Attract Get found and fill the pipeline 15 formulas
Mv Market Check When you have a new idea, it reads market data and customer interviews, runs a quick demand survey, and reports whether buyers want it. Ask us about Attract Cw Competitor Watch Every Monday it reads competitor sites, pricing pages, and news and sends you a one-page brief of what changed. Ask us about Attract Bd Brand Kit It reads your existing materials and builds a brand kit with logo usage, colors, and voice rules your team can use. Ask us about Attract Lp Lead Sourcing Each morning it finds prospects that match your ideal customer, enriches them with contact details, and adds them to your CRM. Ask us about Attract Cn Content Studio From your notes or a call recording, it writes posts, articles, and copy in your voice, ready to publish. Ask us about Attract Ob Outbound Sequences When a lead is added, it writes a personal first email, sends it, and follows up until they reply or opt out. Ask us about Attract Nw Newsletter & Drips Each week it writes your newsletter from recent news and results, sends it, and reports opens and clicks. Ask us about Attract Sx Search Visibility It checks how you show up in search and AI answers, finds the gaps, and updates pages to close them. Ask us about Attract So Social Posting It turns your updates into a week of social posts, schedules them, and reports what performed. Ask us about Attract Ad Ad Tuning It reads ad performance daily and flags which campaigns to scale or pause, with a suggested budget shift you approve. Ask us about Attract Ak Ad Creative Lab From a brief and past winners, it creates ad variations and sorts them by early results. Ask us about Attract Pt Partner Co-Marketing It builds co-marketing plans, emails, and assets for each partner and tracks results per partner. Ask us about Attract Mu Events & Meetups When you plan an event, it sends invites from your guest list, tracks RSVPs, and follows up afterward. Ask us about Attract Rp Reputation Watch It watches reviews and mentions, answers routine ones in your voice, and alerts you to anything urgent. Ask us about Attract Tl Translation When content is approved, it translates and adapts it for each market and sends it for a native speaker spot check. Ask us about Attract
Win and Keep Turn interest into deals and keep customers 13 formulas
Cx CRM Hygiene Every night it reads your CRM, merges duplicates, updates stale deals, and fills in missing fields. Ask us about Win and Keep Bk Booking Desk When someone asks to meet, it reads your calendar, books the time, and sends the invite and reminders. Ask us about Win and Keep Qf Lead Scoring When a lead comes in, it reads the form, website, and history, scores it hot, warm, or cold, and routes it. Ask us about Win and Keep Pd Proposal Desk After a discovery call, it reads the transcript and your price list and builds a proposal for you to send. Ask us about Win and Keep Fw Pipeline Outlook Each week it reads your pipeline and reports the forecast, with the deals most at risk called out. Ask us about Win and Keep Hd Help Desk When a customer question comes in, it reads your help docs and answers it, handing anything unclear to a person. Ask us about Win and Keep Ko Client Kickoff When a deal closes, it reads the signed paperwork, sends the welcome steps, and tracks setup until the client is live. Ask us about Win and Keep Hc Help Center When the same question comes up three times, it writes a help article from the best answers and publishes it. Ask us about Win and Keep Rt Ticket Routing When a ticket arrives, it reads it, tags it, routes it to the right person, and escalates anything urgent. Ask us about Win and Keep Si Support Inbox When an email or chat comes in, it reads your policies and answers routine requests; refunds are prepared for a person to approve. Ask us about Win and Keep Ph Phone Support When a call comes in, a voice agent answers, takes the details, opens the ticket, and transfers anything complex. Ask us about Win and Keep Hs Account Health Each week it reads usage, tickets, and payments and scores every account, with the reason for each score. Ask us about Win and Keep Rk Retention Radar It reads activity and support history, sorts customers by risk of leaving, and alerts the account owner with a save plan. Ask us about Win and Keep
Cash Bill, collect, pay, and report 13 formulas
Pz Price Setting It reads win/loss data and competitor prices and prepares pricing options for you to decide on. Ask us about Cash Iv Invoicing & Payments When work is done, it drafts the invoice from your records; a person approves before it sends or any payment is taken. Ask us about Cash Lb Books Upkeep Each day it reads bank and card feeds, suggests categories, and flags mismatches for your bookkeeper to approve. Ask us about Cash Rc Receivables It reads open invoices daily, flags what is overdue, and drafts reminders that a person approves before they go out. Ask us about Cash Bp Bill Pay When a bill arrives, it reads it, matches it to the PO, and prepares it for payment; a person approves every payment. Ask us about Cash Xr Expense Reports When a receipt is snapped, it reads it, codes the expense, and prepares the report for a manager to approve. Ask us about Cash Pr Payroll Run Before each pay date, it checks hours, changes, and benefits and flags issues; a person approves the payroll run. Ask us about Cash Mc Month-End Close At month end, it reconciles accounts and prepares the close checklist and entries; your accountant reviews and approves. Ask us about Cash Ff Fraud Flags It reads payments as they post and flags anything unusual for a person to review; it never blocks a payment or touches funds on its own. Ask us about Cash Dn Dunning For past-due accounts, it drafts polite follow-ups in sequence; a person approves each step and any payment plan. Ask us about Cash Bb Bank Ops Each morning it reads your bank balances and flags low cash or odd activity; it prepares transfers, a person approves them. Ask us about Cash Bu Budget & Forecast Each month it reads actuals against budget and prepares a variance report and updated forecast for you to review. Ask us about Cash Rn Renewals Desk Before each renewal, it flags the account, reads usage, and drafts the renewal note; a person approves any price change. Ask us about Cash
Build and Ship Ship software, buy, plan and deliver on time 18 formulas
Ws Website Launch From your notes, it builds and updates site pages in a preview you approve before anything goes live. Ask us about Build and Ship Cl Cloud Setup From a short checklist, it sets up hosting, domains, and accounts and documents every login for your team. Ask us about Build and Ship Cd Code Builder From a clear spec, it writes the code and opens a pull request for an engineer to review and merge. Ask us about Build and Ship Tq Test Runner On every pull request, it writes and runs tests and reports failures before anything ships. Ask us about Build and Ship Rv PR Review On every pull request, it reads the change and comments on bugs, risks, and missing tests. Ask us about Build and Ship Ds Design Drafts From a feature idea, it produces mockups and user flows your team can click through. Ask us about Build and Ship It IT Desk When someone needs help, it reads the request, resets passwords and access, and sends the rest to IT. Ask us about Build and Ship Op Deploy & Uptime It watches deploys and uptime, alerts the on-call engineer early, and posts a summary of every incident. Ask us about Build and Ship Sc Security Watch It reads security alerts and scans, sorts real threats from noise, and opens tickets with the fix. Ask us about Build and Ship Ap Integrations When you add a tool, it connects it to your systems through their APIs and reports when a sync fails. Ask us about Build and Ship Mm Model Ops It watches your AI models for drift and errors and reports when they need retraining. Ask us about Build and Ship Or Order Desk When an order comes in, it checks stock and details, enters the order, and updates the customer until delivery. Ask us about Build and Ship Vd Vendor Desk It reads supplier invoices and delivery history and reports a scorecard for every vendor each month. Ask us about Build and Ship Pu Purchasing When stock runs low, it drafts the purchase order with the right vendor and quantity and routes it for approval. Ask us about Build and Ship Sk Stock Control Each day it reads stock levels and usage, flags items running low, and prepares reorders for approval. Ask us about Build and Ship Dm Demand Outlook It reads past orders and seasonality and reports what customers will likely order next month. Ask us about Build and Ship Pg Project Command Every day it reads your inbox, calendar, and tasks, chases owners for updates, and drafts the status you need. Ask us about Build and Ship Ch Channel Ops It reads your marketplace listings, fixes errors and stale prices, and reports sales by channel. Ask us about Build and Ship
Team and Contracts Hire, support people, and paper deals 16 formulas
Rs Recruiting Screen When applications arrive, it reads each resume against the role and sorts the best fits; a recruiter decides who advances. Ask us about Team and Contracts Iw Interview Scheduler When a candidate moves forward, it reads interviewer calendars, books the interviews, and sends the invites. Ask us about Team and Contracts Nh New Hire Setup When an offer is signed, it prepares the paperwork, accounts, and first-week plan; HR approves before anything goes out. Ask us about Team and Contracts Hq HR Answers When an employee asks a policy or benefits question, it reads the handbook and answers; sensitive topics go to HR. Ask us about Team and Contracts Tr Training It reads roles and skill gaps, builds training plans and quizzes, and tracks who completed what. Ask us about Team and Contracts Rw Reviews & Goals Before each review cycle, it gathers goals and feedback and prepares summaries; managers make the ratings and decisions. Ask us about Team and Contracts Hp Headcount Plan It reads your budget and pipeline and prepares a hiring plan for leadership to decide on. Ask us about Team and Contracts Tn Team Updates Each week it reads team updates and sends an internal digest everyone can skim. Ask us about Team and Contracts Ef Entity Setup From your answers, it prepares the formation documents; your attorney or filing service reviews and files them. Ask us about Team and Contracts Ip IP & Trademarks It finds names and inventions worth protecting and prepares filing drafts for your attorney to approve. Ask us about Team and Contracts Dr Contract Drafts When a deal is agreed, it prepares the agreement from your templates for legal to review and approve. Ask us about Team and Contracts Ct Contract Desk When a deal is approved, it prepares the order form, sends it for signature, and tracks it until signed. Ask us about Team and Contracts Cm Compliance Watch It reads work against the rules that apply and flags gaps, with a drafted fix for your compliance lead. Ask us about Team and Contracts Lg Case Lookup It reads the cases and documents you point it to and prepares a summary for your counsel to verify. Ask us about Team and Contracts Dv Document Review For large document sets, it reads, tags, and sorts every file so counsel reviews the relevant ones first. Ask us about Team and Contracts Sg Sustainability Report It gathers usage and supplier data and builds your sustainability report each quarter. Ask us about Team and Contracts
Insight and Steer Trusted numbers and leadership prep 13 formulas
Tk Tracking Setup When you launch, it checks every analytics tag, fixes what is broken, and confirms data is flowing. Ask us about Insight and Steer Mr Marketing Metrics Each week it reads channel data and reports which channels pay back and which do not. Ask us about Insight and Steer Dh Dashboards When you ask a business question in plain English, it reads your data and answers with a chart. Ask us about Insight and Steer Rd Revenue Metrics Each month it reads billing data and reports growth, churn, and margins. Ask us about Insight and Steer Dp Data Pipelines It moves and cleans data between your systems on a schedule and alerts an engineer when a sync breaks. Ask us about Insight and Steer Vc Voice of Customer It reads interviews, reviews, and tickets and reports the top themes customers keep raising. Ask us about Insight and Steer Nv North Star It keeps your vision and goals doc current as plans change and flags where work has drifted from it. Ask us about Insight and Steer Pl Strategy Prep Before planning sessions, it gathers results and lays out priorities and options for your leadership team. Ask us about Insight and Steer Cb Capital Calls It reads cash, plans, and returns and prepares capital allocation options; you decide. Ask us about Insight and Steer Cs Closing Support For big deals, it reads the terms and prepares redlines and a negotiation brief for you and counsel to approve. Ask us about Insight and Steer Rm Roadmap It reads feature requests, usage, and revenue and ranks what to build next, with the evidence for each. Ask us about Insight and Steer Bv Brand Direction It reads your messaging across every channel and flags anything off-brand with a suggested fix. Ask us about Insight and Steer Ma Acquisitions It screens targets against your criteria and builds a diligence checklist and brief for each. Ask us about Insight and Steer
Field Work done on site, in the real world 15 formulas
Fr Freight When an order ships, it compares carrier quotes and prepares the booking for a person to confirm. Ask us about Field Wo Warehouse Desk It reads orders and stock locations and produces pick lists and slotting plans for the floor team. Ask us about Field Sh Shipping When an order is ready, it picks the carrier, prints the label, and sends tracking updates to the customer. Ask us about Field Qc Quality Checks It reads inspection logs and photos, sorts defects by type, and reports trends to your quality lead. Ask us about Field Bm Building Upkeep When something breaks, it opens the work order, books the vendor, and tracks it until closed. Ask us about Field Mt Equipment Care It reads equipment logs, books preventive maintenance, and keeps the repair history up to date. Ask us about Field Fd Field Reports At the end of each shift, it reads crew notes and photos and produces a clean daily report. Ask us about Field Vh Vehicle Fleet It reads mileage and service history, books vehicles in for service, and reports fleet costs. Ask us about Field Pn Production Floor It reads orders and capacity, builds the production schedule, and reports output by shift. Ask us about Field Rx Returns When a return is requested, it checks the policy and prepares the label; refunds are approved by a person. Ask us about Field Ls Leases & Sites It reads your leases, tracks renewal dates and cost changes, and alerts you months ahead. Ask us about Field Ic Incident Response When an incident is reported, it captures the details, alerts the right people, and tracks the response. Ask us about Field Wk Office Services It takes desk bookings, supply orders, and visitor check-ins from simple requests and keeps them organized. Ask us about Field Sf Safety Logs It reads inspections and training records, books what is due, and reports anything out of compliance. Ask us about Field Dl Local Delivery It reads today's deliveries, builds driver routes, and sends customers live arrival windows. Ask us about Field
Oversight High-stakes work with a human sign-off 14 formulas
Tf Tax Filing It gathers your records and prepares tax workpapers for your accountant to review and file. Ask us about Oversight Ac Audit Prep It gathers evidence for every control and organizes the audit binder for your auditor. Ask us about Oversight Cp Cash Position Each morning it reads balances and upcoming bills and prepares a cash position; a person approves any transfer. Ask us about Oversight Gf Government Filings Before each deadline, it gathers the data and prepares the filing for a person to sign and submit. Ask us about Oversight Ra Risk Register It reads incidents and changes, updates your risk register, and reports the top risks each month. Ask us about Oversight Bo Board Pack Before each board meeting, it gathers results and builds the agenda, deck, and minutes. Ask us about Oversight Iu Investor Updates Each month it pulls your metrics, writes the investor update, and keeps the data room current. Ask us about Oversight Cq Insurance Claims When something happens, it gathers the facts and prepares the claim for a person to submit. Ask us about Oversight Pv Privacy Desk When a data request arrives, it finds the records, prepares the response, and tracks the legal deadline. Ask us about Oversight Ok Ownership Table When grants or rounds happen, it prepares cap table updates for your attorney to approve. Ask us about Oversight Kc Identity Checks When a customer signs up, it checks identity and sanctions lists through your provider and sends matches to a person. Ask us about Oversight Rz Fundraising Prep It reads your metrics and builds the deck, model, and investor tracker, then updates them as you go. Ask us about Oversight Lw Dispute Desk It reads claims and deadlines, tracks every date, and sends counsel a weekly status. Ask us about Oversight Pk Pay for Leaders It gathers market pay data and prepares benchmarks for leadership roles, and you decide the pay. Ask us about Oversight
