What we set up
Most of the busywork in a growing company runs through email, a CRM and a few spreadsheets. AI is now good at exactly that kind of work, as long as a person checks it before it goes out.
| The chore | What AI does | What you do |
|---|---|---|
| Inbox sweepImportant emails get buried. | Checks your inbox every hour, pulls out what needs action, and sends you a short to-do list. | Read one list instead of 60 emails. |
| Replies and follow-upsFollow-ups slip when the week gets busy. | Drafts replies and follow-ups in your voice and leaves them in your Drafts folder. | Read, adjust, press Send. |
| Quotes and proposalsQuotes wait days for someone to type them up. | Turns a customer's request into a proposal from your own price sheet and template, then double-checks the numbers. | Approve the price and send it. |
| CRM upkeepNobody updates the CRM, so nobody trusts it. | Adds new contacts, logs emails and calls, updates the deal when a quote goes out, and notes how each customer found you. | Nothing. It stays current. |
| Meeting notesAction items from calls get lost. | Turns the meeting recording into notes, next steps and a draft follow-up email. | Check it and send it. |
| Website and GoogleThe website is out of date and ad money leaks. | Keeps your website current, checks how you show up in Google, and flags ad spend that isn't bringing in customers. | Approve changes before they go live. |
Every setup is built around the tools you already pay for. Nothing to replace.