Nothing to migrate
Connect your email, calendar and chat. The Book writes itself from what actually happened in them.
Installed in a week, running in your own accounts.
Every automation reports into one page: what got done, and what is waiting on your word.
Good morning.
Reply drafted and waiting for your approval - it answers the change they announced on Tuesday.
from the thread
One page: who you are meeting, the two open questions, and what changed since July.
from 3 calls and 14 emails
It answers from your book, and it has no permission to change anything in it.
Every automation has a name, a job in plain English, and the trust you set: some draft and wait for your word, some run round the clock on their own. The core staff is below; yours get built around your work.
Give her a company, a person or a question and she goes and reads round it - far more of it than you have time for. What comes back is the short version, with the part that matters at the top.
Tell him what you are walking into and he writes the one page you need to walk in ready. Who you are dealing with, what happened last time, and the two things worth asking.
Holds what you owe and when it is due. He speaks up while there is still time to do something about it - and if you let him, he sends the chase himself.
Hand her anything finished and she goes over it before it leaves your hands. What is missing, what contradicts something else, and what will not survive a careful reader.
Research feeds prep, prep feeds the follow-through, and every finished piece of work rolls into the same place. They run the route all night. It is how a ten-person company works like thirty.
They read, check and write. The table is filled in for you.
| Who | Quiet | What changed | How you know them | Next step, drafted |
|---|
Saw the terms changed on Tuesday. The renewal we parked in July comes round in March. Worth 20 minutes this week?
Sample data - your book fills from your own accounts
Connect your email, calendar and chat. The Book writes itself from what actually happened in them.
Quiet threads flagged, replies drafted, the week's meetings already briefed. You open the Book and start deciding.
The partner who stopped replying is flagged, with the next move already written.
You pay full salaries for 30% selling time. The automations exist to hand that time back.
Salesforce, State of Sales researchHarvard and BCG put 758 consultants through the same tasks. The work from the group using AI came back rated more than 40% higher in quality. Same hours, same headcount.
Harvard Business School working paperWe do not invent results and we do not borrow other people's. Yours gets measured in your own pilot - until then this card stays blank.
Yours, measured in your own pilotBuilt for businesses whose relationships are the most sensitive thing they own. They work inside the accounts you already have - nothing of yours gets copied into a platform of ours, because there is no platform of ours.
Your email, your files, your keys. We host nothing and store nothing - there is no server of ours with your records on it. We could not read them if we wanted to.
Every automation has a level you chose: draft and wait for your word, or act on its own. The line sits where you put it, and you can move it any day.
The system is yours and keeps working without us. If we disappear tomorrow, nothing of yours stops working.
An automation is one job, done the same way every time, inside the tools you already use. It has a name, the job written in plain English, and a level of trust you set: some prepare the work and wait for your word, some run round the clock on their own. The ones you get are built around how your week actually runs.
No. The automations run inside your email, your calendar, your files and your CRM, exactly as they are. Nothing to migrate, no new app for your team to learn, no seat to buy for everyone. If your people cannot tell that anything was installed except that the work is already done, that is the job done properly.
You can, and the parts are free. What costs you is the setting up, the keys, the accounts your compliance person will not sign off, and the quiet failure in week six that nobody notices. What you pay us for is the wiring, the guardrails, and something that is still running in month four.
It will, someday. Ours breaks loudly - each one reports whether it ran, so a job that stops shows up the same morning rather than in a month of nothing happening. And it breaks safely: every automation stops at the edge of the trust you gave it, so the worst case is one that has gone quiet.
It makes the team you have work like a bigger one. The automations take the reading, the logging, the chasing and the checking; your people keep the talking and the deciding. Ten people start putting out the work of thirty, and headcount stays your decision.
The opposite. It all runs in your accounts, on your keys, under your admin. Fire us and everything keeps working, because there is nothing of ours in the middle to switch off. That is exactly why you can let it near the real work.
Your records stay in the accounts they already live in - your email, your files, your CRM. Nothing is copied onto a server of ours; there is nothing of yours on our side to lose or to leak. The thinking runs on Claude, the AI many large companies use, under business terms: your data is not kept and not used for training. During the install we work over your shoulder, then we leave.
Thirty minutes on your actual business. You keep everything we write down, and you get a straight answer on whether this fits you, including no.