AI-Agents for Activity Reporting

Audit pages, track rankings, compare traffic.

Confirm Client Appointments

See new bookings with the client's note on your calendar, and catch missing confirmation emails before they leave a visitor guessing.

Works with
Email Customer Balance Summary

Your bookkeeper gets a weekly customer open balance report, with supporting invoices and the overall amount due.

Works with
Follow Up Sales Leads

Keep early sales conversations moving with relevant follow-ups, and see a task when a prospect replies.

Works with6 tools
Publish Business Profile Posts

Get Google Business Profile posts across your selected locations, with live links and a clear list of posts still needing attention.

Works with5 tools
Send Personalized Texts

Your team can queue personalized texts for a scheduled send and see which numbers need follow-up afterward.

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Make Sales Follow-Up Calls

See what happened with requested sales follow-up calls: the prospect's answer or a reason the call did not happen, plus a task for your next step.

Works with4 tools
Import Campaign Metrics

See which campaign figures reached your analysis table and which rows need attention after your daily Google Ads to BigQuery import.

Works with7 tools
Draft Social Media Reports

Get a social media report draft with dated post examples and supported figures. Review the gaps before sharing it.

Works with5 tools
Draft Staff Incident Report

Get a staff incident report draft in a shared document, with witness accounts kept separate and questions ready for the site lead.

Works with5 tools
Create Support Cases

Customer problems reach your support queue, and the case number appears on the account for easy follow-up.

Works with9 tools
Capture Review Changes

See new and edited customer reviews in one table, with ratings and links back to the source page.

Works with4 tools
Write Sprint Halftime Report

Your team gets a sprint halftime report in its shared document, with point progress against current scope and links to work needing attention.

Works with8 tools
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