Your Personal AI Assistant
We help businesses install their own personal AI assistants. Deploy autonomous agents safely and compliantly for Canadian SMBs who want the power of AI but need it done right. Very few agencies are offering this yet.
Operations
24/7 inbox triage & auto-reply
Reads every incoming email, categorises urgency, drafts replies for routine queries, flags anything requiring human attention — while you sleep.
Supplier & vendor monitoring
Tracks vendor emails, delivery confirmations, and invoices. Flags delays, mismatches, and missing responses. Escalates to the right person automatically.
Meeting scheduler & prep agent
Books meetings across time zones, prepares agenda documents from context, sends pre-read materials, and sends post-meeting follow-up summaries automatically.
SOC 2 / compliance checklist runner
Monitors internal systems against compliance checklists, flags gaps, generates audit-ready reports, and tracks remediation tasks — all within sandboxed permissions.
Daily briefing & morning digest
Pulls overnight emails, calendar, news, Slack messages, and project updates. Synthesises into a personalised 2-minute briefing delivered to your phone every morning.
Sales & CRM
GHL / CRM auto-update agent
Reads call transcripts, emails, and meeting notes. Updates CRM fields, moves pipeline stages, tags contacts, and creates follow-up tasks — zero manual data entry.
Personalised outreach at scale
Takes a lead list, researches each prospect's LinkedIn and company news, and writes a genuinely personalised cold email or DM for each one — ready to review and send.
Deal stall detector & re-engagement
Monitors pipeline for deals with no activity in X days. Drafts re-engagement messages tailored to the deal context. Flags deals at risk of going cold.
Proposal & quote generation
Reads the brief, pulls pricing from approved rate sheets (sandboxed), generates a formatted proposal doc, routes it for approval, and tracks open/read status.
Review & testimonial harvester
Monitors CRM for recently closed deals or completed projects. Sends personalised review requests at the optimal moment. Tracks responses and flags best testimonials.
Finance
Invoice chase & accounts receivable
Monitors unpaid invoices, sends polite reminders at defined intervals, escalates overdue accounts, logs all communication, and updates accounting software automatically.
Expense categorisation & reporting
Reads receipts and bank exports, categorises spend, flags anomalies, and generates monthly expense reports formatted for your accountant or CFO.
Cash flow forecasting assistant
Pulls live data from invoicing, bank, and pipeline tools. Models 30/60/90-day cash flow scenarios. Surfaces warnings when runway is tightening.
Subscription & SaaS spend auditor
Scans billing emails, credit card statements, and vendor accounts. Identifies unused subscriptions, duplicate tools, and upcoming renewals. Flags for cancellation review.
People & HR
Job posting & candidate screening
Writes job descriptions, posts to job boards via API, reads incoming applications, scores candidates against criteria, and sends personalised responses to all applicants.
Employee onboarding orchestrator
Triggers onboarding checklists on hire, sends day-1 welcome materials, schedules intro meetings, tracks task completion, and follows up on outstanding items automatically.
Team pulse & mood monitor
Sends weekly micro-surveys via Slack or WhatsApp, analyses sentiment trends, flags early signs of disengagement, and surfaces anonymous themes to leadership.
Policy & leave request processor
Handles routine HR requests via messaging — leave applications, policy questions, payslip requests — pulling from HR systems with sandboxed read-only access.
Intelligence
Competitor monitoring agent
Monitors competitor websites, press releases, job postings, and review sites daily. Summarises changes and signals in a weekly digest. Flags anything requiring immediate attention.
Industry news & trend synthesiser
Monitors RSS feeds, news APIs, LinkedIn, and Reddit for your industry. Synthesises signal from noise. Delivers a curated briefing tailored to your strategic interests.
Customer sentiment analyser
Reads support tickets, reviews, NPS responses, and social mentions. Identifies recurring themes, sentiment shifts, and product gaps. Reports weekly with severity scoring.
Market opportunity scanner
Searches job boards, LinkedIn, forums, and news for signals that a prospect is growing, hiring, or in pain. Surfaces warm accounts to your sales team with context.
Regulatory & policy change tracker
Monitors government publications, regulatory bodies, and legal databases for changes that affect your industry. Summarises implications and recommended actions.
Dev & IT
Server & infrastructure monitor
Checks disk space, CPU load, service status, and logs on a schedule. Alerts via Telegram or Slack when thresholds are breached. Runs safe remediation commands automatically.
Dependency & security vulnerability scanner
Weekly scans of all project dependencies against CVE databases. Prioritises by severity. Drafts pull requests for safe updates. Flags critical patches for immediate review.
Code review & documentation assistant
Reviews pull requests for common issues, generates inline comments, writes docstrings, and updates README files. Runs as part of your CI pipeline automatically.
IT helpdesk tier-1 responder
Handles password resets, software access requests, and common IT questions via Slack or Teams. Escalates only what requires human intervention. Logs all tickets automatically.
n8n / Make workflow builder assistant
Designs and documents automation workflows based on plain-English descriptions. Generates n8n JSON configs, tests logic, and troubleshoots broken nodes via chat.
Legal & Compliance
Contract review & redline assistant
Reads incoming contracts, flags non-standard clauses, liability risks, and missing terms. Generates a summary and suggested redlines. Routes to legal only when needed.
GDPR / privacy compliance monitor
Monitors data retention policies, consent records, and access logs. Flags violations, generates Data Subject Access Request responses, and maintains audit trails automatically.
NDA & standard document generator
Generates NDAs, service agreements, and letter templates from approved templates. Customises with party details, populates clauses based on deal type, and routes for signature.
IP & trademark watch agent
Monitors trademark filings, domain registrations, and online mentions for potential IP conflicts. Alerts legal team with context and recommended next steps.
Executive
CEO / founder chief of staff agent
Manages calendar, screens inbound requests, drafts responses, prepares briefings before calls, tracks action items from meetings, and follows up on delegated tasks.
Board reporting & KPI dashboard
Pulls data from CRM, finance, and ops tools on a schedule. Generates formatted board reports, KPI summaries, and commentary. Routes to stakeholders automatically.
Strategic research & memo writer
Given a topic or decision, researches relevant data, competitor moves, market context, and expert opinions. Produces a structured decision memo with pros, cons, and recommendation.
Personal travel & logistics concierge
Researches and books flights, hotels, and ground transport. Builds detailed itineraries, monitors for disruptions, sends reminders, and adapts plans in real time.
Multi-agent task delegation system
One master agent breaks complex projects into subtasks and delegates to specialised sub-agents — one for research, one for writing, one for outreach — then synthesises results.
Negotiation & email strategy advisor
Reviews email threads and deals in context, suggests negotiation strategy, drafts responses with the right tone and framing, and tracks commitments made by both sides.
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