Free playbookMissed-call text-back
Every missed call gets a text in under a minute, details captured, booking offered.
Call missedText sent in < 60sDetails capturedOwner approves booking
Your business numberSMS providerCalendar or CRM
- Transactional messages with opt-out
- Urgent cases routed to you
- Weekly recovered-calls report
Free playbook5-minute lead reply
Web and email inquiries answered while the customer is still choosing who to call.
Inquiry arrivesClassified + draftedOwner approvesReply + booking link
Web form or inboxAI draftingBooking link
- Approved facts only
- No price promises
- Escalation for complaints
Free playbookOwner's morning brief
Calendar, inbox and open loops sorted into one brief before the first job.
6:30am triggerCalendar + inbox readBrief assembledDelivered to you
Claude scheduled taskCalendar connectorEmail connector
- Read-only access
- Never replies or sends
- Newsletters ignored
Free playbookAI use-case intake
Scattered AI ideas become governed go, revise or stop decisions.
Idea submittedScored on value + riskOwner decidesLogged + tracked
FormScoring sheetDecision log
- Data class checked first
- Named owner per use case
- Stop is a valid answer
BlueprintInbox triage agent
Several inboxes read around the clock: sorted, drafted, routed, and urgent items texted to you.
Email arrivesClassified: urgent / routine / noiseDraft preparedYou approve or it escalates
Gmail or Microsoft 365ClaudeSMS alertsConfig file
- Drafts only, never auto-sends externally
- Kill switch + monthly cost cap
- Loop prevention on replies
BlueprintContent to LinkedIn post and carousel
Drop a link and two sentences of opinion in a folder. Wake up to a draft post and carousel.
Source + POV droppedDaily 7am runPost + carousel draftedYou approve in one tap
A watched folderScheduled agentMarkdown drafts
- Claims checked against the source
- Nothing posts without approval
- Empty inbox = no run
PrototypeEvent-intelligence agent
Flyers, reels and pages become structured event cards with confidence scores and sources.
Cheap triageRicher extractionExpensive reasoning only when neededCard for human review
Scraping or uploadOCR + speech-to-textLocal model triageCloud model for hard cases
- Confirmed vs inferred on every field
- Duplicate detection
- Low confidence goes to a person
BlueprintWeekly status pack
A one-page client update and draft email from a tracking sheet and notes, every week.
Sheet + notes readNumbers checked to cellsOne-pager draftedYou review and send
Google SheetsDrive notesAI drafting
- Every number traces to a cell
- No claim without a source
- Review in under 20 minutes
BlueprintMeeting to action
Every call ends with owners, due dates and open questions assigned, not buried in a transcript.
Transcript capturedActions extractedOwner confirmsTasks assigned
Meeting recorderAI extractionTask tool
- Suggestions marked, never treated as commitments
- No invented deadlines
- Human confirms before assignment