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Less routineMore room to work

Connect calls, messages and paperwork to the next step in your business. We build and manage the workflows, from the first connection to everyday operation.

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Phone integration: 290 USD setup, then 99 USD per month. Other services are priced separately. Provider usage is billed separately. See pricing.

Illustrative office scene with a manager, laptop, telephone and documents
More space for the work that needs you

Your tools, connected

  • Google Workspace
  • Gmail
  • Microsoft 365
  • Outlook
  • Google Calendar
  • Google Drive
  • OneDrive
  • Dropbox
  • QuickBooks
  • Xero
  • Wave
  • FreshBooks
  • Drake
  • HubSpot
  • Zoho
  • Pipedrive
  • Follow Up Boss
  • kvCORE
  • Clio
  • MyCase
  • PracticePanther
  • Booksy
  • Square
  • Calendly
  • Vagaro
  • Fresha
  • GlossGenius
  • OpenTable
  • Resy
  • Tock
  • WordPress
  • Shopify
  • Wix
  • Google Business
  • Instagram
  • Telegram
  • Stripe
  • Tekmetric
  • Shop-Ware
  • Mitchell

Connections are scoped around available APIs, permissions and your workflow. Some tools connect through email, files or calendar feeds.

One request
A connected next step

A call can become a booking. An email can become a task. A document can become a record ready for review. Each connection follows the rules you approve.

See how it works
PhoneEmailDocumentsWebsiteCalendarCRMBooksYou
From an incoming request to an action in your tools, with your team in control of approvals and exceptions.

Choose where AI gets to work

Explore each workflow and its controls. Connections depend on the access your software supports; we confirm availability and limits during scoping.

Phone

A front desk for your calls

Answer routine questions, collect caller details and arrange appointments, with a clear handoff to your team.

Connections and controls
  • Your current phone number (call forwarding, nothing to port)
  • Google Calendar, Outlook, Booksy, Square, Calendly
  • Your CRM or a shared spreadsheet
  • SMS through your existing business line

Answers follow your approved information. Requests outside that scope go to a person.

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Email inbox

An inbox with a next step

Sort incoming messages, prepare replies and route requests to the people or workflows that need them.

Connections and controls
  • Gmail, Google Workspace, Microsoft 365, IMAP
  • Your CRM, spreadsheet or booking system
  • Your document folder (Drive, OneDrive, Dropbox)

You choose which replies need review before sending.

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Documents

From incoming files to usable records

Extract information from forms and attachments, organize files and flag missing or unclear fields.

Connections and controls
  • Email attachments, upload forms, a scanner folder
  • Google Drive, OneDrive, Dropbox, your own server
  • Your CRM, practice software or a spreadsheet

Uncertain information is marked for review rather than filled in by guesswork.

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Illustrative workflow

From attachment to action

Incoming email

Example supplier

Your monthly invoice

Please find the invoice attached for review.

Invoice-1042.pdfPDF attachment
Prepared recordFor review
Supplier
Example supplier
Invoice
1042
Amount
480.00 USD
Next step
Team approval

Original attachment linked

AI prepares the record. Your team reviews it before the next approved action.

Website chat

Turn a website question into action

Help visitors find answers, request a quote or book an appointment using your approved content and connected tools.

Connections and controls
  • Any website (one line of code, works with WordPress, Shopify, Wix, custom sites)
  • Google Calendar, Outlook, your booking system
  • Your CRM, help desk or email

Visitors can ask for a person, and unanswered questions are passed to your team.

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Back office

Keep the follow-through moving

Prepare invoices, schedule reminders and keep customer records aligned across your office tools.

Connections and controls
  • QuickBooks, Xero, Wave, FreshBooks
  • HubSpot, Zoho, Pipedrive, a spreadsheet
  • Google Calendar, Outlook, your booking system
  • SMS through your business line

Approvals and permitted actions are agreed before the workflow runs.

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Booking

One place to arrange the next visit

Offer a booking page with staff availability, services, reminders and deposit options, connected to your customer workflows.

Connections and controls
  • Your website (two lines of code), Google Business Profile, Instagram
  • Your Stripe account for deposits
  • The AI phone, chat and email integrations through the booking API
  • Google Calendar and Outlook by subscription feed

Availability and deposits follow your settings. Payments use your own Stripe account.

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Monitoring

Know when something needs attention

Watch agreed services, workflow activity and usage, then send your team a useful alert when a check fails.

Connections and controls
  • Websites, phone systems, payment processors, cloud services
  • QuickBooks, bank feeds, ad accounts
  • Telegram, SMS, email

Monitoring is read-only unless you explicitly authorize an action.

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Connect more of the workflow

Choose a single integration or a bundle of related services. We agree on the scope and connections before setup begins.

Full office

2,850 USD setup

Then 529 USD per month

  • Phone
  • Email inbox
  • Documents
  • Website chat
  • Back office
  • Monitoring
  • Booking
View pricing details

Provider usage is billed separately at provider cost, with agreed daily limits. Review the full pricing details and your written scope for what is included.

Start with one useful change

Show us a task, the tools involved and the point where work gets stuck. We will map a practical first workflow and what it takes to run it.

Plan your first integration