, who they are, and their latest announcements.
Example: meeting with a new prospect, you walk in knowing what they sell, who they compete with, and what they announced last month.
Provide the file, and it summarizes it in five clear points: what it says, your obligations, and what to review.
Example: 30-page contract summarized in five points and three things to review with your lawyer.
When you get a proposal back with changes, it tells you exactly what was changed from the original.
Example: the client's counterproposal changed three clauses and lowered the price on two items.
Checks your competitors’ websites every week and alerts you when prices rise, fall, or a promotion launches.
Example: on Monday, you’re notified that two competitors lowered the price of their best-selling product.
And many more automations.Your imagination is the limit.
It operates your computer the way you do. It works with any program, including older systems that don’t connect to other tools. Your computer needs to stay on.
It works from a server with permission to access your email, calendar, and spreadsheets. It runs at night, on weekends, and while you’re on vacation, without needing your computer.
